Greater than 100 years in the past, a ship left a Nova Scotia harbor carrying a treasured cargo that few at the moment would acknowledge as beneficial. The crew, stuffed with optimism, was sure for Wales hoping that the steel they carried would make them riches. Sadly, they by no means made it.
A German U-boat lurking within the chilly Atlantic waters fired a torpedo and the ship went down, sinking to the ocean flooring together with its mysterious cargo.
On the time, the steel appeared unimportant, however its true worth wasn’t absolutely realized till later. Quick ahead to at the moment and that very same steel is important to trendy navy and industrial purposes. That steel, as soon as forgotten on the backside of the ocean just isn’t gold or silver, however antimony—a mineral that has change into a key participant in world conflicts and high-tech industries alike.
This shipwreck would possibly sound like an intriguing piece of historical past, nevertheless it’s way over that. It’s a reminder of how important antimony has been and continues to be for nationwide safety and financial stability.
Now, because of Army Metals Corp. (CSE:MILI; OTCQB:MILIF), the exact same mine in Nova Scotia that after produced this beneficial steel is being re-visited. And it couldn’t have come at a extra essential time.
Antimony may not be a family title, nevertheless it’s been a vital materials in warfare for hundreds of years. Throughout each World Battle I and World Battle II, antimony was utilized in every thing from bullet casings to explosives.
In the present day, it’s extra essential than ever. Based on the U.S. Geological Survey, American producers use over 50 million kilos of antimony every year.
That’s as a result of antimony is a important part within the manufacturing of semiconductors, batteries, and photo voltaic panels. From electronics to renewable power, the fashionable world runs on antimony.
In brief, antimony is important to each offensive and defensive operations. Any disruption to the provision of this key mineral may have devastating results on nationwide safety.
That is the place issues get regarding. For many years, the U.S. has relied on antimony imports from China. In truth, China controls almost 50% of antimony mining and 80% of the world’s antimony manufacturing. This has put the U.S. in a precarious place, particularly as tensions with China proceed to rise.
The U.S. navy is nicely conscious of the dangers. The Pentagon has been scrambling to safe a home supply of antimony, recognizing that dropping entry to this important mineral may severely influence America’s capability to defend itself.
That’s why Army Metals (CSE:MILI; OTCQB:MILIF) is stepping in on the excellent second.
The corporate has taken a daring step with their plans to redevelop the historic West Gore Antimony Mission in Nova Scotia. This mine was as soon as a key supply of antimony throughout each World Battle I. In the present day, it stands as one of many few potential sources of antimony in North America.
The corporate has additionally lately acquired considered one of Europe’s largest antimony deposits with a historic useful resource in Slovakia which may show much more promising as tensions between Russia and Europe escalate.
The above desk is information from their latest Slovakian acquisition and helps to point out the potential in situ worth of Army Metals.
Merely multiply the antimony tons (60,998) by the present spot worth ($38,000) to reach at a complete of $2,000,000,000 in situ worth of antimony within the floor. The corporate is merely $23 million at its present market cap with a wholesome money place. Additionally, the common grade of the useful resource is 2.478%, which is taken into account very excessive for antimony. Most antimony is produced at low grades as a by-product of some gold deposits.
By comparability, Perpetua Assets, which is within the means of receiving a $1.86-billion authorities mortgage to develop their strategic useful resource, is valued at round $700 million with 90,000 tons of antimony.
By saying the definitive settlement on Slovakia property in addition to buying the West Gore venture in North America, Army Metals Corp. is positioning itself as a important participant within the struggle to safe home antimony manufacturing.
The corporate’s CEO, Scott Eldridge, has said, “The acquisition of the West Gore Antimony Mission demonstrates our technique of turning into a big world antimony participant.”
Eldridge understands the significance of antimony not only for navy use, but in addition for a variety of business purposes. He’s betting that as tensions with China escalate, the worth of domestically produced antimony will skyrocket.
This isn’t simply hypothesis. The U.S. authorities has already began investing closely in securing home sources of important minerals, together with antimony. And Army Metals Corp., with its historic West Gore venture, is completely positioned to capitalize on this rising demand.
The Strategic Significance of Home Antimony Manufacturing
The potential reopening of the West Gore mine is greater than only a enterprise alternative. It’s a strategic transfer to safeguard North America’s provide of a mineral that might determine the result of the subsequent world battle.
Antimony is on the U.S. authorities’s listing of important minerals, and for good motive. With out it, the navy can not produce the superior weapons techniques wanted to defend the nation. As China tightens its grip on world antimony manufacturing, securing a home supply has change into a matter of nationwide safety.
