Use this thread to discuss anything related to United States Antimony Corp. (UAMY) that doesn’t need a full post. Topics include price action, company news, rumors, filings, or just general vibe checks. If something is important and brings value to the community, please consider making a separate thread.
Whether you’re an OG, new to the stock, or just lurking, feel free to share your thoughts below.
Use this thread to discuss anything related to United States Antimony Corp. (UAMY) that doesn’t need a full post. Topics include price action, company news, rumors, filings, or just general vibe checks. If something is important and brings value to the community, please consider making a separate thread.
Whether you’re an OG, new to the stock, or just lurking, feel free to share your thoughts below.
It’s easy to see how volatile UAMY is short term but when you look at the bigger picture we’ve hit some amazing milestones in the last 2 years. The company is necessary and positioned extremely well. $5 sounds abysmal to alot of you but a year ago that was the genuine goal now we coast between $8-$10. But we’re here and we’re slowly moving forward, we have the fundamentals.
CONTRIBUTING TO PEACE AND PROSPERITY:
This week, during the first visit of a U.S. President to the People’s Republic of China since 2017, President Donald J. Trump reached consensus with President Xi Jinping on several issues that will enhance stability and confidence for businesses and consumers around the world.
President Trump and President Xi agreed that the United States and China should build a constructive relationship of strategic stability on the basis of fairness and reciprocity. President Trump will welcome President Xi for a visit to Washington this fall. The two countries will support each other as the respective hosts of the G20 and APEC Summits later this year.
Both leaders agreed Iran cannot have a nuclear weapon, called to reopen the Strait of Hormuz, and agreed that no country or organization can be allowed to charge tolls.
President Trump and President Xi confirmed their shared goal to denuclearize North Korea.
ESTABLISHING U.S.-CHINA BOARDS OF TRADE AND INVESTMENT:
As the cornerstone of this historic agreement, President Trump and President Xi chartered two new institutions to optimize the bilateral economic relationship: the U.S.-China Board of Trade and the U.S.-China Board of Investment.
The Board of Trade will allow the United States Government and the Government of China to manage bilateral trade across non-sensitive goods.
The Board of Investment will provide a government-to-government forum for discussing investment-related issues.
DELIVERING FOR AMERICAN WORKERS, FARMERS, AND INDUSTRY:
President Trump negotiated a sweeping package of commitments that will drive high-paying American jobs and open new markets for U.S. goods.
China will address U.S. concerns regarding supply chain shortages related to rare earths and other critical minerals, including yttrium, scandium, neodymium, and indium. China will also address U.S. concerns regarding prohibitions or restrictions on the sale of rare earth production and processing equipment and technologies.
China approved an initial purchase of 200 American-made Boeing aircraft for Chinese airlines. This tranche of aircraft – China’s first commitment to purchase American-made Boeing aircraft since 2017 – will drive high-paying, high-skilled U.S. manufacturing jobs and enable the Chinese people to fly on American-made planes for decades to come.
China will purchase at least $17 billion per year of U.S. agricultural products in 2026 (prorated), 2027, and 2028, in addition to the soybean purchase commitments that it made in October 2025.
China restored market access for U.S. beef by renewing expired listings of more than 400 U.S. beef facilities and adding new listings. China will work with U.S. regulators to lift all suspensions of U.S. beef facilities.
China resumed imports of poultry from U.S. states determined by the USDA to be free of highly pathogenic avian influenza.
BEIJING, May 18 (Reuters) - China will address U.S. concerns about rare earth shortages, the White House said on Sunday in a recap of agreements struck at last week's leaders summit that fell short of calling for the removal of restrictions that have disrupted U.S. aerospace and semiconductor manufacturing.
Introduced in April 2025 in retaliation for U.S. President Donald Trump's so-called Liberation Day tariffs, Beijing' controls continue to tightly restrict exports of certain rare earths despite a deal at last October's Busan summit where the White House said China committed to "effectively eliminate" all current and proposed critical mineral export controls.
Six months on, the White House's latest statement now tacitly acknowledges that China's export control regime is here to stay. It also did not mention whether a one-year truce on a wider set of Chinese rare earth restrictions, due to expire in November, will be extended.
The Sunday fact sheet summarising key takeaways from the summit in Beijing said China would address U.S. concerns about shortages of critical minerals and rare earths including yttrium, scandium and indium.
It also said China would address U.S. concerns over export restrictions on rare earth processing technology, which Beijing tightly guards to protect domestic producers responsible for almost all of the world's production.
Unlike the White House, China's Ministry of Commerce made no mention of rare earths in its own summary published on Saturday.
