4 ASX Companies to Gain Exposure to Critical Minerals Sector

The Federal Government’s proposal of a $1.2 billion Critical Minerals Reserve includes plans to stockpile antimony due to which ASX-listed antimony stocks surged as investors priced in rising demand and promising long-term potential.

Resolution Minerals Limited (ASX: RML)

surged over 10% on Wednesday after it announced exceptional high-grade antimony and silver surface sampling results from the Antimony Ridge target with assays of up to 48.7% antimony and 890 g/t silver.

The company has a market capitalisation of $125.21 million and recently raised $25.1 million which provides strong funding visibility for ongoing exploration activities.

During the quarter, net operating cash outflow was $1.68 million while exploration and evaluation expenditure amounted to $1.32 million which reflects an active drilling and surface work program at Horse Heaven.

Near-term catalysts include approvals to enable drilling and bulk sampling, the start of initial drill programs targeting high-grade mineralisation and the release of metallurgical test work results to support downstream development.

Larvotto Resources Limited (ASX: LRV)

rose 7% on Wednesday and has a market capitalisation of $768.5 million and ended the September 2025 quarter with a strong cash balance of $62.1 million.

The company reported that recent diamond drilling at the Metz Mining Centre delivered multiple high grade gold antimony intercepts which confirmed strong continuity and extensions of mineralisation at the Blacklode Prospect.

These results support the potential for a future resource and reserve upgrade in 2026 as ongoing drilling continues to target untested splays and near mine extensions close to existing infrastructure.

Larvotto is targeting production at its Hillgrove gold and antimony project in New South Wales this year while Hillgrove is expected to become Australia’s largest antimony producer supplying around 7% of global demand.

Southern Cross Gold Consolidated Limited (ASX: SX2)

has surged 182% over the past 12 months as the company continued an aggressive drilling program with multiple rigs active which positions it to deliver ongoing high-grade results and resource growth.

The Sunday Creek project which is located around 60 km north of Melbourne in Victoria is one of the most significant undeveloped gold antimony deposits in the Western world.

The company has a market capitalisation of $2.78 billion and reported at the end of August 2025 quarter had cash and cash equivalents of C$141.2 million.

Exploration and evaluation expenditure for August quarter was C$5.5 million during the quarter and Southern Cross Gold is exceptionally well funded to execute its large-scale exploration strategy which reduces dilution risk.

Black Cat Syndicate Limited (ASX: BC8)

has a market capitalisation of $1.07 billion and has almost doubled over the past 12 months which reflects strong market confidence in its growth outlook.

As at 31 December 2025, the company held $91 million in cash, bullion and listed investments which provides a solid liquidity position to support ongoing development activities.

In October, the company announced that new drilling intersected visible antimony in the first four holes at its Mt Clement project which it described as one of Australia’s largest and highest-grade antimony projects with a resource of 13,200 tonnes at a grade of 1.7%.

On 12 January 2026, Black Cat reported the identification of multiple new high grade gold zones at the Fingals open pit within the Kal East operation, with first ore expected to be processed at Lakewood in March 2026 and the Lakewood expansion study to 1.5Mtpa set to be finalised which supports mine life extension.

(Source: Company Reports)