7/7
That’s where I leave the case for now.
The physical economics look real.
What decides it is how much of that rent already shows up in the price.
Case stays open. Not in TR.
#$USLM #SystemMargin
That’s where I leave the case for now.
The physical economics look real.
What decides it is how much of that rent already shows up in the price.
Case stays open. Not in TR.
#$USLM #SystemMargin
September 29, 2026 at 6:09 PM
7/7
That’s where I leave the case for now.
The physical economics look real.
What decides it is how much of that rent already shows up in the price.
Case stays open. Not in TR.
#$USLM #SystemMargin
That’s where I leave the case for now.
The physical economics look real.
What decides it is how much of that rent already shows up in the price.
Case stays open. Not in TR.
#$USLM #SystemMargin
6/7
But a strong physical business doesn’t automatically mean the stock is mispriced.
USLM is already recognized by the market to some degree.
So the harder question is:
How much of that underlying economics is already in the price?
#$USLM #Valuation
But a strong physical business doesn’t automatically mean the stock is mispriced.
USLM is already recognized by the market to some degree.
So the harder question is:
How much of that underlying economics is already in the price?
#$USLM #Valuation
September 29, 2026 at 6:09 PM
6/7
But a strong physical business doesn’t automatically mean the stock is mispriced.
USLM is already recognized by the market to some degree.
So the harder question is:
How much of that underlying economics is already in the price?
#$USLM #Valuation
But a strong physical business doesn’t automatically mean the stock is mispriced.
USLM is already recognized by the market to some degree.
So the harder question is:
How much of that underlying economics is already in the price?
#$USLM #Valuation
5/7
USLM is interesting because it controls much of the physical chain needed to turn local resources into usable lime and get it to customers.
And this isn’t a future story.
The quarries, kilns, infrastructure, customers and cash generation are already there
#$USLM #Industrial
USLM is interesting because it controls much of the physical chain needed to turn local resources into usable lime and get it to customers.
And this isn’t a future story.
The quarries, kilns, infrastructure, customers and cash generation are already there
#$USLM #Industrial
September 29, 2026 at 6:09 PM
5/7
USLM is interesting because it controls much of the physical chain needed to turn local resources into usable lime and get it to customers.
And this isn’t a future story.
The quarries, kilns, infrastructure, customers and cash generation are already there
#$USLM #Industrial
USLM is interesting because it controls much of the physical chain needed to turn local resources into usable lime and get it to customers.
And this isn’t a future story.
The quarries, kilns, infrastructure, customers and cash generation are already there
#$USLM #Industrial
3/7
A competitor can have limestone.
That doesn’t automatically mean it can replace USLM.
It still needs the right resource, permits, processing capacity, infrastructure and a viable way to reach the customer.
That’s where things get interesting.
#$USLM #Infrastructure
A competitor can have limestone.
That doesn’t automatically mean it can replace USLM.
It still needs the right resource, permits, processing capacity, infrastructure and a viable way to reach the customer.
That’s where things get interesting.
#$USLM #Infrastructure
September 29, 2026 at 6:09 PM
3/7
A competitor can have limestone.
That doesn’t automatically mean it can replace USLM.
It still needs the right resource, permits, processing capacity, infrastructure and a viable way to reach the customer.
That’s where things get interesting.
#$USLM #Infrastructure
A competitor can have limestone.
That doesn’t automatically mean it can replace USLM.
It still needs the right resource, permits, processing capacity, infrastructure and a viable way to reach the customer.
That’s where things get interesting.
#$USLM #Infrastructure
2/7
Lime isn’t something you can move around forever.
Quality matters. Processing matters. And distance matters.
USLM says its products are generally transported by truck or rail within roughly 400 miles of its plants.
That changes the competitive map.
#$USLM #Logistics
Lime isn’t something you can move around forever.
Quality matters. Processing matters. And distance matters.
USLM says its products are generally transported by truck or rail within roughly 400 miles of its plants.
That changes the competitive map.
