In short: The January pick. Developing Idaho's Stibnite Gold Project — one of the highest-grade open-pit US gold deposits (4.8M oz, ~450k oz/yr) plus the only identified antimony reserve in America (148M lb, ~35% of US demand). Permitted, construction started Oct 2025; DoD has put in $80M+ (DPA money), EXIM letter of interest up to $2B; ~$4.2B market cap still trades at a discount to project economics at current prices. Action: buy at US$40 or below.
Perpetua is building a big, very high-grade gold mine in Idaho (the Stibnite project). On its own the gold math is excellent — costs were under $450 to produce an ounce in the old study, and gold now sells for over $5,400. But the kicker is that the same site holds the only known US deposit of antimony, a metal the military needs for ammunition and night-vision gear that the US currently has to import (mostly from China, which just cut off supply). So the Pentagon is writing checks: $80M+ in defense money plus an EXIM offer of up to $2B in loans. The mine is permitted and already under construction. Prins's call: buy at $40 or below, because the next big milestone (the final go-ahead decision this spring) should close the gap between the stock price and what the project is actually worth.
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