$UAMY — FinTwit mentions on Surfaced

Last 12mo stats

161

mentions

16

voices

$UAMY

United States Antimony

$UAMY

United States Antimony

Past 12mo:161mentions16voices

All voices17 calls since Dec 2025show all

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About this stock

Over the past 12 months, $UAMY generated 161 mentions from 16 distinct FinTwit voices, with the first mention appearing on 2025-12-20. The most-active voice discussing the stock is @moninvestor (mon) with 66 mentions, followed by @bmsinvests (BMSInvests) with 24 mentions and @investmentguru_ (InvestmentGuru) with 18 mentions. The discussion category was dominated by long research content. The conversation spans from December 2025 through July 2026, with the most recent mention occurring on 2026-07-13.

@moninvestor identified $UAMY as a rare earth play within a portfolio of sector-specific holdings, describing it as a favourite stock theme with strong long-term tailwinds. @bmsinvests discussed $UAMY as part of swing trading activity in early July 2026, noting position trimming into strength and subsequent re-entry at lower levels. The voices discussing $UAMY positioned it within broader thematic investment frameworks focused on industrial and technological shifts anticipated over the coming decade.

AI-generated from tracked posts · updated Aug 26, 2026

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Recent calls

17 calls

@michaelsikandMay 14, 2026 · 7:24 PM

The Trump bros are playing Tungsten now. Haven't discussed this metal in a while after the trades got chopped even amidst the pricing parabola. But this reads very bullish. Their Dad is in China right now discussing critical minerals.... and would have no incentive to make a deal if the boys are in? Don Jr. and Eric Trump took a stake in a shell company that just merged with Cove Kaz, the developer of the world's largest undeveloped tungsten deposit in Kazakhstan. That combined company is going to be hitting the Nasdaq under the ticker KAZR with up to $1.6 billion in backing from the US Export-Import Bank and the Development Finance Corporation. Pretty clear team Trump is playing the long money game on rare earths and critical minerals. And any kind of China truce will likely not reverse the strategy, despite the market's reaction this week. $ALM is down 14% in 1 month $EQRLF is down 11% today $UAMY is down 15% in 5 days Two of those are concentrated bets in my Rare Earth Retiree strategy on @joinautopilot which of course has underperformed strategies like memory and photonics (up 11% in a month). But still feels like an undeniable supercycle retail should have some exposure to.

@bmsinvestsMay 6, 2026 · 10:40 AM

@BorisMacro My avg is $8.01 on $UAMY so I’m not adding here. Will wait for $8/9’s again.

@jasonl_capitalApr 29, 2026 · 12:27 PM

4. $UAMY - United States Antimony Operates the only two permitted antimony smelters in North America. When China banned antimony exports in December 2024, antimony prices hit $51,500 per ton. UAMY was awarded a $245M sole source contract to produce antimony ingots for the US defense stockpile plus $27M under the Defense Production Act to expand domestic production. Just restarted mining operations on Stibnite Hill.

@bmsinvestsApr 7, 2026 · 2:03 PM

Officially a $UAMY shareholder. 🔒 The Moat: $UAMY owns the only functional antimony smelting capacity in North America. As China tightens export controls, $UAMY is the "sole-source" lifeline for U.S. defense and tech. 💰 Revenue Visibility: Secured a $248M sole-source contract with the Defense Logistics Agency. With total new contracts hitting $354M, revenue is projected to surge to $125M in 2026 (up from $39M in 2025). 💎 The $4.6B Tungsten Kicker: The Fostung project discovery is a game-changer. $UAMY is on track to be the first North American tungsten producer in 12+ years, unlocking a resource valued at billions. 🛡️ Federal Backing: Recently awarded $27M in DPA Title III funding to modernize Montana operations and fast-track Alaska exploration. 📈 Vertical Integration: Moving from a processor to a miner. By restarting the Stibnite Hill mine, $UAMY is capturing the full margin of record-high antimony prices (up 230% YOY). 🔋 Solar & Defense Tailwind: Demand is exploding for solar glass and military munitions due to rising geopolitical tensions. With an analyst consensus target of $12.67 (~45% upside from current levels), $UAMY is the premier play for domestic decoupling from China.

@moninvestorMar 10, 2026 · 3:57 PM

$UAMY +14.11% today. 💥 The only primary US antimony producer just had one of its biggest week. 1. NYSE Uplisting. Shares commenced trading on the New York Stock Exchange today, moving up from OTC markets. Uplisting typically broadens institutional access and improves liquidity. 2. $27M Defense Production Act Award. The Department of Defense awarded UAMY $27M under Title III of the DPA to modernize antimony extraction and processing, including upgrades to the Thompson Falls smelter. Target output: 400–500 tons/month by early April 2026. 3. $245M DLA Contract. UAMY holds a sole-source, five-year antimony ingot supply contract with the Defense Logistics Agency. 4. Fostung Resource Valuation. SRK completed a technical report on UAMY's 100% owned Fostung Tungsten deposit in Ontario, reporting a gross raw metal value of approximately $4.6 billion. 🤯 5. Buy Rating Maintained. Alliance Global Partners reiterated a Buy rating. Antimony is a critical mineral with no domestic substitute for several defense and semiconductor applications. China controls 70% of global supply and imposed export restrictions in late 2024, which has materially changed the supply security calculus for Western buyers.