"The gap in this case is not ideal, but fine," said Cory Combs, associate director at macro research firm Trivium China.
"What's most important is that both sides have clearly, credibly indicated interest in stability and they are able to effectively market that message to their own domestic audiences."
While rare earth export licences are flowing to sectors like autos and consumer electronics, companies in sensitive sectors where rare earths have potential military applications continue to experience delays.
Reuters previously reported that ongoing shortages of yttrium - part of a heat-protective coating in aircraft engines - and scandium used in chip manufacturing have severely impacted U.S. industry. Companies have lobbied Washington to intervene with Beijing.
INDIUM AND CHIPS
One critical mineral mentioned for the first time by the White House is indium, which plays a key role in the upstream and downstream semiconductor supply chain and has been on a Chinese export control list since February 2025.
Its compound indium phosphide is crucial for making next-generation photonic chips that use light instead of electricity to process data, as well as high-speed optical lasers used in optical fibre and 6G networks. Another compound, indium tin oxide, is used to make LED screens in consumer electronics.
Manufacturers like Coherent (COHR.N) are stepping up production of photonic chips that are rapidly being integrated into the development of AI data centres around the world.
Chinese exports of indium have fallen dramatically in the 14 months since February 2025 versus the same period the year before, customs data showed. Shipments are down by about two-thirds globally and by 77% to the U.S.
Coherent's CEO was part of the executive delegation accompanying Trump on his visit, with all participating firms facing regulatory or political issues in China. Coherent holds a 40% global market share in indium phosphide optical components.
"If Chinese licensing remains slow or politically contingent, Coherent could face higher input costs, allocation problems, delayed capacity expansion, and difficulty meeting hyperscaler demand," said Paul Triolo, partner and China technology policy lead at DGA-Albright Stonebridge Group.
Use this thread to discuss anything related to United States Antimony Corp. (UAMY) that doesn’t need a full post. Topics include price action, company news, rumors, filings, or just general vibe checks. If something is important and brings value to the community, please consider making a separate thread.
Whether you’re an OG, new to the stock, or just lurking, feel free to share your thoughts below.
Earnings Breakdown, please add more details in the comments if I miss out on anything, as I did not participate in the earnings call.
I'll just state the good and bad news from the article
Bad news
- Gross profit decline by $1.3 million year over year due to rising operational cost
- Net loss for the quarter was reported at $11.3 million, primarily due to non-cash stock compensation, and an unrealised loss on investments
- EPS was -$0.08 when it was forecasted to be -$0.0037, resulting in a drastic miss.
- Operational challenges and efficiency remains a problem as they continue to scale
- Increased labor and operational costs impacting profitability
- Supply chain disruptions affecting production and delivery schedules (Might have to imagine tariffs screwed them over in some way)
Good news
+ Reported $6.8 million in revenue
+ Gary Evans holds firm on achieving full year revenue target of $125 million. Expects more payments from federal government contracts
+ Secured $12 million in sales orders
+ raised $48.6 million in new equity
+ strong cash position of $60.2 million, with total available liquidity of $118.9 million post-quarter and minimal debt ( expected to be $162,000 at the end of the first quarter), implying balance sheet remains strong
+ Operational improvements to offset non-cash charges are expected in future quarters with a positive EPS expected in 2027
+ Expects to ramp up production capacities for the remainder of the year
+ They apparently received $12.8 million of a $27 million grant for their initiatives in their mining expansions. (First time I'm hearing about this grant)
+ Will not pursue dilutive government stakes as the company is much more suited to receive grants (which are non-dilutive in nature).
Personal Comments
I was expecting a loss but not this bad. You have to wonder if some of this is in part due to tariffs that Trump has been on and off on. Not to get too political, but seeing as how they're expanding and the timing of tariffs coincide, its not crazy to think that some of those additional operational costs came out of tariffs for shipments of parts and materials. Yet again showing why tariffs are bad.
I read the transcripts and to me Gary Evans was being very level headed and yet again reaffirming the refusal to have a government stake. I agree with him on this because giving the government a stake only dilutes the stock even more and doesn't benefit the company when they already have very little debt, and they have a very strong cash position. They're also actively receiving grants (the one I mentioned was apparently given to them in March 2026) from the government to continue their expansion goals.
Overall it just feels like an unfortunate timing of events for their expansion rather than an operational failure. I'm expecting more expansion hardships because of the middle-east war that Trump administration has decided to start for no reason. Rising oil prices combined with wishy-washy tariffs will only continue to be a headache for the company as they expand.
