{"id":394152,"date":"2026-01-08T00:54:11","date_gmt":"2026-01-08T00:54:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/394152\/"},"modified":"2026-01-08T00:54:11","modified_gmt":"2026-01-08T00:54:11","slug":"is-united-states-antimonys-uamy-zeolite-push-under-pagen-reframing-its-long-term-revenue-narrative","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/394152\/","title":{"rendered":"Is United States Antimony\u2019s (UAMY) Zeolite Push Under Pagen Reframing Its Long-Term Revenue Narrative?"},"content":{"rendered":"<p> United States Antimony recently promoted Melissa Pagen to President and Chief Operating Officer of its Bear River Zeolite division, following her role in securing a US$245,000,000 Defense Logistics Agency contract and a US$106,700,000 supply agreement. The company is emphasizing Bear River Zeolite as a long-lived asset, highlighting over 400 years of zeolite reserves that management believes can support a larger revenue base under Pagen\u2019s leadership. We\u2019ll now examine how Pagen\u2019s promotion and zeolite growth focus might reshape United States Antimony\u2019s broader investment narrative and outlook. <\/p>\n<p>Rare earth metals are the new gold rush. Find out which <a href=\"https:\/\/simplywall.st\/discover\/investing-ideas\/434418\/rare-earth-metal-stocks\/global\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"intro\" class=\"company-report-links\">39 stocks are leading the charge<\/a>.<\/p>\n<p>United States Antimony Investment Narrative Recap<\/p>\n<p>To own United States Antimony, you need to believe the company can turn its fully integrated antimony and zeolite platform into durable, profitable revenue, while managing regulatory and execution risks. Pagen\u2019s promotion looks most relevant to the near term catalyst of scaling Bear River Zeolite under large, long dated contracts, but it does not remove key risks around permitting, capital intensity, or supply reliability across the broader portfolio.<\/p>\n<p>The US$245,000,000 Defense Logistics Agency contract and the US$106,700,000 supply agreement that Pagen helped secure stand out as the clearest near term growth drivers for Bear River Zeolite. They support management\u2019s focus on zeolite as a long lived asset and may help offset some project timing and funding uncertainties elsewhere in the business, although investors still need to watch how efficiently the company converts these contracts into consistent cash generation.<\/p>\n<p>However, investors should also be aware that if permitting setbacks or regulatory pushback persist across key mining projects, then&#8230;<\/p>\n<p><a href=\"https:\/\/simplywall.st\/community\/narratives\/us\/materials\/nysemkt-uamy\/united-states-antimony\/9yridzvo-uamy-recent-equity-raises-and-expansion-plans-will-shape-2025-outlook\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"integrated-pitch\" class=\"company-report-links\">Read the full narrative on United States Antimony (it&#8217;s free!)<\/a><\/p>\n<p>United States Antimony&#8217;s narrative projects $208.1 million revenue and $82.5 million earnings by 2028.<\/p>\n<p><a href=\"https:\/\/simplywall.st\/community\/narratives\/us\/materials\/nysemkt-uamy\/united-states-antimony\/9yridzvo-uamy-recent-equity-raises-and-expansion-plans-will-shape-2025-outlook\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"integrated-pitch\" class=\"company-report-links\">Uncover how United States Antimony&#8217;s forecasts yield a $9.67 fair value<\/a>, a 23% upside to its current price.<\/p>\n<p>Exploring Other Perspectives<a href=\"https:\/\/simplywall.st\/stocks\/us\/materials\/nysemkt-uamy\/united-states-antimony\/future\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"infographic\" class=\"company-report-links\"><img decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2026\/01\/earnings-and-revenue-growth.png\" loading=\"lazy\" alt=\"UAMY Earnings &amp; Revenue Growth as at Jan 2026\" width=\"746\" height=\"476\" class=\"sc-8e1a88f-0 jKVhTH\"\/><\/a>UAMY Earnings &amp; Revenue Growth as at Jan 2026 <\/p>\n<p>Nineteen members of the Simply Wall St Community currently see fair value for United States Antimony anywhere between US$1.31 and US$41, reflecting very different revenue and earnings assumptions. When you compare those views with the company\u2019s reliance on timely permits for Alaska and Ontario projects, it is a reminder that project execution outcomes could sharply influence how those valuation opinions evolve over time.<\/p>\n<p><a href=\"https:\/\/simplywall.st\/community\/narratives\/us\/materials\/nysemkt-uamy\/united-states-antimony\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"integrated-pitch\" class=\"company-report-links\">Explore 19 other fair value estimates on United States Antimony<\/a> &#8211; why the stock might be worth over 5x more than the current price!<\/p>\n<p>Build Your Own United States Antimony Narrative<\/p>\n<p>Disagree with existing narratives? <a href=\"https:\/\/support.simplywall.st\/hc\/en-us\/articles\/10353275550479-Stock-Valuator-with-Narratives\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"conclusion\" class=\"company-report-links\">Create your own in under 3 minutes<\/a> &#8211; extraordinary investment returns rarely come from following the herd.<\/p>\n<p>Seeking Other Investments?<\/p>\n<p>The market won&#8217;t wait. These fast-moving stocks are hot now. Grab the list before they run:<\/p>\n<p> This article by Simply Wall St is general in nature. We provide commentary based on historical data<br \/>\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your<br \/>\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.<br \/>\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.<br \/>\n    Simply Wall St has no position in any stocks mentioned.<\/p>\n<p>New: AI Stock Screener &amp; Alerts<\/p>\n<p>Our new AI Stock Screener scans the market every day to uncover opportunities.<\/p>\n<p>\u2022 Dividend Powerhouses (3%+ Yield)<br \/>\u2022 Undervalued Small Caps with Insider Buying<br \/>\u2022 High growth Tech and AI Companies<\/p>\n<p>Or build your own from over 50 metrics.<\/p>\n<p><a href=\"https:\/\/simplywall.st\/features\/stock-screener\" target=\"_blank\" data-focus=\"dashed\" class=\"sc-kuACkN dMOfgv\" rel=\"nofollow noopener\">Explore Now for Free<\/a><\/p>\n<p class=\"sc-8e1a88f-2 fcAAUm\">Have feedback on this article? Concerned about the content? <a href=\"https:\/\/feedback.simplywall.st\/article\/NDMyNjc2MjowMjFhNjQ4MDVjYjQ4NGQx\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"company-report-links\">Get in touch<\/a> with us directly. Alternatively, email <a href=\"https:\/\/simplywall.st\/stocks\/us\/materials\/nysemkt-uamy\/united-states-antimony\/news\/mailto:editorial-team@simplywallst.com?subject=Re%3A%20Your%20article%20on%20NYSEAM%3AUAMY%20(news)%20from%207th%20January%202026\" rel=\"nofollow noopener\" target=\"_blank\">editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"United States Antimony recently promoted Melissa Pagen to President and Chief Operating Officer of its Bear River Zeolite&hellip;\n","protected":false},"author":2,"featured_media":265461,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18],"tags":[23,3,21,19,22,20,25,24],"class_list":["post-394152","post","type-post","status-publish","format-standard","has-post-thumbnail","category-united-states","tag-america","tag-news","tag-united-states","tag-united-states-of-america","tag-unitedstates","tag-unitedstatesofamerica","tag-us","tag-usa"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/394152","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=394152"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/394152\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/265461"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=394152"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=394152"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=394152"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}