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    United States Antimony (UAMY) Is Up 39.9% After Landing Major DLA Contract And Smelter Expansion - What's Changed

    Simply Wall St·12/25/2025 12:29:03
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    • United States Antimony recently secured a five-year, sole-source contract with the U.S. Defense Logistics Agency worth up to US$245,000,000 for antimony metal ingots, alongside a separate five-year commercial supply agreement for antimony trioxide valued at up to US$106,700,000, and is expanding its Montana smelter capacity sixfold to support these commitments.
    • Together with a new independent director appointment and increased ore preparation ahead of winter, these moves underline United States Antimony’s growing role as a domestically anchored supplier of a critical mineral for defense, flame-retardant, and emerging battery applications amid efforts to reduce reliance on foreign sources.
    • We’ll now examine how the DLA’s five-year, sole-source contract could reshape United States Antimony’s investment narrative and long-term revenue visibility.

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    United States Antimony Investment Narrative Recap

    To own United States Antimony, you have to believe it can convert its position as a rare domestic antimony processor into durable, contracted revenue while managing permitting, supply quality, and execution risks. The new US$245,000,000 DLA sole-source contract and US$106,700,000 commercial agreement materially strengthen the short term catalyst of securing premium, recurring volume, but they also sharpen the biggest risk: delivering enough compliant feedstock and stable operations to meet these long-term commitments.

    Among recent developments, the sixfold expansion of the Montana smelter is most directly tied to this news, because it underpins the company’s ability to fulfill both the DLA and commercial contracts at scale. This build-out also interacts with existing risks: it front-loads capital and operational complexity at the same time that permitting delays, ore quality variability, and limited alternative domestic suppliers could still constrain feedstock and leave new capacity underutilized if things do not go to plan.

    Yet against this contract-driven momentum, investors should be aware that concentrated supply sources and tougher environmental scrutiny could still materially affect...

    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 earnings increase of about $83.4 million from -$0.9 million today.

    Uncover how United States Antimony's forecasts yield a $9.67 fair value, a 52% upside to its current price.

    Exploring Other Perspectives

    UAMY 1-Year Stock Price Chart
    UAMY 1-Year Stock Price Chart

    Nineteen members of the Simply Wall St Community now value UAMY anywhere from US$1.31 to US$41 per share, a striking spread of expectations. Against that backdrop, the new DLA and commercial contracts sharpen the focus on whether US Antimony can secure and process enough compliant ore to avoid supply disruptions that might affect revenue stability and investor confidence.

    Explore 19 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

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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.