SPC Premium: This Critical Mineral Winner Also Sits on $18 Billion in Gold

Today, we’re adding a new name to our Farm Team — our watchlist of promising opportunities we’re monitoring for potential inclusion in the Model Portfolio, which is reserved for our highest-conviction ideas.

This one’s a bit different.

It’s a gold miner — but it hasn’t started production. It’s not profitable. And it’s not the kind of company we typically spotlight.

But it’s sitting on an estimated $18 billion in gold reserves … and something even more strategically important: antimony, a critical mineral used in defense tech, semiconductors, and energy storage.

It also has the potential to become the only domestic source of mined antimony, effectively creating a legal monopoly in a sector where China has cut off exports.

We’ll break it all down for our SPC Premium readers, including the risks, the upside, and where shares could head over the next year …

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