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UAUAMY

United States Antimony Corporation

$UAMY·$1.0B·Industrial Materials·Basic Materials
$4.87+0.4%YTD+17.7%1Y+13.0%
Mentions · last 7 days
2026-08-22: 7 posts158+4%
Price updated 8h ago·X counts updated 9d ago
UAUAMY
$UAMYUnited States Antimony Corporation
$4.87+0.41%158 posts+4%
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 2026-08-29

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

US Antimony at $4.85 with a $100M buyback and NYSE Texas dual-listing — critical-minerals microcap coiling on defense-industrial rotation.

United States Antimony Corporation is a domestic producer of antimony and precious metals — smelting facilities in Montana, plus expansion into the Stibnite Hill mining project. The setup is a hot-momentum critical-minerals name coiled around a fresh capital-return signal.

  • The buyback authorization is the specific catalyst: UAMY's Board authorized a $100M share repurchase program on August 19 — a real capital-return signal (~15% of the ~$600M market cap) that says management believes the stock is undervalued at recent levels; the stock jumped 8% on the announcement.
  • The strategic tape is stacked: the NYSE Texas HQ grand opening dual-listing, the DIBX (Defense Industrial Base Accelerator) hosted by the Department of War, NevGold expansion of US antimony-gold resource at Limousine Butte, and Trump's US critical-minerals push all align with UAMY's positioning as a domestic strategic-minerals supplier.
  • The underlying P&L is small and messy: Q1 revenue was $6.8M (down 3% YoY) with a -70% gross margin and -111% operating margin — the sell side models FY26 revenue at $115M jumping to $242M in 2027 as production scales, so the multiple only holds if the pipeline delivers, and the OTM $119K $13C February call whale bid at 126% OTM shows the crowd is playing the long tail.

The setup is a hot-momentum critical-minerals name coiled around a specific buyback catalyst plus defense-industrial tailwind — the November 16 Q3 print is the referee, and the market needs first meaningful revenue toward the $30M/quarter pace plus updated Stibnite Hill production progress. A clean beat plus a named DOD or DIB contract breaks the coil up toward $8; another quarter of $8M revenue with no contract announcement keeps the stock coiled below $4.

Agrees with X sentimentThe bullish X read on the NYSE Texas HQ grand opening dual-listing, the DIBX Defense Industrial Base Accelerator hosted by the Department of War, NevGold expansion of US antimony-gold resource at Limousine Butte, the $119,745 $13C February 2027 buys (126% OTM whale bidding), and the weekly doji setup mirroring MP's 50% run is factually consistent with the announcements and tape.

What to watch: The November 16 Q3 earnings — need first meaningful revenue toward the $30M/quarter pace, updated Stibnite Hill production progress, and buyback execution color. A named DOD or DIB contract before earnings breaks the coil up toward $8; another quarter of $8M revenue with no contract announcement keeps the stock coiled below $4.

On the calendar: 2026-11-16 — Q3 earnings

X sentiment

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

Bullish sentiment12 posts analyzed · as of 2026-08-30

The read on U.S. Antimony is bullish and setup-driven — bulls cite institutional ownership exploding (T. Rowe Price boosted allocation ~8,454%), a $100M buyback, H.C. Wainwright's Buy at a $9.25 target, sponsorship of the DoW's Defense Industrial Base Accelerator, and a NYSE Texas dual-listing anchoring the U.S.-only integrated processor narrative. Chartists point to a fresh bullish divergence off the $4.22-4.94 zone with a first target at the $6.10 50-day. One poster notes UAMY is "just not catching bids" (-45% over three months).

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

Reshoring and infrastructure legislation are the structural demand pull for industrial materials; inventory destocking earlier in the cycle appears largely complete. Pricing power varies widely — commodity-linked materials face more volatility than engineered specialty products.

What this means for $UAMY

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; United States Antimony Corporation produces and sells antimo.

Industry benchmark

16-name peer basket
+10.0%YTD
+75.6%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
Q2 2026Aug 11, 2026$0.00$0.00-73.6%
Q1 2026May 14, 2026$-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%
Next earningsMon, Nov 16·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.5%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.-18.5%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.-36.9%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 today7.2% 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.β0.415-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

BuyAug 28Gary C EvansCEO20.0K sh$98KBuyJun 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
  • 30 / 60 / 180-day windows so you can spot building conviction
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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-KPress release / Reg FDAug 258-K — Item 7.01: Press release / Reg FD
AI summary

US Antimony Corporation disclosed a mining results update at its Stibnite Hill, Montana location via a press release furnished as Exhibit 99.1. The filing is made under Item 7.01 (Reg FD), indicating the update was shared at investor meetings or conferences. Routine operational update for a small antimony miner; specific drilling or production figures are in the attached press release.

8-KPress release / Reg FDAug 198-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

US Antimony Corporation's Board authorized a share repurchase program of up to $100 million of the company's common stock, disclosed via press release furnished as Exhibit 99.1 under Reg FD. The $100M buyback authorization is notable for a small antimony miner and may reflect management's confidence in the company's cash position and rare-metal market opportunity. Material buyback authorization that could meaningfully reduce UAMY's share count if executed; size relative to market cap signals a significant capital return commitment.

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
+ 27 other (6 earnings 8-Ks · 6 13Gs · 4 routine 8-Ks · 4 proxys) in window

Recent news

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

United States Antimony (NYSE:UAMY) Stock Price Down 5.8% – What’s Next?defenseworld.net·2d agoCritical Metals Spikes 19%, MP Materials and United States Antimony Lag: Is the European Lithium Merger Driving the Move?247wallst.com·7d agoUnited States Antimony Provides Update on Mining Success at Stibnite Hill, Montanaaccessnewswire.com·7d agoUSA Rare Earth Falls 5% Despite $1.55B Government-Backed Funding, United States Antimony Drops 9%247wallst.com·8d agoUnited States Antimony Jumps 8% on $100M Buyback, USA Rare Earth Slips, MP Materials Holds Flat247wallst.com·13d 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 14 · 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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