Why it’s on the map
Only operating US antimony processor; direct DLA stockpile supplier.
Government money & contracts
$57.3M total DLA stockpile orders; DPA Title III milestones ($12.8M received).
Customers & commercial
Defense Logistics Agency.
Catalysts
DLA shipment cadence; Q3 early Nov.
Risk
FY26 guidance cut to $60–75M from $125M; antimony price -60%; fundamentals currently run opposite to the narrative.
Tariff durability
Stockpile story real; commodity price not cooperating.
Dividend
None
No payout history
United States Antimony does not currently pay a dividend. The trade here is the move, not the check. See the names that do pay →