Army Metals (CSE:MILI; OTCQB:MILIF) West Gore venture is among the solely identified sources of antimony in North America. This places the corporate in a singular place to profit from authorities initiatives aimed toward stockpiling important minerals.
With billions of {dollars} being allotted to safe home mineral provides, firms like Army Metals Corp. stand to realize substantial monetary help.
However it’s not simply the federal government that’s . The personal sector can be waking as much as the significance of antimony. As industries like renewable power and tech proceed to develop, demand for antimony will solely improve. And with China controlling many of the world’s provide, firms that may produce antimony domestically will likely be in excessive demand.
Antimony-Targeted Technique
The corporate has made it clear that it’s centered on buying and creating antimony sources throughout North America and with their newest definitive settlement announcement on two Antimony tasks in Europe, they’ve an opportunity to be a world powerhouse. This technique is designed to probably make them one of many main suppliers of antimony exterior of China.
With the worldwide antimony market anticipated to develop considerably within the coming years, Army Metals Corp. is positioning itself as a key participant in what may very well be probably the most important provide chain battles of the twenty first century.
Along with the definitive settlement for Slovakian property, the corporate is actively exploring extra alternatives to accumulate different antimony property, guaranteeing that it stays on the forefront of this rising business.
5 Causes to Preserve an Eye on Army Metals Corp.
-
A Historic Mine with Fashionable Relevance
Army Metals Corp. controls the West Gore mine, a web site with a wealthy historical past of supplying antimony throughout each World Battle I. Now, with China proscribing exports, the mine’s strategic significance is bigger than ever.
-
Army and Industrial Demand
Antimony is crucial for navy {hardware}, together with every thing from bullets, explosives, missiles to nighttime imaginative and prescient goggles. However it’s additionally important for the manufacturing of semiconductors, batteries, and photo voltaic panels, making it indispensable for each protection and business.
-
China’s Stranglehold on Provide
With China controlling the vast majority of the world’s antimony provide, the U.S. is in a susceptible place. Army Metals Corp. is among the few firms with a home antimony venture, making it a key
participant in securing North America’s provide. In addition they have lately closed on their flagship European asset with a 60,998 ton historic useful resource of antimony.
-
Authorities Help for Essential Minerals
The U.S. authorities has already began investing closely in securing home sources of important minerals, together with antimony. Army Metals Corp. is well-positioned to profit from these initiatives, particularly as tensions with China proceed to rise.
-
Rising Demand Throughout A number of Industries
Antimony is crucial not only for navy purposes but in addition for renewable power, electronics, and different high-tech industries. As demand for these merchandise grows, so too will the demand for antimony.
Closing Ideas for Traders
Because the world faces rising geopolitical tensions and provide chain disruptions, the significance of securing important minerals like antimony can’t be overstated.
The corporate is rising as a key participant on this high-stakes race, with its historic West Gore venture main the cost and probably considered one of EU’s largest historic deposits of antimony.
With China tightening its grip on world antimony provide, now could be the time to concentrate to firms like Army Metals Corp. The way forward for trendy warfare, renewable power, and high-tech industries could very nicely depend upon it.
Different firms to maintain a detailed eye on:
United States Metal (NYSE: X)
United States Metal is an built-in metal producer with main operations in the USA and Central Europe. As a significant metal provider to the automotive, equipment, development, and power sectors, U.S. Metal performs an important position within the U.S. financial system. A robust home metal business is crucial for sustaining a strong manufacturing base, which contributes to nationwide safety by guaranteeing the power to supply important gear and infrastructure.
U.S. Metal’s manufacturing capability and concentrate on analysis and improvement are essential for assembly the evolving calls for of the protection business. Their capability to supply superior high-strength steels and different specialised metal merchandise is crucial for establishing trendy navy autos, ships, and infrastructure.
U.S. Metal is dedicated to investing in its workforce and communities, contributing to the long-term viability of the U.S. metal business. By offering good-paying jobs and supporting the financial well-being of communities, U.S. Metal helps make sure the home manufacturing base stays robust.
ArcelorMittal (NYSE: MT)
ArcelorMittal is the world’s main metal and mining firm with a big presence in the USA. Their huge manufacturing capability and world attain make them a important provider of metal to varied industries, together with the protection sector. ArcelorMittal produces a variety of metal merchandise, from fundamental sheet metal to specialised high-strength alloys, important for manufacturing autos, ships, and infrastructure.
ArcelorMittal’s dedication to analysis and improvement retains them on the forefront of steelmaking expertise. That is essential for assembly the evolving calls for of the protection business, which requires superior supplies to supply lighter, stronger, and extra resilient gear.
