UAMY Is Getting $85M From the Pentagon and Nobody's Talking About It
When the Defense Department writes $85M in checks to a company most investors can't name, that's worth paying attention to.
While the financial media spent last week debating oil prices and Fed drama, a Bloomberg Businessweek segment quietly dropped one of the more interesting small-cap stories of the year: $UAMY (US Antimony Corporation), a tiny critical minerals miner, just revealed $85M in Department of Defense orders for 2026 — up from literally zero a year ago. The company also landed a $27M DoD grant to scale domestic antimony production, with another $135M in pending grant requests across DoE and Title III programs. Antimony is used in flame retardants, ammunition, and night-vision equipment. You know, the stuff that matters when geopolitical chaos is the daily vibe.
Two other names worth digging into: $AMMO (AMMO Inc.), a domestic ammunition manufacturer trading well below the radar, sits squarely in the same defense-supply-chain sweet spot as UAMY — and domestic sourcing mandates aren't going away. And $KALU (Kaiser Aluminum), a mid-cap specialty aluminum producer whose aerospace and defense exposure is chronically underappreciated relative to peers.
The catalyst for all three is the same: a government that's suddenly very serious about not buying critical materials from countries it's bombing.
Want the picks behind these posts?
Three AI models grade every call against the S&P 500 — wins and misses published. Free forever.
Create a free account