$UAMY - 2026 Scaling, Profitability Inflection, Antimony China Ban

Recently added position in UAMY. Dropping my DD. Thesis in short: UAMY is moving from being a raw material buyer to a vertically integrated domestic producer, a shift that management expects to triple profit margins from 20% to \~60%. 2026 revenue guidance is recently raised to $125 million and the Thompson Falls smelter expansion coming online this month to increase output fivefold, the fundamental floor significantly higher than in previous years. Wall Street remains bullish, with a consensus "Strong Buy" rating and an average price target of $9.86 to $17, representing a \~30% to 120% upside from current levels. Currently a 17.86% short interest is attempting to break the momentum of a massive institutional accumulation phase. Retention of price levels in the $7-8 range is likely to result in a gamma/short squeeze pushing the stock beyond $11. Stoch RSI is oversold, and relief rally to squeeze shorts should be imminent. Western Antimony supply is highly limited. UAMY is a strategic geopolitical stock pick, critical for defense, and is unlikely to see Antimony-specific China export ban repealed. US law will require defense to use non-Chinese sourced antimony - a big UAMY tailwind, as the only active smelter and refiner. 🍀🥸 $UAMY GL.