ArcelorMittal’s concentrate on sustainability and accountable sourcing is important for the long-term viability of the metal business. By minimizing its environmental influence and selling moral labor practices, ArcelorMittal contributes to a accountable and sustainable protection provide chain.
Vitality Fuels (NYSE American: UUUU)
Vitality Fuels is a number one U.S.-based uranium mining firm, working the one standard uranium mill in the USA. With a various portfolio of uranium mines and tasks throughout the Western U.S., they’re an important participant within the U.S. nuclear gas cycle. Vitality Fuels additionally produces vanadium, a steel utilized in high-strength metal alloys and aerospace purposes.
The corporate performs an important position in guaranteeing a safe and dependable home provide of uranium, which is crucial for nuclear energy crops that present a good portion of the nation’s electrical energy. This reduces reliance on overseas sources of nuclear gas and strengthens power safety.
Moreover, Vitality Fuels contributes to nationwide safety by supporting the home uranium business. Sustaining this functionality is essential for the long-term viability of the nation’s nuclear deterrent, lowering dependence on overseas sources of this strategically essential materials.
Lockheed Martin (NYSE: LMT)
Lockheed Martin is a world safety and aerospace chief with roughly 114,000 workers worldwide. The corporate focuses on the analysis, design, improvement, manufacture, integration, and sustainment of superior expertise techniques, merchandise, and companies. Because the world’s largest protection contractor, Lockheed Martin performs a important position within the protection of the USA and its allies.
Lockheed Martin’s portfolio contains famend merchandise just like the F-35 fighter jet, the C-130 Hercules transport plane, and the THAAD missile protection system. The corporate can be a big participant within the house business, notably creating the Orion spacecraft for future crewed missions to Mars. This numerous vary of choices makes Lockheed Martin a cornerstone of the U.S. protection industrial base.
The corporate’s dedication to technological innovation is clear in its investments in hypersonic weapons, AI and machine studying, and cybersecurity. Lockheed Martin can be centered on increasing its worldwide enterprise, pursuing alternatives in Europe, the Center East, and Asia. This dedication to development and innovation ensures Lockheed Martin stays a pacesetter within the world safety and aerospace sector.
Northrop Grumman (NYSE: NOC)
Northrop Grumman is a number one world safety firm with 90,000 workers. They supply progressive options in autonomous techniques, cyber, C4ISR, house, strike, and logistics and modernization to prospects worldwide. Northrop Grumman is thought for its experience in creating cutting-edge applied sciences, together with stealth plane, unmanned aerial autos (UAVs), and missile protection techniques.
As a significant companion to the U.S. authorities and its allies, Northrop Grumman offers important capabilities for sustaining nationwide safety. Their experience in creating cutting-edge expertise is important in addressing evolving world threats. The corporate’s work in cybersecurity and autonomous techniques is especially noteworthy, shaping the way forward for warfare.
Northrop Grumman is dedicated to analysis and improvement, guaranteeing prospects have entry to the newest applied sciences. They’re additionally centered on delivering worth to shareholders by way of natural development and strategic acquisitions, sustaining a powerful stability sheet, and returning capital by way of dividends and share repurchases.
Raytheon Applied sciences (NYSE: RTX)
Raytheon Applied sciences is an aerospace and protection firm shaped in 2020 by way of the merger of Raytheon Firm and United Applied sciences Company. With 180,000 workers, the corporate offers superior techniques and companies for industrial, navy, and authorities prospects worldwide. Raytheon Applied sciences operates by way of 4 segments: Collins Aerospace Programs, Pratt & Whitney, Raytheon Intelligence & House, and Raytheon Missiles & Protection.
As a pacesetter within the aerospace and protection business, Raytheon Applied sciences develops and produces a variety of merchandise, together with plane engines, avionics, cybersecurity options, missile protection techniques, and house techniques. These services are utilized by prospects in over 150 international locations.
Raytheon Applied sciences is dedicated to sustaining its technological edge by way of important funding in analysis and improvement. The corporate performs an important position within the world aerospace and protection business, guaranteeing the security and safety of individuals all over the world whereas contributing considerably to the U.S. financial system.
Huntington Ingalls Industries (NYSE: HII)
Huntington Ingalls Industries is America’s largest navy shipbuilding firm, with 42,000 workers. They design, construct, and keep nuclear-powered plane carriers and submarines, and supply after-market companies for navy ships globally. Huntington Ingalls additionally offers mission-critical nationwide safety options to authorities and industrial prospects.
