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
When I first bought $UAMY it was trading at $0.94.
It had squeezed to $2 a few months earlier.
Literally thought I was buying the dip.
It took me over 5 years to break even.
I've learned a lot since my first buy.
Especially about patience.
Montana Magnet retweeted
Some people have hobbies. We have market data.
QuantFiPRO for iPhone. Coming soon.
🚨 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.gq/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 ? 🤔
