US Antimony shares are experiencing substantial upward momentum, driven by a significant government procurement agreement and ambitious corporate expansion initiatives. The company’s strategic position as a domestic supplier of critical minerals continues to attract market attention amid growing concerns about supply chain security.
Production Capacity Set for Major Boost
The company is advancing substantial operational growth through the development of a new processing facility in Thompson Falls, Montana. This infrastructure project, scheduled for completion in early 2026, is projected to increase production capacity by more than 400 percent. The expansion strategy receives additional support from recently acquired mining permits in Alaska and enhanced international procurement operations.
Financial projections reflect this aggressive growth trajectory:
* Gross revenues between $40 million and $50 million are anticipated for 2025
* The following year is expected to see revenues reach approximately $100 million
Defense Department Contract Signals Strategic Importance
A pivotal development came with the announcement on September 23, 2025, of a major supply agreement with the US Defense Logistics Agency. The initial order, valued at $10 million, involves the delivery of 315,000 pounds of antimony metal bars to replenish national emergency stockpiles. This transaction represents the first component of a five-year contract potentially worth an estimated $245 million.
Should investors sell immediately? Or is it worth buying US Antimony?
Market response has been overwhelmingly positive, with investors recognizing the contract’s validation of the company’s importance to national security infrastructure.
Analyst Confidence Grows
Financial research firm H.C. Wainwright has responded to these developments by significantly raising its price target for US Antimony from $4.50 to $8.50 while maintaining its “Buy” recommendation. This substantial adjustment directly reflects the anticipated impact of both the government contract and expanded production capabilities.
The fundamental outlook remains strong as geopolitical tensions and persistent supply chain challenges continue to drive demand for domestically sourced critical minerals, positioning US Antimony for potential sustained growth.
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