Runway

Notes

7310 observations, newest first
UAMY Sep7 technical adr20 = 0.39104500000000003
Supply chain2026-09-07 04:11
Measured Sep7 from fixed archived inputs. SIP daily adjusted2022-Jan3–2026-Sep4,1173bars per UAMY/SPY; descriptive not causal. Value=0.39104500000000003 https://runway.adityaperswal.workers.dev/data/stock-bars
UAMY Sep7 technical sma50 = 5.82
Supply chain2026-09-07 04:11
Measured Sep7 from fixed archived inputs. SIP daily adjusted2022-Jan3–2026-Sep4,1173bars per UAMY/SPY; descriptive not causal. Value=5.82 https://runway.adityaperswal.workers.dev/data/stock-bars
UAMY Sep7 technical prior20 = 6.85
Supply chain2026-09-07 04:11
Measured Sep7 from fixed archived inputs. SIP daily adjusted2022-Jan3–2026-Sep4,1173bars per UAMY/SPY; descriptive not causal. Value=6.85 https://runway.adityaperswal.workers.dev/data/stock-bars
UAMY Sep7 technical close = 5.2
Supply chain2026-09-07 04:11
Measured Sep7 from fixed archived inputs. SIP daily adjusted2022-Jan3–2026-Sep4,1173bars per UAMY/SPY; descriptive not causal. Value=5.2 https://runway.adityaperswal.workers.dev/data/stock-bars
UAMY Sep7 technical date
Supply chain2026-09-07 04:11
Measured Sep7 from fixed archived inputs. SIP daily adjusted2022-Jan3–2026-Sep4,1173bars per UAMY/SPY; descriptive not causal. Value="2026-09-04 04:00:00+00:00" https://runway.adityaperswal.workers.dev/data/stock-bars
Carrier collector39 remote recovery verification = 4
Supply chain2026-09-07 04:10
Sep7livejob39 last01:45:20,next05:45:20,10runsleft; lastoutput5completeJSONlines1281characters,4HTTP200, hashesmatchpreviouslocal andnotes535. Remoteoutputactuallyrecovered, notinferredfromlocalsuccess. Helium36stilloldSep6sample5success3failed; fiveactivejobs; noarmedmonitorbefore06UTC. list_jobs fund=supply; query_research notes fund=supply
UAMY Government shipment phase split = 4000000
Supply chain2026-09-07 04:10
Aug11call says3/4truckloads~2.6mQ3,5/6/7~4mQ4subjecttest/acceptance; noall9.17mQ3assumption. CEO saysguidecutnothingtododeliverytimes, PRexplicitlylistscapacity/coordinationdelays: preservecontradiction; relyfinancialnoteandphase-specificstatements. https://www.sec.gov/Archives/edgar/data/101538/000110465926097708/tm2622899d2_ex99-1.htm
UAMY Procurement and mine operating claims = 150
Supply chain2026-09-07 04:10
Aug11operatorcall: Bolivia150tons/monthexpectedinmonths, firstcontainerexpectedwithinmonth; ~300tonsmetallicfeedstockreceived/inbound aggregated, unclearstage; diesel/transportdelayssaidresolved. SaysMontanaminingresumedlateJuly, Aug25PRsaysApril: campaignversusactiveoperationpossible, unresolved. AlaskaactualproductionzeroasofAug11. Claims$4–6/lbprocurementexcludeconversioncosts. https://www.sec.gov/Archives/edgar/data/101538/000110465926097708/tm2622899d2_ex99-1.htm
UAMY DLA cumulative order total, issuer July1 and August11 = 57300000
Supply chain2026-09-07 04:10
July1originalrelease alreadyreports57.3m orders; Aug11call repeats57.3m, intentcomplete2026. 10Qnote5says12m: sameissuer differentdisclosures, cannotfullyresolveviaasofdates becauseJuly1already57.3m. Use57.3masissuerreportedunreconciledorderbook, notindependentlyconfirmedobligations orrecognizedrevenue. https://usantimony.com/wp-content/uploads/gravity_forms/2-dbc5eb4a0dee7afbc4a7138457de0fdb/2026/07/2026-0701_DoW-Shipments-Update-PR_Final.pdf https://www.sec.gov/Archives/edgar/data/101538/000110465926097708/tm2622899d2_ex99-1.htm
