Reddit Posts
Brazil’s Largest Lithium Valley Land Position— Spark Energy Minerals. $SPRK.c at $0.04 on CSE (Canada.) Second drilling round assays pending. First drill results revealed shallow rare earths up to 33% MREO & Gallium from surface in all 5 maiden drill holes. REE's & Gallium crucial to AI build out.
Brazil’s Largest Lithium Valley Land Position— Spark Energy Minerals. $SPRK.c at $0.04 on CSE (Canada.) Second drilling round assays pending. First drill results revealed shallow rare earths up to 33% MREO & Gallium from surface in all 5 maiden drill holes. REE's & Gallium crucial to AI build out.
Looking for green/renewable energy stocks to add to my Watchlist.
$MGNC ✅Two U.S. anchor properties: Kingman Quarry and Hicks Dome ✅Global origination pipeline across Africa, South Asia, Latin America, SE Asia ✅Western-aligned supply positioning amid China 60-70% production share ✅Tokenization initiative to presell verifiable REE resources
Why $NIOB.CN is the Canadian Critical Minerals Sleeper for 2026
War for Rare Earth Metals: Beijing Tightens Control Just Before Trump’s Visit
Voltage control is becoming the next grid headline
(CSE: $NIOB) (OTCQB: $NIOMF) NIOB Intersects 211+ Metres of Cumulative Pegmatite with Encouraging Nb-REE Exploration Indicators at Seigneurie; Assays Pending
$MGNC is advancing blockchain-enabled tokenization of its REE assets to provide transparent, access to capital methods by preselling verifiable resources into the Western supply chain allowing investors or critical mineral buyers that are scrambling to to lock in resources.
A takeover that could reshape the rare earths industry?
China hikes rare earth prices by 45% = more drilling = MDI.TO
JAGU : Quietly stacking catalysts
Can JAGU Capitalize on the Rare Earth Shortage?
Can JAGU Capitalize on the Rare Earth Shortage?
JAGU : Uranium + Rare Earth Angle Starting to Show
JAGU : Small Cap Uranium Name Starting to Get Interesting
JAGU : Small Cap Uranium Name Starting to Get Interesting
JAGU strong news today
Which dip to buy? APXC/APXCF or NB
Major Drilling (MDI.TO) REE Pick&Shovel with price target
NIOB may have another REE target forming at the Sabot project (defense play)
Everyone's talking about rare earths in Greenland, but the real story might be palladium and gold
Everyone's talking about rare earths in Greenland, but the real story might be palladium and gold
Rate my Commodity "Sniper" Portfolio - Aiming for 10x Reratings ($9k)
Major Drilling Group (MDI.TO) Pick & Shovel Play + REE Tailwind
Major Drilling (MDI.TO 🇨🇦 ) Pick & Shovel Play + REE Tailwind
$LKY.ax | $LKYRF Locksley advances U.S. antimony metallurgical work with metallic antimony confirmed via XRD + Rietveld analysis
$LKY.ax | $LKYRF Locksley confirms our subsidiary Enigma Strategic Minerals LLC accepted as Affiliate Member of the DOE Critical Materials Innovation Hub
West must start mining rare earths. Many Juniors want to ride the silver/gold wave but who find the REE, silver/gold deposits?
MDI.TO is the key player the next 3-5 years
MDI.TO is the key player the next 3-5 years
$LKY.ax | $LKYRF Locksley Resources return antimony grades up to 26.1% Sb
Tell me why this isn’t a good hold moving forward
Internal White House Memo: DCF Valuation of Greenland as an Asset (according to ChatGPT)
$LKY.ax | $LKYRF Locksley Non Executive Technical Director Ian Stockton explains
Tsodilo Resources Detects Critical Minerals and Rare Earth Elements. Potentially as much as Greenland
Tsodilo Resources Detects Critical Minerals and Rare Earth Elements. Potentially as much as Greenland
Energy Fuels $UUUU Toliara / Vara Mada feasibility study in a nutshell
Energy Fuels Announces Updated Feasibility Study for Toliara Rare Earth and HMS Project in Madagascar Confirming World-Class Scale and Economics, Including $1.8 Billion NPV and Ramping Up to Over $500 Million of Expected Annual EBITDA
Junior Explorer with Maiden Resource on REE Coming! CSE:NTMC
Locksley Resources Limited (ASX: LKY) (OTC: $LKYRF )Due Diligence Summary – January 2026
Locksley Resources $LKY.ax | $LKYRF (FSE: X5L)
$LKY.ax | $LKYRF Locksley COO Danny George
Antimony is a hard, brittle, silvery-white metalloid element with the symbol Sb and atomic number 51.
