REE

Shanak10

Check out $DTREF a penny REE stock. An Australian company with mines in California. 9/22/25 it will be added to the S&P. They have been to DC to meet with Doug Burgum. Do your DD and make a decision. Good luck.

expatcoder

Yeah, just taking it on the chin with this one at the moment (added a bunch more shares in the 2.60s). Uranium & REE sectors are really sensitive to news events (as we've seen with UUUU today), or in the case of UURAF, the lackthereof. Saying that, a year or two from now could get very interesting in these sectors :)

Steve_Zissouu2

Still holding for REE related news too :)

expatcoder

UUUU, Steve, you are rolling, we're all rolling, what a turnaround :) UURAF, not sure what happened but this one has really dumped hard on no news, and during a time when REE sector is pumping no less -- needs some positive news catalyst or else looks like it's going to muddle around 2.50/2.60 at best.

Inquisitorial_Court

You actually picked a very good one, I found CRML last year, although positioned just as well is AREC, their CEO has a bit of a stake in literally every aspect in REE.

expatcoder

He's going to make hundreds of millions of dollars if these plays pan out as anticipated -- it's not a day trade, for some of these companies it will take two years or so before they start seeing big revenue increases from REE production. Ucore, for example, maybe by next summer the Louisiana facility will start producing some tonnage of REE, but that's just the start, they're looking to scale out beyond the LA plant into larger operations, which obviously takes time. Energy Fuels is probably the furthest along; despite using legacy REE tech they'll be able to meet large scale private/public REE demand before Ucore, American Resources (via ReElement), etc. ;tl;dr it will be awhile before the hoped for 5X, 10X, ... multiplier manifests.

chistisking792

All you need is $Dtref. Gold is at record highs. This stocks has millions of ounces of Gold plus REE. Millions of insider buying. Someone just put in 25 million. Trump has made a national emergency on critical minerals. Dtref is at the forefront of this policy. So much more

Inquisitorial_Court

Look for trends in legislation, and policies and youll find whales. BITF. NB. BBAI. Crypto with BITF, NB has secured Pentagon funding, and 3 of their resources for REE are on the United States critical list. BBAI, youll be lucky you found them under $5 still.

ToughRaisin126

DTREF, REE miners with a ton of gold in the Mojave

alakesomewhere

I think this company is setting themselves up to be the leading REE midstream company. They are starting commercial production mid next year at their Louisiana facility with DoD backing (recently received an $18.4 million grant). I’m expecting a slew of PRs through the remainder of the year from feedstock/offtakes and DoD news.

teskk

If you aren’t investing in REE’s right now, your mom’s a hoe.

expatcoder

I've asked elswhere but why do I never see AREC mentioned in these critical minerals posts? I hold 10k shares of UUUU but recently heard about AREC and am wondering why WSB isn't also piling into this one -- seems like they have promising tech in the REE space and there's a decent amount of daily trading volume. Not sure why it's flying under the WSB radar, maybe some red flags causing WSB to avoid it?

expatcoder

Best of luck, next couple of years on this one are looking pretty enticing (i.e. Energy Fuels with both Uranium and REE angles == double plus good for shareholders).

expatcoder

Thoughts on AREC? Saw this mentioned in the UURAF subreddit, and their refining tech seems similarly compelling to Ucore's, and with greater claimed purity. Reading up on it now, but curious to hear other's thoughts if anyone has done their DD on this REE player.

expatcoder

Tough to buy at the local highs, but in a year or two looking back we might think it's laughable to have thought that $10 and change per share was a "high" price. Funding will obviously add fuel to the fire, and if the current administration has its way there will be 2 billion dollars in funds entering the critical minerals sector. For the moment a rising tide is lifting all boats (was any REE based company down today?) even with no concrete funding in sight.

expatcoder

Oh yes, but only with half desired position. Have 25k shares at average cost of 1.69 but I want to add another 25k shares and it appears I'll be doing that at a much, much higher price. Who knows, maybe a slight dip to start the week could give me my entry point. Amazing couple of days for the REE sector, and we may be just getting started :)

tallguy901

Chat gpt told.me that spy would go.fown 3% today. REEÈEEEEEEE

tooltalk01

?? The CHIPS allows funding for equipment or materials in semi production (see Sec 103, Semiconductor Incentive) and, if REE is part of the said supply-chain, no issue there.

expatcoder

Thanks, in UUUU and UURAF at the moment, the latter being similar to this play (small, startup style pre-revenue REE company). All of the REE players that get DoD funding are relatively well positioned at the moment, it's just MP that's stolen most of the limelight (and gains) with the massive investment they've received.

expatcoder

What caused the 38% (peak to troth) plunge last month? If they got DoD funding you'd expect it to trend more like MP or other DoD funded companies in the REE space. Not criticizing, just wondering what happened.

Flukyflopz

well remx is an etf with many REE companies, MP, USARE, UUUU, NB, LYSCF, NB i think are good options at some point hold em all and my gambling addiction made me get DTREF which operates a mine close to MP… DYOR

Flukyflopz

i would add some REE stocks they will become the petrol of the next couple decades

expatcoder

Right, they have a large stockpile of uranium that they've been holding off on selling until the price breaches at least $80. Makes sense that they'd focus on that in the near term, but REE is highly in demand, whoever starts producing REE at scale (and at minimal cost) in the States first is going to be raking it in.

expatcoder

> I also think there’s something in the pipeline for this company, whether funding or some other pivotal milestone. Bit surprised that DoD hasn't backed Energy fuels yet, but maybe that's coming. Also, on the earnings call REE production for some reason seems to be on the back burner compared to their uranium production efforts (i.e. looking at 2027-2028 for REE production). It may be that Energy Fuels is an established company with all that that entails -- perhaps older equipment/tech, whereas startup outfits like the new smaller players (e.g. UCore) in the space are all starting greenfield projects without any legacy baggage. I like Energy Fuels' CEO, very practical, tons of experience, he knows the materials sector inside and out. If the price of uranium goes up and/or they start producing REE at scale sooner than estimated, UUUU will rocket.

