Trade Operation · Kazakhstan / Vietnam · Exchange Metal

Commodity Antimony (Sb) Supply

The project involves organising the supply of commodity antimony with guaranteed sales through a closed-loop cycle: procurement of antimony concentrate, its processing (tolling), and sale of the finished product to a non-resident buyer. The primary goal is to achieve rapid capital turnover and profit from the difference between raw material costs and exchange prices of finished metal, without constructing own production facilities.

Working Capital

$1 320 000

ROI up to 60.5% per cycle

Option

Purity

Cycle Duration

Revenue

Profit

ROI

Option A — Fast Turnover

80% ($18 624/t)

97% Sb

~30

$1 862 000

$300 000

22,7%

Option B — Margin Maximisation

100% ($24 000/t)

Max. Margin

99,65%+ Sb

60–75

$2 400 000

$798 000

60,5%

Key Advantages

Zero CAPEX Structure

  • Zero capital expenditure (CAPEX): production operates on a tolling model — no investment in factory construction
  • Guaranteed sales: a preliminary agreement with a verified non-resident buyer eliminates the risk of non-realisation
  • Transparent pricing: purchase and sale prices are strictly tied to LME quotes ($24 000/t as of 02.02.2026)
  • Fund control and protection: investments are directed as a direct prepayment under the contract with the raw material producer

Operational Parameters

Logistics and Raw Materials

  • Concentrate supplierMajor producer, Ust-Kamenogorsk
  • Base purchase volume200 t of concentrate at $13 200/t (55% of LME)
  • Yield ratio50% — from 200 t of concentrate → 100 t of commodity antimony
  • Option A RouteProcessing in RK to 97%, FOB RK shipment to buyer
  • Option B RouteProcessing in RK to 97% → refining in Vietnam to 99.65%+

Recommendation

Agree on the legal structure and reserve the concentrate

To launch the first operational cycle, it is recommended to agree on the legal structure of the deal, complete document disclosure, and reserve the required volume of concentrate as soon as possible. The choice between options depends on the investor's willingness to extend the cycle from 30 to 75 days in exchange for a significant increase in profitability from 22.7% to 60.5%.