chart, page-2215

You keep copy-pasting the same debunked talking points like they’re gospel

• No land access — False. TMG’s ACP project sits on patented mining claims in Utah, meaning they own the land rights. This isn’t federal BLM land. There’s no access issue.
• No permits — It’s early-stage development, yes — but Utah is one of the most mining-friendly jurisdictions in the U.S. for critical minerals. Permits come with time and planning
• Hundreds of millions required — Maybe over the life of mine, but staged development is how every mine works. You think Lynas or MP Materials raised a billion on day one? Strategic assets attract funding, especially when they’re the only U.S. source of a critical missile metal.
• Years off from mining — And? Most majors take 7–10 years from discovery to production. But value is created in the de-risking stages. If you wait for first production, you’ll be buying at 100x the current valuation.
• Antimony demand will be satisfied? With what, exactly? 90% still comes from China and Russia. The U.S. has zero domestic production. The DoD and DOE are actively hunting for reliable Western supply — and TMG sits right in the heart.
• Comparing this to latecomer lithium plays is a lazy take. Antimony is not a bulk battery commodity — it’s a defence-critical, supply-constrained strategic metal. Totally different market structure, pricing, and geopolitical leverage.

So yeah, TMG is undervalued. Not because it’s producing tomorrow, but because it holds a one-of-a-kind asset that aligns with national security, decarbonisation, and supply chain independence.Maybe the real ‘bias’ here is yours — ignoring fundamentals to keep pushing fear