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United States Antimony (UAMY) Names A New CFO, Is The Stock A Bargain?

Simply Wall St·10/12/2026 02:26:55
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Leadership change and what it could mean for United States Antimony

United States Antimony (UAMY) just reshuffled its senior ranks, with Shawn P. Winkler officially taking on permanent Chief Financial Officer and Senior Vice President roles as of September 30, 2026.

The board ended Richard R. Isaak’s employment without cause, and the company stated the move was not tied to financial results or accounting concerns. This gives investors a clearer lens to assess the leadership transition.

United States Antimony’s share price has come under pressure, with the stock down 24.44% over the past 30 days and 38.36% over 90 days, while the 1-year total shareholder return has fallen 69.86%. This follows a very large 3-year total shareholder return gain of more than 9x that earlier period.

Scan how United States Antimony compares with other materials players under pressure by reviewing the hand picked 33 best rare earth metal stocks in this corner of the market.

United States Antimony now has a new finance chief in the chair and a share price that has retreated sharply. Is this a solid materials business that is temporarily marked down, or already fully valued after that long run up?

Most Popular Narrative: 67% Undervalued

United States Antimony last closed at $3.68, while the most followed narrative pegs fair value at $11.19 using an 8.7% discount rate. That gap sets a high bar for the business to deliver on its growth and earnings story.

US Antimony is expanding its domestic processing capacity (for example, a sixfold increase at the Thompson Falls facility is expected by year-end) and increasing ore supply both from its own Montana/Alaska projects and multiple new international sources, which is expected to support higher production volumes and revenue through increased throughput and supply security.

See why 80 investors see United States Antimony as 67% undervalued.

Result: Fair Value of $11.19 (UNDERVALUED)

Still, that optimistic United States Antimony narrative could unravel if permitting setbacks drag out project timelines or if ore quality and supplier concentration continue to disrupt throughput and earnings visibility.

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

Another View On United States Antimony’s Valuation

The narrative and SWS DCF work suggest United States Antimony looks cheap at $3.68 compared with an estimated future cash flow value of $9.76, which is flagged as undervalued. That is a big gap. The real question is whether the cash flows behind that figure feel realistic enough for you to lean on.

Look into how the SWS DCF model arrives at its fair value.

UAMY Discounted Cash Flow as at Oct 2026
UAMY Discounted Cash Flow as at Oct 2026

Next Steps

Mixed messages in the United States Antimony story can feel confusing. Move quickly, dig into the details, and weigh both sides through the 2 key rewards and 2 important warning signs.

Looking for more investment ideas beyond United States Antimony?

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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.