Nova Minerals achieves key milestone on path to Alaskan antimony production

• Major procurement and logistics operation underway to deliver complete processing and refining plant facility
• Almost 454t of crushing, ore sorting, milling, flotation, and refining equipment en-route
• Barge containing equipment departed Seattle yesterday and expected to arrive on site early September
• Acquisition of a modern, recently decommissioned plant has delivered significant cost saving

Nova Minerals (ASX: NVA) has achieved a significant milestone in its efforts to establish a fully secure, vertically integrated antimony supply chain in Alaska, with the shipment of key processing and refining equipment to its Port MacKenzie plant site.

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Almost 454 tonnes of crushing, ore sorting, milling, flotation, and refining equipment departed Seattle on 26 August 2026, aboard a barge bound for Nova Minerals’ processing site at Port MacKenzie, Alaska.

The shipment, comprising over 40 containers and multiple oversized loads, is expected to arrive by early September, marking the culmination of six months of detailed planning, procurement and logistics coordination.

The company acquired a recently decommissioned modern processing facility in North America, and other processing equipment from across North America. Following consolidation in Seattle, the equipment is now being transported by sea to Port MacKenzie.

CEO, Christopher Gerteisen, said by acquiring and repurposing the modern processing and milling equipment rather than designing and fabricating a new facility from scratch, Nova will achieve meaningful cost savings and significantly accelerate the pathway to construction and initial antimony production.

“The shipment of this equipment marks an important milestone as Nova advances from exploration and development towards antimony production at Estelle,” Mr Gerteisen said.

“A key part of our strategy has been to acquire existing, modern processing equipment and mobilise it to Alaska, rather than build new equipment from scratch. That decision allowed us to move faster and more cost-effectively as we construct our processing plant at Port MacKenzie and work toward first antimony production in 2027.

“Antimony is a critical mineral essential to our national and economic security, with applications in defence, energy storage, and electronics. We are proud to be advancing a domestic supply chain that will help strengthen US critical minerals security.”

The Port MacKenzie plant is designed to process stibnite-bearing material, initially into antimony trisulfide as part of the US Department of War (DoW) project and is modular and easily scalable for future expansion into additional saleable refined antimony products, including antimony metal and trioxide.

Mr Gerteisen said Port MacKenzie provides a strategic location with access to deepwater port infrastructure, the proposed West Susitna Access Road, and Port MacKenzie rail spur.

Upon completion of the DoW-funded project, the Nova Minerals Port MacKenzie antimony refinery is expected to serve as a strategic US processing and toll-treatment facility capable of producing refined antimony products for defence, industrial and critical technology supply chains. The development is fully funded by a US$43.4 million US Department of War award supporting the establishment of a domestic antimony supply chain, with production targeted for 2027.

NVA was up 3.23% to 64.0¢. Mkt cap $23.68M.

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