Use this thread to discuss anything related to United States Antimony Corp. (UAMY) that doesn’t need a full post. Topics include price action, company news, rumors, filings, or just general vibe checks. If something is important and brings value to the community, please consider making a separate thread.
Whether you’re an OG, new to the stock, or just lurking, feel free to share your thoughts below.
Based on after houses doesn’t look good
Stock price not reflecting much and im at work.
USAC corrected a couple facts in this NPR story, but word is getting out about UAMY!
WASHINGTON (AP) — Weeks before his trip to China, President Donald Trump was already predicting on social media that his Chinese counterpart, Xi Jinping, would “give me a big, fat hug when I get there.”
But Beijing’s deep economic ties to Iran, as well as trade tensions over tariff threats stretching back to Trump’s first term, could crimp the good feelings when Trump flies to Beijing this week — even though the Republican president has for years effusively praised Xi, making it clear he sees China’s leader as a competitor strong enough to warrant his respect and admiration.
Trump isn’t fond of long plane rides or extended stretches away from the White House or his properties in Florida and New Jersey. He is expected to only spend parts of three days on the ground in China.
There will be plenty of pomp, but the grandeur is not expected to rival Trump’s first visit to China in 2017, which Beijing dubbed a “state visit-plus.”
“Even before this whole conflagration with Iran, they weren’t going to go state visit-plus like last time, just because things are tense,” said Jonathan Czin, a former director for China at the National Security Council during the Biden administration.
Xi’s ‘better understanding’ of Trump
On Trump’s first-term trip, China rolled out the red carpet for his arrival, with a band playing military music and children waving flags and chanting “Welcome.”
Xi offered a tour of the Forbidden City. Trump and first lady Melania Trump even had a private dinner there. Trump was the first foreign leader since the People’s Republic of China was founded in 1949 to experience what was once reserved for emperors.
The following morning brought another welcome ceremony at the Great Hall of the People and featured a military parade. There also was a state banquet in Trump’s honor with video highlights from the Chinese leader’s previous visit to Florida and a clip of Trump’s granddaughter Arabella singing in Chinese.
Beijing does not offer this level of spectacle to most visiting foreign leaders. When British Prime Minister Keir Starmer visited the Forbidden City in January, Xi did not attend and the site remained open to the public. Starmer had to contend with tourists.
Ali Wyne, senior U.S.-China research and advocacy adviser for the Washington nonprofit the Crisis Group, said the “Chinese delegation will likely do its utmost to ensure that Trump leaves Beijing believing that he has just concluded the most extraordinary state visit of his two presidencies.”
But, he said, the “pomp and circumstance would serve a different role now than they did when he first visited Beijing” because “Xi has a much better understanding of Trump, and the administration’s own national security strategy and national defense strategy recognize China as a near-peer.”
Expectations for what gets accomplished could be lower this time, said Czin, now a fellow at the Brookings Institution. He predicted that the Chinese may not offer major breakthroughs on trade or anything else because they are “working backward from our midterm elections” with the theory that the closer they get to Election Day “the more leverage they are going to have.”
The GOP is focused on retaining control of Congress, even as polling shows most Americans are unhappy with Trump’s economic policies and believe that the United States went too far in Iran.
Still, the White House argues that Trump’s previous firm hand with Beijing on tariffs — which the Supreme Court subsequently struck down — means the U.S. will remain in a strong position.
“President Trump cares about results, not symbols,” White House spokesperson Anna Kelly said. “But even still, the president has a great relationship with President Xi, and the upcoming summit in Beijing will be both symbolically and substantively significant.”
Trump and Xi may see a lot of each other this year
Trump could meet with China’s leader four times in eight months.
After his visit to Beijing, Trump plans to host Xi at the White House. Trump might also attend the November Asia-Pacific Economic Cooperation meeting in Shenzhen, China. And Xi could come to the Group of 20 summit the following month at Trump’s resort in Doral, Florida.
Czin noted that Xi also is not very fond of travel, meaning not all of the planned encounters may happen. He said China’s leader also does not “do personal connections” like the kind Trump relishes, noting Xi led a Chinese military purge in January that included replacing officials with long-standing personal ties to his family.
Wyne, though, said Xi also “appreciates that he is unlikely to deal with another U.S. president who admires him as greatly and embraces as narrow a view of strategic competition.”
That means Xi may “attempt to pocket as many economic and security concessions from Trump as possible,” Wyne said.
Trump has long praised Xi
Trump told The Wall Street Journal’s editorial board in 2024 that Xi “was actually a really good … I don’t want to say ‘friend.’ I don’t want to act foolish. ‘He was my friend.’ But I got along with him great.”
