A Fresh Valuation: United States Antimony’s $100M Supply Deal Reshapes Outlook for Domestic Critical Minerals

United States Antimony just announced a five-year supply agreement with a major U.S. industrial fabric manufacturer for antimony trioxide. This deal, valued at over $100 million, supports steady domestic demand and reduces dependence on overseas supply.

See our latest analysis for United States Antimony.

United States Antimony’s fresh supply agreement builds on a wave of momentum after a year of remarkable returns. The company’s 1-year total shareholder return stands at an eye-popping 1,149%, while its share price surged over 340% year-to-date. Even with short-term volatility, such as a 7-day share price jump of nearly 20% following last week's earnings announcement, the long-term trend is clear: interest in domestic critical minerals is fueling strong performance, and recent operational moves have clearly put UAMY on more investors’ radars.

If the latest shakeup in domestic supply chains has you scanning for similar opportunities, now’s a great time to expand your search and discover fast growing stocks with high insider ownership

But after such an explosive run, is United States Antimony still trading below its true value? Or has the market already priced in all the future upside, leaving little room for new investors?

Most Popular Narrative: 2% Overvalued

With United States Antimony closing at $7.62 and the most popular narrative setting fair value at $7.50, the stock trades just above that target. This has sparked debate over whether recent momentum is running ahead of fundamental growth.

Vertical integration, resource diversification, and institutional engagement could boost revenue potential, valuation, and support strong end-market demand amid secular industry tailwinds. Ongoing property acquisitions and vertical integration (new mining leases in Alaska, Montana, and Ontario for antimony, gold, and tungsten) provide optionality and resource security. Successful development and permitted production from these assets would further increase revenue potential, diversify supply risk, and bolster long-term earnings growth.

Read the complete narrative.

What’s really driving this hotly debated valuation? Hint: The narrative hangs on audacious growth targets and the promise of a future profit margin transformation. Ready to discover what’s fueling these expectations and how the numbers stack up? Dive in to reveal the assumptions that have analysts calling for a break from tradition.

Result: Fair Value of $7.50 (OVERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent permitting delays and ongoing environmental opposition could still slow project launches. This may challenge both growth prospects and future revenue targets.

Find out about the key risks to this United States Antimony narrative.

Build Your Own United States Antimony Narrative

If you think there’s another angle to the story or want to dig into the data firsthand, you can craft your own perspective in minutes. Do it your way

A great starting point for your United States Antimony research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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