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United States Antimony (UAMY) investor relations material
United States Antimony Lytham Partners Fall 2025 Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Management transition and strategic realignment
Complete overhaul of management and board initiated two years ago, leading to a turnaround and new strategic direction.
Focus on vertical integration to maximize asset value and secure supply chains.
Expansion of board with key figures, including a retired four-star general, to align with defense priorities.
Operational expansion and supply chain security
Reopened and expanded smelters in Montana and Mexico, with Montana facility set to quadruple capacity by year-end.
Began mining at Mohawk mine in Alaska after receiving first permit, with additional claims and permits in progress.
Largest inventory of raw material on record, with plans to truck Alaskan material to Montana post-expansion.
Secured international ore agreements with Australia, Bolivia, Chad, and Peru to diversify supply.
Market dynamics and government alignment
China and Russia control 60% of global antimony ore; China controls 80% of downstream production and recently cut off U.S. supply.
U.S. executive order mandates domestic sourcing of critical minerals by 2027, driving urgency for domestic production.
Company is sole North American antimony smelter operator, positioning it as a strategic supplier.
In advanced stages for a $245 million, five-year DLA contract and nearly $30 million in government grants.
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