United States Antimony: Bull Run May Continue If Mining Ability Proven By September

Summary

• United States Antimony Corporation's valuation hinges on successful Alaska mining and smelting expansion, with potential for significant revenue growth if projects deliver as planned.
• Geopolitical dynamics, especially China's export restrictions, drive antimony prices, but a theoretical reversal could trigger price crashes and hurt UAMY's profitability.
• Despite a speculative rally in critical metal stocks and high short interest, UAMY's low cash burn, huge revenue growth estimates, and niche focus offer portfolio diversification and upside.
• I am slightly bullish on UAMY, favoring small positions now and adding on dips, contingent on mine development execution and sustained antimony shortages.
• UAMY may face significant volatility over the coming two months as we begin to see a clearer picture of its mining ability out of Alaska and potential executive branch support.

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In 2019, I published a very bullish outlook on United States Antimony Corporation (NYSE:UAMY) in "United States Antimony: 'Department Of Defense Put' To Rescue Share Prices." That article fell squarely into the "being right too early" category, as shares

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in UAMY over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.