United States Antimony (UAMY) shares jumped 5.31% after securing landmark $245M DLA and $106.7M commercial contracts

Shares of United States Antimony (UAMY) jumped 5.3068% in pre-market trading on Dec. 26, 2025, following a landmark deal that could significantly boost its revenue profile.

The company recently secured a five-year, sole-source contract with the U.S. Defense Logistics Agency (DLA) worth up to $245 million for antimony metal ingots, alongside a $106.7 million commercial supply agreement for antimony trioxide. These contracts underscore the firm’s strategic role as a critical supplier of defense-grade materials and flame-retardant chemicals, aligning with U.S. efforts to reduce reliance on foreign antimony sources.

To meet the increased demand, United States Antimony is expanding its Montana smelter capacity sixfold, a move that directly supports its ability to fulfill both government and commercial obligations at scale. The expansion, however, introduces operational and permitting risks, as the company must balance capital-intensive infrastructure development with consistent feedstock quality and regulatory compliance.

Analysts highlight that the contracts sharpen the focus on the company’s capacity to execute long-term supply commitments without disruptions. While the agreements provide near-term revenue visibility, the success of this strategy hinges on maintaining stable operations and securing sufficient compliant ore to avoid supply chain bottlenecks.