expatcoder

Exactly, DoD backing is key for most of the REE sector, and UURAF scored an initial grant to kickstart production in the US. Very much looking forward to earnings guidance, that will reveal a lot about where the company is headed and how long it will take to get there.

expatcoder

Literally the first time? No, but I am new to trading in general. Started dipping the toes three months ago, and in the last 6 weeks I've started making more substantial trades, such as today's @$60k into UURAF. Since the recent run up there have been dips, but nothing like this, 20% down over the past two days while the REE sector as a whole is generally either green or trading sideways. Not sure what the reason for the downturn is, but unless you got in early (i.e. are not deep in the red) you'd probably at least wonder what the cause for the sell off is.

expatcoder

Sure, I saw red and went from 10k shares @2.01 this morning to 30k shares @1.90 -- saw an opportunity and took it. Problem is, the dip kept dipping :) > It only matters when there is a substantive reason underpinning the movement and that reason undermines the overall thesis I searched for news and found nothing. Earnings isn't until the end of the month. Assuming it's a general sector selloff, but the risk with a volatile small (tiny) cap stock like UURAF is that there's no guarantee it will stay in this 1.80 to 2.30 range it's been pinned to. Last month it was under a dollar per share. The fact that they've broken ground on the DoD funded Louisiana REE facility (which will use their patented extraction techology) gives me confidence that they've got some staying power, but these sudden dips are, let's say, unpleasant.

expatcoder

Not limited to UUUU, several companies in Uranium/REE space are getting slammed today. Just bought more on the dip, hoping it was near the bottom :)

GotiaCardori

The biggest moats I know are REN (Redes elétricas nacionais) the Portuguese utility for managing the electricity grid. You also have the REE (redeia corporacion) the Spanish version. Both are monopolies, but that doesn't mean they are good investments.

expatcoder

Doesn't seem to be much urgency to get into UUUU early, seems to be trading sideways at best. In other words, I'm trimming my position on the periodic bumps; if it starts gaining momentum I'll replace the sold shares. Good luck all, UUUU will have its day, looking forward to next quarter's earnings/call to see how they're progressing on Uranium and REE ventures.

baconography

Surprise -- no U.S.-based miner refines 15 of the 17 REE to the metal. China still dominates this market for at least another decade, because they are willing to mess up their environment to do it.

expatcoder

And the regrets have arrived :) Just bought back in, 2K shares at 2.11, sigh, ye of little faith. Looks like for whatever reason UURAF has staying power despite only having just broken ground on the Louisiana REE facility in May. Seems unlikely, but hoping it drops down below 2 again so I can place a much bigger bet.

chistisking792

The comparison is justified given their shared geological features, as they are only 5 miles apart. Holding 1.1 million ounces of gold and only recently opened up after years of stalled permits. Two new board appointees personally invested 1 million each and with Trump mentioning the mine, and the close proximity to $Mp, merger/goverment funding or a buyout are very valid, given thebTrump REE self sufficient policy currently at the forefront.. So I disagree.

expatcoder

Heh, no, I had 8K shares and bailed today at 1.90 (dropped to 1.73 at one point). If it drops back again down into the 1.50s I'll probably get back in, but the rise up was too quick for a company that won't be producing REE until 2027 at the earliest, and even then won't be doing so at scale the way that UUUU will (expecting UUUU to pay nicely down the road).

drejorgy94

https://gf.com/gf-press-release/globalfoundries-and-mit-collaborate-to-advance-research-and-innovation-on-essential-chips-for-ai/ https://gf.com/gf-press-release/globalfoundries-expands-partnership-with-apple-to-advance-wireless-connectivity-and-power-management-reinforcing-u-s-chip-manufacturing-leadership/ https://gf.com/gf-press-release/globalfoundries-to-acquire-mips-to-accelerate-ai-and-compute-capabilities/ Global Foundries is establishing itself as a key player in AI chip production in the US. With tarrifs aimed at raw material and AI imports from major trading partners like Mexico, China, India, and South America, it's vital to look at US-based critical raw material suppliers. Global Foundries is positioned to be a Government staple for sourcing semiconductors and a great alternative for the anticipated Chinese invasion of Taiwan by 2027 (the PRC has publically stated this). Taiwan is vital to the AI race and the market will crumble if/when China acts. We largely side with Taiwan because of their computational lithography abilities. Once we become independent, we have less reason to put so much effort and resources into their defense. A sad, but stark reality. The US cares about power, thus, why we spend the majority of the national budget on DoD. The DoD and DOE are shifting focus to REE (Rare Earth Elements) needed for DoD weapons and AI tech. This means Neodynium, Boron, Copper, Gallium, Titanium, Lithium etc. Domestic REE suppliers are about to get some serious Government lovin'. Take MP and NioCorp for example. Lithium Americas (LAC) and Energy Fuels (UUUU) are also well positioned for establishing a solid foundation in the near future with great possiblity in defense and energy contracts. However, Global Foundries is a clear candidate for the allowing the US to compete against China and ensuring the domestic supply chain is well equipped, specifically in regards to AI chip production....unarguably, the most important product for GLOBAL advancement since the Industrial revolution, but on steriods.

expatcoder

Trump must have mentioned something around China rare earth minerals deal, which would nix the whole idea of onshoring REE production to the States. Haven't seen the talk, only assuming this is what's happening (that or bad earnings leak for ER before tomorrow's open).

