January 24, 2025

The Most SERIOUS Supply-Chain Threat the Pentagon has Faced in Decades

Sponsored by Military Metals Corp.
(CSE: MILI, OTCQB: MILIF)

What they missed could become a $3 billion blunder…

When Bill Gates and Wall Street titan Henry Paulson poured over $140 million into next-gen battery maker Ambri, they believed they were locking in the future of energy storage.

The reason?

Antimony—an obscure but critical metal now under strict Chinese export controls.

In a single stroke last September, Beijing’s announcement sent antimony prices rocketing 185% to $29,250 per ton, igniting a panic at the Pentagon.

“This is the most serious supply-chain threat the Pentagon has faced in decades.”
- Michael Sullivan, a former Defense Department advisor.

“Without antimony, we can’t produce vital equipment like night vision and armor-piercing rounds.”

But it’s not just the Military…

Demand is also soaring in solar power, semiconductors, electric vehicle batteries, and fire safety.

Commodities strategist Peter Mitchell calls it “a perfect storm,” pointing to China’s 48% control of global output, sanctions on Russia (another major supplier), and a U.S. stockpile that would last only 17 days in a crisis.

The U.S. military is facing a major shortage of antimony, a metal that is critical not just to U.S. national security, but its broader economy.

Amid this turmoil, a fast up-and-coming Canadian outfit—Military Metals Corp. (CSE: MILI, OTCQB: MILIF) - has quietly secured rights to multiple historic antimony mines in Slovakia, a NATO-aligned country and member of the European Union and historic antimony mines in North America.

Yes, this is still an early-stage mining stock with all the usual risks.

Click here to see the company’s investor page – with complete technical reports.

Military Metals is making significant strides with its flagship Trojarova property near Bratislava, a high-potential antimony and gold project with impressive historical grades that far exceed the global average.

The company has engaged SLR Mining Engineering, a globally respected firm, to calculate and model its historical resource, paving the way to bring it into compliance with modern standards.

This strategic move demonstrates Military Metals’ commitment to advancing its projects and unlocking value.

At Katusa Research, we see tremendous opportunity in the critical minerals sector.

China’s largest antimony miner commands a $2B market cap.

Western governments are desperate to fund new supplies, recognizing that 63% of U.S. antimony consumption comes straight from China.

“We haven’t seen a supply-demand imbalance like this since the rare earths crisis of 2010–2011,” Sullivan adds.

“Those who solved the shortage back then saw their valuations go 10–20 times higher.”

With antimony declared a “critical mineral” by eight major nations, and prices already near $44,000 per ton, the potential for companies like Military Metals Corp. to fill the Western supply gap may only grow.

One of North America’s most significant Antimony Mines in the early 1900’s: The West Gore Project.

Military Metals Corp. isn’t concentrating all its effects on a single continent…

It’s also making moves back in North America, in Canada’s well-known World War I antimony mine in Nova Scotia…

Military Metals Corp. acquired a historical antimony/gold play - the West Gore Antimony Project—one of Canada’s significant historical producers.

It was a key supplier to the Allied Forces in WWI, with antimony production between 1914-1917.

A New U.S. Angle: The Last Chance Project in Nevada

In a bold move to expand its footprint, Military Metals just signed a definitive agreement to acquire the Last Chance antimony-gold property in Nye County, Nevada.

It’s only 70 kilometers north of Tonopah and 12 kilometers from Kinross’s Round Mountain gold mine.

Historical records show antimony-gold occurrences with a small shaft that saw small-scale production.
The property’s geology—metamorphosed shales, carbonates, and ultramafic dikes—points to attractive potential.

Management recently staked five additional claims to secure more prospective ground, with fieldwork slated for Q2-2025 once winter conditions ease.

The Antimony Land Rush is a Small Cap Adventure

Small caps are full of high-risk.

But, shares in certain small-cap mining stocks focused on antimony have surged recently…

Australian ASX-listed companies were the first to catch attention, with shares in domestic Larvotto Resources Ltd. (ASX:LRV) surging over 800% in the past twelve months.

The Australian government has placed antimony on its critical metals list, and Australian traders are calling it an “antimony party”.

