Company profiles · Rare Earths & Magnets

Perpetua Resources (PPTA): US–Canada Tariff Exposure, Government Contracts, and Risk

WINNERWATCH TIER
Last close · Oct 30$16.65 −33.7% since report
Report price · Aug 28, 2026 close$25.11
Market cap$3.14B
52-wk range16.44–37.37
DividendNo payout history

Why it’s on the map

Stibnite ID gold-antimony — would be the only US-mined antimony (munitions, flame retardants, solar glass). Production targeted 2029.

Government money & contracts

EXIM $2.9B senior secured 13-yr loan approved May 21, 2026 (largest EXIM critical-minerals loan); prior DoD DPA Title III grants.

Customers & commercial

Pilot antimony plant with US Army / Idaho National Lab.

Catalysts

EXIM financial close (late 2026); full construction decision.

Risk

4-year build; antimony spot fell from >$28/lb to about $10.50/lb; gold-price dependent.

Tariff durability

Policy-backed; not Canada-linked.

Dividend
None
No payout history

Perpetua Resources does not currently pay a dividend. The trade here is the move, not the check. See the names that do pay →