Will Pentagon Deal and Montana Mine Restart Transform United States Antimony's (UAMY) Strategic Position?

• In late October 2025, United States Antimony Corporation announced the restart of its Montana Stibnite Hill mine after 40 years and revealed a new five-year, US$245 million contract as the sole antimony supplier to the U.S. Defense Logistics Agency.
• The company described the mine restart as a "game changer," which enables a significant revenue guidance increase, expansion projects, and supply chain security amid heightened demand for domestic critical minerals.
• We'll explore how the Pentagon contract and domestic mine restart reshape United States Antimony's investment narrative and long-term growth 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 company's ability to deliver growth by expanding US-based antimony production and securing long-term demand, especially via defense contracts. The Pentagon deal and Montana mine restart meaningfully strengthen short-term sales visibility, but permitting delays at other projects remain the largest risk, as future expansion still depends on regulatory approvals outside Montana.

Among recent developments, the company’s follow-on equity offerings in October 2025 are especially relevant, as these provide vital capital for scaling operations and funding acquisitions that support fulfillment of new government supply contracts. This boost in financial flexibility directly ties to the expanded opportunities resulting from the mine restart and the DLA supply agreement, but also introduces new shareholder dilution for investors to weigh against the anticipated growth.

However, even with fresh revenue streams, investors should be aware that expansion depends on permits still outstanding in Alaska and Ontario…

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 an $83.4 million increase in earnings from the current -$889.8 thousand.

Uncover how United States Antimony's forecasts yield a $7.50 fair value, a 10% downside to its current price.

Exploring Other Perspectives

Across 21 members of the Simply Wall St Community, fair value estimates for United States Antimony span from US$0.76 to US$51.17 per share. Regulatory delays at key projects could influence both near-term optimism and long-term upside, making it essential to consider how permitting risk affects overall expectations.

Explore 21 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 1 key reward 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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