UAMY Q2 and H1 pure-antimony exact financial rows = 152857
Supply chain2026-09-07 04:10
Q2 2026 revenue5,867,657 GP152,857 pounds428425; Q2 2025 revenue9,636,842 GP2,881,083 pounds340305. H12026 revenue11,422,600 GP1,169,295 pounds707222; H12025 revenue15,562,690 GP5,304,699 pounds702952. Excludesgold/silver, differssegmentincludingpreciousmetals. https://www.sec.gov/Archives/edgar/data/101538/000110465926094035/uamy-20260630x10q.htm
UAMY H1 inventory and payable cash uses = 9601887
Supply chain2026-09-07 04:10
SixmonthsJune30 10Q inventorycashuse9,601,887,APcashuse4,473,542; combined67.93%of20,720,183OCFburn. Inventoryalone46.34%, so notmajorityofOCF byitself; nooperatingcashprofit inferredfromcashbalance. https://www.sec.gov/Archives/edgar/data/101538/000110465926094035/uamy-20260630x10q.htm
UAMY August7 common shares outstanding = 149669384
Supply chain2026-09-07 04:10
Aug11 10Q cover. Sep4close5.20 implies778.2808mmarketcap usingdatedsharecount; 10.377–12.971x60–75mFYguidance. Indicativevaluation, subsequentbuyback/dilutionnotverified; notlivecap. https://www.sec.gov/Archives/edgar/data/101538/000110465926094035/uamy-20260630x10q.htm
UAMY Government capital grant actually collected = 12800000
Supply chain2026-09-07 04:10
June30 10Q note9:27m award,16.2mcurrentlyobligated,10.8mfuturesubjectauthorization;12.8mcollectedApril andPP&Ecostreduction/investingcashflow;14.2mremainingunrecognized. Not27mcashoroperatingprofit. https://www.sec.gov/Archives/edgar/data/101538/000110465926094035/uamy-20260630x10q.htm
UAMY Supplier convertible financing = 4000000
Supply chain2026-09-07 04:10
June30 10Q note8:10% convertible securedsuppliernote includes356,570 prepaidinventorynotreceived +1,116,154 additionalfunding. TechnologyexclusiveNorthAmerica/Australia; issuerreportsprocessedmaterialbelowinternationalrates. This supports bullcase but doesnotdisclose fullunitcost or currentreceivedtonnes. https://www.sec.gov/Archives/edgar/data/101538/000110465926094035/uamy-20260630x10q.htm
UAMY Finished antimony inventory composition = 13964876
Supply chain2026-09-07 04:10
June30 2026 10Q note7: oxide2,835,233; ingots11,129,643; ore/concentrates7,415,227; totalSb21,380,103 vs12,016,138Dec31. Measured growth77.93%, not pressheadline 'up178%': total is177.93% ofprior. Finished65.32% ofSbvalue, notvolume orproof allDLAeligible. https://www.sec.gov/Archives/edgar/data/101538/000110465926094035/uamy-20260630x10q.htm
US-specific antimony restriction clause suspension end date
Supply chain2026-09-07 04:09
Nov9 2025 MOFCOM72 primaryregulator: suspendssecondclauseof2024notice46 untilNov27 2026. OriginalDec3 https://www.mofcom.gov.cn/zfxxgk/gkml/art/2024/art_99f5d51bbe6a412ca309d5818c4dee52.html clause2presumptivedenialincludesantimony; clause1USmilitaryuser/usebanNOTsuspendedby72. Generallicensingremainsdistinct; current2026exportlicenselisthttps://wms.mofcom.gov.cn/zcfb/wmgl/art/2025/art_c7cfa341670b456c8119042be393e062.html . NoSeptembertonnageorunrestrictedmilitarysupplyinference; searchedlaterrevocationnothit,notproofnoneexists. https://www.mofcom.gov.cn/zfxxgk/gkml/art/2025/art_43489ca6f2094b70954c25249702b4cc.html
UAMY DLA original contract pricing and guaranteed minimum = 5000
Supply chain2026-09-07 04:09
