Larvotto is the clear winner through your lens. It's basically the Australian version of the BSXGF thesis — critical mineral, government backing, cornerstone partnerships, near-production with massive upside if they execute. The antimony angle is arguably even stronger than gold right now given China controls 60% of supply and Western governments are scrambling.
Thanks for including me, really appreciate it!
Larvotto is the clear winner through your lens. It's basically the Australian version of the BSXGF thesis — critical mineral, government backing, cornerstone partnerships, near-production with massive upside if they execute. The antimony angle is arguably even stronger than gold right now given China controls 60% of supply and Western governments are scrambling.
BOTTOM LINE — Your Framework Scorecard:
Company
Cornerstone Partners
Gov Backing
Near Production
OTC Access
Larvotto (LRV)
✅ Wogen + USAC bid
✅ $1.2B CMSR
✅ Q2 2026
✅ LRVTF
Bioxyne (BXN)
✅ Curaleaf + Remidose
✅ Scottish Gov + TGA
Already producing
Need to check
Others
❌
❌
N/A
N/A
Thanks for including my work!