Ferroglobe is the cleanest, cheapest play on Western metals protectionism at about 0.7x sales and 16x EBITDA, while rare earth names trade at 20-30x sales. Its tailwinds reach beyond silicon metal to ferrosilicon, manganese alloys and potentially magnesium, antimony and gallium, and management says it is in active talks with governments, campaigning for an MP Materials-style deal. It has cut nearly all debt and keeps a tight float. The polysilicon story is in its first inning. x.com  x.com  x.com  … Show more

Perpetua Resources' Stibnite project is in the right spot as the US runs short of tungsten as well as antimony. Commerce will block tungsten scrap exports, and the Pentagon needs both metals to replace missiles used in Iran and Ukraine. Perpetua's first drilling in nearly a decade hit high-grade gold, antimony and tungsten, including 21.3 meters at 3.2 g/t gold and 0.9% tungsten at Yellow Pine. Stibnite was the top US tungsten mine in 1941-45, and the project is fully funded. x.com 

United States Antimony looks undervalued, with its board authorizing up to $100 million of buybacks after CEO Gary Evans called the shares undervalued following a review of its US, Canada and Mexico projects. It is the only fully integrated antimony producer outside China and Russia. With 25% of the float short, there is an 18% gap to fill, though buybacks may not begin right away. x.com  x.com  x.com 

United States Antimony is the premier play on US decoupling from China because it owns North America's only functional antimony smelting capacity as China tightens export controls. A $248 million sole-source Defense Logistics Agency contract brings new contracts to $354 million, with 2026 revenue projected at $125 million versus $39 million in 2025. Restarting the Stibnite Hill mine captures antimony prices up 230% in a year, and the Fostung tungsten project adds upside. It is a 1-2 year hold. … Show more

United States Antimony is the only operating antimony producer in the US, as the country scrambles to secure domestic supply of a mineral critical to munitions and semiconductors after years of relying on China. Defense, energy and data-center buildouts add demand tailwinds. x.com 

Rare earth and critical mineral names MP Materials, Energy Fuels, Critical Metals and United States Antimony have pulled back into a good buying zone after a big run, as attention shifts toward physical AI and robots. The Trump sons just invested in a tungsten company, and SemiAnalysis is flagging how important rare earths will be over the next few years. They remain weak short term. MP is the safest, with a government investment and its role as Apple's largest rare earths supplier. x.com