Trump even suggested at the time that military force might not be required to ensure that Chinese troops do not encroach on Taiwan, simply because China’s leader “respects me,” despite Trump more recently discussing potentially selling arms to Taiwan.
Trump has continued to praise the bilateral relationship since returning to the White House, even after his Beijing visit, originally scheduled for March, was postponed due to the early stages of the Iran war.
He unsuccessfully prodded China to get involved in reopening the Strait of Hormuz after Iranian forces choked it off and disrupted global economies. But China did use its leverage as the largest purchaser of Iranian oil to encourage Iran to agree to what has been a fragile ceasefire.
Beijing has strong economic ties to Tehran, and the war could hurt its economy, which was already projected to grow more slowly. If China can help establish lasting peace, though, that might boost its standing in negotiations on trade issues with the Trump administration.
Trade issues a sticking point
During his 2017 visit, Trump announced $250 billion in nonbinding trade deals, some of which never materialized. A round of trade deals announced in 2020 and worth $200 billion mostly never came to fruition before Trump’s first term ended.
More recently, Trump’s announcement last year of steep global tariffs prompted China to cut off purchases of U.S. soybeans and clamp down on exports of rare earth minerals needed by American factories.
Tensions have eased somewhat since the U.S. reached a trade truce last fall that has limited tariffs on both sides. The administration has continued to make reducing the U.S. trade deficit with China a priority, insisting it can do so while still working to encourage trade between the two countries.
“I expect great stability in the relationship,” Treasury Secretary Scott Bessent said. “But that doesn’t mean our trade deficit can’t continue dropping.”
Kelly, the White House spokeswoman, said Trump “doesn’t travel anywhere without bringing deliverables home to our country.”
“Americans can expect the president to deliver more good deals for the United States while in China,” she said.
The US imposed sanctions on three Chinese firms for providing satellite imagery to Iran, enabling its military strikes on American forces in the Middle East, as Washington ramps up efforts to restrict technological support for Tehran in the conflict.
China’s Meentropy Technology (Hangzhou) Co., The Earth Eye, and Chang Guang Satellite Technology Co. were named by the US in its list of entities and individuals assisting Iran, some of which were based in Belarus and the United Arab Emirates, Secretary of State Marco Rubio said in a statement on Friday.
None of the three Chinese companies could provide an immediate response outside of office hours on Saturday, while a call to the Ministry of Foreign Affairs went unanswered.
The action comes just a week before an expected and long-awaited summit between US President Donald Trump and Chinese counterpart Xi Jinping. Washington has already sanctioned one of China’s largest private oil refiners over its links to Iran, prompting Beijing to tell its companies not to comply.
Meentropy Technology, known as MizarVision, published open-source images detailing US military activity during Operation Epic Fury, while The Earth Eye provided satellite imagery to Iran, the Department of State said. Chang Guang collected data on US and allied military forces at Tehran’s request, according to the statement. The company has previously been sanctioned by Washington.
The US has sought to restrict commercial satellite imagery in the Middle East during the war with Iran as it can quickly inform military planning. Last month, the Trump administration asked providers of the technology to voluntarily withhold images of designated areas of interest due to the conflict, prompting Planet Labs PBCto restrict access to data from the region.
The earth observation sector has become a multibillion-dollar industry, with China operating the largest commercial imaging program outside the US.
The US included the Ministry of Defence Export Center — the exporting arm of Iran’s Ministry of Defense and Armed Forces Logistics — in its latest sanctions for its role in Tehran’s efforts to acquire weapons.
The Trump administration plans to invite CEOs from Nvidia, Apple, Exxon, Boeing, and other big companies to accompany the president on his trip to China next week, a person familiar with the matter said.
The list also includes executives from Qualcomm, Blackstone, Citigroup, and Visa, and is likely to grow in the coming days as CEOs jockey for invites.
Spokespeople for the White House and the companies didn’t immediately respond to requests for comment.
Treasury Secretary Scott Bessent, US Trade Representative Jamieson Greer, and David Perdue, the US ambassador to China, have been suggesting attendees for the trip, other people familiar with the matter said. The president himself is stoking corporate FOMO with offhand comments to executives he’s met recently, suggesting he’ll see them in Beijing, one of the people said.
Still, expectations are low for specific deals beyond soybeans and Boeing jets. The focus, administration officials said, is more on building the relationship between Trump and Xi Jinping, and there’s likely to be less commercial fanfare than on past foreign trips, including to the Gulf last year.