United States Antimony Corporation (UAMY) - Stock Analysis
Last updated: Mar 9, 2026
Research Idea
Research content for general circulation. Not individualized advice. Methodology & Disclosures
Clustered catalysts—a 51/49 hydromet JV in Idaho, a $27M Defense Production Act award, a large inferred tungsten resource engineering study, and NYSE uplisting—combined with ~28.5% 21‑day price appreciation make UAMY a speculative but well‑catalyzed critical‑minerals momentum trade.
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AI Analyst Overview
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Valuation Metrics
Fundamental Analysis
Key Financial Insights: • Strong liquidity • Rising losses • Share dilution UAMY has strong liquidity and low leverage but worsening profitability, negative free cash flow, rising inventories/investments and share dilution that create significant downside risk despite intact gross margins.
Price Behavior
Key Price Behavior Insights: • Short-term uptrend • Above last-month SMA • Elevated volatility Support Level: $7.20–$7.80 Resistance Level: $10.65 Over the last month UAMY has shown a strong short-term uptrend—rising ~28% from $7.47 to $9.57 and trading ~13% above its last-month SMA (~$8.44), a bullish momentum signal tempered by elevated volatility that raises short-term pullback risk.
Sentiment & News
Key News Insights: • JV plant • $27M award • NYSE uplisting UAMY struck a 49/51 JV to build an Idaho antimony hydromet plant, drew upgraded analyst buy ratings and media visibility, reported a tungsten resource, won a $27M Defense Production Act award, and is uplisting to the NYSE—significantly enhancing its domestic critical‑minerals profile and market access.
AI Summary
UAMY has shifted from a commodity‑beta miner to a policy‑backed, industrial-scale critical‑minerals play where successful, timely commissioning of smelter/hydromet projects and conversion of DLA/commercial contracts into margin‑accretive cash flow—not antimony spot prices—will validate its ~$1B re‑rating; miss those execution milestones or require dilutive capital and the upside evaporates quickly. Monitor near‑term commissioning milestones, contract revenue recognition, and any equity raises as the clearest actionable signals.
Description
United States Antimony Corporation mines and markets antimony, precious metals, and zeolite products across the United States and Canada. Its antimony business supplies antimony oxide and related metal compounds for industrial uses including flame retardancy, pigment and opacifier applications, and catalysts for polyester and PET production, as well as metal stock for batteries, bearings and ordnance; its zeolite operations provide mineral materials used in soil amendment, water and wastewater treatment, gas separation and various industrial catalysts and absorbents. The company was founded in 1968 and is headquartered in Thompson Falls, Montana.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| Mar 11 | Mar 18 | UAMY | United States Antimony Corporation | Clustered catalysts—a 51/49 hydromet JV in Idaho, a $27M Defense Production Act award, a large inferred tungsten resource engineering study, and NYSE uplisting—combined with ~28.5% 21‑day price appreciation make UAMY a speculative but well‑catalyzed critical‑minerals momentum trade. | Active | -14.0% |