United States Antimony: A Speculative Play On Alaska Antimony Production (Rating Upgrade)

  • UAMY posted a strong Q1 turnaround, driven by surging antimony prices and increased sales, with management raising full-year revenue guidance. The company is ramping production at its recently restarted Mexican smelter, expanding its Montana facility, and aiming for 500 ton/month total capacity by 2025. A key catalyst is its Alaska ore shipments that will be bound for its Montana processing facilities, the company says those are still due to begin in August or September.