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UAUAMY

United States Antimony Corporation

Trending onWhy it's trendingX chatter spiked vs its recent normPrice and volume picking up
$UAMY·$957M·Industrial Materials·Basic Materials
$5.36+0.6%YTD+2.5%1Y+42.5%
Mentions · last 7 days
2026-07-09: 46 posts2026-07-10: 72 posts2026-07-11: 36 posts2026-07-12: 39 posts2026-07-13: 153 posts2026-07-14: 146 posts2026-07-15: 244 posts739+28%
Price updated 1m ago·X counts updated 2d ago
UAUAMY
$UAMYUnited States Antimony Corporation
$5.36+0.56%739 posts+28%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $UAMY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Only US antimony processor post-China ban — new Montana facility just opened, analyst targets $12-13.50.

United States Antimony Corporation is the domestic critical-minerals processor whose 2026 tape has been +14% YTD despite the -8% day. The setup is hot-momentum + coiling at 20% of the 52-week range with a specific analyst-target catalyst.

  • The core business is small but strategic: Q1 2026 revenue was $6.8M (down 3% YoY), gross margin was -70% (specific processing-capacity ramp effect), and operating margin was -111% — this is not yet a fundamentals story, but the specific antimony-supply-chain dynamic is real.
  • The strategic-mineral narrative is legitimate: UAMY opened a new antimony processing facility in Radersburg, Montana on July 7 — Gov. Gianforte attended the ribbon-cutting, and antimony is a critical-defense mineral in a post-China-export-ban world where US supply is genuinely scarce.
  • Analyst positioning is aggressive: consensus target clustered $12-13.50 (essentially double the current $5.92), and community sold small MP positions to add UAMY — real institutional and retail rotation into the specific critical-minerals theme.

The August 11 Q2 earnings are the near-term arbiter — Q2 antimony production trajectory, Montana facility ramp commentary, and any specific US-government supply-agreement disclosure extend the coiling setup toward $12. Continued negative operating margin without a specific supply catalyst confirms the too-early framing and drops the tape below $5.

Agrees with X sentimentX is bullish critical-minerals conviction, UAMY opened a new antimony processing facility in Radersburg (Gov. Gianforte attended ribbon-cutting July 7), analysts see UAMY nearly doubling with consensus target clustered $12-13.50, and community sold small MP positions to add UAMY. Mechanics support the hot-momentum + coiling read: Q1 revenue is small at $6.8M but the strategic-mineral thesis is real. The August 11 print has to affirm production ramp.

What to watch: The August 11 Q2 earnings. Watch Q2 antimony production trajectory, Montana facility ramp commentary, and US-government supply-agreement disclosure. Continued negative operating margin without a specific supply catalyst confirms too-early framing sub-$5; production ramp + supply agreement extends toward $12.

On the calendar: 2026-08-11 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-07-15

US Antimony chatter is bullish critical-minerals conviction. UAMY opened a new antimony processing facility in Radersburg, Montana - a critical-defense mineral in a post-China-export-ban world. Analysts see UAMY nearly doubling with consensus target clustered $12-13.50. Community sold small MP positions to add UAMY. Gov. Gianforte attended the ribbon cutting July 7. Chart shows ~50% correction from $12.64 to $6.32. Community broadly long.

Read the AI verdict + X sentiment for $UAMY

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What it does

Plain-English summary of the business — what they sell and how they make money.

Produces antimony oxide for flame retardants in plastics and textiles, plus silver, gold, and zeolite products in North America.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial Materials sits in its cycle right now — and what that implies for $UAMY.

Industrial Materials · Basic Materials

No material change from last week — MP Materials and USARE (US Rare Earths) benefit from the US domestic rare earth supply chain buildout as defense and EV applications require secure non-Chinese..

What this means for $UAMY

Neutral — Produces antimony oxide for flame retardants in plastics and textiles, plus silver, gold, and zeolite products in North America; end markets and revenue mix have limited overlap with the US domestic rare earth supply chain build-out and critical mineral security.

Industry benchmark

9-name peer basket
-9.4%YTD
+11.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-67.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-12.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-41.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
29.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-16.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
7.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$-0.08$-0.02-300.0%
Q4 2025Mar 19, 2026$-0.01$-0.010.0%
Q3 2025Nov 12, 2025$-0.04$0.02-300.0%
Q2 2025Aug 12, 2025$0.00$0.01-85.7%
Next earningsTue, Aug 11·consensus EPS $-0.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.8M-3.1%-70.3%-111%$-0.08$-24.6M
Q4 FY25$13.0M+89.6%20.3%-30.1%$-0.00$-15.2M
Q3 FY25$8.7M+238.3%23.1%-56.5%$-0.04$-12.5M
Q2 FY25$10.5M+187.3%27.0%0.2%$0.00$-7.2M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$115.3M$108.9M – $127.0M$0.05$0.05 – $0.053
FY27$242.1M$240.9M – $243.3M$0.31-$0.05 – $0.672
FY28$324.2M$313.4M – $335.0M$0.56$0.31 – $0.822
FY29$331.0M$311.7M – $347.8M$0.31$0.29 – $0.331
FY30$404.0M$380.4M – $424.5M$0.39$0.36 – $0.421

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.15%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-35.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-36.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 130.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today8.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.355-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 15Jon R MarinelliDirector12.5K sh$93K
+ 12 other (12 returns) in window

See when $UAMY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 168-K — Item 5.07: Shareholder vote
AI summary

United States Antimony Corp. (UAMY) filed an 8-K Item 5.07 on June 16, 2026 reporting annual meeting vote results. Body unavailable — excerpt lacks substantive vote tallies or proposal outcome details.

8-KMaterial eventJun 88-K — Item 4.01
AI summary

United States Antimony Corporation (UAMY) disclosed on June 8, 2026 (event June 3) that its prior auditor Assure CPA, LLC effectively resigned when it was acquired by and combined with Sadler Gibb & Associates, LLC; UAMY simultaneously engaged Sadler Gibb as its new independent registered public accounting firm, effective June 3, 2026. The Audit Committee and Board approved the change on June 5, 2026. Assure's prior audit reports on FY2024 and FY2025 financials were clean (no adverse opinions or qualifications). This is an administratively driven auditor change with no negative audit implications.

3New insider — initial holdingsMay 153
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for UAMY on 2026-05-15, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeMay 68-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

UAMY disclosed a personnel change (8-K Item 5.02, dated 2026-05-06). An executive departure and a new appointment are both reported. Richard Isaak, the Company's Chief Financial. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KListing / delisting noticeMar 68-K — Item 3.01: Listing / delisting notice · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 278-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 108-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDJan 298-K — Item 7.01: Press release / Reg FD
+ 23 other (5 13Gs · 4 proxys · 4 earnings 8-Ks · 3 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

United States Antimony Stock Dips as Gold and Silver Drop Amid Strong Dollarbenzinga.com·1d agoUnited States Antimony Announces Utilization of AI Technology into Certain Mining Projectsaccessnewswire.com·2d agoWhat's driving US critical minerals stocks higher on Tuesday?invezz.com·10d agoUnited States Antimony Corporation Announces Today "Wet Commissioning" of Its Radersburg Flotation Millaccessnewswire.com·10d agoWhy Shares of United States Antimony Are Soaring This Weekfool.com·15d ago

In themes

Explore the broader themes this ticker is being talked about under.

Critical Minerals & Rare Earths

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Voices on X · top 12 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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