Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>In <a href="https://skr.ma/4E7Ql" target="_blank" rel="noopener">Friendshoring Aussie Rare Earths</a>, I flagged the possibility of the US taking equity stakes in Australian processing projects, as a means towards securing a supply of critical minerals. </li>
<li>
<a href="https://www.smartkarma.com/entities/larvotto-resources-limited" target="_blank" data-smartkarma-citation="entities:36437:1" rel="noopener">Larvotto Resources (LRV AU)</a>, an explorer/evaluator/developer of gold and antimony, has now <a href="https://announcements.asx.com.au/asxpdf/20251020/pdf/06qrs5sr1trb48.pdf" target="_blank" rel="noopener">announced</a> a NBIO from <a href="https://www.smartkarma.com/entities/united-states-antimony-corp" target="_blank" data-smartkarma-citation="entities:38018:1" rel="noopener">United States Antimony (UAMY US)</a> (USAC) @ A$1.40/share, a 87.67% premium to undisturbed.</li>
<li>USAC has also declared a <a href="https://announcements.asx.com.au/asxpdf/20251017/pdf/06qpx14m9fspd0.pdf" target="_blank" rel="noopener">10% holding</a>.  An independent board committee is assessing the approach. Due diligence has not yet been granted. That should be forthcoming.</li>
</ul>


In Friendshoring Aussie Rare Earths, I flagged the possibility of the US taking equity stakes in Australian processing projects, as a means towards securing a supply of critical minerals. 

Larvotto Resources (LRV AU), an explorer/evaluator/developer of gold and antimony, has now announced a NBIO from United States Antimony (UAMY US) (USAC) @ A$1.40/share, a 87.67% premium to undisturbed.
USAC has also declared a 10% holding.  An independent board committee is assessing the approach. Due diligence has not yet been granted. That should be forthcoming.


Larvotto Resources (LRV AU): USAC's Friendshoring NBIO

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

<ul>
<li>China has boycotted sales of Gallium, Germanium, and Antimony, three important elements, to the US</li>
<li>All three are used in the production of semiconductors, but in very small quantities.  They are also widely available from sources outside of China.</li>
<li>The net impact of this boycott to the US semiconductor market should be negligible.</li>
</ul>


China has boycotted sales of Gallium, Germanium, and Antimony, three important elements, to the US
All three are used in the production of semiconductors, but in very small quantities.  They are also widely available from sources outside of China.
The net impact of this boycott to the US semiconductor market should be negligible.


How Important Are China Gallium, Germanium, and Antimony Bans to the US?

United States

US Antimony Corp refines, produces, and sells antimony products such as antimony metal, antimony oxides, and sodium antimonate.  The Company also mines, mills, and concentrates silver and gold bearing rock. United States Antimony Corporation also has a joint venture through which it mines and distributes zeolite.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

United States Antimony (UAMY US)

Larvotto Resources (LRV AU): USAC's Friendshoring NBIO

Pricing is attractive. USAC are laying down a marker with a 10% stake. For a non-binding offer, this is trading tight at 3.3%/8.3%, assuming a...

David Blennerhassett

How Important Are China Gallium, Germanium, and Antimony Bans to the US?

Is China's Gallium, Germanium, and Antimony boycott to the US important? For semiconductor production we anticipate minimal impact due to low...

Jim Handy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Larvotto Resources (LRV AU): USAC's Friendshoring NBIO

Pricing is attractive. USAC are laying down a marker with a 10% stake. For a non-binding offer, this is trading tight at 3.3%/8.3%, assuming a...

David Blennerhassett

How Important Are China Gallium, Germanium, and Antimony Bans to the US?

​Is China's Gallium, Germanium, and Antimony boycott to the US important? For semiconductor production we anticipate minimal impact due to low...

Jim Handy

Is China's Gallium, Germanium, and Antimony boycott to the US important? For semiconductor production we anticipate minimal impact due to low...