expatcoder

Yes, I've seen the spikey chart history, this isn't the first time the price has spiked out of nowhere. Thanks for the advice not to over leverage, it's one of my specialties. Let's see where it goes, adminstration is REE-friendly so that puts some wind in the sails...

expatcoder

Well, it hit 8 and change back at its peak in 2011, so multiply that by 3 and arrive at @25/share. Sound good? :) Seriously, who knows, it does go through spike and drop cycles, so if we're lucky this time around we're catching it on the upswing -- new DoD funding, getting bought out by a larger company, etc. type news would certainly help get to the above lofty goal sooner. In reality though, if things pan out and they're able to produce REE at scale with their patented tech by 2027/2028 then for sure it will escape the penny stock realm we're currently in.

expatcoder

lol, who wouldn't with this surge out of nowhere? My only regret is not having bought more when it was in the low 1.20s. Oh well, averaging up 2K shares at a time here. It might drop back down to earth but they have DoD funding and this adminstration is trying to onshore Uranium/REE production so Ucore seems to be in a good position -- we'll find out one way or the other.

expatcoder

What on earth is happening there? Any news? I'm up to 8K shares now, wasn't expecting the price to take off so soon -- nothing's happening until next year at the earliest as far as REE production is concerned. Hopefully it's someone in the know (more DoD funding) that's buying in volume instead of retail idiots like myself driving the price up :)

Glass_Elevator5360

Rare earth element (RRE) is actually not rare; there are RRE mines everywhere on this planet. RRE's "Rare" is all about processing (or called refining), China has RRE's 90% of processing's production capacity (Australia has about 5\~7%) and almost all Intellectual property (IP) in REE's processing. India has none right now and will take decades to achieve that. How can India offer this to the US right now!?

Peliviestiposti

EQ Resources Limited from ASX has bigger tungsten production that Almonty and stock has not moved at all yet. Im nearly balls deep there with the money I made with Almonty. EQ Resources is flying dark under the radar meanwhile tungsten prices are rising due China REE restrictions. Tungsten is needed on military solutions and demand is rising on west. China provides around 80% of tungsten globally and that source it totally out from the market. China is preparing to invade Taiwan and makes sure that west has difficulties with the materials needed for military ammunation, vehicles etc. Be in, be out but Im buying new car when this is my first ten bagger. If anyone has opinions about this one, please share it with me ! Ps. Compare Almonty and EQ Resources Limited, i just bought more EQR

Peliviestiposti

EQ Resources Limited from ASX has bigger tungsten production that Almonty and stock has not moved at all yet. Im nearly balls deep there with the money I made with Almonty. EQ Resources is flying dark under the radar meanwhile tungsten prices are rising due China REE restrictions. Tungsten is needed on military solutions and demand is rising on west. China provides around 80% of tungsten globally and that source it totally out from the market. China is preparing to invade Taiwan and makes sure that west has difficulties with the materials needed for military ammunation, vehicles etc. Be in, be out but Im buying new car when this is my first ten bagger. If anyone has opinions about this one, please share it with me ! Ps. Compare Almonty and EQ Resources Limited, i just bought more EQR

CatFoodPlate

The quite gem in the REE space is LYNAS. They are completing a 268m funded refinery in Texa funded by DOD, have mining operations in multiple locations and were the subject of acquisition offers last year from MP, They turned them down. Long read but worth it; Key Highlights from 2nd Update (July 24, 2025) 1. Massive Production Ramp Rare earth oxide production jumped 68% QoQ to 3,212 metric tons. NdPr (critical for EV magnets) topped 2,000 tons for the first time ever (+38% QoQ). Sales revenue surged 38% to AU$170.2 m (\~US$112 m). 2. Strong Market Dynamics Demand is so strong that Lynas says it’s selling everything it produces. Average sales prices are at their highest level since mid‑2022, driven by strategic customer deals and market tightness. 3. Heavy Rare Earth Breakthrough Began producing dysprosium (May) and terbium (June)—critical heavy rare earths used in high‑temperature magnets. This is the first time in decades these elements are being produced commercially outside China. 4. Strategic MoUs New MoU with JS Link (South Korea) for a magnet manufacturing facility in Malaysia. Builds on the earlier Kelantan MB Inc. MoU to localize heavy rare earth feedstock. Both deepen Lynas’s integration in Asia and help secure downstream customers. 5. U.S. Market Position Lynas continues strong ties with the DoD and is progressing the Texas separation plant (Seadrift). CEO Lacaze is bullish that the U.S. MP Materials price‑floor deal, while a “sweetheart” arrangement for MP, ultimately strengthens the ex‑China supply chain and benefits Lynas. Why This Matters Scale & Diversification: Lynas is now the only player globally producing both light and heavy rare earths at scale outside China. Pricing Power: With heavy REE production, it’s climbing up the value chain and can leverage strategic pricing independent of the benchmark index. Political Tailwinds: Trump’s administration is clearly backing a China‑independent supply chain. This improves Lynas’s odds of future U.S. supply contracts (and possibly subsidies). 🔮 Sentiment & Valuation Context Social sentiment at 97% and Morgan Stanley overweight with a $12 target reflect bullish investor confidence. https://preview.redd.it/ix0ms751f1hf1.png?width=428&format=png&auto=webp&s=48063ccde6444751b7ae2d3f3ba8b7bef92ccd77 This is a great one at 7 bucks.

expatcoder

Oh, and exactly why do you think UUUU will double in value by EOW? Did they land a new DoD funding contract, or you think Chine REE deal will break down? Just trying to see where your irrational exuberance is coming from :)

expatcoder

Well, all REE stocks had been on a rampage, so a pull back was to be expected. I took it as an opportunity to average down my absurdly high (10.43) UUUU entry point :)

expatcoder

Assuming you're talking about UUUU, higher than 8, less than 80 -- sound good? Seriously, who knows, but it's probably going to be more than a few months for significant upward price movements to occur (unless DoD funding lands). Same holds for UURAF and most other Uranium/REE refiners, whoever lands government funding, gets bought out, is able to scale production, etc. will see their share price rise well beyond what they currently trade at.

