Q2 FY2026 EarningsQ2 FY2026 results missed consensus estimates significantly on the top line, with revenue of $7.9M versus the $21.7M expected, driven by a 52% YoY decline in realized antimony prices. While GAAP net income of $0.1M beat the $2.5M loss implied by some normalized expectations, this was entirely due to a $6.8M unrealized gain from a strategic investment (Larvotto Resources). Management lowered FY2026 revenue guidance to $60M-$75M due to pricing volatility, though Q3 is expected to benefit from delayed DLA shipments recognized post-quarter end.