UAMY

Government Investment in Critical Minerals: The U.S. government plans to acquire equity stakes in critical minerals companies to counter China's dominance in supplying rare earth materials essential for high-tech goods and defense systems.

Shift in Investment Strategy: Government investments in public companies are becoming more common, with officials stating that backing U.S. companies is necessary to compete with China in critical industries.

Recent Investments: Over the past year, the Trump administration has invested over $1 billion in various mineral and mining companies, including significant stakes in MP Materials Corp. and Lithium Americas Corp.

Future Opportunities: Investors are looking at additional rare earth producers as the U.S. aims to diversify its supply chain away from China, potentially leading to significant gains for domestic producers.

UAMY's Domestic Revival: United States Antimony Corporation (UAMY) is experiencing significant growth, with a 425% stock increase and a 160% year-over-year revenue growth, driven by the revival of domestic antimony mining and processing, including the extraction of bulk samples at Stibnite Hill, Montana.

TMC's Long-Term Strategy: The Metals Company (TMC) is focused on a long-cycle strategy for deep-sea mining, reporting no revenues but making progress in regulatory compliance and technological advancements, with a projected net present value of over $23 billion for its NORI-D project.

Financial Positions: UAMY has strengthened its financial position with $38.5 million in cash and minimal long-term debt, while TMC holds $165 million in cash and potential from warrants, indicating manageable near-term pressures despite being in the development phase.

Investment Outlook: Both companies represent different approaches to critical minerals development, with UAMY offering immediate growth potential and TMC promising long-term scalability; however, UAMY currently holds a Zacks Rank of #4 (Sell) while TMC has a Rank of #3 (Hold).