expatcoder

Dipped down to 8.20 on Friday, that would have been a decent entry point, but if the overall market tanks this week then you may be able to get in at an even lower price. UUUU has generally traded between $4 to $8 per share over the last couple of years, so we're definitely at the higher end of the range (particularly my entry before averaging down on Friday, 10.43, ouch), but Uranium/REE is a hot industry due to tariffs/trade war, and that's likely going to persist for the duration of Trump's term, so it may be that $9/share is going to look like a very good deal in the not too distant future. That's the bet at any rate.

expatcoder

Wait, U.S. Government is investing in locally produced/refined REE to hedge against China/remove leverage they have over the USA. Uranium and REE industries should generally benefit from the increase in funding. Which companies get (additional) funding is unknown, but it may be that Energy Fuels is one of them and UUUU should rise accordingly. Only other option is to take the L and move on, but with this administration and the America-first mentality it looks like Uranium/REE industry is going to see some (hopefully large) growth over the next 2-3 years.

SameCategory546

I think UUUU calls in January or later will print. WNA conference is in september, after which utilities will start buying uranium again, leading to uranium etf inflows. And the white house might do another REE deal with UUUU before then. Since MP isn’t going to be the only company that gets this kind of deal, I think UUUU and lynas are the only other options, but Utah is a red state and Mike Lee is an ally for Trump.

SameCategory546

I think UUUU calls in January or later will print. WNA conference is in september, after which utilities will start buying uranium again, leading to uranium etf inflows. And the white house might do another REE deal with UUUU before then. Since MP isn’t going to be the only company that gets this kind of deal, I think UUUU and lynas are the only other options

Frequent_Basil_5193

Sometimes market is so contra logic, all REE stocks went down now …

Dr-Jim-Richolds

Since you asked, I will read into their reports and let you know. But at first glance, and knowing what I know about the REE industry, they will still need to sell feed stock to China (just like MP still will). The difference in concentrate and downstream products like magnets is 200x (i.e., a kilo of REE concentrate from a mile is valued at $5, while a kilo of FeNdB magnets sell for over $1000). This constraint on the supply chain is never considered in DDs; there is a massive discrepancy between DCF and RCF. If you don't mind, I'll take a day or so to get back to you, but an IRR on ANY mining project of 29% would be fantastic, but you'll never see that. So this analysis raises some questions.

heytherecutie123

I’ll check the firms you commented , thank you for them. I also mean to add so I stay as accurate as possible: leading edge isn’t on the list , however they’re trying to get on it more or less with their REE and graphite in Sweden, and cobalt in Romania

Anxious_Channel3911

Yes sorry in my tired state I hastily typed that without saying I was referring Mkango! Thank you for giving me two more to research, will do a DD tomorrow on them. Really hoping Europe (and the Uk) start to get serious about REE too. I’m in fairly deep on GROC who are also on the EU list, hoping to see some good financing soon as I really believe in them as a set up

heytherecutie123

I listed those ones as I believe they have a chance to become successful since they are all listed on the EU’s strategic projects list (REE and lithium stocks). Basically my idea is waiting for 2 scenarios: china to invade Taiwan, or for Europe to finally get serious about building its REE infrastructure

expatcoder

Tough day here, broad market sell off and Uranium/REE producers aren't excluded. For better or worse anyone who got in recently bought at the high and it's TBD when those highs will be touched again. I'm sufficiently bathed in red on both my UUUU and UURAF trades that I'm just going to stick it out until earnings for the former; after that, if there's no bump, cut my losses and move on.

daedalus_dance

I'm more convinced by their REE processing as an immediate catalyst. I rotated out of ABAT into UUUU at the right time too so I feel pretty good but its not giving me that immediate gratification dopamine hit, yanno?

expatcoder

Good question, I'll probably regret the the pre-market order for UUUU that just filled :) Seriously though, maybe an initial downturn but it's pretty clear the US needs REE, and being able to source/refine in the States provides a hedge against being so dependent on China, so long-term probably not a huge impact. Short-term though, yes, particularly since the entire Uranium/REE market is pretty elevated at the moment.

strangeanswers

that kind of multiple is definitely reasonable. Looking at the kind of multiples investors are willing to assign to MP, there seems to be a premium placed on US REE companies so 30x+ P/E is in the cards, although by ~2030ish when UUUU’s REE ventures will be supposedly up and running at full capacity I imagine that premium may have mostly faded. The foundation has certainly been put into place. Their existing phase 1 mill upgrades help give confidence that they can produce NdPr, Dy and Tb at scale. Unlike many competitors, this isn’t a powerpoint science project. HMS monazite byproduct as a source of REEs is also an incredibly cost competitive way of getting feedstock since it’s a marginal byproduct of already solvent HMS projects. Exciting things ahead. Funding all these projects will be incredibly dilutive and stretch the balance sheet, but if uncle sam steps in it’s game on.

