Red Mountain Mining (ASX:RMX)

Homodeus Research · May 19, 2026 · 23m

📌 KEY TAKEAWAYS • Critical minerals explorer-developer, dual-listed ASX:RMX and OTCQB:RMXFF, capped under A$20M with over A$2M cash at end of quarter, focused on antimony-gold across Australia and the US • Four-pillar investment framework — commodity, projects, jurisdictions, timing — and Nic's case for why all four currently align for RMX • Antimony supply sits 85–90% with China, Russia and Tajikistan; classified by the US as a national security issue; end uses (armour-piercing rounds, semiconductors, night vision, infrared sensors, solar PV, fire retardants) are difficult to substitute •…