On day two of PDAC 2026 in Toronto, Guy Bourassa, CEO of Scandium Canada Ltd. (TSXV: SCD), arrived for his interview moments after leaving a signing ceremony with Canada’s federal government—bringing with him news that underscores the growing strategic interest in scandium as a critical mineral. “I just came out of a signing ceremony with Minister Wilkinson of Natural Resources Canada,” Bourassa said. “We signed a contribution agreement for a grant under the GPI program—$6.9 million to accelerate development of our aluminum-scandium alloys and to complete bulk sampling for the feasibility study, including metallurgy.” The funding is intended to support both the company’s technology development and the advancement of its mining project in Quebec, reflecting Ottawa’s increasing focus on establishing domestic supply chains for materials tied to advanced manufacturing.For Bourassa, the federal contribution represents more than financial support. It is also a signal that government officials see strategic value in what the company is attempting to build. “It’s very interesting because it confirms the value of our technology, our alloys, and the patent-pending work we have,” he said. “It also confirms our ability to partner globally for the benefit of Canada.” The project itself occupies a unique position in the North American market. “At some point they realized there’s only one new primary scandium source in North America, & it’s in Quebec, Canada,” Bourassa said. “They see the potential to speed up its development & bring value to the aluminum ecosystem in Quebec and Canada so we can become a world leader in aluminum alloys.”The strategic importance of scandium lies not in its volume but in its impact when alloyed with aluminum. Even in small quantities, scandium can significantly strengthen aluminum while improving its weldability and resistance to cracking—properties highly sought after in aerospace, defense, & next-generation manufacturing technologies. “Some of these alloys are also needed in defense and aerospace applications,” Bourassa noted. “So while global tensions are negative for many parts of the world, they do highlight the importance of materials like scandium.” That growing awareness appears to be spreading beyond policymakers and into industry discussions. “We’re seeing forums and sub-forums focused specifically on Scandium Canada, and more broadly on scandium itself,” Bourassa said. “There are definitely more eyes on the sector now.”The company has been working for several years to develop proprietary aluminum-scandium alloys designed for additive manufacturing, an area of advanced production that continues to expand rapidly. “Since 2022 we’ve developed new aluminum-scandium alloys that are suitable for 3D printing,” Bourassa explained. “Initially this involved laser bed fusion, which requires powder. You produce ingots, pulverize them into very specific particle sizes, and then print with them.” More recently, the company expanded that technology platform into welding wire applications, opening the possibility for manufacturers to use a broader range of advanced fabrication systems. “Now we’ve expanded the technology to include welding wire,” Bourassa said. “This allows manufacturers to use different types of machines for advanced manufacturing.”One of the key technical breakthroughs, Bourassa explained, lies in how the alloy behaves during the welding or fusion process. Conventional aluminum alloys often develop micro-cracks as they cool, limiting their use in structural applications. “Our alloys do not generate micro-cracks when they cool after welding or fusion,” he said. “That means they can be used in primary structural parts, such as aircraft components, which isn’t possible today.” The implication is significant: materials capable of maintaining structural integrity in additive manufacturing could open new design possibilities for aerospace & other industries seeking lighter, stronger components.

