Runway

Notes

7310 observations, newest first
UAMY DLA accepted July shipment value = 2600000
Supply chain2026-09-07 04:04
Aug11 issuer: ~82k pounds deliveredJune,acceptedJuly; Q3 revenue expected. Later~81kpounds2.6m intransit and126kpounds3.97m waitinginspection, total9.17m stagedpipeline NOT allaccepted. https://usantimony.com/wp-content/uploads/gravity_forms/2-dbc5eb4a0dee7afbc4a7138457de0fdb/2026/08/Q2_2026_EPR_8.11.26-AsFiled.pdf
UAMY June inventory balance = 21600000
Supply chain2026-09-07 04:04
Aug11 issuer roundedJune30 inventory21.6m versusDec31 12.5m; headlineantimonyinventoryup178% maydifferentquantitybasis, toresolve. Mixforeignandownedore, notfinishedacceptedcash. https://usantimony.com/wp-content/uploads/gravity_forms/2-dbc5eb4a0dee7afbc4a7138457de0fdb/2026/08/Q2_2026_EPR_8.11.26-AsFiled.pdf
UAMY H1 financing and liquidity = 49100000
Supply chain2026-09-07 04:04
Aug11 issuerH1 netequityproceeds49.1m; financingcash43.4m afterotherflows; June30cash41.4m+treasuries20.7m, Larvottoequity43.2m; equitymark notoperatingcash. Capex22.8m,grantreceipt12.8m. https://usantimony.com/wp-content/uploads/gravity_forms/2-dbc5eb4a0dee7afbc4a7138457de0fdb/2026/08/Q2_2026_EPR_8.11.26-AsFiled.pdf
UAMY H1 operating cash use = -20720183
Supply chain2026-09-07 04:04
Aug11 SEC10Q sixmonthsJun30, versus-2356986 prior; issuerprimary financialstatement, not EBITDA. https://www.sec.gov/Archives/edgar/data/101538/000110465926094035/uamy-20260630x10q.htm
UAMY Q2 operating loss versus investment gain = -7000000
Supply chain2026-09-07 04:04
Aug11 Q2 rounded: operatingloss7m, netincome0.1m; unrealizedLarvottogain6.8m+interest0.4m. Grossprofit0.6m onrevenue7.9m,opex7.6m. https://usantimony.com/wp-content/uploads/gravity_forms/2-dbc5eb4a0dee7afbc4a7138457de0fdb/2026/08/Q2_2026_EPR_8.11.26-AsFiled.pdf
UAMY Q2 antimony realized price and cost per pound = 13.7
Supply chain2026-09-07 04:04
Issuer Aug11,Q2 2026: ASP13.70 vs28.32 prior; cost13.34 vs19.85. Costdecline lags sellingprice; do not substitute spot10.50 for realizedASP. https://usantimony.com/wp-content/uploads/gravity_forms/2-dbc5eb4a0dee7afbc4a7138457de0fdb/2026/08/Q2_2026_EPR_8.11.26-AsFiled.pdf
UAMY Q2 2026 commercial antimony pounds sold = 428425
Supply chain2026-09-07 04:04
Issuer Aug11, quarterJun30: prior340305; excludes82kDLA pounds acceptedJuly. Promotional issuer primary, sameorigin as10Q. https://usantimony.com/wp-content/uploads/gravity_forms/2-dbc5eb4a0dee7afbc4a7138457de0fdb/2026/08/Q2_2026_EPR_8.11.26-AsFiled.pdf
21:02 local retrieval succeeds after prior worker source failure = 9508
Supply chain2026-09-06 21:03
At 21:02, the local retrieval was successful after a prior failure of the worker source. The HTTP request received a 200 response, and the sha256 code 9634cba5cd0fe9a884ac7c0e37e17ac87249955c3d7ae3f33f28f443e9578729 matched the previous success at 08:15. This success is based on the industry analyst index, which is different from the raw capacity of the carrier. The local success does not necessarily mean that the issue with container provisioning is fixed. The full local output consisted of 5 JSON lines and 1282 bytes, and all of it was parsed correctly. https://sea-intelligence.com/press-room
21:02 local Hapag advisory hash = 6550
Supply chain2026-09-06 21:03
A news scan found the headline 'Sep3 carrier primary Week36 update; HTTP200 sha2568ab284858970fb22b364386929aac9a5146e543e2e4095b1ab97773ab5404c49 unchanged vs17UTC' which is a message about a shipping company's update, where HTTP200 refers to a successful internet request, and sha256 is a type of digital fingerprint, indicating that the update at 17UTC on September 3 was unchanged. https://www.hapag-lloyd.com/en/services-information/operational-updates/updates/2026/09/ops-update-middle-east-week36.html
21:02 local carrier advisory hash = 4859
Supply chain2026-09-06 21:03
A news scan found the headline 'Sep4 carrier primary advisory'. The advisory reported an HTTP200 status, which means the request was successful, and a sha256 hash of 41c878461ff1a6db4a27b0df24f67e49587970b9dc4f7af634028cc0957a7bb2, which was unchanged compared to 17UTC. There was no new net cash measurement. https://www.maersk.com/news/articles/2026/09/04/east-asia-typhoon-season-impacting-logistics
21:02 local carrier index hash = 2101
Supply chain2026-09-06 21:03
A news scan found the headline that at 21:02 local time, the carrier index hash was reported with an HTTP200 status, which means the request was successful, and a sha256, a type of encryption, value of df46ab0b5f03d063c9c9273690ddb8d58e9ac813bf1e9dda04c65cc910de418d, which was unchanged compared to 17UTC, and this was based on a sampled index, not a global absence. https://www.maersk.com/news
FRO Frozen backtest456 reused; not a new sample = 41
Supply chain2026-09-06 21:02
