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United States Antimony Corporation Provides Status Update on New Antimony Smelter

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United States Antimony (NYSE:UAMY) is commissioning its new Thompson Falls antimony smelter, having fired the first of nine gas-fired furnaces in May and targeting all nine online by month end. The project is partly funded by a $27 million Department of War award, with $12.9 million received.

Management deferred renovation of the older Thompson Falls smelter to 2027 to support higher 2026 output. The new furnaces are designed for a 300% capacity increase per furnace, improved thermal efficiency, lower labor per ton, and reduced emissions, potentially lifting total output to 3–4 times historical levels when both facilities run 15 furnaces at full capacity.

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Positive

  • Commissioning nine new gas-fired antimony furnaces at Thompson Falls
  • $27 million Department of War funding awarded for expansion
  • $12.9 million in milestone payments received to date
  • New furnaces designed for 300% capacity increase per furnace
  • Potential 3–4x increase over historical production at full capacity

Negative

  • Renovation of older Thompson Falls smelter deferred until 2027

News Market Reaction – UAMY

-7.48%
37 alerts
-7.48% News Effect
-7.5% Trough in 24 hr 16 min
-$88M Valuation Impact
$1.09B Market Cap
0.5x Rel. Volume

On the day this news was published, UAMY declined 7.48%, reflecting a notable negative market reaction. Argus tracked a trough of -7.5% from its starting point during tracking. Our momentum scanner triggered 37 alerts that day, indicating elevated trading interest and price volatility. This price movement removed approximately $88M from the company's valuation, bringing the market cap to $1.09B at that time.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved -7.5% in the session following this news. A negative reaction despite operational pr...
Analysis

The stock moved -7.5% in the session following this news. A negative reaction despite operational progress would fit past instances where strong growth or grant support still coincided with declines, such as earnings updates followed by double‑digit drops. The announcement described a 300% per‑furnace capacity increase and three‑ to four‑times historical output potential, but commissioning risks, cost concerns, or profit timing uncertainties could have overshadowed these benefits in the short term.

Key Figures

New furnaces total: 9 furnaces Furnaces commissioned: 5 furnaces Defense grant award: $27 million +5 more
8 metrics
New furnaces total 9 furnaces New Thompson Falls antimony smelter addition
Furnaces commissioned 5 furnaces Anticipated to be commissioned by end of this week
Defense grant award $27 million Department of War award on March 5, 2026
Grant received to‑date $12.9 million Milestone payments from $27 million award
Capacity increase per furnace 300% Improvement over existing Thompson Falls smelter operations
Total furnaces at full capacity 15 furnaces Both Thompson Falls facilities operating at full capacity
Output increase vs history 3 to 4 times Expected increase over historical production when fully ramped
Renovation deferral year 2027 Older smelter renovation deferred to support 2026 output

Historical Context

5 past events · Latest: May 14 (Negative)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
May 14 Q1 2026 results Negative -10.0% Mixed quarter with net loss despite grant milestones and maintained guidance.
May 06 CFO leave, interim Neutral +13.1% Temporary CFO change and confirmation of earnings timing.
May 05 Earnings webcast plan Neutral +13.1% Announcement of schedule and access details for Q1 2026 results call.
Apr 02 Mining restart Positive +4.7% Restart of Stibnite Hill mining after early fieldwork resumption.
Mar 19 FY 2025 earnings Positive -10.4% Strong revenue and gross profit growth alongside a full‑year net loss.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

News often elicits strong moves, with several earnings updates selling off despite growth milestones and operational expansions.

Recent Company History

Over recent months, UAMY has combined aggressive growth initiatives with volatile market reactions. Fiscal 2025 results showed revenues up 163% to $39.26M and gross profit up 185% to $9.87M, yet the stock fell about 10% on that news. Q1 2026 revenue was $6.8M with a net loss of $11.3M, alongside a $27M U.S. government grant and continued $125M 2026 revenue guidance, again followed by a double‑digit decline. Operational updates, like the Stibnite Hill restart, drew more constructive reactions.

