February 3rd, 2026 | 07:15 CET
US government pours billions into USA Rare Earth - Could Antimony Resources be next?
Almonty Industries, MP Materials, and other commodity stocks have already demonstrated the new reality: in today's geopolitical environment, commodities are becoming critical, and stock prices can multiply dramatically. Antimony Resources offers investors an opportunity to participate at a comparatively early stage. History shows that when mining companies transition from explorer to producer, valuations can move into the billions. Despite a strong rally, Antimony Resources is still valued at "only" around EUR 50 million. Due to pressure from the US government and a mining-friendly jurisdiction, Antimony Resources could advance toward production significantly faster than is typical in the sector. A direct involvement by the US government would not be surprising. After investments in MP Materials, Vulcan Elements, and Trilogy Metals, the Trump administration recently pumped billions into USA Rare Earth. Could Antimony Resources be next?
time to read: 2 minutes
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Author:
Fabian Lorenz
ISIN:
ANTIMONY RESOURCES CORP | CA0369271014
Table of contents:
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
Author
Fabian Lorenz
For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
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From niche metal to strategic factor
Antimony has gone from being a niche metal to a strategic factor. This is precisely what Antimony Resources is benefiting from. In a recent interview with Lyndsay Malchuk of the International Investment Forum, Antimony Resources CEO Jim Atkinson emphasizes that defense, supply chains, and energy security have made the metal "critical." At the same time, North America has only limited control over its supply. With Bald Hill in New Brunswick, Canada, the company is developing a project in a mining-friendly jurisdiction that, according to Atkinson, explicitly promotes production. This tailwind is increasingly crucial, especially for critical raw materials.
High-grade results
Atkinson also reports on the latest results from Phase 2 drilling. In 2025, the company drilled more than 8,000 meters, bringing the total volume of drilling on the property to over 13,800 meters. The published grades are among the highest reported grades in North America to date. The company also aims to be "at the forefront" internationally. For Atkinson, consistency is more important than a single hit. In the first program, 75% to 80% of the drilling already yielded high-grade antimony. The second round follows a similar pattern. The goal now is to transition from exploration potential to a reliable resource. This will be achieved through a denser drill hole sequence and support from a consulting firm. Antimony Resources is planning a 10,000-meter program with a focus on "definition drilling" in the main area, but also intends to pursue two additional mineralized zones, including a newly discovered zone on the west side.
https://youtu.be/6bjeA5Be2F0?si=tSxilHEv5C6Vvt04
Efficient and fast production
Compared to other projects, Atkinson believes Antimony Resources is better positioned, particularly in terms of capital requirements. His argument: high grade beats size. He points out that Bald Hill is significantly higher grade on average than known references in North America and could therefore start as a lean underground project. From this, he deduces potentially lower costs and faster feasibility. In addition, New Brunswick is working on a critical minerals strategy that is intended to shorten approval times. Environmental standards and the involvement of local communities would not be neglected in the process. According to Atkinson, Antimony Resources is preparing the approval process early and aims to submit the application at the end of 2026 or the beginning of 2027, with the goal of rapidly developing the project toward production.
Conclusion: A highly attractive metal and equity opportunity
Antimony is a highly compelling critical metal, alongside rare earths and tungsten. Antimony Resources is currently valued at around EUR 50 million, suggesting substantial upside potential. A potential entry by the US government is far from unlikely and would almost certainly act as a catalyst for further share price appreciation.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
In this respect, there is a concrete conflict of interest in the reporting on the companies.
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