Why United States Antimony (UAMY) Is Up 50.9% After $25 Million Equity Raise and Government Contract

• United States Antimony announced in the past week that it raised approximately US$25 million in a registered direct equity offering with a leading mutual fund, with proceeds to be used for acquiring mineral inventory, expanding leaseholds, increasing smelter capacity, pursuing acquisitions, and for general working capital.
• This above-market capital raise comes shortly after the company secured a US$245 million U.S. government contract, enabling expansion initiatives amid growing institutional interest in securing domestic antimony supplies.
• We'll examine how this significant capital injection for acquisitions and growth initiatives could reshape the investment narrative around United States Antimony's expansion plans.

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United States Antimony Investment Narrative Recap

To own United States Antimony shares, you need to believe in both the urgency of US mineral security and the company's ability to expand US-based supply despite regulatory hurdles. While the recent US$25 million capital raise strengthens the company’s position for acquisitions and smelter expansion, the material short-term catalyst remains regulatory progress at Alaska and Montana projects, where delays continue to pose the largest threat. This financing does not eliminate permitting and regulatory risks, so the near-term outlook is still closely tied to government and environmental approvals.

Among recent announcements, the new US$245 million Defense Logistics Agency contract stands out as directly tied to demand for domestic antimony supply. Together with the capital infusion, this contract reinforces the case for expansion, yet the timing and success of project ramp-up hinge on securing permissions and resolving local objections.

However, investors should be mindful that, despite new funding and government contracts, persistent regulatory and permitting challenges remain unresolved and could…

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 level of -$889.8 thousand.

Uncover how United States Antimony's forecasts yield a $7.50 fair value, a 39% downside to its current price.

Exploring Other Perspectives

Eighteen different Simply Wall St Community members have published fair value estimates for the stock, ranging widely from US$0.76 to US$41 per share. This diversity of outlooks matches the uncertainty around US Antimony’s future, as ongoing regulatory delays could directly affect expansion and the company’s earnings potential.

Explore 18 other fair value estimates on United States Antimony - why the stock might be worth less than half 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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