Nova Minerals Stock Price, News & Analysis

Nova Minerals (NASDAQ: NVA) released its Quarterly Activities and Cashflow Report for the quarter ended 30 Sep 2025, highlighting a US$43.4M (A$65.5M) 24‑month Defense Production Act award to ARR to accelerate a domestic antimony supply chain in Alaska and support drilling, studies and CAPEX.

The company reports access to >A$86.3M in funding (A$17.5M cash, A$65.5M DoW award, ~A$3.3M liquid investments/warrants), ongoing 2025 drilling and surface programs at Estelle with assays pending, and positive ore‑sorting and heap‑leach test results for RPM and Styx.

Nova Minerals (NASDAQ: NVA) announced that CEO Christopher Gerteisen will present at the Emerging Growth Conference webinar on October 23, 2025 (1:45pm US EST / 4:45am Australian EDT Oct 24). The presentation will cover updates on the Estelle Gold and Critical Minerals Project in Alaska and the company’s strategy to advance its antimony assets following a US$43.4 million award referenced for Department of War support. The live webinar will include a Q&A and an archived webcast and presentation will be available on the company website, EmergingGrowth.com, and the Emerging Growth YouTube channel. Registration link and presentation PDF are provided for investors.

Nova Minerals (NASDAQ: NVA) announced a 5-for-1 forward ADS split that changes the ADS ratio from 1 ADS:60 ordinary shares to 1 ADS:12 ordinary shares, effective on October 28, 2025, with first day of trading under the new ratio expected on October 29, 2025. ADR holders of record on October 27, 2025 will receive 4 additional ADSs for each ADS held; existing ADSs remain valid.

The warrant exercise price will be adjusted from $7.266 to $1.4532 per ADS and each public warrant will be adjusted from issuing 1 ADS to issuing 5 ADSs on exercise, leaving aggregate warrant economics unchanged. Deposit bank: The Bank of New York Mellon.

Nova Minerals (NASDAQ: NVA) was asked by Australian Ambassador Kevin Rudd to brief on its Estelle Gold and Critical Minerals Project ahead of the October 20, 2025 meeting between Prime Minister Anthony Albanese and U.S. President Donald Trump.

Key facts: Nova received a US$43.4 million award from the U.S. Department of War to accelerate an integrated U.S. antimony supply chain, aims for military-spec antimony by 2026/27, and holds a 42.81-acre land use permit for a planned Port MacKenzie antimony refinery. Estelle spans 514 km² in Alaska with multi-million ounce gold resources and multiple drill-ready antimony prospects.

Nova Minerals (NASDAQ: NVA) secured a land use permit for 42.81 acres at Port MacKenzie, Alaska, to host a proposed antimony refinery and advance a U.S. critical minerals hub.

The company cites a US$43.4 million award from the U.S. Department of War and is targeting first military-spec antimony output within 24 months (2026/27). Nova is negotiating additional federal funding, pursuing offtake deals, and proposes to produce Sb2S3, Sb2O3 and antimony metal leveraging Port MacKenzie deep-draft port infrastructure.

Nova Minerals' (NASDAQ: NVA) subsidiary Alaska Range Resources has secured a $43.4 million Defense Production Act Title III funding from the U.S. Department of War. The funding aims to develop domestic antimony trisulfide production at the Estelle Gold and Critical Minerals Project in Alaska.

The award will support the development of a fully integrated U.S. antimony supply chain, focusing on extraction, concentration, and refinement of stibnite to produce military-grade antimony trisulfide. This initiative will help meet U.S. defense industrial base demands and support various applications, including semiconductors and energy systems.

Nova Minerals (NASDAQ: NVA) has announced a strategic investment in Adelong Gold Limited (ASX: ADG), acquiring a 7.8% stake in the gold-antimony focused company. The investment includes 200 million shares at A$0.005 per share, totaling A$1 million, plus 200 million listed options.

The deal grants Nova first right of refusal on antimony offtake agreements and board representation through Mr. Louie Simens. Adelong's Lauriston prospect has shown promising results, including historical production of 233,000 ounces at 20.7 g/t gold and recent drilling yields of 8m @ 104 g/t Au.

Nova confirms this investment won't impact development at its flagship Estelle Gold and Critical Minerals Project, where updates on drilling results and mineral resource estimates are expected soon.

Nova Minerals (NASDAQ: NVA) received a significant boost as U.S. Senator Lisa Murkowski visited their Estelle Gold and Critical Minerals Project in Alaska. The project has been independently identified as one of only nine projects globally, and one of two in the U.S., with near-term antimony production capability.

The visit highlights the project's strategic importance in strengthening U.S. domestic mineral production, particularly for antimony, a critical mineral essential for military applications. The company has already accumulated surface stibnite stockpiles that could potentially produce antimony trisulfide for U.S. strategic purposes, though further concentration is needed to meet military specifications.

The project has garnered broad-based support from key officials, including Alaska Governor Mike Dunleavy and Australian Consul General Tanya Bennett, aligning with recent Presidential executive orders aimed at boosting domestic mineral production.

Nova Minerals (NASDAQ: NVA) has received significant governmental support for its Estelle Gold and Critical Minerals Project from both U.S. and Australian officials. Alaska State Governor Mike Dunleavy and Australian Consular-General Tanya Bennett have expressed strong backing for the project, highlighting its strategic importance in critical minerals and resource development.

The project aligns with key infrastructure developments including the West Susitna Access Road, Port MacKenzie upgrades, and Alaska LNG initiatives. Nova's CEO Christopher Gerteisen emphasized that Estelle is emerging as a strategic mineralized district, particularly notable as one of only nine global projects with near-term antimony production potential. The company is pursuing potential non-dilutive funding through its membership in the Defense Industrial Base Consortium.