Trinity One Metals Ltd. (TSXV: TOM | OTC: ARJNF | FRA: 5D5) is advancing the past-producing Silver-1 Mine in southern Ecuador following the recent acquisition of the historic asset.Speaking with InvestorNews.com host Peter Clausi at PDAC 2026, Chief Executive Officer Tom Wood said the project previously produced approximately one million ounces of silver per year during its period of operation.“They produced roughly a million ounces of silver a year at the time when they were in production for five years,” Mr. Wood said.The mine historically operated when silver prices were significantly lower than today. “The silver price at the time was $4,” Mr. Wood said. “They had a mill on site which was running at around 100 tons per day, and that alone, due to the high grade they were mining it at — 927 grams per ton — that alone meant that they were getting a million ounces of silver a year from this mine.”Silver-1 is an underground operation with remaining mineralization reported at the time mining ceased. “They sort of reported at the time there were reserves left,” Mr. Wood said. “That’s certainly something that we’re looking to get back into production as quickly as we can.”Trinity One Metals recently completed a financing to support its plans for the project. “We closed a very successful financing,” Mr. Wood said. “We were lucky enough to fill the whole book within three days. It was $5.3 million.”The Silver-1 Mine concession covers approximately 3,108 hectares in Ecuador’s Azuay Province, about 20 kilometers southeast of the city of Cuenca.Mr. Wood said Ecuador’s regulatory environment for mining has recently changed. “The current president has been in for around two years. It’s very pro-business, very pro-mining,” he said.“They’ve recently just updated their environmental permitting system to streamline that whole thing,” Mr. Wood said. “So permits that companies were waiting three years for can now be completed in around eight months.”Trinity One Metals acquired the Silver-1 Mine in February 2026 through the purchase of the company that holds the concession.“If investors are looking for a stock that gives the maximum exposure to the silver price — other than I guess a pure royalty company — Trinity One Metals would certainly be the one to look for,” Mr. Wood said.

At PDAC 2026 in Toronto, InvestorNews host Tracy Hughes spoke with Simon Stilwell, the newly appointed chairman of Resouro Strategic Metals Inc. (TSXV: RSM | ASX: RAU), about why the company’s flagship Brazilian project caught his attention and what shareholders should expect as the company refines its strategy.Stilwell brings nearly three decades of capital-markets experience to the role and said his connection to Resouro began with a professional relationship that dates back decades. “I knew Chris from 25 years ago in my early capital markets career,” Stilwell said, referring to CEO Chris Eager. “I acted for Monterico Metals, which was, I think, his first business, and we had a good working relationship then.”After stepping back from capital markets last summer, Stilwell said he began evaluating opportunities for 2026. “I rang around the people I knew and had projects that I thought were interesting, and the Resouro one really caught my eye,” he said.Several factors drove the decision. “One was the scale of the project. If you're going to do something, do a big one, and it's a really, really big project,” Stilwell said. “I liked the grade, and that was really helpful in terms of forming what could be done with the business.”Jurisdiction also played a role. “Brazil, I think, is a great operating market,” he said, adding that the end markets for the company’s commodities were equally important. “Even before everything that's happened in the last few weeks, the end markets and who the customers were likely to be was a key component in the decision-making.”Resouro is advancing its Tiros project in Brazil, which contains titanium and rare earth elements, while also holding the Novo Mundo gold project. The presence of multiple commodities presents both an opportunity and a communications challenge.“Storytelling is critical in selling a company to the capital markets,” Stilwell said. “If you talk to people about a rare earths project, they're excited because of everything that's happening in that market, and titanium kind of less so.”He described the company as pursuing a “dual strategy” but acknowledged that clarity will be important for investors. “From an investor's perspective, it can be complicating,” Stilwell said. “They just want the clarity of who are they, what are they really trying to achieve and can we measure them against that.”During PDAC, Stilwell said his focus was on gathering information and aligning the company’s direction. “It's a big fact-finding mission,” he said. “We're sort of week three in the job, and so it's a perfect opportunity to see everything else that's happening both in the mining industry and in the rare earth space.”The company also released metallurgical test results and provided an update on its preliminary economic assessment timeline. “I think the key standout message is good grade, good recovery, and that gives us a platform to work on going forward,” Stilwell said.Looking ahead, he outlined several priorities for the remainder of 2026, including the completion of the PEA, refining the company’s messaging to investors, evaluating the role of its gold project, and securing potential offtake agreements.“The key one that people are looking for is the PEA,” Stilwell said. “And I think clarity on that strategy and clearer messaging on what we're trying to achieve would be a second one.”

