Jul. 10 at 7:39 PM
$UAMY being in the "time to produce results" window from Q1-Q3 has been more frustrating than exciting.
But the strategy has stayed the same: build a mine-to-refine antimony supply chain.
They’ve worked to remove bottlenecks with Thompson Falls, improve margins with added processing capacity, and secure supply/offtake relationships while building a domestic resource pipeline. The DLA contract is now moving from announcement to execution with deliveries underway.
The market is right to want proof. A
$6-
$8 valuation makes sense until profitability and production rates are real.
But the pieces are now in place. If management executes, the story shifts from hype to numbers.
The upside from zeolite, tungsten, cobalt is still not even factored in
This could just be cope as a "whale" here but all we can do is wait and try not to be bothered about the ups and downs short term
