United States Lime & Minerals Inc. Files 2023 Annual Report
Ticker: USLM · Form: 10-K · Filed: Feb 29, 2024 · CIK: 82020
| Field | Detail |
|---|---|
| Company | United States Lime & Minerals Inc (USLM) |
| Form Type | 10-K |
| Filed Date | Feb 29, 2024 |
| Risk Level | |
| Pages | 15 |
| Reading Time | 18 min |
| Key Dollar Amounts | $0.10, $12.70, $13.8 million, $4.1 million, $4.9 million |
| Sentiment | neutral |
Sentiment: neutral
Topics: 10-K, Annual Report, Financials, Stock Options, Credit Facility
TL;DR
<b>United States Lime & Minerals Inc. filed its 2023 10-K report, detailing financial performance and stock activity.</b>
AI Summary
UNITED STATES LIME & MINERALS INC (USLM) filed a Annual Report (10-K) with the SEC on February 29, 2024. Revenue for the fiscal year ending December 31, 2023, is reported. The company's financial statements for the fiscal years ending December 31, 2023, 2022, and 2021 are included. Details on treasury stock, common stock, retained earnings, and additional paid-in capital are provided for multiple fiscal years. Information regarding employee and non-employee stock options for the fiscal years 2021, 2022, and 2023 is presented. A new revolving credit facility was established on August 3, 2023.
Why It Matters
For investors and stakeholders tracking UNITED STATES LIME & MINERALS INC, this filing contains several important signals. The filing provides a comprehensive overview of the company's financial health and operational activities for the fiscal year 2023, including revenue and stock-related data. The inclusion of a new revolving credit facility in August 2023 suggests potential strategic financial maneuvers or operational support.
Risk Assessment
Risk Level: — UNITED STATES LIME & MINERALS INC shows moderate risk based on this filing. The filing is a standard 10-K annual report, which typically contains historical financial data and risk factors, but does not indicate any immediate or significant new risks.
Analyst Insight
Review the detailed financial statements and risk factors in the 10-K to understand the company's performance and outlook for the upcoming fiscal year.
Key Numbers
- 2023-12-31 — Fiscal Year End (UNITED STATES LIME & MINERALS INC)
- 2024-02-29 — Filing Date (UNITED STATES LIME & MINERALS INC)
- 2023-08-03 — New Revolving Credit Facility (UNITED STATES LIME & MINERALS INC)
Key Players & Entities
- UNITED STATES LIME & MINERALS INC (company) — Filer
- 2023 (date) — Fiscal Year End
- 2024-02-29 (date) — Filing Date
- 2023-12-31 (date) — Period of Report
- TX (location) — State of Incorporation
- 2023-08-03 (date) — New Revolving Credit Facility Date
FAQ
When did UNITED STATES LIME & MINERALS INC file this 10-K?
UNITED STATES LIME & MINERALS INC filed this Annual Report (10-K) with the SEC on February 29, 2024.
What is a 10-K filing?
A 10-K is a comprehensive annual financial report required by the SEC, covering audited financials, business operations, risk factors, and management discussion. This particular 10-K was filed by UNITED STATES LIME & MINERALS INC (USLM).
Where can I read the original 10-K filing from UNITED STATES LIME & MINERALS INC?
You can access the original filing directly on the SEC's EDGAR system. The filing is publicly available and includes all exhibits and attachments submitted by UNITED STATES LIME & MINERALS INC.
What are the key takeaways from UNITED STATES LIME & MINERALS INC's 10-K?
UNITED STATES LIME & MINERALS INC filed this 10-K on February 29, 2024. Key takeaways: Revenue for the fiscal year ending December 31, 2023, is reported.. The company's financial statements for the fiscal years ending December 31, 2023, 2022, and 2021 are included.. Details on treasury stock, common stock, retained earnings, and additional paid-in capital are provided for multiple fiscal years..
Is UNITED STATES LIME & MINERALS INC a risky investment based on this filing?
Based on this 10-K, UNITED STATES LIME & MINERALS INC presents a moderate-risk profile. The filing is a standard 10-K annual report, which typically contains historical financial data and risk factors, but does not indicate any immediate or significant new risks.
What should investors do after reading UNITED STATES LIME & MINERALS INC's 10-K?
Review the detailed financial statements and risk factors in the 10-K to understand the company's performance and outlook for the upcoming fiscal year. The overall sentiment from this filing is neutral.
How does UNITED STATES LIME & MINERALS INC compare to its industry peers?
United States Lime & Minerals Inc. operates in the mining and quarrying of nonmetallic minerals sector. This 10-K filing provides insights into its financial performance and corporate actions within this industry.
Are there regulatory concerns for UNITED STATES LIME & MINERALS INC?
The filing adheres to the requirements of the Securities Exchange Act of 1934, specifically the 10-K form for annual reports.
Industry Context
United States Lime & Minerals Inc. operates in the mining and quarrying of nonmetallic minerals sector. This 10-K filing provides insights into its financial performance and corporate actions within this industry.
Regulatory Implications
The filing adheres to the requirements of the Securities Exchange Act of 1934, specifically the 10-K form for annual reports.
What Investors Should Do
- Analyze the detailed financial statements for revenue trends and profitability.
- Examine the stock option data to understand executive and employee compensation structures.
- Investigate the terms and implications of the new revolving credit facility.
Key Dates
- 2023-12-31: Fiscal Year End — End of reporting period for financial statements.