Grouchy_Ad2045

Today MP at $15B with all the news baked in. UUUU $2B. u/REE/Vanadium/isotopes multiple catalysts. $10B likely

R101C

AI wouldn't lie to me, right? No, I did not write that piece — but it is a very well-researched and detailed analysis that looks like it was originally posted by the X (formerly Twitter) user @rekurencja, as cited near the end of the text. It’s a thoughtful combination of: Back-of-the-envelope economics Logistics modeling Public data from the Toliara Monazite PFS Educated cost assumptions about ports, rail, and trucking Speculative infrastructure optimization ideas It’s highly unlikely to be AI-generated — the voice, detail, and long-form structure strongly suggest a human analyst/investor familiar with both critical mineral logistics and the nuclear/REE sector. The tone also mirrors the style of content shared on retail investing platforms like X (Twitter), Seeking Alpha, or Substack. If you're considering quoting or repurposing the material, it would be appropriate to credit the original author @rekurencja and link back to the thread as mentioned in the post. Would you like a summary or a simplified takeaway from the analysis?

rekurencja

They have been unprofitable until now because: 1. Uranium market has been in the shitter. See some ramp up this year 2. Vanadium market has been totally dead 3. REE master plan takes a long time to put together. Many moving pieces. Look at $MP or Lynas, it took them a long time too. They are today where $UUUU can be in a few years

Rippedyanu1

Pretty sure toliara is even bigger than mt. Weld. Like A LOT bigger. That one deposit once up and running (all the legal and legislation is taken care of now) can crank out like 2bill in revenue a year between heavy mineral sands and monazite refinement for REE.

savage8008

Okay you son of a bitch, UUUU was the one I was hesitant on but I'm in. UURAF is my favorite pick of all the stocks you've mentioned. If their platform scales effectively they're going to have an incredibly strong position in domestic REE processing.

Healthy_Mark_6139

the whole REE-related sector feels like priced in after x2-3 recent jump. I sold ABAT $1.5 leaps for $0.5 and got some profit. Those are about $2 now 😢. my point is, you made a decent DD, but also I think there is a lot of luck that the news for MP came up recently and you made a fortune. my gut feeling tells me, it is too late to jump in this topic. Regardless MP or UUUU, or USAR, TMC, ABAT, etc. Attention was attracted. IV is elevated, stocks are priced-in. All ships are raised already. Jumping in now feels as a very bold move. Feels like need to wait till dust settles. What was it you’ve seen in the sec form, which gave you so much confidence?

strangeanswers

been long about 4k shares of UUUU for around a year now in anticipation of US federal govt funding. I timed my entries around dips, cost basis is around 6 bucks. I’m also very bullish on uranium mining equities in general. In my view, UUUU was a pretty good deal on just the uranium side of things and you got the rare earths business + radioisotope lottery ticket for free. I’ve calculated expected cash flows once they’ve got full mill upgrades in place and it’s ludicrous. if things go even halfway according to plan they’ll be rolling in it, ~$10B market cap wouldn’t be a stretch. I think their HMS projects will have wild economics once monazite REE extraction + uranium recovery economics are factored in, especially toliara. the major challenge now is the absolute wall of capex facing them. any govt funding would solve that by causing the stock to pump so much that cost of capital dips immensely. best of luck 🤝

pandershrek

Crash $REE. I don't think it can get much lower. Most of it is owned by Hedge Funds

pandershrek

I hold on $REE and try to get as many ReeRees as I can. Join me you Regards. Help me beat my WSB to get it to 1$ EoW! I need a win on that betting thing. The holy .69 calls for you. 🥂

pandershrek

!banbet REE 1 4w

pandershrek

$REE @.69 C'mon all, join me in becoming true REEgards.

pandershrek

Clearly $REE it is .69 the golden number and it fits perfectly with the well Regarded gentlemen of this subreddit. 🥂

agoldprospector

UUUU - the only operating uranium mill in the US, and one of only 2 rare earth mills and they own supply lines of ore. Seems like they could have deals in the work like MP did, if not more since it's uranium and REE combined. Any compelling reason against?

Vegetable_Bet_896

Rare earth mining is pretty brutal for the terrain. So, having deposits is not important. Not only is it tough on the environment, it's abundant in nature, contrary to the name. So, to repeat, it's not really about proven reserves, it's about getting it out of the ground and then refining it. This means the name of the game is... 1. The rights to deposits holding valuable mix of REE's, with... 2. All required permits and approvals, with... 3. Sufficiently funded to at least begin extraction, with... 4. Prior, current, or probable future government program participation or loans/grants, with... 4. Facilities/ business partners for processing and refining already in place, with... 5. Off-take agreements or deals for materials, guaranteeing income Those things are what I look for when I think about investing in this industry. #1 is a necessity for speculative and high risk, but many years to wait before any earnings. #2 might be a small mining company trying to find money, still far from profit, but at least there's a clear path forward. Dilution incoming. #3 being satisfied means dilution less likely, big money is on board in some capacity, and risk is reduced, with earnings set to ramp up imminently. If your company hits #4, that's a definite buy! And if they do the refining in-house, then they can really increase earnings. If even #5 is satisfied, a big jump in earnings looks highly likely. Even after the share price growth recently. Few stocks tick all 5 boxes. The companies that do meet all those criteria are strong buys. ... Going by that criteria, MP is a strong buy. I wouldn't buy at these prices unless you're DCA-ing and plan to hold long term. Since they're the only domestic refiner they have that on lock, for now. If MP dips, maybe buy. They will not go down to $30. USAR is real new but already profitable, and I think the Stillwater magnet facility will print money. They aim to output 5x what Mountain Pass will refine for MP. More HREE supply, too. Not fully producing for about a year, though. UAMY is a great play on antimony, not a REE but it is a listed critical mineral with extremely limited domestic production or refining. They work with AREC for high purity refining via a tolling agreement. But the big thing about rare earths is that the big hole in the supply chain is SEPARATING and REFINING specifically HREE. Companies that offer that for rare earths will be in demand. Just mining the stuff isn't special. You may get a swing trade from a rear earth miner, otherwise beware and keep a close eye. There is also AREC, which supplies REO rare earth oxides to USAR's Stillwater magnet factory, as well as other companies like Vulcan and Advanced Magnet Labs. AREC aims to capitalize on the high-value refining stage without the capital-intensive process of magnet production. Among small-cap peers, ARECs operational readiness and partnerships make it a strong contender for near-term profitability, second only to MP Materials’ integrated model. MP has first mover advantage over USAR, but if USAR executes well, they should take off eventually. TMC satisfied a lot of those criteria, too, but also aren't REEs. TMC is ready to pluck those PMNs but is waiting on full approval from the feds. Phwew can't believe I typed all that.