Key Terms

smelter, commissioning, furnaces, heat exchangers, +1 more
5 terms
smelter technical
"begun commissioning of the newly constructed Thompson Falls antimony smelter back in May"
A smelter is an industrial plant that heats and processes mined ore to extract and produce usable metal (like copper, aluminum or nickel), turning raw rock into market-ready metal much as a kitchen turns raw ingredients into a finished meal. Investors care because smelters are costly to build and operate, they control how much refined metal enters the market, and their output, costs, and environmental or regulatory issues can directly affect commodity prices and company profits.
commissioning technical
"announced today that it has begun commissioning of the newly constructed Thompson Falls"
Commissioning is the process of officially starting or activating a new project, system, or facility after it has been built or prepared. It involves testing and checking that everything functions correctly and safely before it begins full operation. For investors, commissioning signals that a project or asset is moving closer to generating value or revenue, which can impact its potential profitability and timing of returns.
furnaces technical
"firing up the first of nine new state-of-the-art gas fired furnaces"
Furnaces are large heating machines used in factories to melt, heat-treat, or otherwise change materials—think of them as the industrial equivalent of an oven or engine that powers production. For investors, furnaces matter because they are central to a company’s ability to make products, drive output, and control costs; their energy use, maintenance needs, and emissions can affect profitability, capital spending, regulatory risk and long-term competitiveness.
heat exchangers technical
"As additional internal parts and heat exchangers are delivered by third party contractors"
Heat exchangers are devices that move heat from one fluid or surface to another without mixing them, like a car radiator or a coffee maker’s metal coil transferring warmth. For investors, they matter because their efficiency, durability and cost affect a company’s energy bills, production speed, product quality and compliance with environmental rules, so performance or design changes can influence operating profits and capital spending.
milestone payments financial
"Of that amount awarded, the Company has received $12.9 million to-date in milestone payments"
Milestone payments are predetermined sums a company agrees to pay or receive when specific development, regulatory, or commercial goals are reached in a partnership or license deal. Think of them like progress bonuses: they turn uncertain future outcomes into conditional cash events, so investors track them as potential sources of revenue, value inflection points, and risk—payments only arrive if the agreed milestones are actually achieved.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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"The Critical Minerals and ZEO Company"
~ Antimony, Cobalt, Gold, Tungsten, and Zeolite ~

DALLAS, TX / ACCESS Newswire / June 9, 2026 / United States Antimony Corporation ("USAC," "US Antimony," or the "Company"), (NYSE:UAMY) (NYSE Texas:UAMY), a leading producer and processor of antimony, zeolite, and other critical minerals, and the only fully integrated antimony company in the world outside of China and Russia, announced today that it has begun commissioning of the newly constructed Thompson Falls antimony smelter back in May by firing up the first of nine new state-of-the-art gas fired furnaces. A total of five furnaces are anticipated to be commissioned by the end of this week. The commissioning process started by rotating the furnaces in an effort to get them all running properly so "bugs" could be quickly worked out. We have been finding a number of minor things to fix or modify, and these changes are being applied daily to each new furnace. As additional internal parts and heat exchangers are delivered by third party contractors to the property over the next few weeks, the entire new addition (nine total furnaces) is anticipated to be up and running by month end.

Management has recently decided to defer the previously planned renovation of the older existing smeltering facility located at Thompson Falls until sometime in 2027, in order to allow higher volumes of output of finished products from the two facilities located in Thompson Falls in fiscal 2026. This decision will enhance our ability to meet the demands from both industrial and military customers of our various products.

USAC was awarded $27 million from the Department of War on March 5, 2026 (see Press Release of same date) to fund a significant portion of the cost associated with this expansion effort now basically complete. Of that amount awarded, the Company has received $12.9 million to-date in milestone payments.

Commenting on the status of the new antimony smelter at USAC, Mr. Jeff Fink, Vice President of the Company and managing engineer of this expansion effort, stated, "We started the engineering and planning of our additional smelter in May of last year. The primary equipment utilized in the new operation is not off the shelf; it is customized. To accomplish this feat within a year is a significant milestone. Improvements over and above our existing smelter operations here in Thompson Falls include 300% capacity increase per furnace, improved thermal efficiency, reduced labor per ton, and reduced overall emissions. When both facilities are at full capacity, we will be running fifteen furnaces and increasing output by three to four times historical production."

