Reading UAMY? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track UAMY free→Reading UAMY? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track UAMY free→NYSEMaterialsOther Industrial Metals & MiningSnapshot 2026-06-15
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak, and management's recent track record has been unsteady, with frequent disruptive corporate changes. The company was unprofitable over the past year, so its earnings quality can't be assessed, and risk is high. The sector backdrop is a headwind, and compared with sector peers, it is below typical. The read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 0 valuation methods, at three horizons. Current price $7.47. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Not enough valuation methods to set a 12-month read yet.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Looks more expensive than peers.
Self-history needs ~20 months of data.
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 1 of the last 3 quarter-over-quarter moves. Historically, Materials names rated weak grew net income 51% of the time over the next year (vs 59% for the rest of the cohort, n=1088).
Over the trailing year it converted 1.24x 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.
14 material management or governance events in the past 24 months, led by M&A activity. Historically, Materials names rated volatile grew net income 61% of the time over the next year (vs 51% for the rest of the cohort, n=235).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $-0.05 → $-0.01 (+70.0% / 30d). 1 raised, 0 cut, 2 covering analysts.
0 upgrades, 0 downgrades / 30d, 1 maintained. 100% of analysts rate Buy.
1 PT revisions / 30d. Avg target 36.5% above current price.
0 positive, 1 negative / 30d. See F4 management tile for the event list.
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.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$487.
How much price usually moves either way.
On a bad day, this stock has moved -$1,107.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $7,430.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Meeting this target is key for revenue growth. It shows operational effectiveness.
Confirms:The company says it will deliver $75M of antimony ingots by the end of 2026.
Disproves:Delivery falls short of $75M in antimony ingots.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for UAMY yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Changes in Registrant’s Certifying Accountant. (a) Dismissal / resignation of previous independent registered public accounting firm. As previously disclosed, Assure CPA, LLC (“Assure”) served as the independent registered public accounting firm of United States Antimony Corporation (the “Company”). On June 3, 2026, Assure combined its practice with, and was acquired by, Sadler Gibb & Associates, LLC (“Sadler Gibb”) (the “Transaction”). As a result of the Transaction, effective June 3, 2026,…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Diversified Metals & Mining.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
UAMY United States Antimony Corp. | Below typical Show detailsSector percentile: 4 of 100 | — | high |
VALE VALE SA | — | full | moderate |
MP MP Materials | Typical Show detailsSector percentile: 55 of 100 | — | elevated |
SBSW SIBANYE STILLWATER LTD | — | — | high |
USAR USA Rare Earth, Inc. | — | — | high |
Not investment advice. As of 2026-06-15.
via XLB
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Management continues to emphasize achieving $125 million in gross revenue for 2026.
Stated in 3 of last 3 quarters. Despite reiterating the $125M revenue guidance for 2026, revenue has declined from $13.03M in 2025-Q4 to $6.78M in 2026-Q1. Persistent statement, limited substantive delivery this quarter.
“Reiterates Full-Year 2026 Gross Revenue Guidance of $125 Million”
“the Company is reiterating its previously provided 2026 gross revenue financial guidance of: 2026 Gross Revenues - $125 Million”
“Reiterated 2026 revenue guidance of $125M”
The company aims to deliver $75 million worth of antimony ingots in fiscal 2026.
Stated in 2 of last 2 quarters. While the company plans to deliver $75M of antimony ingots in 2026, revenue has decreased from $13.03M in 2025-Q4 to $6.78M in 2026-Q1. Recurring focus, narrow delivery so far.
“We anticipate delivering approximately $75 million of antimony ingots in fiscal 2026.”
Management is focused on improving operating income amidst financial challenges.
Stated in 3 of last 3 quarters. Operating income declined from -$3.92M in 2025-Q4 to -$7.52M in 2026-Q1, indicating limited progress in improving financial performance. Persistent statement, declining trajectory.
Why it matters: When revenue guidance is confirmed, it shows management's confidence in growth. This affects investor trust.
Confirms:Management confirms the $125M revenue guidance during the next earnings call or update.
Disproves:Management cuts the revenue forecast to below $125M.
disclosure. The information in Item 2.02, including Exhibit 99.1, of this Current Report on Form 8-K is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, whether made before or after the da…
Results of Operations and Financial Condition. On May 14, 2026, United States Antimony Corporation (“USAC”, “US Antimony”, or the “Company”) issued a press release reporting its financial results for first quarter 2026. This press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The foregoing disclosure is qualified in its entirety by the full text of the Press Release. The information in this Item 2.02, including Exhibit 99.1 at…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Temporary Leave of Absence of Chief Financial Officer On May 4, 2026, United States Antimony Corporation (the "Company") announced that Richard Isaak, the Company's Chief Financial Officer and principal financial officer, will commence a personal leave of absence effective immediately. During the leave, Mr. Isaak will not perform the duties of…
disclosure. The information in Item 2.02, including Exhibit 99.1, of this Current Report on Form 8-K is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, whether made before or after the da…
“Deliver $75M of antimony ingots in 2026”
“Operating income has been a focus, with efforts to improve financial performance.”
“Improve operating income”
“Focus on improving operating income”