@tradableastroMar 3, 2026 · 12:33 AM

$UAMY is one that caught my attention With geopolitical tensions rising & a beautiful chart @SRxTrades i think this is your kind of trade here! https://t.co/EJAvpMFa1E

@moninvestorMar 2, 2026 · 3:40 PM

$UAMY back to $10. 🧐 +15.15% UAMY is the only company in North America producing commercial-scale antimony metal. They also run the only permitted antimony smelters in the US, supplying materials critical to national defense. Antimony is used in ammunition primers, missiles, flame retardants, night vision systems, and specialty alloys. Every bullet, every missile, every key military system needs it. Here are the five reasons why $UAMY is my favourite rare earth stock: 1. $245M Pentagon contract UAMY has a five-year, sole-source deal with the Defense Logistics Agency to supply antimony for the National Defense Stockpile. This ties UAMY directly to U.S. defense procurement. 2. Only domestic smelters UAMY operates the only permitted antimony smelters in North America. No other company produces commercial-scale antimony ingots in the US. That makes UAMY the sole domestic source for antimony. 3. China supply concentration China has historically dominated global antimony production and processing and has implemented export controls in recent years. That concentration exposes US buyers to geopolitical risk. 4. Critical mineral designation Antimony is officially classified as a US critical mineral. It is prioritized in federal stockpiles and defense procurement programs. The government has clear interest in securing long-term domestic supply. 5. National defense stockpile program UAMY contract directly supports the National Defense Stockpile program. This is the US mechanism for securing strategic materials essential to national security. UAMY is my favorite stock right now because it sits at the intersection of critical minerals, national defense, and domestic supply. This has the potential to be a long-term hold as long as they have very few competitors.

@moninvestorFeb 11, 2026 · 9:00 PM

So many discounts. 🧐 - $IREN gets added to MSCI index. - Both Goldman Sachs and JPMorgan are buying. - $UAMY was up by 9% after AGP PT of $13.50. - Then dropped with the market. 😞 - Bought 2 new stocks + 2 old stocks. - Nothing crazy, small positions. ✍️ Not a bad day.

@moninvestorFeb 3, 2026 · 8:24 PM

$UAMY +19.91%. 💚 This is my top Rare Earth stock. Know what you hold. 🧐 https://t.co/6kMcBJxGia

@midascabalFeb 2, 2026 · 3:58 PM

Bullish for rare minerals. $USAR $UAMY $CRML https://t.co/qKli8Xfzue

@midascabalFeb 1, 2026 · 7:45 AM

$USAR $UAMY $CRML are going to go parabolic. Rare minerals are needed to power AI.

@moninvestorJan 29, 2026 · 12:06 AM

$UAMY down 18.66% pre-market. I know what I hold. Added. 🧐 https://t.co/qF7HfeZ0ES

@jasonl_capitalJan 26, 2026 · 12:40 AM

@Speculator_io $UAMY might be next.

@moninvestorJan 2, 2026 · 2:58 PM

$UAMY +9.34%. JUST THE START. I expect this to be one of the most volatile stock this year. https://t.co/qhT59zwn8m

@moninvestorDec 31, 2025 · 9:55 PM

@stonksurfing I don't think my conviction is high enough to bet most of my portfolio in $UAMY. 😅 I hope this works out. The CEO believes the stock will double by end of the year.

@moninvestorDec 26, 2025 · 6:19 PM

One of my new followers asked a question that I think is worth sharing. In my last portfolio update on my main page, I said my year-to-date performance is up over +500%. The question was how that is possible when my largest position, $IREN, is up roughly +300% YTD. If I had only held $IREN and $HIMS, which are both my top stocks for 2025, since the start of the year, my year-to-date return would be much lower. What changed my portfolio was the decision to start a separate Short-Term Portfolio around August. Most of my new followers would not be aware of this. If you look at my portfolio chart below, you can see that performance accelerated significantly from that point. There were both successful and unsuccessful trades, but the majority were winners. The goal was to book smaller gains over time. Smaller gains, when repeated, compound quickly. A recent example is $UAMY. The stock is up roughly 48% over the past five days. My initial position, which I started later on Monday, is up almost 30%. Moves like this across multiple stocks add up over time. Ultimately, there were three changes I made this year. First, I introduced a short-term portfolio. Second, I started using stop-losses far more consistently and decided to take profits more aggressively. Third, I added what I consider safe havens in October, which have since been sold. That combination, rather than any single stock, is what drove the difference in performance.

@moninvestorDec 21, 2025 · 2:10 PM

$UAMY The U.S. government is worried about shortages in critical metals. The Defense Logistics Agency approved a no-competition contract to buy detailed market data from a single specialist, Project Blue. The data covers 18 materials used in defense and industry, including antimony. This supports the long-term case for UAMY as a U.S. producer in a constrained, security-sensitive market. The stock is down about 72% from its high. I'm buying soon if it continues to stay at the current level. 🧐