US Antimony (NYSE: UAMY) lands $245M five-year DLA antimony deal

Rhea-AI Filing Summary

United States Antimony Corporation disclosed that it has been awarded a $245 million sole-source, five-year contract from the U.S. Defense Logistics Agency to supply antimony ingots. This long-term government contract provides a defined revenue stream tied to antimony deliveries over the contract term. The company announced the award in a press release dated September 23, 2025, which is furnished as an exhibit and not treated as filed for liability purposes.

Positive

• Major government contract: Award of a $245 million sole-source five-year contract from the U.S. Defense Logistics Agency for antimony ingots provides a sizable, multi-year revenue opportunity tied to U.S. defense demand.

Negative

• None.

Insights

Government contracts & industrials analyst

$245M five-year DLA contract significantly strengthens revenue visibility.

United States Antimony Corporation reports a sole-source, five-year contract from the U.S. Defense Logistics Agency valued at $245 million for antimony ingots. A sole-source award suggests the agency is relying on this supplier rather than running a competitive bid for these volumes.

This type of long-term government contract can create more predictable demand for the company’s antimony production, provided it meets quality, delivery, and other contractual requirements. The filing does not describe pricing mechanics, volumes, or performance conditions, so the margin profile and operational demands remain unclear.

The contract spans five years from the award announcement on September 23, 2025, and its practical impact will depend on execution over that period and adherence to Defense Logistics Agency requirements. Future company disclosures may provide more detail on production planning and any related capital or cost commitments.

8-K Event Classification

2 items: 7.01, 9.01

2 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): September 23, 2025

UNITED STATES ANTIMONY CORPORATION

(Exact name of registrant as specified in its charter)

Texas		001-08675		81-0305822
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

4438 W. Lovers Lane, Unit 100, Dallas, TX 75209

(Address of principal executive offices and zip code)

Registrant’s telephone number, including area code: (406) 606-4117

Former name or former address, if changed since last report: Not Applicable

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communication pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communication pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communication pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock, $0.01 par value	UAMY	NYSE American
Common Stock, $0.01 par value	UAMY	NYSE Texas

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure

On September 23, 2025, US Antimony (the “Company”) issued a press release announcing that the Company had been awarded a $245 million sole-source five-year contract by the U.S. Defense Logistics Agency for the purchase of antimony ingots. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

The information furnished under this Item 7.01, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, except as expressly set forth by specific reference in such filing. This Item 7.01 of this Current Report on Form 8-K will not be deemed an admission as the materiality of any information in this Item 7.01 that is required to be disclosed solely by Regulation FD.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.		Description
99.1		Press Release issued by United States Antimony Corporation dated September 23, 2025

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	UNITED STATES ANTIMONY CORPORATION
Dated: September 23, 2025	By:	/s/ Richard R. Isaak
		Richard R. Isaak
		SVP, Chief Financial Officer

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FAQ

What did United States Antimony Corporation (UAMY) announce in this 8-K?

The company announced it was awarded a $245 million sole-source, five-year contract by the U.S. Defense Logistics Agency for the purchase of antimony ingots, as disclosed via a furnished press release.

How large is the new contract United States Antimony Corporation received?

The disclosed contract with the U.S. Defense Logistics Agency has a total value of $245 million over a five-year term for the supply of antimony ingots.

Who is the customer for United States Antimony Corporation’s new $245 million contract?

The customer is the U.S. Defense Logistics Agency, which awarded United States Antimony Corporation a sole-source contract to purchase antimony ingots.

What is the duration of United States Antimony Corporation’s new DLA contract?

The contract disclosed in the report is a five-year sole-source agreement between United States Antimony Corporation and the U.S. Defense Logistics Agency.

Is the $245 million contract information treated as filed financial information for UAMY?

No. The company states that the information under Item 7.01, including the press release (Exhibit 99.1), is furnished and not deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934.

What exhibit did United States Antimony Corporation include with this 8-K?

The report includes Exhibit 99.1, which is the press release issued by United States Antimony Corporation dated September 23, 2025, describing the $245 million Defense Logistics Agency contract.