About USAC:

United States Antimony Corporation and its subsidiaries in the U.S., Mexico, and Canada ("USAC," "U.S. Antimony," the "Company," "Our," "Us," or "We") sell antimony, zeolite, and precious metals primarily in the U.S., Mexico, and Canada. The Company mines, purchases, and processes ore primarily into antimony oxide, antimony metal, antimony trisulfide, and precious metals at its facilities located in Montana and Mexico. Antimony oxide is used to form a flame-retardant system for plastics, rubber, fiberglass, textile goods, paints, coatings, and paper, as a color fastener in paint, and as a phosphorescent agent in fluorescent light bulbs. Antimony metal is used in bearings, storage batteries, and ordnance. Antimony trisulfide is used as a primer in ammunition. The Company also recovers precious metals, primarily gold and silver, at its Montana facility from third party ore. At its Bear River Zeolite ("BRZ") facility located in Idaho, the Company mines and processes zeolite, a group of industrial minerals used in water filtration, sewage treatment, nuclear waste and other environmental cleanup, odor control, gas separation, animal nutrition, soil amendment and fertilizer, and other miscellaneous applications. Beginning in 2024 and continuing in 2025, the Company acquired mining claims, real properties (patented claims) and leases located in Alaska, Montana, and Ontario, Canada in an effort to reduce the cost of third-party antimony ore purchases and to expand its product offerings.

Learn more about United States Antimony Corporation at www.usantimony.com.

Forward-Looking Statements:

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, without limitation, statements regarding the Company's future operations, production levels, financial performance, business strategy, market conditions, demand for antimony, zeolite, other critical minerals, and precious metals, expected costs, and other statements that are not historical facts. These statements are based on current expectations, estimates, forecasts, and projections about the industries in which the Company operates, as well as management's beliefs and assumptions. Words such as "anticipates," "expects," "intends," "plans," "believes," "seeks," "estimates," "may," "will," "should," "could," and variations of these words or similar expressions are intended to identify such forward-looking statements.

Forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those indicated in such statements, including, but not limited to: fluctuations in the market prices and demand for antimony and zeolite; changes in domestic and global economic conditions; operational risks inherent in mining and mineral processing; geological or metallurgical conditions; availability and cost of energy, equipment, transportation, and labor; the Company's ability to maintain or obtain permits, licenses, and regulatory approvals; changes in environmental and mining laws or regulations; competitive factors; the impact of geopolitical developments; and the effects of weather, natural disasters, or health pandemics on operations and supply chains. Additional information regarding risk factors that could cause actual results to differ materially is included in the Company's filings with the U.S. Securities and Exchange Commission, including its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q.

The Company undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof.

Investor Relations Contact:
Jonathan Miller, VP, Investor Relations
4438 W. Lovers Lane, Unit 100
Dallas, Texas 75209
E-Mail: Jmiller@usantimony.com
Phone: 406-606-4117

Media Relations Contact:
Anthony D. Andora
Edge Consulting, Inc.
1560 Market Street, Ste. 701
Denver, Colorado 80202
E-Mail: Anthony@EdgeConsultingSolutions.com
Phone: 720-317-8927

SOURCE: United States Antimony Corporation



View the original press release on ACCESS Newswire

FAQ

What did United States Antimony (NYSE:UAMY) announce about its new Thompson Falls antimony smelter on June 9, 2026?

United States Antimony reported it has begun commissioning its newly constructed Thompson Falls antimony smelter. According to United States Antimony, the first of nine gas-fired furnaces was fired in May, with five expected online by the end of the week and all nine targeted by month end.

How will the new Thompson Falls smelter affect United States Antimony (UAMY) production capacity?

The new Thompson Falls smelter is expected to significantly increase production capacity. According to United States Antimony, each new furnace is designed for a 300% capacity increase, and running fifteen furnaces across both facilities could raise total output to three to four times historical production.

How much Department of War funding did United States Antimony (UAMY) receive for its smelter expansion?

United States Antimony was awarded $27 million from the Department of War on March 5, 2026. According to United States Antimony, the award funds a significant portion of the expansion cost, and the company has received $12.9 million so far through milestone payments.

Why is United States Antimony (UAMY) delaying renovation of its older Thompson Falls smelter until 2027?

United States Antimony plans to defer renovation of its older Thompson Falls facility to 2027. According to United States Antimony, this delay is intended to support higher finished product output from both Thompson Falls facilities during fiscal 2026 to meet industrial and military demand.

What operational improvements are expected from United States Antimony’s new Thompson Falls furnaces (UAMY)?

The new Thompson Falls furnaces are designed to improve efficiency and environmental performance. According to United States Antimony, expected benefits include 300% higher capacity per furnace, improved thermal efficiency, reduced labor per ton, and reduced overall emissions compared with existing smelter operations.

When did United States Antimony (UAMY) start engineering and planning for the new Thompson Falls smelter?

Engineering and planning for the additional Thompson Falls smelter began in May of the prior year. According to United States Antimony, the customized equipment is not off-the-shelf, so completing engineering, planning, and construction within about a year is described as a significant project milestone.