On the third day of the Prospectors & Developers Association of Canada Convention in Toronto, InvestorNews.com host Tracy Hughes spoke with Rowena Smith, Managing Director and Chief Executive Officer of Australian Strategic Materials Ltd. (ASX: ASM), and Mark Chalmers, President and Chief Executive Officer of Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR), about the companies’ proposed partnership and the momentum building across the critical minerals sector.“PDAC, how’s it going for you?” Hughes asked.“Oh, it’s been vibrant this year,” Ms. Smith said. “I’m amazed at how many people are here, but also there’s just such terrific energy.”Mr. Chalmers agreed. “There’s a unique buzz this year at PDAC,” he said. “With the metals prices across the board, there’s a lot of excitement and a lot of optimism for the future.”Hughes noted the strong interest in the companies’ collaboration. “Our interview with you had over 20,000 views,” she said. “Everybody wants to know about the ASM–Energy Fuels partnership.”“I’ll let Rowena start it off,” Mr. Chalmers said. “We’ve been talking for a few years, haven’t we?”“We have,” Ms. Smith said. She explained that Australian Strategic Materials Ltd. has pursued a strategy “to go from mine all the way through to alloys,” emphasizing that building supply chains requires partnerships. “The only way to do that rapidly is to work with partners who already have established capability.”She said conditions across the sector shifted over the past year. “The pennies just dropped that there’s an urgency to get into a fully vertically integrated solution,” Ms. Smith said. “When we came together with Energy Fuels, we could see there are amazing synergies between the two businesses.”Mr. Chalmers said the partnership fills a key gap for Energy Fuels Inc.. “We were interested in moving further down the supply chain through alloys,” he said. “The biggest gap we had as a company was in the metals and alloys. ASM fits perfectly into that gap.”Ms. Smith said the companies are currently progressing regulatory approvals in Australia. “We’re going through a government approval process called FIRB,” she said. “Once that’s completed, we’ll issue a scheme booklet for shareholders.”She said the process will lead to a shareholder vote, with the companies aiming to complete the transaction around June.Ms. Smith added that the two teams have already begun working closely together. “As we’ve had more interaction, we can really see we share DNA,” she said. “We’ve got a very similar way of going about doing what we do.”Mr. Chalmers noted that Energy Fuels already maintains a presence in Australia. “We have an office in Perth,” he said, adding that the companies’ global operations create complementary regional strengths.“There’s really the Northern Hemisphere, which is the hydrometallurgy and uranium,” he said. “And then the Southern Hemisphere is the heavy mineral sands, the rare earth supply, and also the metallization and alloys.”Asked about priorities for the combined platform, Mr. Chalmers emphasized execution. “The key focus right now for the company is getting this transaction finalized, integration, and execution,” he said.Ms. Smith said development work at ASM continues alongside the transaction process. “For ASM, that’s the expansion of the Korean Metals Facility,” she said. “We got funding for that late last year and we are progressing that at pace.”She said equipment orders have been placed and construction has begun. “Civil work has started there in Korea,” Ms. Smith said, adding that the company expects commissioning early next year while continuing development work at the Dubbo Project in New South Wales.“It’s just an exciting time,” Mr. Chalmers said. “When you look at increases in metals prices, particularly uranium and the rare earths, and the focus on reshoring capabilities outside China, we’re in a great spot.”