holycowholyburger

If you like this check out $DTREF they have a mine within a few miles of MP and said to be of equal quality REE

Vegetable_Bet_896

AREC well on their way towards opening largest US REE refining facility. Refining specifically to ultra pure standard, ie military and tech use.

w2podunkton

uclear/uranium seems like the biggest no brainer with the AI power demands. Been eyeing some of the smaller REE miners too since the China supply chain stuff isn't going away.

spacetreefrog

Im into nuclear, drone and ev parts. UEC does 20% pretty frequent, URA if you want an etf in nuclear. PLUG should get traction in time, REE (if they can survive long enough for tarrif/trade get figured out) will be back at 5-8/

Antique-Wrongdoer-15

That is good risk. If they don't find any contracts, it will be harder. However, worse case is that they can sell it in Spot price, which seems to rise for REE nowadays. For Uranium spot price, there is still a lag, and they have given guidance that they will hold the 2M pounds of Uranium until next year for better price. Their average price was at $63, and they expects to sell when it hits $80. Despite that, they still have enough cash to operate the current workload for at least 1 year later. If 1 year from now, there are no contracts/fundings announcement from them, then it will be in a trouble, or else they are good position to hold Uranium for better price in the future.

Antique-Wrongdoer-15

Unless the government don't like REE and Uranium, this price is not enough with Energy Fuels potential growth. Obviously many people denied my thesis in April too, so take it for a grain of salt.

Regis_Rumblebelly

Uranium, REE (heavy and light) metals, copper, AI, semiconductors, nuclear infrastructure, NG generation plants, drone technology, crypto currencies, quantum technology just to name a few.

pandershrek

Congratulations you've all proved me wrong.i bought 500 shares at 1.92 just to be sure it was gonna tank but nice little chunk of change to offset my garbage REE stock. 🤦‍♂️ I thought for sure modular EV was a good investment lol

Tan90Roller

To me, $USAR is still risky as they are still in the pre- production phase meaning they aren't generating any revenue. From what I've read, they won't have anything until early 2026. I've been looking at them to invest in as well. I bought a bunch of $MP weeks ago before all these announcements came out as I believe in the company and our nation striving for REE independence (which we originally had back in the day). I think we'll hear another type deal like this once one of these other US companies gets closer to having the capacity to produce magnets for the nation. Back to $USAR, I'm just waiting on the stock to go back to its average of $10.50 and buy stock. It's inflated right now for no reason other than speculation.

TheNextBigWhale

yes sir, imagine the profit margins. REE plus increasing spot coal price

BrazenBull

The REE industry seems to be heating up.

uranium013

According to their company updates, they're supposed to finish construction and commissioning of the Louisiana plant by the end of this year (if all goes well) and by H1 of 2026, they want to begin commercial production of heavy and light REE metals. Hopefully by the end of 2026-2027 they achieve higher ramp output from 2,000 tpa (2026) then 7,500 TPA (2027). All must go well for them to achieve this, hopefully no bumps in the road in delaying these plans.

Choice_Tax_3032

My AU rare earth portfolio: LYC ILU ASM ASN ARU AR3 REE SRL Up 18% so far

sunnydays281

For heavy REE my bets are on IXR (ASX) which has just shot up too.

yearz

This thread shows a lot of ignorance about what this announcement actually means, for Ramaco in particular and USA REE production in general. *About rare earths* - It is true rare earths are not “rare” the way lithium is not rare. What is “rare” is finding REEs in concentrations that are economically feasible to extract. Even “high” concentrations of rare earths are in the hundreds of ppm - There are good reasons why REE refinement has largely disappeared from Western countries: the refinement process is generally TERRIBLE for the environment. A major reason for this is that most REE are found in hard rock that is expensive and difficult to break apart and accompanies radioactive elements like uranium, which means radioactive byproducts of the refining process. - China dominates refinement of rare earths largely because they are perfectly willing to accept the environmental damage in exchange for industry dominance. [The NYT had a piece on this topic this week.](https://www.nytimes.com/2025/07/05/business/china-rare-earth-environment.html) *Ramaco’s REE project* - This announcement has nothing to do with a “discovery.” [The discovery was made almost a decade ago by the US Department of Energy,](https://www.wsj.com/business/energy-oil/the-2-million-coal-mine-that-might-hold-a-37-billion-treasure-181dbdcf?st=wEaYRq&reflink=article_copyURL_share) it was a coincidence that Ramaco owned the land in the scope of the discovery. What is new is that the results of a multi-year economic feasibility study have come back with highly positive implications for this mine. Mining operations are commencing now, pilot production is expected to be finished this year with large scale production starting in 2027. This is not a pipe dream, this is happening. - Ramaco originally intended to mine metallurgical coal from the site. The site is fully permitted for mining operations and coal mining was slated to restart there this year, regardless of rare earths. Ramaco owns even more adjacent land - **What sets this mine apart is that the REEs at the Ramaco Brook Mine are found in soft sedimentary rock with no radioactivity**. Put simply, this means the REEs at this mine are far easier and cleaner to extract than a “traditional” REE mine, a major factor in this mine being of particular economic viability. - A comprehensive and well funded engineering study has been released to show that even under conservative estimates, [this mine will have a high IRR of 33% and will be generating annual FCF of about $139 million per year, from a mine owned by](https://ramacoresources.com/wp-content/uploads/2025/07/Ramaco-PEA-Report-Jul-2025.pdf)a company with a current market cap of $844 million for which, until now, REEs were simply a side hustle - The US government is hugely incentivized for this mine to be productive. In addition to the aforementioned assistance from the Department of Energy, [Wyoming gave Ramaco a $6.1 million grant to develop the mine](https://www.mining.com/ramaco-resources-wyoming-rare-earth-project-gets-6-1m-grant/) and the mine will benefit substantially from tax credits provisioned by the Inflation Reduction Act. In addition to that, [US secretary of energy Chris Wright is personally attending the ribbon cutting](https://finance.yahoo.com/news/wyomings-first-coal-mine-decades-101237705.html) of the mine, and former US Senator Joe Manchin sits on the Ramaco board of directors. The US Department of Defense just made a major investment in another REE producer and is closely monitoring developments at the Ramaco mine. It seems obvious that all possible measures will be taken to smooth the regulatory process for this mine to succeed.

