How Investors May Respond To United States Antimony (UAMY) Securing $245 Million Defense Contract and Major Expansion

• United States Antimony Corporation recently secured an Indefinite Delivery Indefinite Quantity contract worth up to US$245 million with the U.S. Defense Logistics Agency to supply antimony metal ingots for the national defense stockpile, and announced a major processing expansion in Thompson Falls, Montana, projected to boost facility capacity by over 400% with production targeted for early 2026.
• These developments underscore USAC's unique position as the only domestic antimony processor in North America, highlighting intensified U.S. government collaboration to strengthen critical mineral supply chains and reduce foreign dependence.
• We'll explore how the newly awarded defense contract may reshape United States Antimony's outlook on domestic supply security and long-term growth.

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United States Antimony Investment Narrative Recap

For shareholders, the core thesis behind United States Antimony rests on the belief that a domestic supply of antimony is essential to U.S. national security, especially as the only North American processor. The recently awarded US$245 million Defense Logistics Agency contract may accelerate near-term revenue visibility and could help offset supply chain risks, but it does not directly resolve longer-term permitting delays still facing key projects in Alaska and Ontario. Among USAC’s recent announcements, the 400%+ processing expansion at Thompson Falls is especially relevant, since it aims to provide both critical capacity for the DLA contract and address ongoing supply security concerns. With government support and planned new capabilities, expanded production targets are positioned as a potential catalyst, but the challenge of timely regulatory approvals and environmental opposition remains central. Yet, despite such positive headlines, investors should be aware that...

Read the full narrative on United States Antimony (it's free!)

United States Antimony's narrative projects $208.1 million revenue and $82.5 million earnings by 2028. This requires 100.7% yearly revenue growth and a $83.4 million increase in earnings from -$889.8 thousand today.

Uncover how United States Antimony's forecasts yield a $6.25 fair value, in line with its current price.

Exploring Other Perspectives

Sixteen individual fair value estimates from the Simply Wall St Community span US$0.76 to US$51.17 per share, highlighting wide-ranging views. While opinions differ, planned expansion of domestic processing is seen by some as critical for USAC’s future prospects.

Explore 16 other fair value estimates on United States Antimony - why the stock might be worth over 8x more than the current price!

Build Your Own United States Antimony Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your United States Antimony research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free United States Antimony research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate United States Antimony's overall financial health at a glance.

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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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