Proud Christian. American. Software Engineer. Father. Long the ONLY fully integrated antimony company outside China & Russia $UAMY
Joined October 2025
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Those of you who are last... will soon be first.
And those of you who are downtrodden... will rise up.
$UAMY
🚨 Nolan Creek 8-K: $439M combined resource value.
Underground mining underway. First sales targeted EOY
$UAMY
🚨 BREAKING: DLA wants to increase its existing $245M contract w/ $UAMY to $1B within the next year.
Gary was talking about billion-dollar demand back in February.
xitter.cf/USAC_Bull/status/20212…
"It probably needs to be a billion, maybe even $2 billion. It's not just the United States, it's NATO, Australia, other countries around the world"
Gary Evans, $UAMY CEO. FOX Business w/ Maria
“I wish there was a way to know you're in the good old days before you've actually left them.”
$UAMY 🥹
$UAMY has a $100M buyback in its back pocket.
This means a SINGLE order could purchase 31.7M shares, or 21.2% of the company.
Insiders already own 8.51%, institutions hold 61.8%, and short interest hit an ATH of 25.13%
So far, the only thing getting squeezed is shareholders.
Texas Capital makes 5.
Funny enough, MM spent some time this morning rereading the original 4 analyst reports from August.
Which tells you everything you need to know about how I spend my time.
Here are my notes. If they're scattered brain, DCDA.
Antimony spot: Texas Capital & H.C. Wainwright both model $15/lb. B. Riley is still at $25.
> Guess only 2 of them checked Rotterdam.
2026 revenue: "No dude change it a little bit so the teacher doesn't think we cheated"
> Texas $63.8M, Wainwright $63.3M, AGP $61.0M.
2028 EBITDA: Wtf?
Texas Capital $67.6M.
B. Riley $143.1M.
Volume: 15M lbs/yr modeled by Texas Capital & B. Riley, Wainwright says 12M.
> 2 of them use a DCF.
> Other 2 use NAV multiples of 1.5x and 2.2x.
> I don't know what half of that means but it sounded important.
Fostung: Wainwright values the tungsten at $53.6M.
The company's own slide says $9.3B.
The truth is always somewhere in between innit?
Q3 26 Revenue: (millions)
TC projects $18.1M. Alliance $16.1M.
> Problem is they did $7.9M last q with 0 gov sales.
> Add Sept 30 truck table & BEST case is $16.6M. 🫠
> I have 100% counted those trucks more than the DLA has.
PTs: $9.25 - $13.50. Stock closed today at $3.86.
Congrats to all 5 analysts on becoming bag holders.
BONUS: B. Riley's risk section warns that uranium mines are complex.
> We do not own a uranium mine just so we're clear.
If you read this whole thing, I'm sorry. You're officially part of the ship.
We meet every morning at market open and stare at $3.86 until morale improves.
$UAMY 🧲
Texas Capital Securities - October 7, 2026 - United States Antimony Corporation Initiating Coverage with Buy Rating and $9.50 PT
$UAMY
texascapital.bluematrix.com/…
$UAMY closed Friday at a 52-week low.
After cutting 2026 revenue guidance in half, the company authorized a $100M buyback while multiple insiders bought stock.
Is now the time to buy the DLA’s sole-source antimony supplier before China’s export suspension ends Nov. 27 ? 🤔
JUST IN: $UAMY ranked #2 among the fastest-growing companies across DFW. 🚨
Based on 352% revenue growth over 3 years.
The ONLY critical minerals company in the ranking.
xitter.cf/NYSE_UAMY/status/21002…
$UAMY
United States Antimony Corporation Named # 2 of the Fastest Growing Companies in the Dallas/Fort Worth Metroplex
“The Critical Minerals and ZEO Company”
~ Antimony, Gold, Tungsten, and Zeolite ~
DALLAS, TX / ACCESS Newswire / September 16, 2026 / United States Antimony Corporation (“USAC,” “US Antimony,” or the “Company”), (NYSE: UAMY) (NYSE Texas: UAMY), a leading producer and processor of antimony, zeolite, and other critical minerals, and the only fully integrated antimony company in the world outside of China and Russia, has been recognized as one of the Fastest Growing Companies (Revenue Growth of 352% over the last three years) by the Dallas Business Journal for the Dallas/Fort Worth Metroplex at their 2026 awards event held last evening. Winners were honored at an awards dinner and UAMY was awarded the #2 out of fifty competitors. Additionally, it was the only critical minerals company to participate in the ranking.
The Fastest Growing Companies list is an annual research project performed by the Dallas Business Journal which conducts ranking of the fastest-growing companies in the Dallas/Fort Worth Metroplex based on revenue growth over a three-year period for companies that have between $10 million to $1 billion of annual revenues.
Getting trophies while $UAMY sits at a YTD low.
What’s the point of having all the chicken if you ain’t got any sauce?
