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Will UAMY's Montana Thompson Falls expansion be fully operational by Q1 2026?

Resolves June 30, 2026(105d)
IG: 0.64

Current Prediction

55%
Likely Yes
Model Agreement74%
Predictions9 runs
Last UpdatedMarch 17, 2026

Why This Question Matters

The 400% Montana capacity expansion is the single most important execution milestone. Operational completion unlocks the volume growth that could decouple revenue from commodity pricing. Delay cascades to all revenue projections.

CAPITAL_DEPLOYMENTREVENUE_DURABILITY

Prediction Distribution

0%25%50%75%100%
opus
sonnet
haiku
Range: 50%58%Aggregate: 55%
Individual Predictions(9 runs)
opusRun 1
55%

Year-end 2025 target, on schedule Q3 2025. Mining delays common.

Year-end targetOn scheduleDelays common
opusRun 2
52%

400% is major. Winter weather risk. Equipment supply chain.

Major projectWinter riskSupply chain
opusRun 3
58%

$27M DoW funding. Strong incentive. Prior project experience.

DoW fundingIncentiveExperience
sonnetRun 1
50%

Mining projects typically 6-12 months late. 3-month buffer only.

Typically late3-month buffer50/50
sonnetRun 2
55%

Existing facility expansion less complex than greenfield.

Existing facilityLess complexDoW funding
sonnetRun 3
58%

Existing operational smelter. Active progress. Lean YES.

Existing smelterActive progressLean YES
haikuRun 1
55%

On schedule. Existing facility. Dedicated PM.

On scheduleExistingDedicated PM
haikuRun 2
52%

Delays common. 400% ambitious. Near coin-flip.

Delays commonAmbitiousCoin-flip
haikuRun 3
58%

Management incentive strong. DoW funding. Lean YES.

IncentiveFundingLean YES

Resolution Criteria

Resolves YES if UAMY confirms full operational status of expanded Thompson Falls facility by March 31, 2026 in an earnings call, press release, or 10-K/10-Q filing. Resolves NO otherwise.

Resolution Source

UAMY press releases, earnings calls, or SEC filings

Source Trigger

Montana expansion delayed beyond Q1 2026

stress-scannerCAPITAL_DEPLOYMENTHIGH
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