๐Ÿ”ฌ The Department of Energy explicitly called a Reuters article about UAMY false, which is extremely rare, and the sector sold off 10-20%, suggesting an overreaction and a potential buying opportunity

high convictionFirst mentioned Jan 24, 2026

The Department of Energy explicitly called a Reuters article about UAMY false, which is extremely rare, and the sector sold off 10-20%, suggesting an overreaction and a potential buying opportunity.

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entry Jan 24, 2026
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๐ŸŸข
openedJan 24, 2026

UAMY is an amazing long for antimony as one of the only US players with a $245M sole source contract for stockpiles. COPX is a strong buy for copper exposure.

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๐Ÿ“
updatedJan 26, 2026

Chinese critical minerals export control chokepoints present Western beneficiary opportunities across multiple materials including tungsten, indium, bismuth, tellurium, molybdenum, lithium, antimony, gallium, germanium, and graphite.

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๐Ÿ“
updatedJan 29, 2026+1 conv

UAMY's stock dropped 17% after an inaccurate Reuters article, but company and DOE refute the article, suggesting a potential buying opportunity.

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๐Ÿ“
updatedJan 29, 2026+1 conv

The Department of Energy explicitly called a Reuters article about UAMY false, which is extremely rare, and the sector sold off 10-20%, suggesting an overreaction and a potential buying opportunity.

source โ†—
๐Ÿ’ค
dormantMay 29, 2026

No qualifying thesis event for 45+ days.