"The Critical Minerals and ZEO Company" ~ Antimony, Cobalt, Tungsten, and Zeolite ~ DALLAS, TX / ACCESS Newswire / November 24, 2025 / United States Antimony Corporation ("USAC," "US Antimony," the "Company"), (NYSE American:UAMY)(NYSE Texas:UAMY), a leading producer and processor of antimony, zeolite, and other critical minerals, and the only fully integrated antimony company in the world outside of China and Russia, today provided additional updated information on the Company's Montana antimony mining act ...

Core Insights - United States Antimony Corp. reported a quarterly loss of 4 cents per share, missing the analyst estimate of 2 cents earnings per share [1] - Quarterly revenue was $8.7 million, falling short of the analyst consensus estimate of $12.86 million by 32.33% [2] Financial Performance - The CEO, Gary C. Evans, noted a continued improvement in overall financial performance for the third quarter [3] - Zeolite sales reached $2.65 million for the first nine months of 2025, an increase of $375,000, or 16%, compared to the same period last year [6] - Antimony sales totaled $23.57 million for the first nine months of 2025, up $16.5 million, or 235%, year-over-year [6] - Gross margin improved to 28% during the first nine months of 2025, compared to 24% in the same period last year [6] Contracts and Agreements - The company secured two significant sales contracts: a five-year, sole-source IDIQ contract with the U.S. Defense Logistics Agency valued at up to $245 million and a five-year commercial supply agreement with a large U.S. industrial fabric manufacturer valued at approximately $107 million [4]

Core Insights - United States Antimony Corporation reported a significant increase in revenues and gross profit for the third quarter and the first nine months of 2025, with revenues reaching $26.23 million, marking a 182% increase compared to $9.31 million in the same period of 2024 [1] Financial Performance - Revenues for the first nine months of 2025 increased by $16.92 million compared to the same period in 2024 [1] - Gross profit for the same period saw a remarkable increase of 219%, indicating strong operational performance [1]

Core Points - United States Antimony Corporation (USAC) is a leading producer and processor of antimony, zeolite, and other critical minerals, and is the only fully integrated antimony company outside of China [1][7] - The CEO, Gary C. Evans, will present at the Centurion One Capital 3rd Annual Bahamas Summit, highlighting the company's growth objectives for 2026 [2][3] - The summit will take place from October 28 to 29, 2025, at the Rosewood Baha Mar Hotel in Nassau, Bahamas, featuring presentations, panel discussions, and one-on-one investor meetings [3] Company Overview - USAC operates in the U.S., Mexico, and Canada, selling antimony, zeolite, and precious metals primarily in the U.S. and Canada [7] - The company processes third-party ore into various products, including antimony oxide, antimony metal, and antimony trisulfide, at its facilities in Montana and Mexico [7] - Antimony oxide is utilized in flame-retardant systems, while antimony metal is used in bearings and storage batteries [7] - The company also mines and processes zeolite at its Bear River Zeolite facility in Idaho, which has various industrial applications [7] - In 2024 and 2025, USAC began acquiring mining claims and leases in Montana, Alaska, and Ontario, Canada, to expand operations and product offerings [7]

Core Viewpoint - United States Antimony Corporation (NYSE:UAMY) has seen a significant stock price increase of 676% year-to-date, largely due to trade tensions between the US and China affecting rare earth supplies [2][3] Company Overview - United States Antimony Corporation specializes in rare earth metals, including zeolite and antimony [2] - The company has gained investor interest as American rare earth firms benefit from reduced competition from China [2] Market Context - The trade tensions have led to concerns about China's dominance in the rare earth industry, prompting a shift in investor focus towards US-based companies [2] - Jim Cramer has expressed a contrarian view, suggesting that investors should consider selling UAMY shares unless there is government intervention, such as a stake purchase by President Trump [2][3] Investment Sentiment - Despite the potential of UAMY, there is a belief that certain AI stocks may offer better returns with lower risk compared to UAMY [5]

Core Viewpoint - William Blair initiated coverage on United States Antimony Corp. (NYSE: UAMY) with an Outperform rating, highlighting the company's strategic position in critical mineral supply and U.S. national security needs following a recent Defense Logistics Agency (DLA) award [1] Group 1: Market Conditions and Company Position - Antimony prices have increased approximately fourfold over the past year, exceeding $55,000 per ton, creating a favorable market environment for the company [2] - US Antimony possesses a contract mill capable of processing significant ore volumes and has a portfolio of valuable assets, including mining rights in Alaska and claims in Canada [2] Group 2: Operational Developments - Management is nearing completion of an expansion at Thompson Falls, Montana, which will increase throughput by sixfold, supporting a $245 million DLA contract for antimony metal ingots [3] - The company has an adjacent flotation facility and operations in Madero, Mexico, which are expected to maintain steady processing activity [3] Group 3: Supply Chain and Future Prospects - The company has secured seven international supply contracts from non-Chinese sources, each with antimony grades above 50%, indicating ample near-term feedstock [4] - Progress is being made on a mining permit and Department of Defense approvals for 30,000 acres of mining rights in Alaska, with operations potentially commencing next year [4] Group 4: Additional Resource Holdings - Beyond antimony, the company holds 455 claims for cobalt in Ontario's Sudbury Basin and has acquired 100% of the Fostung tungsten properties in southwestern Ontario [5] - The Preston, Idaho deposit is noted as the only domestic source of zeolite, which is utilized in water filtration and animal feed [5]

