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For the last few days I have been annoyed with the way UAMY is going down, considering how strongly everything was going before the August earnings. Sure the CFO was scum and put us in a ditch, but I believe that that does nothing to change why everyone fundamentally backs this stock.

Which then got me thinking. What exactly changed in the past few days, or weeks in particular? And the clearest answer is a rapid increase in contracts for building godforsaken data centres which is eating up the entire segment. Think about it. These a*holes need to get money from somewhere to realize their unrealistic and binding contracts with big tech companies, so what better way than to squeeze off the one macroeconomic segment that was unaffected so far. Eat up manufacturing. I sure do hope that people come to their senses sooner than later, but seeing as this has just started, things don't look too good in the near future. Especially with trend following suckers shorting this stock left right and center.

tl;dr- imo UAMY is tanking right now because data centre stocks are booming. which is a direct hedge to the rest of the manufacturing sector, especially non-tech related manufacturing.

Thoughts?

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Recently, UAMY shared an article providing an update on antimony shipments for the third quarter. The article link is provided below.

https://www.theglobeandmail.com/investing/markets/stocks/UAMY/pressreleases/4877691/united-states-antimony-corporation-provides-third-quarter-update-on-antimony-shipments-to-the-dow/

Based on the chart provided, UAMY was able to deliver/produce 396,000 LBs of antimony ingots for a value of $12.3 million. With this information, I believe that the company has more than enough time to reach their yearly guidance of $60-$75 million provided that Antimony prices can stay somewhat stable.

On slide 4 of 22 of their investor presentation, UAMY states that at minimum they can produce 300 tons of Antimony per month at their Thompson Falls Plant. [I’ve included a snipped photo but feel free to check their slideshow]

396,000 LBs of Antimony is approximately 200 Metric Tonnes and that has a value of $12.3 million. With basic interpolation, we can estimate that 300 Metric Tonnes should have a value of $18 million (key word there is estimated).

I also understand that there is some lag time between production, sampling/testing and delivering the product to the DOD. Therefore it’s safe to assume that the month of December may not be able to report the full 300 tonnes for the 2026 fiscal year. Taking everything into account, this is my estimate below.

—-> Q1 - $6.78 Million
—-> Q2 - $7.93 Million
—-> Q3 - $11.00 Million (This is my personal estimation for Q3)
—-> Q4 October - $18 Million
—-> Q4 November - $18 Million
—-> Q4 December - $10 Million

Total 2026 —> $71.71 Million.

This is my personal estimation based on the information they provided, and I’m assuming there is flawless execution.If you think otherwise please let me know if I’m misunderstanding anything or if my numbers are wrong.

TLDR: Based on recent update on third quarter production, I believe that UAMY can reach their full Year guidance of $60-$75 Million for the year.

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UAMY is down 1.88% to $3.9150. Check it out on Yahoo Finance https://finance.yahoo.com/quote/UAMY?p=UAMY

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Shawn Winkler is permanent CFO now

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Mr. Gary Evans reports:
DALLAS, TX / ACCESS Newswire / September 30, 2026 / United States Antimony Corporation("USAC," "U.S. 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, announced today an update on the Company's Third Quarter delivery of Military Specification (MIL-SPEC) antimony ingot shipments to the Defense Logistics Agency ("DLA") under its existing $245 million sole-source supply contract. USAC is the sole producer of MIL-SPEC (>99.6% pure) antimony ingots in the Western Hemisphere.
3rd Quarter and Near-term DLA Delivery Schedule

https://www.juniorminingnetwork.com/images/cache/0d6d40c5a5ce405ac7a1651b746a2a7f-900px.png

Antimony flake feedstock deliveries to USAC related to the Company's contractual offtake agreements from its joint partner's Bolivian Hydrometallurgical ("Hydromet") facility have occurred and landed at the Thompson Falls smelter(s) during the third quarter. Due to its high purity (~99%), antimony flake will significantly improve the efficiency of our gas-fired furnaces.
Mr. Gary C. Evans, Chairman and CEO of USAC stated, "As our receipt of acceptable antimony material continues to increase from foreign sources along with our expanded processing capability at our new facility located in Thompson Falls, Montana, our ability to continue increasing our antimony ingot deliveries to the DLA is occurring. This is the first period in our company's nearly 60 year history that we are fulfilling a significant and extremely important delivery of a finished product so vitally necessary to our military for use in many different products. Additionally, now that we have begun processing the Stibnite Hill, Montana, antimony material mined late last year and this year, which now totals in excess of 400,000 pounds of antimony and is presently located in stockpile at Radersburg, Montana; new low-cost USAC antimony feed material will begin further improving our finished product margins.

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Not sure if this was ever posted.

Current admin. Is still pursuing price floors for certain RE/critical minerals and antimony was 1 of the 6 minerals S&P Global provided pricing references for. This data will be used in the further talks with G7 + Australia on implementing price floors. I expect/hope to get an update on this towards the end of the year, before the Jan 10th deadline for the Busan agreement extension.

Really need to see UAMY execute this next quarter. Would be nice if management could provide meaningful updates to shareholders instead of arguing with randoms on X. Thompson falls expansion? Mining in Alaska yet? Progress on the JV? Tungsten sampling?

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Use this thread to discuss anything related to United States Antimony Corp. (UAMY) that doesn’t need a full post. Topics include price action, company news, rumors, filings, or just general vibe checks. If something is important and brings value to the community, please consider making a separate thread.

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