At PDAC 2026 in Toronto, Denis Clement, President, CEO and Director of Critical Minerals Americas Inc., discussed the company’s critical minerals project in northern Alberta. Clement said the company is relaunching a large critical minerals project in northern Alberta. “We had this project many years ago, back in 2010 to ’15, in another company. We did a lot of work on it. We got a preliminary economic assessment on it that said it was worth $4 billion,” he said. “Everybody laughed at us and said, ‘Oh, we buy critical minerals from the Chinese. We don’t need it domestically.’”“About five years ago, of course, with critical minerals being as wanted and as necessary as they are now in the Western world, we reacquired all the assets and we’re relaunching Critical Minerals Americas as we speak this week,” Clement said.Critical Minerals Americas Inc. holds a 100% interest in the SBH Project, a 466.66 sq km critical minerals and rare earth elements project located approximately 120 km northwest of Fort McMurray in Alberta’s Athabasca region. According to the company’s National Instrument 43-101 technical report, the project contains approximately 34.5 to 52.2 billion tonnes of mineralized black shale.“In scale, yes,” Clement said when asked if the project could be described as “the tar sands for critical minerals.” He added, “We have a 43-101 that was just issued that put somewhere between 35 and 50 billion tons of recoverable critical mineral black shales on the deposit.”Clement said the deposit spans a large area. “We have 250 square km of black shale, and there’s about 200 million tons per square kilometer. So they’re very, very broad-based and very consistent over that area.”The company plans to process the material using bioleaching. “The processing is called bioleaching, and bioleaching is fairly common, is very well known in the industry,” he said. “Back in ’14, when the National Research Council did the bioleaching studies for us, they took our material and they cultured these bacteria… What they do is they basically consume the impurities and leave behind what’s called a leachate.”“That leachate contains all those minerals,” Clement said.The SBH Project contains multiple critical minerals and rare earth elements, including molybdenum, nickel, uranium, vanadium, zinc, copper, cobalt, lithium, scandium and rare earth elements.Clement said Alberta’s government has expressed interest in the sector. “Alberta has a plan to diversify their economy,” he said. “Critical minerals is a big highlight for them.”He added that the company has assembled a team with government and industry experience. “On the board, we’ve just retained two new additions. One is Sonya Savage. Sonya Savage was Minister of Natural Resources for Alberta and she was also Minister of the Environment,” he said. “And secondly… Greg Turnbull, who was Chairman of McCarthy Tétrault.”Looking ahead, Clement said the company plans to raise capital and advance development work. “We’re probably going to do a public financing in the next month,” he said. “We’re actually going to announce next week that we’ve signed up the National Research Council of Canada in Devon, Alberta, to start upgrading all of our technology.”“We’re going to delineate two areas on this massive property… one will be 5 billion tons and the other one will be 4 billion tons of recoverable critical minerals,” Clement said. “And we’re going to do preliminary economic assessments on those probably in the next 12 to 18 months.”

At the Prospectors & Developers Association of Canada (PDAC 2026) convention in Toronto, InvestorNews.com host Peter Clausi revisited a conversation first recorded two years earlier with Robert Stewart, Managing Director and Founder of Geophysx Jamaica Ltd., an exploration company searching for greenfield mineral discoveries in Jamaica with a focus on copper, gold, and rare earth metals.“Last time you were here, you told me that you had obtained data over about 45% of the island of Jamaica,” Clausi said. “I probably made this face, but now you tell me you have a lot more.” “Yes, we actually did the entire island,” Stewart replied. “Everywhere that wasn’t a protected area, we have sampled.” Stewart said the work combined extensive geochemistry with airborne surveys. “We did about 45,000 samples—assays of rock, stream sediment, or soil. We’ve also flown more than 20,000 line kilometres of airborne geophysical surveys.” The surveys included “everything from mobile magnetotellurics (MT) to magnetics and spectral surveys,” he said. “We’ve built a huge information database and licensed a lot of ground along the way that was clearly anomalous.”The work led to partnerships with major mining companies and the identification of drill-ready targets. “A couple of years ago we partnered with Barrick on the majority of the ground,” Stewart said. “They’re a fantastic partner, and they’re working very heavily now. We’ve identified at least one project that’s ready to drill.” When Clausi asked if the project type had been disclosed publicly, Stewart replied: “Yes—copper and gold.”Stewart also described another partnership formed shortly before the Barrick agreement. “Shortly before the Barrick announcement, we also partnered with another company called C3,” he said. “They had a smaller area, and we combined two pieces of our respective ground into one super block for a gold play.” The company he referred to is C3 Metals Inc. (TSXV: CCCM) (OTCQB: CUAUF), a mineral exploration company with projects in Jamaica and Peru. “We’ve been drilling that as well,” Stewart said, adding that Geophysx is “also working with Freeport in another area in Jamaica.”The conversation returned to a topic first mentioned during their previous interview: rare earth elements. “When we spoke last time, we also talked about rare earths,” Stewart said. “At that point we were just starting to touch on that topic.” He said the company has identified two sources of rare earth elements in Jamaica. “One is an in-situ deposit of about 100 million tonnes that is very high in rare earths. It’s a unique style of deposit. We also have licences over the red mud lakes from bauxite processing, which are also high in rare earths. There are about 140 million tonnes of that material.”When Clausi asked whether the deposits contained both heavy and light rare earth elements, Stewart replied: “Yes, we have both. We have a very unique mix—about 42% heavy rare earths and 58% light rare earths. It’s unusual to find that kind of balance, so it’s quite unique.”Clausi asked about the next stage of development and whether Jamaica might capture more of the supply chain through domestic processing. “The supply chain side isn’t really my specialty,” Stewart said. “But the more we can do locally, the better. The government would love that, and the people would love that. The first step is to start processing the material and generating output. From there we can begin building a supply chain. If we can do as much of that as possible in Jamaica, that would be fantastic.”

