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Critical Metals is surging nearly 20% while its rare earth peers sit flat or slide lower, and no company announcement explains the gap. One unverified catalyst keeps surfacing in trader circles, and it has nothing to do with the ground under Greenland.

Critical minerals stocks are surging while the broader market barely twitches, and the forces driving the move have less to do with company news than with a shift happening deep inside the bond market and the dollar.

A $100 million buyback authorization from United States Antimony landed just days after a badly missed quarter and a guidance cut that nearly halved the full-year outlook, raising a pointed question about whether management is signaling confidence or buying time.

CEO Gary Evans said the board concluded that the stock was undervalued after reviewing the company’s projects across the U.S., Canada and Mexico.

Zeolite revenue doubles and liquidity strengthens to $62.2 million, yet lower antimony prices compress margins and prompt a reduced full-year outlook.

While it's pulling back slightly today, this critical minerals stock is poised to post a gain for the week.

In recent days, United States Antimony has been swept up in strengthening rare earth sector enthusiasm, with traders reacting to shifting sentiment around critical minerals and related equities. Although the company remains unprofitable with pressured margins and returns, investors appear focused on its volatile trading profile and rich valuation tied to future production expectations. This mix of sector-wide optimism and stock-specific momentum suggests that sentiment toward rare earths,...