Huntington Ingalls Industries is the only builder of plane carriers for the U.S. Navy and considered one of solely two firms that construct nuclear-powered submarines. The corporate’s shipbuilding experience is important to the U.S. Navy’s capability to keep up its world presence and shield nationwide pursuits. Huntington Ingalls can be a significant supplier of technical and administration companies to the U.S. authorities.
Huntington Ingalls is dedicated to delivering high quality services whereas investing in new applied sciences to enhance its shipbuilding capabilities. The corporate is an important a part of the U.S. protection industrial base and a key contributor to nationwide safety.
Leidos (NYSE: LDOS)
Leidos is a significant participant within the nationwide safety enviornment, offering progressive options to the Division of Protection and intelligence companies. Their work in synthetic intelligence, machine studying, and large information analytics is reworking how these companies function and make important selections.
Leidos can be a pacesetter within the civil market, providing a variety of companies to authorities companies and industrial prospects in areas like transportation, power, and healthcare. This numerous portfolio demonstrates their capability to adapt and innovate throughout sectors.
With a powerful dedication to its workers and the communities it operates in, Leidos is a accountable company citizen. Their concentrate on sustainability and environmental stewardship additional solidifies their place as a beneficial companion to its prospects.
By Josh Owens
**IMPORTANT! BY READING OUR CONTENT YOU EXPLICITLY AGREE TO THE FOLLOWING. PLEASE READ CAREFULLY**
Ahead-Trying Statements
This publication comprises forward-looking info which is topic to quite a lot of dangers and uncertainties and different elements that might trigger precise occasions or outcomes to vary from these projected within the forward-looking statements. The forward-looking statements on this publication are based mostly on present expectations and assumptions about future occasions, together with, however not restricted to, geopolitical developments, commerce insurance policies, and market circumstances. Elements that might change or stop these statements from coming to fruition embrace, however are usually not restricted to, the potential influence of the upcoming U.S. elections on numerous industries and particular firms, modifications in authorities insurance policies, market circumstances, and geopolitical occasions. The forward-looking info contained herein is given as of the date hereof and we assume no accountability to replace or revise such info to mirror new occasions or circumstances, besides as required by regulation.
DISCLAIMERS
This communication is for leisure functions solely. By no means make investments purely based mostly on our communication. We’ve not been compensated by the businesses talked about on this article. Whereas the opinions expressed on this article are based mostly on info believed to be correct and dependable, such info in our communications and on our web site has not been independently verified and isn’t assured to be appropriate. The content material of this text relies solely on our opinions that are based mostly on very restricted evaluation, and we aren’t skilled analysts or advisors.
SHARE OWNERSHIP. The proprietor of Oilprice.com owns shares of the businesses featured on this article and subsequently has an incentive to see the featured firms’ inventory carry out nicely. The proprietor of Oilprice.com is not going to notify the market when it decides to purchase extra or promote shares of the featured firms out there. The proprietor of Oilprice.com will likely be shopping for and promoting shares of the featured firms for its personal revenue and should take this chance to liquidate a portion of its place. Accordingly, our views and opinions on this article are topic to bias, and why we stress that it is best to conduct your individual in depth due diligence concerning the featured firms in addition to search the recommendation of your skilled monetary advisor or a registered broker-dealer earlier than you contemplate investing in any securities of the featured firms or in any other case.
NOT AN INVESTMENT ADVISOR. Oilprice.com just isn’t registered or licensed by any governing physique in any jurisdiction to offer investing recommendation or present funding advice. You shouldn’t deal with any opinion expressed herein as an inducement to make a selected funding or to observe a selected technique, however solely as an expression of opinion. The opinions expressed herein don’t contemplate the suitability of any funding together with your explicit aims or danger tolerance. Investments or methods talked about on this article and on our web site is probably not appropriate for you and are usually not meant as suggestions.
ALWAYS DO YOUR OWN RESEARCH and seek the advice of with a licensed funding skilled earlier than making any funding. This communication shouldn’t be used as a foundation for making any funding in any securities. Previous efficiency just isn’t indicative of future outcomes.
RISK OF INVESTING. Investing is inherently dangerous. Don’t commerce with cash you can not afford to lose. There’s a actual danger of loss (together with whole lack of funding) in following any technique or funding mentioned on this article or on our web site. That is neither a suggestion to buy, nor a solicitation of a suggestion to promote, subscribe for or purchase any securities or the solicitation of any vote in any jurisdiction. No illustration is being made as to the longer term worth of securities talked about herein, or that any inventory acquisition will or is more likely to obtain income.
Learn this text on OilPrice.com