Day two on the floor of the Prospectors & Developers Association of Canada (PDAC 2026) convention in Toronto brought a steady stream of executives, investors, and announcements. Among them was Kevin Keough, Chief Executive Officer of Oreterra Metals Corp. (TSXV: OTMC), who arrived with fresh financing news following a restructuring of the company formerly known as Romios Gold Resources Inc.“We’ve been working like dogs for the last couple of weeks to raise money, and this is the culmination of a restructuring effort that we undertook at Oreterra,” Keough said during the interview. “It used to be Romios Gold Resources, of course. So that process has just concluded with the financing closing that we announced today.”The financing moved far faster than expected. “Honestly, in my whole career, I’ve never been through an experience like that,” Keough said. “We set out on day one to raise $6 million. That was the objective. We thought it would take a month, maybe five weeks. Basically, we raised it in one day.”Investor demand pushed the placement well beyond its initial target. “The phones were ringing off the hook—gong, gong, gong—this, that. It was crazy,” he said. “So I stopped marketing at the end of one day.” The final result, he explained, was significantly larger than originally planned. “Today’s announcement, which is $9.7 million, not six, resulted from having to increase the amount of the financing we were raising just because of the spillover interest.”The financing follows a broader effort to reposition the company after Keough took the helm in June 2025. “I had known of Romios for many, many years, and I knew it had some great assets,” he said. “But there was one called Trek South, which I did not know about until late in 2024.”The project ultimately drew him to the company. “I attempted to negotiate a deal for that asset, Trek South, for this other company, and they didn’t want it,” he said. “So I said, I thought that’s a bad move. So I’m going to jump over to Romios.”Once in the role, Keough said the company moved through a series of changes. “We set about to fix Romios, because like many companies over the years, they accumulate issues,” he said. “We rolled the shares back. We refreshed the board of directors. We focused the company on Trek South.”The rebranding to Oreterra, announced alongside the financing, reflects what Keough described as a reset. “We are what we are today, a totally new company in a way,” he said. “Very clean, no debt, lots of money as of today, and everything we need to really go to town on drilling Trek South in BC for the first time this summer.”Preparations for the field program are already underway. “Right now, we’re preparing for the summer program,” he said. “That means organizing our helicopter service providers, camp providers, and finding our drillers. We’ve pretty much actually done all of that already.”The company expects drilling to begin between mid-June and mid-July. “We have everything we need now to really do the exciting work,” Keough said.For the immediate future, the company intends to keep its structure lean. “We have the team that we need right now,” he said. “We don’t need more directors at this scale of company.”Keough said the central objective is clear. “We’ll focus on achieving a discovery. And that’s really what’s going to build the success of the company, is achieving a discovery at Trek South.”His preference for early-stage exploration reflects the path he has followed throughout his career. “I used to work for De Beers Group, an Anglo American plc company, in Africa,” he said. “But I never liked that kind of small cog in that big machine kind of scene.”Instead, he said he gravitated toward smaller ventures. “I’ve always been kind of entrepreneurial. I like the early stage. I like discovery because it’s exciting, right? And it’s not boring.”

