A Critical Juncture for US Antimony Shares

US Antimony US9115491030

The equity of US Antimony is currently experiencing a significant rally, fueled by a confluence of strategic geopolitical moves and tangible corporate progress. As the sole fully integrated producer in North America, the company finds itself at the center of a push to secure supply chains for critical minerals, with its operational milestones set to determine the rally's sustainability in the coming weeks.

Concrete developments within the company are providing a foundation for investor optimism. Management has raised its revenue forecast for the 2026 fiscal year to $125 million, a quantitative signal that anticipated production increases are being factored into expectations. Key operational drivers include:
- The expansion project at the Thompson Falls smelter is scheduled for completion in January 2026, which is expected to allow for higher processing throughput.
- Exploration at the Stibnite Hill project has reportedly yielded mineable grades, suggesting that additional raw material could become available without extensive upfront costs.
- Furthermore, a multi-year defense contract with the U.S. Department of Defense, valued at $245 million, is ongoing for the replenishment of the national stockpile.

The Geopolitical Catalyst

A major tailwind stems from recent geopolitical decisions highlighting antimony's strategic importance. Australia has prominently featured antimony and gallium in its new strategic reserve plan, a $1.2 billion initiative signaling Western nations' intent to diversify supply chains away from China. This shift gained urgency after China restricted antimony exports to the U.S. in late 2024. The resulting search for secure, domestic sources has positively impacted market prices and demand expectations, as potential shortages can create near-term value appreciation.

Market Performance and Trajectory

From a technical perspective, the stock's posture remains positive. Currently trading at $8.61, the share price sits notably above both its 50-day moving average of $6.17 and its 200-day moving average of $5.26. A recent surge in trading volume, with over 19 million shares changing hands, underscores broadening investor interest. The current analyst consensus rates the stock a "Buy," with HC Wainwright setting an initial price target of $10.25. Institutional ownership stands at approximately 9.5%.

The immediate future hinges on the successful execution of specific, near-term catalysts. The on-schedule commissioning of the Thompson Falls expansion in January 2026, the continued fulfillment of the $245 million defense contract, and further exploration results from Stibnite Hill are the decisive factors. Successful implementation could see the stock challenge the $10.25 resistance level, while any delays or underwhelming results may cause the current momentum to fade.