The Kinderhook Analyst

a healthy dose of skepticism. this is not investment advice. do your own research.

[The Kinderhook Analyst @OldKinderhook]

Finally have @aressmining on the tape. Excited to hear update later this month on the met plant status and shift from Cremer Erzkontor to DLA. Very big deal for this company $ARS $ARSMF

[Benzinga @Benzinga]

EXCLUSIVE: Ares Strategic Mining $ARSMF Confirms Pentagon $169 Million Contract To Secure Critical Minerals

https://t.co/Hcm7cbiyCO

[The Kinderhook Analyst @OldKinderhook]

Hey @aressmining - where's the 8k? This DOD award is pretty darn material! $ARSMF $ARS

[The Kinderhook Analyst @OldKinderhook]

@smalltreelittle Well, the big upside day is seemingly off the table (for now) so why be long with only additional legal challenges and potentially a return to the expensive OS&T option on the horizon? Short or flat makes sense until 2/17 hearing.

[The Kinderhook Analyst @OldKinderhook]

PHMSA notification to flow oil in DEC/JAN. What's the $SOC short thesis now?

[Jason Strom @JasonStrom_]

$SOC Everyone should read the PHMSA letter. Over and over again.

[The Kinderhook Analyst @OldKinderhook]

With growing evidence that $SOC still needs a variety of state and local waivers/permits to restart the pipe & SOC's promise not to flow oil while under the Geck injunction, the short thesis makes a lot more sense to me now than it did in DEC.

[The Kinderhook Analyst @OldKinderhook]

Investors appear to be assuming CA will win an injunction in Federal court to at least delay the pipeline. Otherwise you'd expect stock up another $10+ from here... $SOC legal fatigue is real & understandable.

[The Kinderhook Analyst @OldKinderhook]

Ares Strategic Mining, a $79M mkt cap company, just got a $250M award from the Pentagon yesterday (over 5yrs) $ARS $ARSMF

[The Kinderhook Analyst @OldKinderhook]

@rigatoni33 Don't know about Gallium support, but yesterday, DOD announced a $250M sole source award to them for acidspar. Not too shabby. $ARSMF $ARS

[The Kinderhook Analyst @OldKinderhook]

ExIm 2x LOI size for $GPH mine and AAM plant. $TII & $NMG may beat GPH to mkt (long those too), but their scale is still needed. USGOV commitment to GPH remains strong.
https://t.co/o9U16h5EEc

[ChrisO_wiki @ChrisO_wiki]

Do you need to find the perfect present for the little cadre in your life? Look no further!

[The Kinderhook Analyst @OldKinderhook]

@stonksurfing @cfoley777 @NYSE_UAMY Call the company and ask them.

[The Kinderhook Analyst @OldKinderhook]

🧐 I triple dog dare @NYSE_UAMY to say that AK ore can be processed w current equipment in Montana
⛏️I know youre working on a solution for that problem tho
⛏️I think youre addressing many of the bigly legitimate risks I highlighted
⛏️Bot $UAMY again <$6 so can we be friends?

[United States Antimony Corporation NYSE: UAMY @NYSE_UAMY]

@OldKinderhook Nothing said here is even remotely true.

[The Kinderhook Analyst @OldKinderhook]

Looking for USGOV support for Ares Strategic Mining in the next month $ARS $ARSMF #acidspar

[The Kinderhook Analyst @OldKinderhook]

https://t.co/Lnk4xGGsMU $GPH $GPHOF

[The Kinderhook Analyst @OldKinderhook]

@stonksurfing TECK, USAS, and LRV will explain it to you. PPTA also worth a call so they can explain why they aren't considering $UAMY for their offtake after having an MOU with them and doing extensive sampling work. Talk to mining experts/consultants re the Sulphur issue.

[The Kinderhook Analyst @OldKinderhook]

I've been a $UAMY bull since mid-2024. But major feedstock & competitive issues cannot be ignored:
🚩 $LRV cannot supply UAMY with any antimony! LRV has an exclusive & binding offtake w Wogen for ALL of their antimony. UAMY mgmt bid to buy LRV and didn't seem to know 🤯
(1/4)

[The Kinderhook Analyst @OldKinderhook]

SUMMARY:
💥none of $UAMY 's current feedstock plays (AK MT AUS) can actually fuel the MT smelter
💥UAMY's current feedstock could disappear if TECK or USAS execute plans for their own smelter
💥UAMY will need to find a new intl source of feedstock to fuel MT expansion (not easy)

[The Kinderhook Analyst @OldKinderhook]

🚩AK & MT feedstock won't work in $UAMY MT smelter. Would need to go to Mexico.
🚩 Aussie feedstock from Mandalay $ALK is low grade & can only be processed in Mexico.
(3/4)