Appia Rare Earths & Uranium Corp. (CSE: API | OTCQB: APAAF) is advancing rare earth and uranium assets in Brazil and Canada, including the Alces Lake rare earth project in Saskatchewan and uranium and rare earth resources at Elliot Lake in Ontario.Speaking with InvestorNews.com host Tracy Hughes at PDAC 2026, Jason Bagg, Vice President of Corporate Development, described the company’s Brazilian project, where Appia holds a 25% interest alongside Ultra Rare Earth.Ultra is the operator and has been drilling the property’s ionic clay and carbonatite rare earth mineralization. “We’ve got 13 holes that just came back, and from surface to 300 meters we’re showing over 2.55% of total rare earth oxides, and with zones of over 14%. So that is incredible,” Mr. Bagg said.Beyond Brazil, Appia continues to advance several Canadian projects. The Alces Lake project in Saskatchewan is wholly owned by the company and hosts high-grade rare earth mineralization in monazite. “Right now, that’s a 100% owned Appia project. It has a 35-person permanent camp, and we are finding some high-grade rare earths in monazite,” Mr. Bagg said. “We actually have another drill program coming up for 3,000 meters in June.”The company also holds the Elliot Lake project in Ontario, a historic uranium district that contains both uranium and rare earth resources.“We have 43-101 pounds in the ground — 55 million pounds of uranium and 180 million pounds of rare earth elements,” Mr. Bagg said. “It’s something that we are looking to perhaps maybe find a partner with, or we’re trying to figure out a strategy for that particular project.”Appia is also advancing the Otherside uranium exploration project in the Athabasca Basin.“We have taken a look at it, we’ve done some surveys, and we’re finding that it has very similar geology to NexGen’s Arrow project,” Mr. Bagg said. “So what we’re trying to do with that is we are doing an MT survey and we’re going to refine the drill targets and get out there drilling come this spring.” “We’re definitely going to have some more drill results come from Brazil,” he said. “We’re going to be announcing our drilling campaigns in Alces Lake and with the Otherside.”

At PDAC 2026 in Toronto, InvestorNews host Tracy Hughes spoke with Theo Yameogo, EY Americas’ Metals & Mining Sector Leader, about global trends in metals markets, the role of critical minerals, and the shifting geography of mining investment.Yameogo said forecasting commodity prices is not the primary focus of EY’s work. “What is interesting in our job is to avoid predicting the price of gold,” he said. “There are better people to do that. But what we actually can talk about is the triggers that make the gold go that high.”He pointed to geopolitical instability as a key driver of demand. “There’s turmoil in the world, which means that most of the investors are going to move their money back into gold,” Yameogo said. “So we can expect the price can have an uptick until we get to a better place for geopolitical stability.”Structural factors also influence the long-term outlook. “It’s now harder to get gold anyway because we have to go deeper. We have to go maybe further,” he said. “That makes it that the rarity of it will also drive something on the price.”Silver, he said, follows a different dynamic. “When gold prices go up past a certain level, because it’s still precious metals, you will see investors then go buy silver as an alternative to gold,” Yameogo said. “They expect that silver will also match up.”He added that silver’s industrial applications have become increasingly important. “Silver is not just now an emotional buy,” Yameogo said. “It’s also an industrial play because you have to think about solar panels use a lot of silver. You have to think about industrial other uses of silver, like in medicine and things like that.”Discussions about critical minerals often depend on national priorities. “The fascinating thing about critical minerals is every country has their own definition of what’s critical,” Yameogo said. “In Canada, literally everything is critical.”He suggested that minerals tied to energy and food production may be the most fundamental. “If we want to think about saving the world, you will want to put the minerals that are critical to energy and food supply first,” Yameogo said. “You may be thinking like uranium for production of low-cost electricity, which we will need for all these data centers we want to build for AI, and you may be thinking about potash, phosphate, which is very important when you want to have fertilizer to feed the world.”Other investors may focus on