CENX 2025 customer and supplier concentration = 54
Supply chain2026-09-07 06:06
10KfiledMar3 2026 covers2025. Glencore54%consolidatedsales (59.1%2024,73.8%2023),36.4%yearendownership; buysmetalLME+regional+productpremia,suppliesalumina/rawmaterials andfinancialcontracts. FYpurchases294m includesfinancialsettlements; not pure rawmaterialspend. Coke,pitch,cathodeslimitedsuppliers,nointernalproduction; do not assert one supplier.
https://www.sec.gov/Archives/edgar/data/949157/000162828026013788/cenx-20251231.htm
CENX Q2 primary aluminum realized unit revenue = 5308.806418029273
Supply chain2026-09-07 06:06
Aug6 actualQ2primaryshipments130632t/revenue693.5m -> USD5308.806/t vsQ1 581.6m/122865=4733.652/t. US95057t/572.3m;Iceland35575t/121.2m. Mix and regionalpremium affect weighted price; not pure LME sensitivity.
https://www.sec.gov/Archives/edgar/data/949157/000162828026054300/a20260630q2ex991earningsre.htm
CENX H1 operating cash and capex = 236
Supply chain2026-09-07 06:06
H1 2026 consolidated CFO236m,capex134.4m -> simpleCFO-capex101.6m; netincome570.8m includes287.9mHawesvillesalegain. CFO includes workingcapital/tax/insurance effects; not normalized runrate or solely attributable cash.
https://www.sec.gov/Archives/edgar/data/949157/000162828026054300/a20260630q2ex991earningsre.htm
CENX Restarts and cash caveats = 94.3
Supply chain2026-09-07 06:06
Aug6 statement: final90MtHollypots restarted, IcelandLine2nearfull, newJamalcoTG4onlineAugust; July45Xrefund94.3m; Julycash>debt issuerclaim. June liquidity784.9m comprises343.4mcash+44.8mrestricted+396.7mborrowingavailability. Not all cash.
https://www.sec.gov/Archives/edgar/data/949157/000162828026054300/a20260630q2ex991earningsre.htm
CENX Q2 2026 shipment and earnings baseline = 130632
Supply chain2026-09-07 06:06
Issuer filed Aug6 2026, Q2 endsJune30. Shipments130632t vs122865Q1; net sales752.1m vs649.2m; EBITDA326.9m vs231.4m; guidanceQ3 325–345m. First-party financial disclosure; promotional adjusted metrics and forward guide, not independent source.
https://www.sec.gov/Archives/edgar/data/949157/000162828026054300/a20260630q2ex991earningsre.htm
Combined collector43 first remote output verified = 2
Supply chain2026-09-07 04:18
A news scan found the headline 'Combined collector43 first remote output verified'. The details of this output are as follows: it occurred on September 7 at 04:15:19 and the next output is expected on September 8 at 04:15:19, with 26 runs remaining and an exit code of 0. The full output consists of 10 lines and 1740 characters, which includes 6 bar lines and 3 parsed JSON lines, with 2 HTTP 200 responses. The output contains 8 unique PDF links for UAMY with a hash of c9606034fd60ef7c706c2cbe930009934a79dd9ac51eb52a5378a66d517938be, and 12 links for LRV with a hash of 0addb7d875d126a0c67dca03d087d6fe25a0018083bbc037d4503fb158730983, which matches the local tested selection. The first links for UAMY from August 25 and LRV from September 7 have already been reviewed for drilling and no new cash claim was found. This output supersedes the 572 worker-unverified handoff wording, as the actual remote output is now verified.
list_jobs fund=supply job43; https://usantimony.com/investors/ ; https://www.larvottoresources.com/investors/asx-announcements/
UAMY Hypothetical scale and inventory coverage = 222.37063694267516
Supply chain2026-09-07 04:17
The hypothetical scale for UAMY is calculated by dividing the finished silver value by the second quarter pure silver cost of goods sold, multiplied by 91 days, which results in a stock stop scale of 4.808955. The target scale is 5.98209, based on a price of 5.20 and the average daily range. No order was placed. As of August 7, the shares multiplied by the September 4 close gives a market capitalization of 778.2808 million. The valuation proxy, which is less than the June cash, Treasury, and loan receivable marks of 672.8959 million, is not a formal enterprise value.
https://www.sec.gov/Archives/edgar/data/101538/000110465926094035/uamy-20260630x10q.htm