- 2024-02-29: Filing Date — Date the 10-K report was officially filed with the SEC.
- 2023-08-03: New Revolving Credit Facility Established — Indicates a significant financial event during the fiscal year.
Year-Over-Year Comparison
This 10-K filing for the period ending December 31, 2023, provides updated financial data and corporate information compared to previous filings.
Filing Stats: 4,485 words · 18 min read · ~15 pages · Grade level 11.7 · Accepted 2024-02-29 16:45:04
Key Financial Figures
- $0.10 — ange on which registered Common stock, $0.10 par value USLM The Nasdaq Stock Mar
- $12.70 — d reserves have been calculated using a $12.70 per ton price assumption for crushed li
- $13.8 million — book value of the Texas Lime Quarry was $13.8 million. As of December 31, 2023, the Texas Lim
- $4.1 million — tesville Quarry had a net book value of $4.1 million. As of December 31, 2023, the Batesvill
- $4.9 million — e Hollow Quarry had a net book value of $4.9 million. As of December 31, 2023, the Love Holl
- $7.6 million — St. Clair Mine had a net book value of $7.6 million. As of December 31, 2023, the St. Clair
Filing Documents
- uslm-20231231x10k.htm (10-K) — 1822KB
- uslm-20231231xex3d3.htm (EX-3.3) — 92KB
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- 0001558370-24-002201.txt ( ) — 20988KB
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- uslm-20231231_lab.xml (EX-101.LAB) — 440KB
- uslm-20231231_pre.xml (EX-101.PRE) — 286KB
- uslm-20231231x10k_htm.xml (XML) — 1313KB
BUSINESS
BUSINESS 1 ITEM 1A.
RISK FACTORS
RISK FACTORS 17 ITEM 1B. UNRESOLVED STAFF COMMENTS 21 ITEM 1C. CYBERSECURITY 21 ITEM 2.
PROPERTIES
PROPERTIES 22 ITEM 3.
LEGAL PROCEEDINGS
LEGAL PROCEEDINGS 22 ITEM 4. MINE SAFETY DISCLOSURES 22 Part II ITEM 5. MARKET FOR REGISTRANT'S COMMON EQUITY, RELATED STOCKHOLDER MATTERS AND ISSUER PURCHASES OF EQUITY SECURITIES 23 ITEM 6. [ RESERVED ] 24 ITEM 7.
MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS
MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 25 ITEM 7A.
QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK
QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK 33 ITEM 8.
FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA
FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA 33 ITEM 9. CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS ON ACCOUNTING AND FINANCIAL DISCLOSURE 54 ITEM 9A.
CONTROLS AND PROCEDURES
CONTROLS AND PROCEDURES 54 ITEM 9B. OTHER INFORMATION 54 ITEM 9C. DISCLOSURE REGARDING FOREIGN JURISDICTIONS THAT PREVENT INSPECTIONS 54 Part III ITEM 10. DIRECTORS, EXECUTIVE OFFICERS AND CORPORATE GOVERNANCE 55 ITEM 11.
EXECUTIVE COMPENSATION
EXECUTIVE COMPENSATION 55 ITEM 12.
SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT AND RELATED STOCKHOLDER MATTERS
SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT AND RELATED STOCKHOLDER MATTERS 55 ITEM 13. CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS, AND DIRECTOR INDEPENDENCE 55 ITEM 14. PRINCIPAL ACCOUNTANT FEES AND SERVICES 55 Part IV ITEM 15. EXHIBITS AND FINANCIAL STATEMENT SCHEDULES 56 ITEM 16. FORM 10-K SUMMARY 58
SIGNATURES
SIGNATURES 59 ii Table of Contents PART I
BUSINES S
ITEM 1. BUSINES S. General. United States Lime & Minerals, Inc. (the "Company," the "Registrant," "We" or "Our"), which was incorporated in 1950, conducts its business primarily through its Lime and Limestone Operations segment. The Company's Other operations relate to its natural gas interests. The Company's principal corporate office is located at 5429 LBJ Freeway, Suite 230, Dallas, Texas 75240. The Company's telephone number is (972) 991-8400 and its internet address is www.uslm.com. The Company's annual reports on Form 10-K, quarterly reports on Form 10-Q, current reports on Form 8-K and amendments to those reports filed or furnished pursuant to Section 13(a) or 15(d) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), as well as the Company's definitive proxy statement filed pursuant to Section 14(a) of the Exchange Act, are available free of charge on the Company's website as soon as reasonably practicable after the Company electronically files such material with, or furnishes it to, the Securities and Exchange Commission (the "SEC"). Lime and Limestone Operations. Business and Products. The Company, through its Lime and Limestone Operations, is a manufacturer of lime and limestone products, supplying primarily the construction (including highway, road, and building contractors), industrial (including paper and glass manufacturers), metals (including steel producers), environmental (including municipal sanitation and water treatment facilities and flue gas treatment processes), roof shingle manufacturers, oil and gas services, and agriculture (including poultry producers) industries. The Company is headquartered in Dallas, Texas and operates lime and limestone plants and distribution facilities in Arkansas, Colorado, Louisiana, Missouri, Oklahoma and Texas through its wholly owned subsidiaries, Arkansas Lime Company, ART Quarry TRS LLC (DBA Carthage Crushed Limestone), Colorado Lime Company, Mill Creek Dolomite, LLC, Texas Lime C