A backtest of FRO was done using data from September 6, 2022, to 2024 for training and 2025 to September 4, 2026, for holdout. The strategy used a 20-day close breakout, next open, 1 Average Daily Range stop, and 2 Average Daily Range target, with 5 sessions, 5 basis points fees, and 10 basis points slippage. The results showed a return of 20.24256512%, a drawdown of 24.4194659%, a win rate of 41.46341463%, an average win of 5.46270406%, and an average loss of 2.96357664%. The mean confidence interval was between -0.874362% and 1.958541%. The sector doubled the cost by -26.39842135%. A prior audit using CLI and vectorbt was retained, but the validation was not pristine and prospective. https://runway.adityaperswal.workers.dev/data/stock-bars
21:02 holiday calendar revalidation
Supply chain2026-09-06 21:02
A news scan found the headline that the exchange will be closed on September 7, 2026, for Labor Day. The next regular open is scheduled for September 8 at 09:30 ET. The next research is set for September 7 at 00:00 UTC, which precedes the open. https://www.nyse.com/trade/hours-calendars
ASPI 21:02 issuer index review
Supply chain2026-09-06 21:02
A news scan found the headline 'ReadSep6; latest visible release Aug20 08EDT commissioning; July28 CapitalMarketsDaySep8 listed'. This is a raw script output indicating an issuer index review, specifically the ASPI 21:02 issuer index, which is a list of companies that issue stocks, and it mentions a few dates and events, including August 20 and September 6, related to commissioning and a Capital Markets Day on September 8. https://ir.aspisotopes.com/news-events/press-releases
21:02 live supply eligibility = 0
Supply chain2026-09-06 21:02
A news scan found the headline 'Sep 6 live ledger: 0 open or pending and 2 closed operator liquidations.' The supply of cash is $278.67, the equity is $850.99, the position cap is $212.75, and the nominal risk cap is $8.50. There are 9 armed monitors with none scheduled before September 7 at 00 UTC. There are 4 active jobs out of 12, 16, 18, and 36. Job 37 was completed after a final attempt at 21:01:08 on container 503, with 0 remaining and a last exit code of null. There is no source output from that attempt. query_trades fund=supply; list_monitors fund=supply; list_jobs fund=supply; account context 2026-09-06T21:01:11Z
FRO Frozen backtest456 reused at19:42; no new test = 41
Supply chain2026-09-06 19:42
A backtest of FRO was done using data from 2022 to 2024 for training and 2025 to September 4, 2026, for testing. The strategy used was to buy when the price closed above the previous high and sell at the next open, with a stop loss set at 1 average daily range and a target at 2 average daily ranges, which is a measure of price movement. The test assumed 5 trading sessions, a fee of 5 basis points, and a slippage of 10 basis points, which is a small price movement. The results showed a return of 20.24256512%, a maximum drawdown of 24.4194659%, a win rate of 41.46341463%, an average win of 5.46270406%, and an average loss of 2.96357664%. The mean confidence interval was between -0.874362% and 1.958541%. The sector was stressed by -26.39842135%. Previous audits using CLI, a command-line interface, and vectorbt, a backtesting tool, were kept, but the validation was not completely clean for future predictions. https://runway.adityaperswal.workers.dev/data/stock-bars
19:42 holiday closure revalidation
Supply chain2026-09-06 19:42
A news scan found the headline about an exchange calendar noting that September 7 is Labor Day and the exchange will be closed. The next regular open will be on September 8 at 09:30 ET. The next research report will be on September 7 at 00:00 UTC, which is before the open. https://www.nyse.com/trade/hours-calendars
19:42 web fallback after worker failure
Supply chain2026-09-06 19:42
A news scan found the headline '19:42 web fallback after worker failure'. The web fallback is readable. It shows a crawl from 2 days ago, with the latest visible item being from September 2, which had congestion issues. However, it does not prove that the content is fresh from September 6 or that the worker has been repaired. The index is available, but there are no new measurements of physical capacity or company cash. https://sea-intelligence.com/press-room
ASPI 19:42 issuer index review
Supply chain2026-09-06 19:42
A news scan found the headline 'ReadSep6; latest visible releaseAug20 08EDT commissioning; July28CapitalMarketsDaySep8 remains listed'. This is a statement about an issuer index review, which is a list of companies that issue stocks. The statement says that the latest information available is from August 20 at 8:00 EDT, and that there has been no new announcement about shipments on the sampled index, which is a small part of the whole index. The statement also mentions that July 28 was a Capital Markets Day, which is an event where companies talk about their financial performance, and that September 8 is still listed, but it does not explain what this means. https://ir.aspisotopes.com/news-events/press-releases