#$USLM #Logistics
September 29, 2026 at 6:09 PM
2/7
Lime isn’t something you can move around forever.
Quality matters. Processing matters. And distance matters.
USLM says its products are generally transported by truck or rail within roughly 400 miles of its plants.
That changes the competitive map.
#$USLM #Logistics
Lime isn’t something you can move around forever.
Quality matters. Processing matters. And distance matters.
USLM says its products are generally transported by truck or rail within roughly 400 miles of its plants.
That changes the competitive map.
#$USLM #Logistics
Random Stock
Ticker: $USLM
Company: United States Lime & Minerals, Inc.
Sector: Basic Materials
Industry: Building Materials
# Employees: 346
Recent Close: $114.55
52-Week High: $141.44
52-Week High Date: 04-08-2026
% Off 52-Week High: -19.01%
52-Week Low: $96.27
Ticker: $USLM
Company: United States Lime & Minerals, Inc.
Sector: Basic Materials
Industry: Building Materials
# Employees: 346
Recent Close: $114.55
52-Week High: $141.44
52-Week High Date: 04-08-2026
% Off 52-Week High: -19.01%
52-Week Low: $96.27
September 22, 2026 at 2:00 AM
Random Stock
Ticker: $USLM
Company: United States Lime & Minerals, Inc.
Sector: Basic Materials
Industry: Building Materials
# Employees: 346
Recent Close: $114.55
52-Week High: $141.44
52-Week High Date: 04-08-2026
% Off 52-Week High: -19.01%
52-Week Low: $96.27
Ticker: $USLM
Company: United States Lime & Minerals, Inc.
Sector: Basic Materials
Industry: Building Materials
# Employees: 346
Recent Close: $114.55
52-Week High: $141.44
52-Week High Date: 04-08-2026
% Off 52-Week High: -19.01%
52-Week Low: $96.27
2/
But it sells on purchase orders and still competes on price.
Owning something scarce does not automatically mean you capture the rent from it.
Geographic lock-in ≠ rent lock-in.
Two companies is a tiny sample. Nothing is disproved.
It's just not confirmed.
#SystemMargin #USLM
But it sells on purchase orders and still competes on price.
Owning something scarce does not automatically mean you capture the rent from it.
Geographic lock-in ≠ rent lock-in.
Two companies is a tiny sample. Nothing is disproved.
It's just not confirmed.
#SystemMargin #USLM
September 20, 2026 at 1:28 PM
2/
But it sells on purchase orders and still competes on price.
Owning something scarce does not automatically mean you capture the rent from it.
Geographic lock-in ≠ rent lock-in.
Two companies is a tiny sample. Nothing is disproved.
It's just not confirmed.
#SystemMargin #USLM
But it sells on purchase orders and still competes on price.
Owning something scarce does not automatically mean you capture the rent from it.
Geographic lock-in ≠ rent lock-in.
Two companies is a tiny sample. Nothing is disproved.
It's just not confirmed.
#SystemMargin #USLM
🔴 #USLM — DOUMET ANTOINE M, Director
SOLD: 20,000 shares @ $110.00
Total: $2.2M
Filed Sep 8, 2026 · 8:00pm ET
📈 History & trend → https://www.formdelta.com/ticker/USLM
#InsiderTrading #USLM #StockMarket
SOLD: 20,000 shares @ $110.00
Total: $2.2M
Filed Sep 8, 2026 · 8:00pm ET
📈 History & trend → https://www.formdelta.com/ticker/USLM
#InsiderTrading #USLM #StockMarket
FormDelta — Insider Trading Alerts
DOUMET ANTOINE M just sold $2.2M in USLM. Track all SEC Form 4 insider trades in real-time.
www.formdelta.com
September 11, 2026 at 8:14 PM
🔴 #USLM — DOUMET ANTOINE M, Director
SOLD: 20,000 shares @ $110.00
Total: $2.2M
Filed Sep 8, 2026 · 8:00pm ET
📈 History & trend → https://www.formdelta.com/ticker/USLM
#InsiderTrading #USLM #StockMarket
SOLD: 20,000 shares @ $110.00
Total: $2.2M
Filed Sep 8, 2026 · 8:00pm ET
📈 History & trend → https://www.formdelta.com/ticker/USLM
#InsiderTrading #USLM #StockMarket
🔵Derapaj sindical. Buzoianu reacționează 🔵
www.afaceri.news/derapaj-sind...
www.afaceri.news/derapaj-sind...
