US Antimony’s Ambitious Revenue Outlook and Strategic Positioning

US Antimony Corporation has significantly revised its 2026 revenue projection upward, now targeting $125 million compared to its previous $100 million forecast. This optimistic adjustment comes amid notable stock price volatility. While shares surged more than 10% during Thursday's premarket session, they retreated significantly as the trading week concluded.

The company strengthened its financial position considerably during October through capital raises that injected $25-26 million in fresh funding. Despite this positive development and the upgraded revenue guidance, the stock has maintained a trading level of $8.07. Market experts continue to maintain favorable ratings on the equity, characterizing it as an investment opportunity centered on domestic production of strategically critical materials.

The Stibnite Hill Advantage

Central to the company's bullish outlook is the resumed mining operations at its Stibnite Hill project in Montana. Since early October, the facility has shipped over 250 tons of ore, with initial metallurgical testing confirming the material meets stringent military specifications for weapon triggers. This development solidifies US Antimony's unique position as the sole approved supplier of antimony trisulfide to the U.S. Department of Defense.

The transition to self-mining represents a substantial profitability enhancement, with company estimates suggesting margins could triple compared to sourcing from third-party suppliers.

Should investors sell immediately? Or is it worth buying US Antimony?

Strategic Importance in Critical Minerals

Geopolitical dynamics are creating favorable conditions for US Antimony's business model. As China implements export restrictions on various minerals, the secure supply of critical materials has emerged as a national security priority. The corporation benefits directly from this trend through several key advantages:

• A substantial five-year, $245 million contract with U.S. defense authorities
• Exclusive supplier status for national antimony stockpiles
• Strategic significance in securing domestic supply chains for essential materials

Upcoming Catalysts and Milestones

Market attention now focuses on November 17, when US Antimony is scheduled to release its next quarterly earnings report. This disclosure will provide crucial insight into whether the company's optimistic projections are beginning to materialize. Another significant development is anticipated in January 2026, when new furnaces at the Thompson Falls facility are expected to become operational.

The combination of strategic positioning, defense contracts, and internal mining operations positions US Antimony uniquely within the critical minerals sector, though market participants continue to monitor the company's ability to execute on its ambitious targets.