yearz

This thread shows a lot of ignorance about what this announcement actually means, for Ramaco in particular and USA REE production in general. *About rare earths* - It is true rare earths are not “rare” the way lithium is not rare. What is “rare” is finding REEs in concentrations that are economically feasible to extract. Even “high” concentrations of rare earths are in the hundreds of ppm - There are good reasons why REE refinement has largely disappeared from Western countries: the refinement process is generally TERRIBLE for the environment. A major reason for this is that most REE are found in hard rock that is expensive and difficult to break apart and accompanies radioactive elements like uranium, which means radioactive byproducts of the refining process. - China dominates refinement of rare earths largely because they are perfectly willing to accept the environmental damage in exchange for industry dominance. [The NYT had a piece on this topic this week.](https://www.nytimes.com/2025/07/05/business/china-rare-earth-environment.html) *Ramaco’s REE project* - This announcement has nothing to do with a “discovery.” [The discovery was made almost a decade ago by the US Department of Energy,](https://www.wsj.com/business/energy-oil/the-2-million-coal-mine-that-might-hold-a-37-billion-treasure-181dbdcf?st=wEaYRq&reflink=article_copyURL_share) it was a coincidence that Ramaco owned the land in the scope of the discovery - Ramaco originally intended to mine metallurgical coal from the site. The site is fully permitted for mining operations and coal mining was slated to restart there this year, regardless of rare earths. Ramaco owns even more adjacent land - **What sets this mine apart is that the REEs at the Ramaco Brook Mine are found in soft sedimentary rock with no radioactivity**. Put simply, this means the REEs at this mine are far easier and cleaner to extract than a “traditional” REE mine, a major factor in this mine being of particular economic viability. - A comprehensive and well funded engineering study has been released to show that even under conservative estimates, [this mine will have a high IRR of 33% and will be generating annual FCF of about $139 million per year, from a mine owned by](https://ramacoresources.com/wp-content/uploads/2025/07/Ramaco-PEA-Report-Jul-2025.pdf)a company with a current market cap of $844 million for which, until now, REEs were simply a side hustle - The US government is hugely incentivized for this mine to be productive. In addition to the aforementioned assistance from the Department of Energy, [Wyoming gave Ramaco a $6.1 million grant to develop the mine](https://www.mining.com/ramaco-resources-wyoming-rare-earth-project-gets-6-1m-grant/) and the mine will benefit substantially from tax credits provisioned by the Inflation Reduction Act. In addition to that, [US secretary of energy Chris Wright is personally attending the ribbon cutting](https://finance.yahoo.com/news/wyomings-first-coal-mine-decades-101237705.html) of the mine, and former US Senator Joe Manchin sits on the Ramaco board of directors. The US Department of Defense just made a major investment in another REE producer and is closely monitoring developments at the Ramaco mine. It seems obvious that all possible measures will be taken to smooth the regulatory process for this mine to succeed.

yearz

This thread shows a lot of ignorance about what this announcement actually means, for Ramaco in particular and USA REE production in general. *About rare earths* - It is true rare earths are not “rare” the way lithium isn’t rare. What is “rare” is finding REEs in concentrations that are economically feasible to extract. Even “high” concentrations of rare earths are in the hundreds of ppm - There are good reasons why REE refinement has largely disappeared from Western countries: the process is usually TERRIBLE for the environment. A major reason for this is that most REE are found in hard rocks that are expensive and difficult to break apart and accompany radioactive elements like uranium, which means radioactive byproducts of the refining process. -China dominates refinement of rare earths largely because they are perfectly willing to accept the environmental damage in exchange for industry dominance. [The NYT had a piece on this topic this week.](https://www.nytimes.com/2025/07/05/business/china-rare-earth-environment.html) *Ramaco’s REE project* -This announcement has nothing to do with a “discovery.” [The discovery was made almost a decade ago by the US Department of Energy,](https://www.wsj.com/business/energy-oil/the-2-million-coal-mine-that-might-hold-a-37-billion-treasure-181dbdcf?st=wEaYRq&reflink=article_copyURL_share) it was a coincidence that Ramaco owned the land in the scope of the discovery -Ramaco originally intended to mine metallurgical coal from the site. The site is fully permitted for mining operations and coal mining was slated to restart there this year, regardless of rare earths. Ramaco owns even more adjacent land - What sets this mine apart is that the REEs at the Ramaco Brook Mine are found in soft sedimentary rock with no radioactivity. Put simply, this means the REEs are far easier and cleaner to extract than a “traditional” REE mine and are a major factor in this mine being of particular economic viability. - A comprehensive and well funded engineering study has been released to show that even under conservative estimates, [this mine will have a high IRR of 33% and will be generating annual FCF of about $139 million per year, from a mine owned by](https://ramacoresources.com/wp-content/uploads/2025/07/Ramaco-PEA-Report-Jul-2025.pdf)a company with a current market cap of $844 million -The US government is hugely incentivized for this mine to be productive. In addition to the aforementioned assistance from the Department of Energy, [Wyoming gave Ramaco a $6.1 million grant to develop the mine](https://www.mining.com/ramaco-resources-wyoming-rare-earth-project-gets-6-1m-grant/) and the mine will benefit substantially from tax credits provisioned by the Inflation Reduction Act. In addition to that, [US secretary of energy Chris Wright is personally attending the ribbon cutting](https://finance.yahoo.com/news/wyomings-first-coal-mine-decades-101237705.html) of the mine, and former US Senator Joe Manchin sits on the Ramaco board of directors. The US Department of Defense just made a major investment in another REE producer and is closely monitoring developments at the Ramaco mine. It seems obvious that all possible measures will be taken to smooth the regulatory process for this mine to succeed.