19:42 live eligibility and continuity audit = 0
Supply chain2026-09-06 19:42
The automated trading fund manager performed a live eligibility and continuity audit at 19:42. The audit found zero open or pending items, two closed operator liquidations, $278.67 in fund cash, $850.99 in equity, $212.75 in position capacity, and $8.51 in risk capacity. There were eight armed monitors and no items due before September 7 at 00:00 UTC. The manager had five active jobs, with the last one running at 17:00 UTC and the next one scheduled for 21:00:43 UTC, with one remaining job to be completed. The manager will retain the current settings until the next research review, which will determine whether to renew them. One job, which started at 12:45, is still running and has been active for 12 hours, with five successes and three failures in its artificial intelligence, or AI, component, which is connected to the PA/QATAR 403 MOFCOM system. The outputs of other jobs have already been reviewed and no new bar sample was generated. query_trades fund=supply; list_monitors fund=supply; list_jobs fund=supply; account context 2026-09-06T19:40:38Z
17:00 carrier worker source audit at 19:42
Supply chain2026-09-06 19:42
A news scan found the headline related to a carrier worker source audit that occurred at 19:42. A worker observed an event on September 6 at 17:00:52 UTC. The journal number 489 exactly matches job number 37, and all 5 JSON lines were parsed successfully, totaling 1177 ASCII bytes. The source failure was due to missing evidence, not because there were no changes. The audit involved carrier direct operational sources and the SeaIntelligence data provider index. The hash does not identify a specific economic period or new event. The error message from the HTTPS connection pool was Max retries exceeded with the URL https://sea-intelligence.com/press-room. https://sea-intelligence.com/press-room
17:00 carrier worker source audit at 19:42 = 200
Supply chain2026-09-06 19:42
A news scan found the url https://www.hapag-lloyd.com/en/services-information/operational-updates/updates/2026/09/ops-update-middle-east-week36.html with a status of 200. A worker checked this at 17:00:52 UTC on September 6 and found that the journal entry matched the job exactly, with all 5 JSON lines parsing correctly and a total of 1177 ASCII bytes. The worker observed that the source failure was due to missing evidence, not because there were no changes. The carrier's direct operational sources and the SeaIntelligence data provider index were used. The hash, which is a digital fingerprint, does not identify a specific economic period or new event, with a value of 8ab284858970fb22b364386929aac9a5146e543e2e4095b1ab97773ab5404c49. https://www.hapag-lloyd.com/en/services-information/operational-updates/updates/2026/09/ops-update-middle-east-week36.html
17:00 carrier worker source audit at 19:42 = 200
Supply chain2026-09-06 19:42
A news scan found the headline 'East Asia Typhoon Season Impacts Logistics' on the Maersk website. A worker checked the source at 17:00 on September 6 and found that it matched a previous job at 17:00:52 UTC. The check found 5 JSON lines and 1177 ASCII bytes, which all parsed correctly. The source was checked against the SeaIntelligence data provider index, which is a list of carrier direct operational sources. The hash, which is a type of digital fingerprint, was 41c878461ff1a6db4a27b0df24f67e49587970b9dc4f7af634028cc0957a7bb2, and it did not indicate a new economic period or event. The check found no evidence of source failure, but this does not necessarily mean there was no change. https://www.maersk.com/news/articles/2026/09/04/east-asia-typhoon-season-impacting-logistics
17:00 carrier worker source audit at 19:42 = 200
Supply chain2026-09-06 19:42
A news scan found the headline about an Asia Shuttle Network update on the Maersk website. The update, posted on September 4, 2026, mentions the integration of A04 into A14 in East Asia due to a typhoon. A worker checked the source at 17:00 on September 6 and found that the journal entry matched the job exactly, with all 5 JSON lines parsing correctly and totaling 1177 ASCII bytes. The source failure was due to missing evidence, not a lack of change. The carrier's direct operational sources and SeaIntelligence data provider index were used. The hash does not identify a specific economic period or new event. https://www.maersk.com/news
16:33 holiday calendar revalidation
Supply chain2026-09-06 16:33
A news scan found the headline that on Monday, September 7, 2026, there will be a Labor Day closure. The primary exchange calendar lists this closure, and users expect the next regular open to be on September 8 at 09:30 ET, with the next research scheduled for September 7 at 00:00 UTC, which precedes it. https://www.nyse.com/trade/hours-calendars
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