Core Insights - United States Antimony Corporation (USAC) is a leading producer and processor of antimony, zeolite, and other critical minerals [1] - The company's Chairman and CEO, Mr. Gary C. Evans, is featured live on Bloomberg Television's Businessweek Daily [1] - The interview is scheduled to air at approximately 2:40 p.m. on October 20, 2025 [1]

Core Viewpoint - The proposed acquisition of Larvotto Resources Limited by United States Antimony Corporation aims to create one of the largest antimony producers outside of China, enhancing the company's position in the critical minerals market [1]. Group 1: Acquisition Details - United States Antimony Corporation has submitted a confidential, non-binding proposal to acquire 100% of the share capital of Larvotto Resources Limited [1]. - The proposal includes a scheme of arrangement under the Australian Corporations Act 2001 [1]. - Larvotto shareholders would receive six (6) USAC shares for every one hundred (100) Larvotto shares, indicating a significant premium compared to Larvotto's last equity capital raise and recent stock trading prices [1].

Core Points - United States Antimony Corporation (USAC) announced that its Chairman and CEO, Mr. Gary C. Evans, will be featured live on Fox Business on the Mornings with Maria Bartiromo show [1] Company Information - The appearance is scheduled for approximately 7:30 am Eastern Time on Wednesday, October 8, 2025 [1]

Summary of United States Antimony Corporation Conference Call Company Overview - **Company Name**: United States Antimony Corporation (Ticker: UAMY) - **Founded**: 1968, went public in the late 2000s, listed on NYSE American in 2012 [2][3] - **Current Management**: New management team led by CEO Gary C. Evans since two years ago, with a complete overhaul of the management and board [3] Industry Context - **Antimony Supply**: China announced a cut-off of global antimony supply, significantly impacting U.S. industries that have relied on cheap Chinese imports for decades [4][9] - **Critical Mineral Status**: Antimony is classified as a critical mineral by the U.S. Department of Defense, essential for various defense applications [6][8] Key Developments - **Mining Operations**: - First mining permit received for the Mohawk mine in Fairbanks, Alaska, with mining operations beginning shortly after [6][25] - Reactivation of the Madero smelter in Mexico and reopening of the Montana mine, marking the first antimony mining in the U.S. in over 40 years [5][8] - **Revenue Growth**: The company has seen consistent revenue and income growth quarter over quarter and year over year [5][35] Strategic Initiatives - **Vertical Integration**: The company aims to become vertically integrated to leverage its assets effectively, including expanding claims in Alaska [3][5] - **Government Contracts**: - Anticipated significant contracts with the U.S. Department of Defense, including a $245 million contract for 8 million pounds of antimony ingot bars over five years [15][16] - Received a $400,000 grant to produce mill spec material for antimony [12] Market Dynamics - **Price Fluctuations**: Antimony prices have surged from around $5 per pound to approximately $30 per pound, driven by supply constraints and increased demand [19] - **Global Supply Control**: China and Russia control 60% of the raw material globally, with China dominating downstream production [9][17] Operational Capacity - **Production Capacity**: - Montana facility engineered for 300 tons per month, currently operating at around 100 tons per month, with plans to ramp up to over 400 tons by year-end [10][11] - Madero smelter in Mexico has a capacity of 200 tons per day, with potential for expansion [11] Future Outlook - **Expansion Plans**: Continued focus on expanding operations in Alaska and Mexico, with ongoing negotiations for international agreements for antimony sourcing [37] - **Diversification**: The company is also exploring claims in other critical minerals like cobalt and tungsten, aligning with U.S. government priorities [27][28] Additional Insights - **Zeolite Operations**: The company has a zeolite mine with a 100-year supply, exploring applications in water treatment, agriculture, and concrete production [29][30][32] - **Environmental Considerations**: Zeolite is being positioned as a solution for nuclear remediation and water purification, with ongoing discussions with the EPA [30][31] Financial Performance - **CapEx Investments**: Recent capital expenditures of $17 million for expansion, with expectations of reimbursement through government grants [36] - **Market Capitalization**: The company has seen a significant increase in market cap, with expectations of further growth [38] Conclusion - United States Antimony Corporation is strategically positioned to capitalize on the growing demand for antimony and other critical minerals, with a robust operational framework and strong government alignment. The company is focused on expanding its mining capabilities and securing its supply chain in response to global market dynamics.