https://www.japantimes.co.jp/business/2024/12/23/markets/metal-markets-chinese-clampdown/
JAPAN TIMES article of 23 December 24 is an important read as gives insight on limited supplies held by metals traders of antimony, gallium and germanium outside of the PRC.
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https://www.usantimony.com/press-releases
UAMY announced on 30/12/24 that it had secured a second source of Antimony concentrate ... it was ONLY 50 WMT (I repeat only FIFTY WMT) from Thailand in two sea containers to be shipped to its Mexican refinery.
UAMY has probably secured 100% of antimony offtake from COSTERFIELD (TSX listed MND) but COSTERFILED is forecast to produce between 1,050t to 1,150t of Antimony in concentrate in 2025.
UAMY to also advises it intends to raise up to USD100m but equity placement or loan ... essential working capital and plant expansion (no doubt DOD funding)
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PPTA and SXG are 4-5 years away from production and SB grades are far lower than LRV.
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LRV can produce antimony concentrates in 2025 & getting closer by the day ... nothing is more clear because there are likely few, if any alternatives to HILLGROVE to source high grade antimony in the near to medium term.
Project economics with antimony alone at US 41,500 per tonne & AUD/USD at 0.62 = AUD 67,000 per tonne.
CLARK'S GULLY antimony is high grade and near surface and cash flow would be significant.
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CLARK'S GULLY combined with treatment of the tailings with gold, antimony and tungsten recoveries just add to near term potential.
BAKER'S HILL underground is high grade gold and drill results are imminent.
HILLGROVE overall offers significant potential as LRV has outlined.
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LRV is positioned to move rapidly to mining in 2025 ... the smart money knows this ... so hold on to your shares.
LRV top 40 are doing exactly that and some accumulating and they won't be selling for tuppence ... LRV's value is $$$$$ plus.
AIMHO/DYOR/GLTAH