Derapaj sindical: “Nu vreau să jignesc, dar cam multe femei conduc, iau decizii pentru metrou”
Timp de citire: 3 minute Preşedintele Unitatea – Sindicatul Liber Metrou (USLM), Marian Artimon, a afirmat, miercuri, că sunt prea multe femei care iau decizii pentru metrou şi a adăugat că ”am începu...
www.afaceri.news
September 9, 2026 at 7:07 PM
🔵Derapaj sindical. Buzoianu reacționează 🔵
www.afaceri.news/derapaj-sind...
www.afaceri.news/derapaj-sind...
Metrorex nu mai are bani de salarii. Metroul și-ar putea opri activitatea din 16 septembrie
Metrorex nu mai are bani de salarii. Metroul și-ar putea opri activitatea din 16 septembrie
Președintele Unității - Sindicatul Liber Metrou (USLM), Marian Artimon, s-a plâns, în timpul unei conferințe de presă, situația financiară a Metrorex. „Sunt cam multe femei care conduc, iau decizii pentru metrou azi”, a spus liderul sindical, precizând de mai multe ori că nu intenționează să jignească pe nimeni. Artimon a avertizat, în același timp, că în conturile companiei mai sunt doar 3.000 de lei și că angajații riscă să nu își primească salariile pe 12 septembrie, în lipsa aprobării bugetului și a subvenției.
rfi.my
September 9, 2026 at 12:41 PM
Metrorex nu mai are bani de salarii. Metroul și-ar putea opri activitatea din 16 septembrie
youtu.be/uslm-Jh1qKE is on an album I like. Apparently it's actually a Danish folk song, originally.
Seven Hundred Elves (2024 Remaster)
YouTube video by Steeleye Span - Topic
youtu.be
August 27, 2026 at 5:26 AM
youtu.be/uslm-Jh1qKE is on an album I like. Apparently it's actually a Danish folk song, originally.
București — Sindicatul anunță oprirea metroului din București în 2026 #București #News
Sindicatul anunță oprirea metroului din București în 2026
Metroul din București ar putea fi închis în septembrie 2026 dacă guvernul nu plătește compensația, a anunțat miercuri sindicaliștii. Unitatea Sindicatul Liber din Metrou (USLM) a emis un comunicat în…
news.netasgard.com
August 19, 2026 at 1:27 PM
București — Sindicatul anunță oprirea metroului din București în 2026 #București #News
🗣️ Scott J. Templeton: ”Kingdom Burden: the Cry for God to Break In”.
⛪️ Kensington Temple,
Kensington Park Road, Notting Hill, London W11 3BY, United Kingdom. 🏴🇬🇧
🎦 https://YouTube.com/live/USLM-TFY6rE
🎦 https://YouTube.com/KensingtonTempleKT
🎦 https://www.KT.org/live
#ktlcc […]
⛪️ Kensington Temple,
Kensington Park Road, Notting Hill, London W11 3BY, United Kingdom. 🏴🇬🇧
🎦 https://YouTube.com/live/USLM-TFY6rE
🎦 https://YouTube.com/KensingtonTempleKT
🎦 https://www.KT.org/live
#ktlcc […]
Original post on mastodon.social
mastodon.social
August 2, 2026 at 9:06 AM
🗣️ Scott J. Templeton: ”Kingdom Burden: the Cry for God to Break In”.
