Key Highlights

  • United States Antimony (NYSE:UAMY) now projects USD 60 million to USD 75 million of gross Revenue for 2026, down from USD 125 million, according to its August 11, 2026 second-quarter update.
  • Third-quarter 2026 sales at Ramaco Resources (NASDAQ:METC) climbed 24% to USD 150.1 million, but adjusted EBITDA contracted 64%, landing at USD 3.0 million.
  • TMC the metals company (NASDAQ:TMC) ended June 30, 2026 with USD 98.7 million in cash, while its second-quarter loss reached USD 60.1 million, and no permit has been granted so far.
  • Lithium Americas (NYSE:LAC) booked second-quarter 2026 Net Income of USD 1.7 million, even though diluted EPS came in at negative USD 0.02, leaving the screened 61.69% EPS change resting on a thin base.

United States Antimony (NYSE:UAMY): Lower Revenue Outlook and an Unsupported 1526.96% EPS Screen

United States Antimony (NYSE:UAMY) cut its full-year gross revenue outlook to a range of USD 60 million to USD 75 million, a decline from USD 125 million, when second-quarter numbers came out on August 11, 2026. Management linked the revision to softer antimony prices, shifting delivery schedules with the Defense Logistics Agency and an updated production view for the back half of the year. The miner processes antimony, zeolite and other minerals and describes itself as the lone maker of antimony ingots meeting military specifications across the Western Hemisphere, per its September 30, 2026 update. Quarterly revenue reached USD 7.9 million versus USD 10.5 million one year earlier, and gross Margin slid to 7% from 27%. Realized antimony pricing fell to USD 13.70 per pound, down from USD 28.32. A screened one-year EPS change of 1526.96% cannot be confirmed and conflicts with filings, which show six-month EPS of negative USD 0.08 compared with USD 0.01 before. An unrealized Investment gain of USD 6.8 million, rather than operating results, lifted the quarter's USD 0.1 million net income. Management referenced USD 57.3 million in orders still open. No third-quarter report had turned up as of November 4, 2026, and a published quote of USD 2.94, up 2.08%, has no date attached, while market Capitalization was not verified.

Ramaco Resources (NASDAQ:METC): Sales Climb 24% While Adjusted EBITDA Falls 64%

Ramaco Resources (NASDAQ:METC) mines met coal in Appalachia, and it is working on a rare earth and critical minerals initiative at the Brook Mine site in Wyoming. Over the quarter that closed September 30, 2026, sales expanded 24% to USD 150.1 million on 23% higher tonnage, but the per-ton realized price did not move from USD 120, and cash cost per ton climbed to USD 104 from USD 97. Adjusted EBITDA contracted to USD 3.0 million from USD 8.4 million, while the net loss grew from USD 13.3 million to USD 18.2 million. The 2026 production outlook was trimmed to 3.5 million to 3.6 million tons. Compared with year-end, cash is roughly USD 207.3 million lower, a difference calculated from two reported balances. A screened EPS gain of 132.30% over one year clashes with the larger loss, so this article does not treat it as growth. The stock was marked down 9.33% near USD 6.11 in an undated snapshot of published market data, a quote that remains unverified. A Class B Dividend of USD 0.0742 per share will be paid on December 18, 2026 to shareholders of record on December 4, and 2027 guidance is expected once the board convenes in early December.

TMC the metals company (NASDAQ:TMC): Permit Still Pending as Cash Stands at USD 98.7 Million

TMC the metals company (NASDAQ:TMC) aims to extract nickel, cobalt, copper and manganese from nodules lying on the Pacific seabed. At June 30, 2026, cash was USD 98.7 million, below the USD 117.6 million reported at year-end 2025, and Leadership said that figure is enough to meet obligations for a minimum of 12 months. The second quarter produced a net loss of USD 60.1 million, or USD 0.14 per share, versus USD 74.3 million, or USD 0.20, twelve months earlier. NOAA concluded on April 28, 2026 that the USA-A application was fully compliant, then on August 17 published a Notice of Intent to prepare an environmental impact statement for USA-B, yet no permit has been issued. The company has dropped its earlier view that a permanent permit would arrive in the first quarter of 2027. Stockholders sit at a Deficit of USD 27.4 million on the balance sheet. A screened 88.54% EPS move over one year has no backing in filings, since a shrinking per-share loss does not equal profit growth. A quote of USD 2.33, up 0.65%, appeared in published data with no snapshot date. Neither third-quarter results nor an October USA-A certification could be confirmed.

Lithium Americas (NYSE:LAC): A 61.69% EPS Change Built on a Very Small Base

Lithium Americas (NYSE:LAC) has no revenue yet while it develops the Thacker Pass lithium project in Nevada, so its reported Earnings do not stem from lithium sales. Second-quarter 2026 net income of USD 1.7 million coexisted with diluted EPS of negative USD 0.02. Growth figures measured from a starting point near zero, or below it, can look huge while reflecting no operating momentum, so the screened 61.69% figure, whose basis is unclear, deserves limited weight. The power-up milestone is set for the fourth quarter of 2026, while mechanical completion is expected late in 2027. Department of Energy Loan advances have totaled USD 1.209 billion in aggregate, and cash with restricted balances was roughly USD 1.3 billion on June 30, 2026. Through an at-the-market program, the company placed 13.0 million shares at an average of USD 5.36, and it closed an opening USD 150 million convertible Debenture Tranche on August 5, 2026, both of which heighten dilution exposure. A quote of USD 1.90, up 1.33%, appeared in published market data, yet it sits well under that USD 5.36 average, so it is handled with caution and no market capitalization is given. Delivery of the definitive capital estimate remains unconfirmed.

Where Things Stand

The screened EPS gains do not hold up against filings for these four names. UAMY lowered its revenue outlook to USD 60 million to USD 75 million, versus USD 125 million earlier, because antimony prices fell and deliveries slipped. Ramaco Resources (NASDAQ:METC) posted a wider net loss despite higher sales. TMC the metals company (NASDAQ:TMC) still lacks a permit, and its per-share loss narrowed without producing a profit. Lithium Americas (NYSE:LAC) sits on a very small earnings base, so its 61.69% figure says little. None of the screened EPS figures is confirmed, and several quotes are undated. Watch the UAMY third-quarter report, Ramaco's 2027 guidance in December, TMC's permit steps and the construction and financing updates from LAC.