United States Antimony's Strategic $25M Funding: Fueling Expansion and Acquisition Momentum in the Antimony Sector

United States Antimony Corporation (UAMY) has positioned itself as a pivotal player in the U.S. critical mineral supply chain, leveraging a recent $25 million registered direct offering to accelerate its market expansion and acquisition strategy. The capital raise, announced on October 10, 2025, and expected to close on October 14, 2025, includes the issuance of 2,377,657 shares of common stock at a price above the current market rate, with Titan Partners Group serving as the sole placement agent. This move follows a broader $69.25 million fundraising effort over 45 days, executed in three tranches with two major institutional investors at progressively higher share prices, according to the press release.

The strategic timing of this capital raise underscores UAMY's alignment with U.S. national security priorities. According to a Metal Tech News report, the company secured a $245 million, five-year supply contract with the U.S. Defense Logistics Agency (DLA) in September 2025 to replenish the National Defense Stockpile with antimony ingots produced at its Montana smelter. This indefinite delivery, indefinite quantity agreement allows UAMY to sell all antimony it can produce without meeting minimum requirements, providing operational flexibility while ensuring long-term revenue stability, as the Metal Tech News report noted. Notably, the company received its first $10 million delivery order under this contract in October 2025, marking a critical validation of its role in securing domestic critical mineral supplies according to MarketChameleon.

The net proceeds from the $25 million raise will be allocated to several high-impact initiatives. As stated by UAMY's CEO, Gary C. Evans, the funds will be used to acquire additional antimony and critical mineral inventory, expand leasehold positions in Alaska and Montana, potentially increase capacity at the Madero Smelter, pursue acquisitions of other critical mineral companies, and support general working capital needs, the company said in its press release. This multifaceted approach reflects a deliberate strategy to consolidate market share and strengthen supply chain resilience.

One of the most compelling aspects of UAMY's growth trajectory is its recent acquisition of Fostung Properties in Canada, which added 50 mining claims and 1,114 hectares near Espanola, Ontario, to its resource base. This acquisition not only diversifies UAMY's geographic footprint but also enhances its access to antimony and other critical minerals, positioning the company to capitalize on rising demand from industries such as electronics, flame retardants, and renewable energy.

The company's financial trajectory further reinforces its acquisition potential. With an estimated $100 million in revenue anticipated for 2026-double its 2025 projections-UAMY is poised to scale operations rapidly, as MarketChameleon reported. The influx of institutional capital, secured with minimal discounts to market prices, has also bolstered its shareholder base, attracting long-term investors aligned with its strategic vision, according to the press release.

For investors, UAMY's strategic moves highlight a rare confluence of geopolitical tailwinds, operational scalability, and disciplined capital deployment. The company's ability to secure both a landmark DLA contract and institutional backing while expanding its resource base signals a robust foundation for sustained growth. As the U.S. accelerates its transition to clean energy and advanced manufacturing, UAMY's role in securing antimony-a critical component in battery technologies and industrial applications-positions it as a key beneficiary of this shift.