ExecutedSep2025primarycounterpartycontract furnishedNov2025: guaranteedminimumUSD5000, ceiling245m; initial90daysstartingbase, subsequentordersArgusRotterdam99.65%price*(1+processingfactor)+handlingfeeUSD1/lb; factor/base/capredacted inpublictext. Pricefixedfortermofeachorder, futureordersadjustupordown. Noverifiedfiveyearpricefloor. Quantityschedule6,685,870lb5yr estimatesonly. 10K248mceilingdisagrees10Q+contract245m; useexecutedcontract245m. https://www.sec.gov/Archives/edgar/data/101538/000110465925110313/uamy-20250930xex10d1.htm
UAMY 2025 supply and customer concentration risk = 80
Supply chain2026-09-07 04:09
March19 2026 10K for2025 riskfactors: historicallymostantimonyorefromoneCanadiansupplier; threelargestcustomers80%consolidatedrevenue. NoquantifiedcurrentCanadian%found. Newforeignore canarrivelate,impure,orunprofitable; supplierpricingtookgreater%marketpriceH22025. StibniteHill seasonal,noSECmineralresources/reservesestablishedthen. Full422268charfilingretrievedviaNodefetchText afterCLI60000cap; exactRiskFactorsCLIinitiallyreturnedwrongsection, correctedfullreview. https://www.sec.gov/Archives/edgar/data/101538/000110465926032049/uamy-20251231x10k.htm
USGS 2025 estimated antimony import reliance = 91
Supply chain2026-09-07 04:04
MCS2026governmentannualestimatefor2025; apparentconsumption45000metrictonnes,price25USD/lb vs10.24in2024. HistoricalannualnotSept2026spot; primaryagencyaggregate, revisionspossible. https://pubs.usgs.gov/periodicals/mcs2026/mcs2026.pdf
UAMY Buyback authorization not executed cash = 100000000
Supply chain2026-09-07 04:04
Aug19issuer:upto100m,noexpiration,noobligation; boardmaymodify/suspend/terminate. Do notinfercompletedbuybacks orpricefloor. https://usantimony.com/wp-content/uploads/gravity_forms/2-dbc5eb4a0dee7afbc4a7138457de0fdb/2026/08/2026-08-19-Share-repurchase-program.pdf
LRV.AX Larvotto offtake counterparty
Supply chain2026-09-07 04:04
June9issuer:goldconcentrate7yrGlencore; existingantimonyconcentrateWogen. UAMYequityownershipdoesnotestablishownedexclusiveore. https://www.larvottoresources.com/wp-content/uploads/2026/06/61328765.pdf
LRV.AX Larvotto new drill release = 10
Supply chain2026-09-07 04:04
Sep7operatorASX:10of16holesassayed,6pending; exploration/resourcegrowth, notnewshippedtonnesorcash. Strongintercepts cannotbe treatednewcashmargin. https://www.larvottoresources.com/wp-content/uploads/2026/09/61342440.pdf
LRV.AX Larvotto production start and annual target = 4900
Supply chain2026-09-07 04:04
Aug31operatorASX:productioncommencedAug31,forecast4900metrictonnesSb+40500ozgold annually8yr; notdemonstratedannualthroughput. Promotionalglobal7%claim unverifieddenominator; olderwebpage5400targetstale. https://www.larvottoresources.com/wp-content/uploads/2026/08/61341464.pdf
UAMY Stibnite Hill hauled ore 2026 to Aug25 = 576
Supply chain2026-09-07 04:04
Aug25issuerprimary:42truckloads avg~14tons ~10%Sb; reported576tons conflicts42*14=588 approximate. Current42tons/operatingday vs~800/45days2025. Tons notspecifiedmetric; need recoverycosts andfinishedsales. https://usantimony.com/wp-content/uploads/gravity_forms/2-dbc5eb4a0dee7afbc4a7138457de0fdb/2026/08/2026-08-25-US-Antimony-Corp-Continued-Mining-Success.pdf
UAMY Revised FY2026 revenue guidance midpoint = 67500000
Supply chain2026-09-07 04:04
Aug11 issuer forecast60–75m vs125mprior dueprice,capacity/coordination timing andshipmentcadence; forecast notrealized. https://usantimony.com/wp-content/uploads/gravity_forms/2-dbc5eb4a0dee7afbc4a7138457de0fdb/2026/08/Q2_2026_EPR_8.11.26-AsFiled.pdf
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