We came across a bullish\u00a0thesis on United States Antimony Corporation on r\/stocks by ICameSawAbstained. In this article, we will summarize the bulls\u2019 thesis on UAMY. United States Antimony Corporation’s share was trading at $8.29 as of Janaury 16th. UAMY\u2019s trailing and forward P\/E were 33.93 and 30.67 respectively according to Yahoo Finance.<\/p>\n United States Antimony Corporation produces and sells antimony, zeolite, and precious metals in the United States and Canada.\u00a0UAMY is transitioning from a raw material buyer to a fully vertically integrated domestic producer, a strategic shift expected to dramatically expand profit margins from 20% to approximately 60%. The company\u2019s 2026 revenue guidance has been raised to $125 million, reflecting the near-term impact of the Thompson Falls smelter expansion coming online this month, which will increase output fivefold.<\/p>\n This positions UAMY\u2019s fundamental floor significantly higher than in prior years, creating a strong baseline for growth. Wall Street remains bullish, with a consensus \u201cStrong Buy\u201d rating and an average price target range of $9.86 to $17, implying 30% to 120% upside from current levels. The stock faces a 17.86% short interest, yet institutional accumulation suggests that retention of price levels in the $7\u2013$8 range could trigger a gamma- or short-squeeze scenario, potentially pushing shares above $11. Technical indicators, such as an oversold Stoch RSI, support the likelihood of a relief rally in the near term.<\/p>\n UAMY benefits from a structurally constrained supply of Western Antimony, making it a strategically important domestic play. Its production is critical for\u00a0defense\u00a0applications, as U.S. regulations now require\u00a0non-Chinese\u00a0sourced antimony for\u00a0defense\u00a0use, providing a significant tailwind given that UAMY operates the only active smelter and\u00a0refiner\u00a0in the country. Overall, UAMY offers a compelling risk\/reward setup, combining near-term technical catalysts, robust institutional backing, strong revenue and margin expansion prospects, and a unique geopolitical moat that reinforces long-term upside potential.<\/p>\n Previously, we covered a\u00a0bullish thesis<\/b>\u00a0on Natural Resource Partners L.P. (NRP) by\u00a0InvestSpecial\u00a0in April 2025, highlighting its disciplined deleveraging, high-quality coal royalties, and potential dividend initiation. NRP\u2019s stock has appreciated by 18.60% since our coverage<\/strong>.\u00a0ICameSawAbstained\u00a0shares a contrarian thesis on United States Antimony Corporation (UAMY), emphasizing vertical integration, margin expansion, smelter growth, and strategic domestic antimony supply.<\/p>\n<\/p><\/div>\n<\/div>\n<\/div>