⛪️ Kensington Temple,
Kensington Park Road, Notting Hill, London W11 3BY, United Kingdom. 🏴🇬🇧
🎦 https://YouTube.com/live/USLM-TFY6rE
🎦 https://YouTube.com/KensingtonTempleKT
🎦 https://www.KT.org/live
#ktlcc […]
⛪️ Kensington Temple,
Kensington Park Road, Notting Hill, London W11 3BY, United Kingdom. 🏴🇬🇧
🎦 https://YouTube.com/live/USLM-TFY6rE
🎦 https://YouTube.com/KensingtonTempleKT
🎦 https://www.KT.org/live
#ktlcc […]
🗣️ Scott J. Templeton: ”Kingdom Burden: the Cry for God to Break In”.
⛪️ Kensington Temple,
Kensington Park Road, Notting Hill, London W11 3BY, United Kingdom. 🏴🇬🇧
🎦 https://YouTube.com/live/USLM-TFY6rE
🎦 https://YouTube.com/KensingtonTempleKT
🎦 https://www.KT.org/live
#ktlcc […]
⛪️ Kensington Temple,
Kensington Park Road, Notting Hill, London W11 3BY, United Kingdom. 🏴🇬🇧
🎦 https://YouTube.com/live/USLM-TFY6rE
🎦 https://YouTube.com/KensingtonTempleKT
🎦 https://www.KT.org/live
#ktlcc […]
Original post on mastodon.social
mastodon.social
August 2, 2026 at 9:05 AM
🗣️ Scott J. Templeton: ”Kingdom Burden: the Cry for God to Break In”.
⛪️ Kensington Temple,
Kensington Park Road, Notting Hill, London W11 3BY, United Kingdom. 🏴🇬🇧
🎦 https://YouTube.com/live/USLM-TFY6rE
🎦 https://YouTube.com/KensingtonTempleKT
🎦 https://www.KT.org/live
#ktlcc […]
⛪️ Kensington Temple,
Kensington Park Road, Notting Hill, London W11 3BY, United Kingdom. 🏴🇬🇧
🎦 https://YouTube.com/live/USLM-TFY6rE
🎦 https://YouTube.com/KensingtonTempleKT
🎦 https://www.KT.org/live
#ktlcc […]
🗣️ Scott J. Templeton: ”Kingdom Burden: the Cry for God to Break In”.
⛪️ Kensington Temple, Notting Hill, London. 🏴🇬🇧
🎦 YouTube.com/live/USLM-TFY6rE
🎦 YouTube.com/KensingtonTempleKT
🎦 www.KT.org/live
#KTLCC #KensingtonTemple #KTTV
#Church #Kyrka #ChurchService #Gudstjänst #Pentecostal #Charismatic
⛪️ Kensington Temple, Notting Hill, London. 🏴🇬🇧
🎦 YouTube.com/live/USLM-TFY6rE
🎦 YouTube.com/KensingtonTempleKT
🎦 www.KT.org/live
#KTLCC #KensingtonTemple #KTTV
#Church #Kyrka #ChurchService #Gudstjänst #Pentecostal #Charismatic
KT TV - 9am - Scott Templeton - Kingdom Burden: the Cry for God to Break In
YouTube video by Kensington Temple
youtube.com
August 2, 2026 at 8:52 AM
🗣️ Scott J. Templeton: ”Kingdom Burden: the Cry for God to Break In”.
