US Antimony Shares Surge Ahead of Critical Earnings Report

US Antimony Corporation is approaching a pivotal moment in its corporate trajectory, with third-quarter and nine-month 2025 financial results scheduled for release this Wednesday. This earnings announcement arrives during a period of significant strategic achievements that have already positioned the specialty metals company advantageously within its sector.

The company's equity has demonstrated substantial volatility recently, with a notable single-day surge of 17.85% on Friday that pushed the share price to $8.32. Over the preceding five trading sessions, the stock accumulated impressive gains totaling 18.18%. Market observers are now questioning whether this upward momentum can be sustained through the upcoming earnings release.

Strategic Mine Reactivation

A potentially transformative development for US Antimony involves the recommissioning of its Montana Stibnite Hill Mine, which had remained dormant for four decades. Initial testing has revealed exceptionally high-grade ore deposits that not only promise profitable extraction but also meet stringent military specifications.

This capability holds particular significance since US Antimony maintains its status as the sole North American supplier certified by the U.S. Department of Defense for military-grade antimony. Coinciding with the mine's reopening, the company secured a substantial five-year, $245 million contract to serve as the exclusive antimony supplier to the Defense Logistics Agency.

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

Favorable Market Conditions

The timing appears exceptionally favorable for US Antimony's expansion. The Pentagon significantly bolstered its antimony reserves in October, allocating nearly $1 billion toward stockpiling this critical mineral. This strategic move responds directly to China's implementation of export restrictions that have reduced antimony shipments by 97%.

• Global antimony demand is projected to expand from $2.15 billion (2025) to $3.17 billion (2035)
• The company has raised its 2026 revenue forecast by 25% to $125 million
• A capital increase of $26.25 million was successfully completed in October

Despite these positive indicators, the stock has exhibited volatility, declining 12.61% over the past month. This pattern raises questions about whether the recent rally might be followed by a consolidation phase.

Future Growth Initiatives

US Antimony maintains an ambitious operational roadmap, targeting the commissioning of new furnaces at its Thompson Falls facility by January 2026. These installations are expected to substantially increase production capacity. Market analysts at William Blair have assigned the company an "Outperform" rating, emphasizing its crucial role in national security infrastructure.

Wednesday's quarterly report will provide critical insight into whether the company's operational performance aligns with its strategic objectives. For investors, the central question remains whether US Antimony can effectively leverage its unique market position to achieve sustainable profitability.