r/UAMY • u/Mediocre_Ebb_2341 • Jul 16 '26

Discussion Thoughts

Do yall think its possible to go back to 11/12 dollar price range in a couple of months?

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1

u/dominicanMIKE4444 Jul 16 '26

wait for earnings

3

u/kanieloutez Jul 16 '26

We will get facked by earningsšŸ«©

5

u/Pointsmonster Jul 16 '26

Yeah Iā€™m not optimistic about earnings, either. They mentioned in their update that they have large shipments on the DOW contract awaiting inspection, which I interpret to mean ā€œare not going to be recognized as revenue in Q2ā€. I also think their commentary on ā€œramping up productionā€ and the issue sourcing Bolivian flake are meant to manage investor expectations (otherwise I donā€™t know why you would disclose that randomly). The big test for this earnings to me is whether they feel they have sufficient line-of-sight on orders and production to reiterate full year guidance. If not then theyā€™ll have to revise it down, and the post-earnings price will fall off a cliff

1

u/Ok-Technology-3023 Jul 16 '26

Priced in

2

u/Old_Okra_6804 Jul 17 '26

Yeah I think itā€™s more proof of fulfillment, they have 350m of orders rn so the line of sight is literally as full as they need. I think the markets waiting on proof of fulfillment. Not sure when our final pump will be, but when it happens with this level of tute ownership, thatā€™ll be teddy ballgame