USAC’s $245 Million Contract Reshapes the Antimony Market

United States Antimony Corporation (NYSE: UAMY) has been awarded a $245 million sole-source contract by the U.S. Defense Logistics Agency (DLA) to supply antimony ingots to the National Defense Stockpile (NDS) under the Department of Defense (DoD).

This historic deal underscores the leadership of Gary C. Evans, Chairman and CEO of US Antimony, alongside Melissa Pagen, SVP of Corporate Development & Government Relations, whose tireless efforts secured the agreement. Recognition also goes to John (“Gus”) Gustavsen, President of USAC’s Antimony Division, a true subject matter expert with over 50 years of experience in antimony processing.

With smelting operations in Montana and Mexico, zeolite production in Idaho, and new mining initiatives in Alaska and Canada, USAC is shaping the future of U.S. mineral independence.

This isn’t just a contract, it’s a strategic turning point in America’s pursuit of secure, domestic critical mineral supply.

Brewing Trouble: DavidsTea Heir Demands CEO Change

The storm inside DavidsTea (TSXV: DTEA) is as much about governance as it is about family.

Philip Segal, son of the late founder Herschel Segal, has called for a leadership overhaul, criticizing the company’s governance and financial losses under the stewardship of Sarah Segal and Jane Silverstone Segal.

From its IPO debut at US$19 on Nasdaq to a share price of just CA$0.68 on the TSX Venture Exchange, DavidsTea has seen its fortunes steeply decline. The fight now is not just about inheritance, it’s about whether this iconic Canadian brand can recover with its current leadership.

Do you think DavidsTea needs new leadership to regain investor confidence?

From Action Shots to AI Plots: GoPro Stock Goes Viral

GoPro (Nasdaq: GPRO) shocked the market last week with a 39.5% rally after announcing its AI Training Licensing program, built on over 125,000 hours of subscriber video content.

The move signals a shift toward digital services and content monetization. GoPro’s filing of a registration statement also hinted at a possible capital raise to fund expansion.

The community remains divided: some see this as a bold reinvention, others point to continued risks from declining retail and direct-to-consumer sales.

Will GoPro’s pivot to AI prove transformative, or is it a risky detour from its core business?

Will the U.S. Pull the Plug on Its $2.3B Lithium Bet in Nevada?

The $2.3B DOE loan for Nevada’s Thacker Pass lithium project is under fresh scrutiny. Once approved under Former President Biden, the loan is now being re-evaluated by the Trump administration as questions grow over global competition and taxpayer risk.

General Motors (NYSE: GM), holding a 38% stake and nearly $1B committed, remains confident in the project, while Lithium Americas (NYSE:LAC) continues working closely with DOE. With Greg Beard raising concerns about cheap Chinese lithium, the Department is urging GM to secure a binding offtake deal.

This review is not just about one mine, it’s a defining test for U.S. energy security and the future of domestic lithium supply.

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