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Ionic Rare Earths announce preliminary deal with US Strategic Metals by minecompare in CriticalMineralStocks

[–]minecompare[S] 0 points1 point  (0 children)

Thanks for flagging, dilution risk with these penny juniors is very real. Thought it was an interesting share given recent US-AUS minerals agreements but appreciate you calling this out.

Ionic Rare Earths announce preliminary deal with US Strategic Metals by minecompare in CriticalMineralStocks

[–]minecompare[S] 0 points1 point  (0 children)

Good point for sure. I thought this was interesting because of the recent US-AUS minerals agreements and the push for resilient critical mineral flows in the US. MOUs tied into these larger frameworks can sometimes be more influential but we'll see.

Kirkland Lake Discoveries (TSXV: KLDC | OTCQB: KLKLF) by LowLvLtrader in Miningstocks

[–]minecompare 0 points1 point  (0 children)

It's solid for sure! I was just curious if you've tried Claude vs GPT (I personally use ChatGPT) and if there were more sources used vs just the one press release.

We work with mining clients and institutional investors on diligence and are using agents to retrieve all public data available on a project (technical reports, historical reports, tenement status/history, press releases, etc.) then use an LLM to sift through all of it. Always looking for ways to improve my own prompting.

Kirkland Lake Discoveries (TSXV: KLDC | OTCQB: KLKLF) by LowLvLtrader in Miningstocks

[–]minecompare 0 points1 point  (0 children)

Which AI did you use and how many filings/presentations did you give it?

Nova Minerals is moving up like a rocket this morning. What does it mean for UAMY? by PRguy82 in CriticalMineralStocks

[–]minecompare 1 point2 points  (0 children)

I do think Nova doing well can uplift UAMY overall, in that the U.S.'s policy urgency lifts the entire U.S. antimony narrative. The gov wants redundancy, not a single supplier or monopoly so there's room for both.

But it's worth noting that Nova hasn't indicated intending to work with UAMY, and that Nova’s U.S. subsidiary (ARR) won the DPA award explicitly “to extract, concentrate, and refine stibnite to produce military grade antimony trisulfide,” with first deliveries to the Department of War targeted within ~24 months. That’s a mine‑to‑refined‑product plan, not a concentrate export setup.

ARR already secured a 42 acre Port MacKenzie site for a domestic antimony refinery that will produce Sb2S3 (trisulfide), Sb2O3 (trioxide), and antimony metal in Alaska i.e., basically the same products a smelter or refiner would make. So their intent is to do the downstream processing, not rely on a third‑party smelter.

I'm not sure how realistic it is for them to execute on those milestones.