United States Antimony (UAMY) Is Up 24.0% After Securing Major Defense Contract and Index Addition

• United States Antimony Corporation was recently added to the S&P/TSX Global Mining Index after securing its first US$10 million delivery order under a US$245 million contract with the U.S. Defense Logistics Agency and expanding operations in Alaska and Montana.
• CEO Gary Evans’ purchase of 100,000 shares and the company’s unique role as the sole vertically integrated antimony supplier in the Western Hemisphere underscore a shift toward greater supply chain security for critical minerals outside China.
• We'll now explore how the execution of this substantial defense contract impacts United States Antimony's long-term investment outlook.

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United States Antimony Investment Narrative Recap

To be a shareholder in United States Antimony, you need to believe in the rising importance of domestic, secure critical mineral supply chains and the company's ability to deliver on large-scale government contracts. The recent US$10 million order under the US$245 million Defense Logistics Agency contract meaningfully accelerates a major revenue catalyst. However, regulatory and permitting delays at new project sites remain the most immediate risk to scaling production, this news does not resolve those headwinds, and persistent opposition continues to threaten project timelines and costs.

Among the recent corporate updates, the completion of reincorporation from Montana to Texas is most relevant. This administrative shift, approved in August 2025, may enable more flexible governance and quicker responses to market or regulatory demands, potentially supporting the urgency tied to new government contracts and rapid capacity expansion.

But despite these advances, investors should be aware that continued strong resistance from environmental groups could still...

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

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

Uncover how United States Antimony's forecasts yield a $7.50 fair value, a 3% downside to its current price.

Exploring Other Perspectives

Seventeen Simply Wall St Community members have provided fair value estimates for UAMY, ranging from US$0.76 to US$51.17 per share. While many see significant upside, the sharp focus on regulatory hurdles and permitting delays could influence how quickly revenue growth expectations are realized, reminding you to weigh multiple perspectives on future performance.

Explore 17 other fair value estimates on United States Antimony - why the stock might be worth over 6x 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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