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DDAMANDA EXCLUSIVE ALERT Potential 5X-15X+ Critical Minerals Opportunity |
$LKYRF - The Critical Minerals Play Getting Federal Backing
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THIS JUST HAPPENED (Nov 3, 2025): US Export-Import Bank Issues Letter of Interest for up to $191 MILLION in Project Financing Stock surged 20%+ on the news. But the story is MUCH bigger than one day's move... |
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STOCK PRICE VALUATION SCENARIOS:
THE SETUP:
CURRENT STATUS: Federal financing on the table. Antimony production proven. Drilling permits approved. December 2025 drilling campaign funded. This isn't speculation - it's HAPPENING.
MARKET CAP CONTEXT: MP Materials (Mountain Pass mine) = $4.7B+ market cap |
THE FULL STORY BELOW
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Why THIS Week Changes Everything November 3, 2025: EXIM Bank issues Letter of Interest for up to $191M in financing for Mojave Project. This is the US government's official export-credit agency saying "we want to fund this project." October 2025: Locksley produces first 100% American-made antimony ingot in 24 years - proving they can actually DO this, not just talk about it. October 13, 2025: Upgraded from OTCQB to OTCQX - higher tier, more visibility, institutional accessibility. October 22, 2025: Diamond drill rig secured for El Campo rare earths drilling - December 2025 start. October 31, 2025: High-resolution helicopter magnetic and radiometric survey commenced - 5X denser data than USGS historical data. |
The National Security Crisis Nobody Saw Coming:
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China's Weapon: Critical Minerals ANTIMONY:
RARE EARTHS:
This isn't a trade war - it's a supply chain emergency. And the US government is scrambling for solutions. |
Trump's Executive Order Response:
March 20, 2025: "Immediate Measures to Increase American Mineral Production"
President Trump invoked the Defense Production Act (DPA) - the same wartime powers used during the Korean War - to fast-track domestic critical minerals projects. The Executive Order specifically:
The White House Statement:
"70% of US imports of rare earths come from China. President Trump is committed to ending American dependence on hostile foreign powers for critical minerals."
6 Catalysts That Make This Different:
1. $191 Million EXIM Bank Letter of Interest
This isn't a handshake. It's a formal Letter of Interest from the US government's official export-credit agency. EXIM is tasked with "strengthening domestic industrial resilience and reducing foreign supply dependence." They're saying: we want to fund this. Repayment tenor: 10 years. This positions Locksley at the forefront of federally-backed critical minerals development.
2. First American Antimony Ingot in 24 Years
In October 2025, Locksley produced a 100% American-made antimony ingot - the first US domestic antimony metal production since 2000. This isn't theoretical. They PROVED they can source feedstock from Mojave, process it on US soil, and deliver the finished product. The mine-to-metal supply chain works.
3. Strategic Location Next to Mountain Pass
Locksley's Mojave Project sits 1.4km from MP Materials' Mountain Pass Mine - the ONLY producing rare earths operation in North America. Mountain Pass has $40B+ in federal and private investment (DoD: $400M, Apple: $500M). Locksley's El Campo prospect sits along strike from Mountain Pass geology. Same rock formations. Same mineralization. Established infrastructure, processing pathways, and skilled workforce right next door.
4. Exceptional Surface Grades
Desert Antimony Mine: Surface samples up to 46% antimony and 1,022 g/t silver. These are exceptional grades - significantly higher than comparable US projects. El Campo Rare Earths: Surface samples up to 12.1% TREO (Total Rare Earth Oxides) including 3.19% NdPr (neodymium-praseodymium - the most valuable rare earths). For context, NdPr typically accounts for 90%+ of rare earth project revenues.
5. Drilling Begins December 2025
Bureau of Land Management (BLM) drilling permits: APPROVED. Diamond drill rig: SECURED (Oct 22, 2025). Funding: $6M+ cash in hand. The December 2025 drilling campaign at El Campo will test high-grade rare earth mineralization over an 860-meter strike length. This is real, imminent newsflow - not years away.
