Author is bullish on US antimony stocks, citing China export restrictions, US import dependence, and defense spending as catalysts for NVA, RML, UAMY, MP, and PPTA.
PPTA — LONG The author argues PPTA is a US senior antimony producer with a $3B cap that could easily triple, citing China's antimony export restrictions and US import dependence. The catalyst is increased US defense spending and antimony being a priority 'mineral defense' commodity. The author notes PPTA has no gold or other resources, focusing purely on antimony.
$PPTA Antimony 3B cap > x3 easy
MP — LONG The author argues MP is a US senior antimony producer with a $9B cap that could double, citing China's antimony export restrictions and US import dependence. The catalyst is increased US defense spending and antimony being a priority 'mineral defense' commodity. The author notes MP has no gold or other resources, focusing purely on antimony.
$MP 100% Antimony 9B cap > x2 easy
UAMY — LONG The author argues UAMY is a US junior antimony producer starting production and received a Defense Department grant in October. The catalyst is increased US defense spending and antimony being a priority 'mineral defense' commodity. The author expects UAMY to increase in value exponentially.
$UAMY no gold but starting Antimony production and received a Defense Department grant in October
NVA — LONG The author argues NVA is the most incredible US junior antimony developer with a $230M cap that could increase 50x, having received $43M in October for phase 1 of development. Phase 2 is expected in 2026 with production start at the end of 2026. The author also notes NVA possesses 9.9 MB of gold, making it one of the top 5 in the world for untapped gold resources.
$NVA by far the most incredible, $230M cap, > x50 easy, received $43M in October for phase 1 of development, phase 2 expected in 2026 - production start at the end of 2026
Unpriced research observations (excluded from Calls and Returns):
RML — LONG The author argues RML acquired a factory right next to the PPTA site and refused a $225M offer in August for a $50M cap. The catalyst is increased US defense spending and antimony being a priority 'mineral defense' commodity. The author expects RML to increase in value exponentially. resolved_entity_name_mismatch
$RML acquired a factory right next to the PPTA site and refused a $225M offer in August for a $50M cap
This Reddit post, published January 07, 2026, features u/MybobbyB discussing PPTA, MP, UAMY, NVA. 4 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/MybobbyB · Tickers: PPTA, MP, UAMY, NVA