electric vehicle supply chains. “You might say, ‘No, I actually want to do nickel, cobalt because my focus is on EV,’” he said. “But we know that EVs depend a lot on governments.”Investment flows into mining are expanding as governments recognize the strategic importance of mineral production. “Mineral production is essential not only for economic development but also for defense,” Yameogo said.PDAC itself reflects the sector’s capital markets roots. “PDAC was originally created for junior companies to raise funds in Toronto,” he said. “With the supercycle, we tend to find new investors come into the sector and try to pick and choose winners.”Yameogo said global opportunities are emerging in several regions. “We should be investing in India for sure,” he said, noting the country’s scale and growing energy demand.In Africa, he said investors should consider political stability. “What’s interesting in Africa is to understand which area is geopolitically stable or about to become geopolitically stable,” Yameogo said.In South America, he pointed to two countries attracting renewed attention. “The interesting one for metals and mining, one that dropped off the radar, is Peru,” he said. “And really Argentina. Lots of big discovery there in Argentina.”Copper and lithium are central to that interest. “There are generational-type deposits of copper,” Yameogo said. “There’s lithium in both countries.”

Antimony is a critical mineral used in industrial and defense applications, yet it remains little understood by many investors, according to Jim Atkinson, CEO and Director of Antimony Resources Corp. (CSE: ATMY | OTCQB: ATMYF).“We have been trying to, let’s call it, educate people about how important antimony is in the world market,” Mr. Atkinson said during an interview with InvestorNews.com host Peter Clausi at PDAC 2026. “I call it the most important metal nobody knows about.”Antimony Resources is focused exclusively on antimony exploration and development and aims to become a significant North American producer. The company’s Bald Hill project is located in southern New Brunswick, between Fredericton, Sussex, and Saint John.“Friendly community. Lots of good infrastructure,” Mr. Atkinson said. “Ninety kilometers or less from a deep-water port. Lots of power. We’re 110 kilometers from the Point Lepreau nuclear power plant.”The primary host mineral for antimony is stibnite, a sulfide mineral with the chemical formula Sb₂S₃. “The host mineral for antimony is dominantly stibnite,” Mr. Atkinson said. “It’s a sulfide mineral, basically.”He said the Bald Hill property contains visible mineralization. “We have massive stibnite there, yes,” he said. “We have intersections up to a meter of solid stibnite.”Grades associated with the mineralization are significant. “The grade of solid stibnite would be 60% antimony, but we have lots of grades of 30% and 40%,” Mr. Atkinson said. “Our overall grade in the project is probably going to be in the order of 4% to 5%. And, in comparison, that’s probably the highest-grade antimony deposit in North America.”The project is supported by a National Instrument 43-101 technical report, and the company is conducting a 10,000-meter definition drilling program. “Right now they’re turning out 200 meters a day,” Mr. Atkinson said. “We’d be finishing our 10,000 meters of drilling probably by the end of April.”Assay results are expected soon after. “Probably we won’t get the final assays till sometime in May,” he said, adding that consultants will then determine whether the data is sufficient to calculate a resource.Mr. Atkinson said antimony’s strategic importance is increasingly recognized. “If you don’t have tungsten and antimony, you don’t have military. It’s as simple as that.”North American production remains minimal. “Almost none,” he said. “Up until 2024, 75% to 80% of antimony was imported into North America from China and Russia… and in 2024, they cut off all export of antimony.”“We need Canadian antimony, absolutely,” Mr. Atkinson said. “None of them are pure antimony plays like we are. We’re a pure antimony play.”Disclaimer: Video interviews and other video content published by InvestorNews are produced as part of paid media services. The issuer or company featured in this video has compensated InvestorNews for the creation and publication of such content. The views expressed in these interviews are those of the interviewees or guests and do not necessarily reflect the opinions or positions of InvestorNews, its writers, or its affiliates. For full details, please refer to our complete disclaimer at www.investornews.com/disclaimer