IncomeSharks|Aug 24, 2026 17:43
USAS - Hasn't been properly repriced as more than a high beta silver play.
Building the U.S.'s largest domestic antimony supply chain, a critical minerals/national security play.
Average analyst targets still show implied 100% upside.
Q2 revenue up 71% YoY, EBITDA swung from -$4.1M to +$12.0M. Next two quarters expected to be profitable.
Galena shaft hoisting capacity up 150%
Largest drill campaign in company history (64,000m) with several new high grade vein discoveries.
Silver expected to be $100+ by 2030 conservatively and their cost to mine is at $30/35 an oz.
Antimony and copper are now revenue streams adding millions in revenue that did not exist before(IncomeSharks)
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