United States Antimony (UAMY) Investor presentation summary

Strategic growth and supply chain development

• Expanded domestic capabilities to secure North American antimony supply, reducing reliance on foreign sources and supporting national defense and industrial needs.

• Significant investments in smelter expansions, new mining claims in Alaska and Canada, and acquisition of a flotation facility and JV hydromet plant in Idaho.

• Secured a $245M sole-source contract with the U.S. Defense Logistics Agency and a $106.7M agreement with a major U.S. industrial fabric manufacturer.

• Restarted the Madero Smelter in Mexico and began international ore shipments, enhancing supply chain resilience.

• Achieved all mining permits in Alaska and started successful mining operations in Montana.

Operational and financial performance

• Record revenues and gross profit for the nine months ended September 30, 2025, with revenues up 182% and gross profit up 219% year-over-year.

• Market capitalization surged from $192M in January 2025 to $1.2B in February 2026, driven primarily by stock price appreciation.

• Maintained a strong cash position of $90–92M as of December 31, 2025.

• Q4 2025 antimony production reached 400–450k lbs and zeolite production 2,450–2,650 tons.

• Bear River Zeolite Mine doubled monthly production in 2024 and continues to grow.

Product portfolio and market positioning

• Only fully integrated primary antimony miner and producer in North America, with operational smelters in Montana and Mexico.

• Portfolio includes antimony oxide, metal, trioxide, trisulfide, and nanocrystals, serving defense, energy, technology, and industrial markets.

• Zeolite operations positioned for significant production growth, with applications in agriculture, construction, and nuclear remediation.

• Expanded critical mineral portfolio to include cobalt, tungsten, bismuth, and others, supporting further growth.

• Strategic partnerships and supply agreements with international partners in Australia, Bolivia, Chad, and Peru.