United States Antimony Corp. (UAMY)
NYSEMaterialsIndustrial MaterialsSnapshot 2026-09-04
$5.20+1.17%
Close 2026-09-04 · 1-day change
NYSEMaterialsIndustrial MaterialsSnapshot 2026-09-04
QuarterlyIQ Insights · UAMY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to develop and ramp up antimony mining operations at Stibnite Hill, Montana, Alaska sites, and other domestic locations to reduce reliance on third-party and foreign ore purchases.
Stated as a priority in 2 of last 2 quarters. Mining operations at Stibnite Hill increased ore transport to 42 truckloads averaging 14 tons each in 2026, more than doubling the daily rate from 2025. Plans for mining in Alaska and processing at Radersburg mill continue. The trajectory shows delivering increased domestic antimony mining capacity.
“Mining resumed in late July at the Montana Stibnite Hill mine... Additional 25 truckloads of 16 tons each have been mined and shipped.”
“Plans are in place to mine antimony in the U.S. in 2026 with expectations much higher for Montana and Alaska.”
Expand sales and improve operational infrastructure at Bear River Zeolite to meet increasing demand in the cattle nutrition market.
Stated as a priority in 2 of last 2 quarters. Zeolite shipments broke records in March and April 2026, exceeding targets by 42% and 66%, respectively. New cattle nutrition customers were added recently. The operational upgrades are ongoing to meet accelerating demand, indicating delivering progress.
“Demand is outpacing existing infrastructure; phased upgrades underway to keep up with volumes.”
“Record tons of zeolite shipped in March and April, exceeding monthly targets by 42% and 66%.”
Execute on the $245 million sole source antimony contract with the Defense Logistics Agency, delivering shipments ahead of schedule.
Stated as a priority in 2 of last 2 quarters. The company delivered over 80,000 pounds of antimony ingots generating $2.6 million revenue in Q2 2026, with cumulative DLA contract orders totaling approximately $57.3 million. Deliveries are nearly one year ahead of schedule, indicating delivering execution.
“Delivered two trucks of military specification antimony ingots totaling more than 80,000 pounds, approximately $2.6 million revenue.”
“Anticipate completing first delivery order of $9.9 million nearly one year ahead of schedule.”
Advance capital projects including Thompson Falls expansion and upgrades to Radersburg flotation mill to support increased processing capacity.
Stated as a priority in 2 of last 2 quarters. The company invested $22.8 million in the first half of 2026 to advance Thompson Falls expansion and Radersburg flotation mill upgrades, including lab installation and operational ramp-up. Progress is consistent with management's stated capital allocation plans.
“Capital expenditures totaled $22.8 million, primarily to advance Thompson Falls expansion and Radersburg flotation mill upgrades.”
“Radersburg site moved into operating phase with lab installation complete and operators feeding ore daily.”
Preserve robust cash, treasury securities, and marketable securities position to support operations and growth initiatives.
Stated as a priority in 2 of last 2 quarters. Cash and equivalents increased significantly from $3.2 million at Q1 2026 to $41.4 million at Q2 2026, with total liquidity including U.S. Treasuries at $62.2 million. Marketable securities including Larvotto investment totaled $105 million. The liquidity position is strong and supports ongoing operations and growth.
“Cash and cash equivalents were $41.4 million; total liquidity including Treasuries was $62.2 million.”
“Cash position including Treasury and equity securities totaled $60.2 million at end of Q1 2026.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Materials names rated weak grew net income 48% of the time over the next year (vs 53% for the rest of the cohort, n=1946).
Over the trailing year it converted 1.03x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
18 material management or governance events in the past 24 months, led by M&A activity. Historically, Materials names rated volatile grew net income 52% of the time over the next year (vs 50% for the rest of the cohort, n=717).
Not investment advice. As of 2026-09-04.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.