One of Military Metals market comps is Perpetua Resources, a past-producing, large-scale mine in Idaho backed by John Paulson and supported by the U.S. government.

Perpetua recognizes the critical value of antimony in its deposit, which includes ~91,000 tons of antimony and 6 million ounces of gold, currently valued at approximately $1.2 billion.

With a $1.84 billion government loan in process to bring its mine online by 2029, the U.S. underscores the strategic importance of antimony.

In contrast, Military Metals Corp. (CSE: MILI, OTCQB: MILIF) valuation doesn’t yet factor in the company’s additional high-potential assets, including the West Gore project in Nova Scotia and the Last Chance project in the U.S.

This is one to put on your radar, as the company advances its projects and unlocks their value.

Get the full story right here.

Regards,

Katusa Research Special Situations

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IMPORTANT DISCLAIMER & DISCLOSURES

Investing in stocks is HIGH RISK. You could lose all of your investment.

Katusa Research, as a publisher, is not a broker, investment advisor, or financial advisor in any jurisdiction.

Please do not rely on the information presented by Katusa Research as personal investment advice.

If you need personal investment advice, kindly reach out to a qualified and registered broker, investment advisor, or financial advisor.

The communications from Katusa Research should not form the basis of your investment decisions. Examples we provide regarding share price increases related to specific companies are based on randomly selected time periods and should not be taken as an indicator or predictor of future stock prices for those companies.

Military Metals Corp. is a paid sponsor of this report.

The information in this newsletter does not constitute an offer to sell or a solicitation of an offer to buy any securities of a corporation or entity, including U.S. Traded Securities or U.S. Quoted Securities, in the United States or to U.S. Persons. Securities may not be offered or sold in the United States except in compliance with the registration requirements of the Securities Act and applicable U.S. state securities laws or pursuant to an exemption therefrom.

Any public offering of securities in the United States may only be made by means of a prospectus containing detailed information about the corporation or entity and its management as well as financial statements. No securities regulatory authority in the United States has either approved or disapproved of the contents of any newsletter. Katusa Research nor any employee of Katusa Research is not registered with the United States Securities and Exchange Commission (the “SEC”): as a “broker-dealer” under the Exchange Act, as an “investment adviser” under the Investment Advisers Act of 1940, or in any other capacity. Katusa Research, its owners, directors, and employees are also not registered with any state securities commission or authority as a broker-dealer or investment advisor or in any other capacity.

HIGHLY BIASED: In our role, we aim to highlight specific companies for your further investigation; however, these are not stock recommendations, nor do they constitute an offer or sale of the referenced securities. Katusa Research partner company, New Era Publishing Inc. has received cash compensation in the amount of seventy-five thousand dollars from Military Metals Corp. and is thus extremely biased. It is crucial that you conduct your own research prior to investing. This includes reading the companies' SEDAR and SEC filings, press releases, and risk disclosures. The information contained herein regarding Military Metals Corp. has been derived from its SEDAR+ and SEC filings, including scientific and technical information. Information regarding the projects underlying Military Metals Corp.'s interests has been derived from the publicly available disclosure of the underlying operators and owners, including where referenced herein.

Katusa Research, and its directors, employees, and members of their households do not own any shares of Military Metals Corp (MILI:CSE and MILIF:OTCQB). However, Katusa Research is extremely biased since this is a sponsored editorial.

HIGH RISK: The securities issued by the companies we feature should be seen as high risk; if you choose to invest, despite these warnings, you may lose your entire investment. You must be aware of the risks and be willing to accept them in order to invest in financial instruments, including stocks, options, and futures.

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FORWARD-LOOKING STATEMENTS: Certain information presented may contain or be considered forward-looking statements. Such statements involve known and unknown risks, uncertainties, and other factors that may cause actual results or events to differ materially from those anticipated in these statements. There can be no assurance that any such statements will prove to be accurate, and readers should not place undue reliance on such information. These statements are subject to known and unknown risks including those set forth in Military Metals Corp.'s most recent annual information form and other public filings available at www.sedarplus.ca and www.sec.gov. Neither Katusa Research nor Military Metals Corp. undertake any obligations to update the information presented or to ensure that such information remains current and accurate, except as required under applicable law.

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