UAMY

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).

United States Antimony Corp. Growth: UAMY has secured two significant long-term contracts worth $352 million, marking a pivotal moment in its history and positioning it as a key player in the U.S. supply chain for critical minerals, particularly antimony.

Centrus Energy's Strategic Shift: Centrus Energy is transitioning to a vertically integrated enrichment company, focusing on domestic uranium enrichment capacity and advancing its HALEU and LEU programs to support the U.S. energy sector.

Energy Fuels' Expansion: Energy Fuels is enhancing its position as the leading U.S. uranium miner by increasing production at its high-grade mines and expanding into rare-earth mining, with plans to exceed 2 million lbs/year in uranium output.

Market Performance and Valuation: UAMY's stock has surged 287% year-to-date, reflecting strong earnings growth and a favorable outlook, although it currently trades at a higher valuation compared to industry averages.

Supply Agreement Announcement: United States Antimony Corporation has secured a five-year supply agreement worth up to $106.7 million for antimony trioxide, enhancing domestic supply chains for critical minerals and reflecting a trend towards reducing international supply risks.

Investment Narrative and Risks: The new contract supports revenue stability and demand visibility, but ongoing permitting and regulatory challenges at mining projects pose significant risks to the company's expansion plans.

Financial Performance Overview: Despite a year-over-year revenue increase to $8.7 million in Q3, United States Antimony reported widening net losses, indicating profitability challenges that may not be resolved solely through new contracts.

Future Projections and Market Sentiment: The company projects $208.1 million in revenue by 2028, requiring substantial growth, while fair value estimates from analysts vary widely, reflecting differing opinions on the company's growth potential versus execution risks.