The author argues that Nova Minerals is undervalued due to its strategic gold and antimony assets, which are positioned to benefit from increased US defense spending and supply chain independence.
NVA.AX — LONG Nova Minerals is positioned to benefit from a US defense super-cycle and the strategic need for domestic antimony production. The company's valuation is supported by its gold assets and government-funded infrastructure projects in Alaska. The author expects significant rerating as the company moves toward production and secures potential military contracts by 2026-2028.
Nova is one of the few companies to combine: Gold: Estelle project, a multi-million ounce gold resource in Alaska Antimony: Very high grades, rapid production potential
RML.AX — LONG Resolution Minerals is expected to grow significantly due to its acquisition of a refining plant near existing production sites. The author anticipates a tenfold increase in value by 2026 as the company executes its strategy.
Anyway, I like RML Resolution Minerals, which has already acquired a refining plant near PPTA! RML will increase tenfold by 2026, for sure!
This Reddit post, published January 08, 2026, features u/MybobbyB discussing NVA.AX, RML.AX. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/MybobbyB · Tickers: NVA.AX, RML.AX