Author argues a $1.5T US defense budget will cause antimony stocks NVA, RML, UAMY, PPTA, and MP to surge, with NVA and RML as top picks.
NVA — LONG Author claims Nova Minerals has 9.9 Moz of gold resources plus antimony, US Department of Defense support, and national production planned for end of 2026, making it the 'Nvidia of US antimony'. The mechanism is that the $1.5T defense budget will drive demand for domestic antimony, benefiting NVA. Main stated risk is not specified.
NVA Nova Minerals $240M cap with 9.9 Moz of Gold in resources in addition to Antimony NVA has the support of the US Department of Defense and will become the Nvidia of US antimony National production planned for the end of 2026
RML — LONG Author claims Resolution Mineral received a $225M offer in August 2025, 5x its market cap, and acquired an antimony refining plant in November near PPTA lands. The mechanism is that the defense budget and antimony demand will revalue the company. Main stated risk is not specified.
RML Resolution Mineral received an offer in August 2025 of $225M, or x5 compared to its cap It acquired a plant in November Antimony refining near PPTA lands!
This Reddit post, published January 07, 2026, features u/MybobbyB discussing NVA, RML. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/MybobbyB · Tickers: NVA, RML