Been looking more into AT4. The company posted the Emerging Growth Conference replay today with Managing Director Andre Booyzen discussing their U.S. critical minerals strategy.
What caught my attention enough to post here is that this is not just another “we own claims” microcap story. They’re trying to build around two materials that are getting way more attention in U.S. supply chain as far as I can tell.
AT4 previously announced a sponsored Level 1 ADR program with Deutsche Bank, which could make the U.S. investor access more relevant if the Nasdaq plan keeps progressing.
Plus, today’s news was definitely good.
If the U.S. keeps pushing domestic critical minerals harder, smaller names with actual U.S. antimony/tungsten exposure could keep getting more attention. AT4 is still early-stage and high-risk, but the recent advisory-board move plus today’s conference replay make it worth keeping on the watchlist for me.
Does anyone else have opinions on this one?