6. Downstream Innovation Partnership
Locksley partnered with Rice University to advance DeepSolv™ solvent-based processing technology for antimony refining and energy storage applications. This addresses the processing bottleneck - it's not enough to mine the material, you need to refine it domestically. Locksley is building the full mine-to-market supply chain.
The Valuation Gap:
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Critical Minerals Comparables
Locksley offers dual-commodity exposure (antimony + rare earths), federal financing backing, and strategic location next to $4.7B Mountain Pass. Yet trades at a fraction of comparable valuations. |
What We Know vs. What We Don't:
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CONFIRMED FACTS:
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UNKNOWNS:
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The Advisors Matter GreenMet (Engaged Aug 2025): Washington DC strategic advisory firm led by Drew Horn, former White House Advisor for Critical Minerals. GreenMet is helping Locksley secure federal funding through EXIM, DoD, DoE, and DFC. Horn's quote: "EXIM's involvement reflects a coordinated US Government directive to rebuild domestic critical minerals capability." Kerrie Matthews, CEO (Appointed Oct 29, 2025): Industry veteran brought in to execute the mine-to-market strategy. Her first major announcement: the EXIM Bank LOI. When a company hires a former White House critical minerals advisor, they're not playing around. |
The Risk/Reward Profile:
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Why This Is Asymmetric The Downside Case: Drilling disappoints. EXIM financing doesn't materialize. China resumes antimony exports. Stock trades like a typical junior miner - $0.25-0.35 range. The Base Case: Drilling confirms high-grade mineralization. EXIM financing moves forward. Federal support continues. Stock re-rates to $1.50-2.50 as development-stage critical minerals play with government backing. The Bull Case: Drilling exceeds expectations. Resource estimate shows scale. DoD offtake secured. Path to production clear. Stock re-rates to $3-5+ as near-production critical minerals supplier with strategic importance. Current price: $0.40. Market cap: $85M. The government WANTS this to succeed. That changes everything. |
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Upcoming Catalyst Timeline November 5, 2025: Investor webinar on EXIM Bank support and operational progress December 2025: Diamond drilling commences at El Campo rare earths prospect Q1 2026: Initial drilling results expected Q1-Q2 2026: High-resolution geophysical survey results (5X denser than USGS data) 2026: EXIM Bank due diligence and final commitment decision Ongoing: Antimony drilling at Desert Antimony Mine (permits approved) |
Key Resources & Sources:
EXIM Bank LOI Announcement (Nov 3, 2025):
Locksley Receives up to US$191M Potential Support from EXIM Bank
Trump Executive Order (March 20, 2025):
Executive Order: Immediate Measures to Increase American Mineral Production
First American Antimony Ingot:
Locksley Produces First 100% American Antimony Ingot
OTCQX Upgrade (Oct 13, 2025):
Locksley Upgrades to OTCQX Best Market
China Antimony Export Ban:
CSIS Analysis: China's Antimony Export Restrictions
Company Website:
LocksleyResources.com.au
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The Bottom Line The US government just signaled it wants to fund Locksley's critical minerals project with up to $191 million. China weaponized antimony, prices exploded 2,600%, and Trump invoked wartime powers to prioritize domestic production. Locksley sits 1.4km from America's only rare earths mine, just proved they can produce antimony domestically, and starts drilling their high-grade targets in December 2025. This isn't about finding a deposit in the wilderness and hoping someone cares. The federal government is ACTIVELY seeking to fund exactly this type of project. The strategic location, proven metallurgy, and dual-commodity exposure create a unique value proposition. Current price: $0.40. Market cap: $85M. Catalyst-rich period ahead. Government wants this to succeed. |
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Best Regards,
Hans
Disclaimer: This report is for informational purposes only and does not constitute investment advice. DDAmanda is not a registered investment advisor. Always conduct your own due diligence and consult with a qualified financial professional before making investment decisions. Past performance does not guarantee future results.
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