The critical minerals corner is splitting this morning between a company-specific bid in antimony and a rare earth basket that's drifting lower. That's the tell in what looks like an isolated single-name bounce.
United States Antimony is rated Buy, with a $10-11 target, as the market overreacts to weak antimony prices and trailing revenue. Q2 volumes rose 26% YoY despite a 52% drop in realized antimony prices, indicating operational strength masked by commodity headwinds. A $245M government contract is ramping up, with revenue conversion just beginning and significant upside potential as deliveries accelerate.
United States Antimony (NYSE:UAMY) stock is up 8% midday Wednesday to $5.63 after the board authorized a share repurchase program of up to $100 million.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 25 | $218.16 | $69.75 | -$148.41 | -68.03% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 67,738 | $491,780 | $188,989.02 | -$302,790.98 | -61.57% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,515 | $53,863.28 | $32,126.85 | -$21,736.43 | -40.35% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 40,089 | $201,246.78 | $109,643.41 | -$91,603.37 | -45.52% |
| BG Bart Gancher Intech Investment Management LLC | 34,353 | $180,741.68 | $95,501.34 | -$85,240.34 | -47.16% |
| Metals & Mining Industry | Materials Sector | Gary C. Evans CEO | AMEX Exchange | 911549103 CUSIP |
| US Country | 101 Employees | - Last Dividend | - Last Split | 24 Feb 2000 IPO Date |
United States Antimony Corporation, established in 1968 and headquartered in Thompson Falls, Montana, is a pioneer in the production and sale of antimony, silver, gold, and zeolite products within the United States and Canada. The company specializes in catering to a broad range of industrial applications through its divisions focused on Antimony and Zeolite. By leveraging its expertise in mining and production processes, United States Antimony Corporation provides high-quality materials essential for manufacturing, environmental applications, and more, aiming to meet the diverse needs of its clients across various sectors.
The Antimony division of United States Antimony Corporation produces antimony oxide, used as a flame retardant in plastics, rubber, and textiles, alongside applications in paint, coating, paper industries, and more. This division also produces sodium antimonite and antimony metal, which finds usage in bearings, storage batteries, ordnance, and as a component in various precious metal products. The versatility of antimony compounds extends to its use as a catalyst in polyester resin and polyethylene terephthalate production, a phosphorescent agent in fluorescent lighting, and as an opacifier in porcelains.
The Zeolite division provides naturally occurring zeolite for a wide array of applications including soil amendment and fertilizers, water filtration, sewage treatment, environmental cleanup including nuclear waste, odor control, gas separation, and animal nutrition. Beyond environmental applications, zeolite serves as a critical component in catalysts for petroleum refining, in the construction industry as an additive in concrete, in solar energy systems, heat exchange mechanisms, as desiccants, and in various consumer products like pet litters and cleaners. Additionally, it is used as a carrier for insecticides, pesticides, and herbicides, demonstrating the wide-ranging utility of zeolite in industrial and consumer products.