$UAMY
향후 텐베거가 나온다면 이 종목이 가장 가능성 크다고 봄.
Let’s set the record straight.
At U.S. Antimony $UAMY, we’re not pumpers or promoters — we’re producers, performers, and executors.
When this leadership team took over two years ago, we made clear promises. Since then, we’ve delivered — building, producing, and executing every step of the way. If you disagree, leave the receipts in the comments.
Seeing increasing short interest and misinformation across financial and media channels is disheartening. But make no mistake: the facts speak for themselves.
✅ UAMY is North America’s only permitted antimony smelter and producer of military-grade antimony metal.
✅ In October 2025, we began domestic mining operations at Stibnite Hill, Montana, with high-grade vein discoveries and truckloads of material already processed. We are the first and only company to mine antimony domestically in 40 years.
✅ We have a $245 million, five-year DLA contract to supply antimony ingot metal to replenish the U.S. National Defense Stockpile — something no “button-sized ingot promoter” can claim.
✅ Any conversations with China have had zero mention of antimony. Antimony is the queen on the chessboard and China will never supply it to us again. See my earlier posts.
Recent statements suggesting “no existing U.S. production” or claims of being “the first” domestic producer are simply incorrect.
This is a time for unification, mobilization, and re-industrialization — not division.
If America and its allies truly seek critical mineral independence, then our financial, defense, industrial, and technology sectors must align and invest in one another to accelerate this transformation.
At U.S. Antimony, we’ll keep doing what we do best:
producing, performing, and progressing — for our shareholders, our partners, and our country. 🇺🇸
Letterbomb retweeted
Let’s Clarify the Situation-
China’s Ministry of Commerce just confirmed new export restrictions.
On Oct 26, MOFCOM announced that tungsten, antimony, and silver will be added to China’s Key Export Supervision Catalog beginning November 2025.
Exports will now require quota review and joint approval, replacing the prior self-reporting system.
This means tightened export oversight through 2027 — not a relaxation of controls.
While U.S. sources may highlight “general license” discussions, the official Chinese policy text confirms continued regulation of these critical minerals.
For markets dependent on antimony, this underscores the strategic importance of North American supply chains and verified domestic production capacity.
This notice tightens export controls, not loosens them — it shows that as of late October 2025, tungsten, antimony, and silver are now under stricter export supervision requiring government review and approval (rather than being freely exportable).
So, contrary to the rumors about “general licenses removing controls,” this Chinese government release actually confirms the continuation or expansion of export controls into 2026–2027.
Thanks, @aponimma for sharing
and thank you for your attention to this matter.
Letterbomb retweeted
블룸버그에서 사모신용 관련 부실을 특집으로 다뤘다고 합니다
@JunDo1050 님께서 꽤 오래 전에 문제를 제기한 부분인데 관심 있는 분들은 한번 살펴 보시길 바랍니다
블랙록 자회사 HPS, '위조 담보 사기'로 대출 전액 손실
BlackRock의 HPS 인수 직후 문제 발생: BlackRock이 $12억 달러에 HPS Investment Partners를 인수한 직후, HPS의 대출 투자 중 하나가 심각한 손실로 판결남.
문제 대출 상세:
• HPS가 BNP Paribas와 함께 Bankim Brahmbhatt라는 무명 사업가가 운영하는 회사들에 수억 달러 규모의 자금을 대출.
• HPS는 가장 위험한 트랜치(고위험 고수익 부분)를 떠안음.
• 담보: 세계 주요 통신사들의 미수금(Receivables)으로 주장되었으나, 실제 가치 제로로 판명 → 대출 전액 상각(zero out).
• 사기 의심: 대출이 통신사 미수금으로 뒷받침된 것처럼 포장되었으나, 실체 없는 담보로 사기 가능성 제기.
시사점
• 사모신용(Private Credit) 시장의 리스크 관리 허점 노출.
• BlackRock의 대형 인수 후 즉각적인 신용 손실 → 시장 신뢰 흔들림 우려.
• HPS의 고위험 투자 전략(더블디짓 수익률 추구)이 역풍 맞음.
한 줄 요약: BlackRock이 인수한 HPS가 통신사 미수금 담보로 속은 수억 달러 대출을 전액 상각하며, 사모신용 시장에 사기 공포 확산.
Letterbomb retweeted
