🚨 GOLD & ANTIMONY ARE EXPLODING — THIS JUNIOR IS WELL POSITIONED
- ZTRADEZ, LLC
- Jun 16, 2025
- 4 min read
Updated: May 13
Disseminated on behalf of NevGold
Gold and antimony gaining traction | this junior may be well positioned
(OTCQX:NAUFF) (TSXV:NAU) (Frankfurt:5E50)
Possibly Heading Into A Low Volume Area!?
Investors are already chasing the big names… but the smartest ones are loading up on what could be a generational re-rating story.
Enter NevGold — a U.S.-focused junior with oxide gold in two of the most mining-friendly states in America and a surprise antimony kicker that could turn it into a strategic asset. With gold up 70% in 15 months, antimony doubling in value, and NevGold’s drilling campaign about to hit high gear, this is a trade idea with both a technical and political tailwind. And its $30M valuation? That’s a rounding error compared to what it could be trading at if re-rated in line with peers.
🔑 KEY INSIGHTS & WHAT TO WATCH
1. Trump’s Critical Minerals Executive Order is a Game-Changer for Juniors Like NevGold
The Trump-backed Critical Minerals push is no longer just talk — new executive action has fast-tracked permitting, streamlined federal approvals, and directly supports metals like antimony and gold. Projects in Nevada and Idaho are now prime candidates for inclusion in FAST-41, a federal program designed to prioritize infrastructure and mining development.
In March 2025, Trump signed an executive order expanding the Defense Production Act for critical minerals and establishing new directives under FAST-41.
Antimony, now recognized as essential to U.S. national security, is a centerpiece of the new legislation — making NevGold’s 0.5%+ antimony grades at Limo Butte highly strategic.
NevGold’s Idaho/Nevada projects sit in politically favorable regions already benefiting from bipartisan support and minimal environmental opposition.
2. Dirt-Cheap Valuation vs Peers Sets the Stage for 7x Re-Rating Potential
NevGold is trading at just ~C$9/oz AuEq—an absurd discount when compared to developers averaging C$70/oz, and well below Perpetua Resources’ (PPTA) C$190/oz. Even a modest re-rating puts NevGold on a rocket trajectory.
At a ~$30M enterprise value and a 5–6Moz AuEq target, this is one of the most discounted juniors in North America.
In comparison, Perpetua (with environmental baggage and slower timelines) commands a ~$1.7B market cap—despite having similar projected ounces.
With catalysts ahead, this valuation gap could shrink very quickly—and drastically.
3. Simpler Mining Model = Faster Path to Cash Flow and Acquisition Potential
While competitors like PPTA deal with complex metallurgy, billions in capex, and legacy clean-up costs, NevGold’s assets are oxide gold with heap-leach potential—cheap, scalable, and fast to bring online.
Capex estimates for NevGold sit between $100M–$150M, vs PPTA’s eye-watering $1.8B.
The oxide systems at Limo Butte and Nutmeg Mountain require no complex processing, reducing risk and boosting IRR.
The company targets 12–18 months build timelines—light-years ahead of legacy counterparts.
4. Antimony: The Wildcard That Changes Everything
Most investors still don’t realize what NevGold has with its high-grade antimony intercepts. The U.S. lists antimony as a critical defense mineral, and it’s one of the most supply-constrained materials on Earth right now.
Historic re-assays revealed 54.9m @ 4.07 g/t AuEq (including significant antimony values)—a huge economic and strategic bonus.
U.S. defense grants and EXIM Bank backing are already flowing to antimony-rich projects like PPTA. NevGold could be next.
The presence of >0.5% Sb zones dwarfs Perpetua’s reserve grade of 0.07% Sb.
5. Drilling, Re-Assays, and Resource Estimates Could Trigger Re-Rating in 2025
NevGold has a full drill and exploration program underway with over 10,000 meters planned this summer. These are not “blue sky” targets — they’re aimed at growing ounces and confirming high-grade zones already discovered.
Limo Butte (Nevada) and Nutmeg Mountain (Idaho) are active and prioritized for mid-year campaigns.
Over 30 historic holes are being re-assayed, targeting deeper and lateral gold-antimony mineralization.
The late-June metallurgical update, followed by a Q4 resource estimate, could catapult NevGold past the 5Moz AuEq threshold.
6. Permitting Advantage in Pro-Mining States
Unlike many Canadian and international juniors tangled in red tape, NevGold operates in jurisdictions that want mines. Idaho and Nevada are fast-tracking domestic mineral independence—and NevGold is poised to benefit.
The permitting pathway is described as “favorable and simple” — no legacy issues, strong state support.
Other projects in the same areas have seen rapid approvals under both federal and state governments.
This dramatically improves NevGold’s odds of a smooth, quick transition to development.
7. Insiders Are Bought In — Capital Structure Is Tight
Smart money is already in. With a clean cap table and ongoing ~$6M financing, NevGold is fully armed for its 2025 campaigns—without the dilution risk that plagues other juniors.
Approx. 94 million shares outstanding — low float and high insider participation.
The ~$6M raise is intended for aggressive exploration, not survival.
Top-tier leadership: Ex-Goldcorp, Osisko, Nevada Copper, Yamana Gold—this is not an amateur hour team.
🧨 Final Take
The market’s sleeping on NevGold — but not for long. Between its ridiculous undervaluation, blistering gold/antimony grades, and political tailwinds from Trump’s mining revival act, this is the kind of asymmetric setup that can turn into a multi-bagger. With three campaigns active, catalysts weeks away, and a valuation ripe for a 7x move just to catch peers, NevGold may be the next junior rocket on the launch pad.
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