⛪️ Kensington Temple, Notting Hill, London. 🏴🇬🇧
🎦 YouTube.com/live/USLM-TFY6rE
🎦 YouTube.com/KensingtonTempleKT
🎦 www.KT.org/live
#KTLCC #KensingtonTemple #KTTV
#Church #Kyrka #ChurchService #Gudstjänst #Pentecostal #Charismatic
⛪️ Kensington Temple, Notting Hill, London. 🏴🇬🇧
🎦 YouTube.com/live/USLM-TFY6rE
🎦 YouTube.com/KensingtonTempleKT
🎦 www.KT.org/live
#KTLCC #KensingtonTemple #KTTV
#Church #Kyrka #ChurchService #Gudstjänst #Pentecostal #Charismatic
7/7 detected before analyst consensus moved. Full: https://insider.wizybit.com/blog/post?slug=uslm-pivots-from-cash-constrained-to-high-grade-producer-2026-07-30
July 31, 2026 at 1:33 PM
7/7 detected before analyst consensus moved. Full: https://insider.wizybit.com/blog/post?slug=uslm-pivots-from-cash-constrained-to-high-grade-producer-2026-07-30
4/7 InsiderWatch's standing model flags high-grade producer status when reserve and grade trajectories suggest USLM is now operating or positioned within materially higher per-tonne value economics.
July 31, 2026 at 1:33 PM
4/7 InsiderWatch's standing model flags high-grade producer status when reserve and grade trajectories suggest USLM is now operating or positioned within materially higher per-tonne value economics.
1/7 ⛏️ $USLM has pivoted to high-grade producer status, InsiderWatch's mining perspective tracker shows — a remarkable two-step transition that signals a fundamental shift in asset quality and operational trajectory.
July 31, 2026 at 1:33 PM
1/7 ⛏️ $USLM has pivoted to high-grade producer status, InsiderWatch's mining perspective tracker shows — a remarkable two-step transition that signals a fundamental shift in asset quality and operational trajectory.
United States Lime ($USLM) reported EPS of 1.2 missing estimate of 1.3 for Q2 2026. Revenue 99.126 Million Vs 108.0 Million expected.
https://fundspec.ai
Build custom AI trading models for USLM with the FundSpec App!
https://fundspec.ai
Build custom AI trading models for USLM with the FundSpec App!
July 29, 2026 at 9:15 PM
United States Lime ($USLM) reported EPS of 1.2 missing estimate of 1.3 for Q2 2026. Revenue 99.126 Million Vs 108.0 Million expected.
https://fundspec.ai
Build custom AI trading models for USLM with the FundSpec App!
https://fundspec.ai
Build custom AI trading models for USLM with the FundSpec App!
#USLM United States Lime & Minerals Reports Second Quarter 2026 Results and Declares Regular Quarterly Cash Dividend
https://www.stocktitan.net/news/USLM/united-states-lime-minerals-reports-second-quarter-2026-results-and-k4nkempg5vl2.html
https://www.stocktitan.net/news/USLM/united-states-lime-minerals-reports-second-quarter-2026-results-and-k4nkempg5vl2.html
United States Lime & Minerals Reports Second Quarter 2026 Results and Declares Regular Quarterly Cash Dividend
United States Lime & Minerals (NASDAQ: USLM) reported second quarter 2026 revenues of $99.1 million, up 8.3% from $91.5 million a year earlier, driven mainly by higher sales volumes to construction and steel customers, partly offset by weaker demand from roof shingle customers.Gross profit for Q2 2026 rose to $46.7 million from $41.9 million (11.6%), while six‑month gross profit was $88.5 million, nearly flat versus $88.0 million in 2025. Q2 2026 net income increased to $34.5 million, or $1.20 diluted EPS, compared with $30.8 million, or $1.07 diluted EPS, in Q2 2025; six‑month net income was $65.1 million, essentially unchanged from $64.9 million.SG&A expenses declined slightly for both the quarter and year‑to‑date, and other income increased due to higher interest on larger cash balances. The board declared a regular quarterly cash dividend of $0.06 per share, payable September 11, 2026, to shareholders of record on August 21, 2026.
www.stocktitan.net
July 29, 2026 at 9:10 PM
#USLM United States Lime & Minerals Reports Second Quarter 2026 Results and Declares Regular Quarterly Cash Dividend
https://www.stocktitan.net/news/USLM/united-states-lime-minerals-reports-second-quarter-2026-results-and-k4nkempg5vl2.html
https://www.stocktitan.net/news/USLM/united-states-lime-minerals-reports-second-quarter-2026-results-and-k4nkempg5vl2.html