Vegetable_Bet_896

Big moves past 2 days in sympathy with MP, but I think the real moves will either be government support - which may or may not happen, or when the antimony and REE/magnet tolling fees start to hit the balance sheet.

Lofulamingo-Sama

MP is building their own refinery, but MP does not have every essential semiconductors element in their deposit. Find existing/new mines doing the other essential semiconductor materials. Those are also receiving DoD funding and will likely receive even more with additional time. MP got this boost first because they are the largest operating REE mine in the us. Others newer mines and mines in permitting will likely get funding as well. Copper also got 50% tarrifs announced, so you might consider investing in US copper mining companies such as Freeport-McMoRan.

Critical-Future-292

There’s no heavy REE at MP; never has been. They plan on importing it, the pentagon deal is more for the 10x magnet plant. Not saying it’s not a good investment it’s got a guaranteed buyer now. However there’s another player building a magnet plant in TX that is mining Heavy REE, don’t know how that’s going to work out now, but MP will have to buy it from somewhere not China at some point.

One-Hovercraft-1935

Yes, they have been in a strategic partnership for many years. MP received some initial funding from them to get Mountain Pass up and running. In 2024, 80% of MP revenue came from Shenghe Resources, the company you are talking about. This is because there is essentially no REE processing capacity in the U.S. and China is responsible for <90% of all REE processing. This impacted their business when tariffs came into the picture earlier in the year. In April, they announced the ceasing of all shipments to China. However, they will not need to rely on Shenghe any more for such a large portion of revenue. This is because the improving processing ability in the U.S. and MP's focus on vertically integrating.

One-Hovercraft-1935

I agree, there are no solid fundamentals with this company. However, past performance is not indicative of future results. Their income statement won't wow you, but they have good financial health. I made some charts displaying this, but I chose not to include them. The US has a weak REE supply chain and they're working to ramp it up. The production ability of this company is continuously improving. As an investor, I am thinking future oriented. As the only active REE miner in the United States, many companies will turn to them. Why ship ore to be processed in China when MP can process it for you? That is the key. They aren't just working to mine REE's, they are working to produce NdFeB magnets, and they are working to become an ore processer. That sets them up to become a monster in the industry.

One-Hovercraft-1935

They netted a loss because the mining industry is incredibly capital intensive. The U.S. had no need to have domestic production of REE's when in the past, we've relied on our imports. In recent years, China has placed multiple bans on REE's and other critical elements necessary to support our economy. They've since been lifted, but why would we continue to rely on them if they can do that at any time? This is where things are changing, the past does not indicate anything because the U.S. has never been a major producer of REE's. Securing these magnets and NdPr is a matter of national security. That is why the Department of Defense is funding them which is huge. You need to understand that these aren't just magnets. They are the strongest commercially available magnets. I say it is a matter of national security because they are crucial in fighter jets, naval systems, missile defense, satellites, etc. The company is set to start commercial production of NdFeB magnets in late 2025. They already have a long-term deal with GM and will have the ability to supply magnets for 500,000 EV's a year.

One-Hovercraft-1935

They own and operate the only active Rare Earth Mine in the U.S... The United States produced 45,000 tonnes of Rare Earths in 2024, guess how much MP produced? 45,000 tonnes. It is not about "are they profitable" it is about their future and the dependance that the U.S. government has on them. Currently, China dominates REE production and processing. That is not acceptable for the U.S., which is why they are focused on building a domestic supply chain. You said it yourself; they are a very large US based magnetic supplier. Now, look into what NdPr is and what NdFeB magnets are and why they are important. They are essential to everything in the modern world.

Difficult-Quarter-48

John Paulson is also a majority shareholder through his hedge fund. Dude is deeply tied to trump. I feel extremely confident there is a grift play here. Likely fed loans will come through for them towards the end of the year. The antimony side of the stock isn't crazy lucrative but still nice. I think it's a great buy for a 1-2 year hold. I also like MP materials but it's riskier. Market cap is a bit inflated and we have no idea what kind of gov support they will get. I hope it is aggressive... Both for my bags and for the country. MP is literally THE company you support if you want REE independence from China, and I think trump wants to make that happen so I'm heavily invested

Otherwise-Coyote6950

I think MP Materials will be the main supplier of rare earth metals in the US (and maybe most of the West) in the coming decade. We'll need a massive amount of REE in all the futuristic industries....humanoid robots require an insane amount of them, maglev trains will require a massive amount, then we have latest high precision missiles, satellites, quantum computers, lasers, rockets to go into space and, in the future, a very big amount will be needed for anti-gravity crafts (which are still classified but in the process of being disclosed). Not to mention that we need them in small amounts in almost every industry. It's critical for the US to have their own supply chain because they can't rely on a competitor to supply them otherwise in case of a conflict China can cut off the entire supply and the US wouldn't be able to produce anything that is technologically advanced