Sidney Resources just locked down 7,600 extra acres, Warren District is turning into the next REE potential hot spot
Is Uncle Sam getting involved?
LKY.ax | $LKYRF Locksley Resources Chief Operating Officer Danny George explains
LKY.ax | $LKYRF Locksley Resources appoints Lieutenant General (Ret.) Mark C. Schwartz as Strategic Advisor 🇺🇸🛡️
$14 to $58? Major Drilling Group: Supercylcle + REE + ATH Gold&Silver, M2 supply thesis
$14 to $58? Major Drilling Group: Supercylcle + REE + ATH Gold&Silver, M2 supply
$14 to $58? Major Drilling Group: Supercylcle + REE + ATH Gold&Silver, M2 supply
$LKY.ax | $LKYRF Private placement update
Locksley Resources is pleased to share its antimony mine to market plan with shareholders.
$LKY.ax | $LKYRF Locksley Resources has raised A$17 million
Came across Major Drilling Group - need more information
$LKY.AX | $LKYRF Locksley Resources has officially launched its first drilling program at the El Campo Rare Earth Elements ( #REE) Project in California’s Mojave Desert.
Locksley Resources $LKY.ax | $LKYRF (FSE: X5L) scores a win:
Major Drilling Group - shovel play or nvidia in mining?
$LKY.ax | $LKYRF We have released a new company update video with our MD and CEO Kerrie Matthews.
$LKY.ax | $LKYRF Locksley Resources is progressing a Level 1 ADR program with BNY Mellon to expand U.S investor access.
$LKY.ax | $LKYRF COO Danny George shares an update on the progress of our deep eutectic solvent technology
$LKY.ax | $LKYRF Locksley Resources has begun our maiden drilling campaign at El Campo, and the reclamation bond for the Desert Antimony Mine has been accepted by the BLM.
$LKY.ax | $LKYRF Locksley Resources has begun our maiden drilling campaign at El Campo,
Locksley Resources Limited $LKYRF (Otcqx) just fired the starting gun on drilling at their Mojave Project – REE’s + Antimony in California
$LKY.ax | $LKYRF Locksley Resources appoints Stacy Newstead as Strategic Advisor Materials Strategy.
$LKY.ax | $LKYRF Locksley has advanced American made antimony production using Mojave ore and fully US based processing infrastructure.
$LKY.ax | $LKYRF MD and CEO Kerrie Matthews on site with high grade stibnite from our Mojave Project, demonstrating the quality of the antimony mineralisation we are progressing.
$LKY.ax | $LKYRF Locksley COO Danny George outlines the strategy from pilot scale plant validation to staged and modular commercial scale expansion.
$LKY.ax | $LKYRF Locksley Managing Director and CEO Kerrie Matthews explains how Mojave ore testing is progressing
LKY.ax | $LKYRF Locksley COO, Danny George, explains how the Desert Antimony Mine provides US feedstock
$LKY.ax | $LKYRF Kerrie Matthews represented Locksley in Washington, D.C., this week, meeting with DFAT officials at the Australian Embassy
For $LKY | $LKYRF Locksley it underscores, the need for secure non Chinese supply of critical minerals:
$LKY.AX | $LKYRF Locksley Resources appreciates @greenmetusa highlighting the progress we've made.
$LKY.ax | $LKYRF Locksley strengthens its U.S. critical minerals strategy with the appointment of highly experienced geologist as Non Executive Technical Director.
$LKY.ax | $LKYRF Locksley advancing U.S. antimony production 🇺🇸
$LKY.ax | $LKYRF Locksley Resources Update
$LKY.ax | $LKYRF Locksley shares a video with Managing Director and CEO Kerrie Matthews
$LKY.ax | $LKYRF Locksley Resources is in a very powerful position
Looking for advice from wise "redditor" experts....
$LKY.ax | @LKYRF Locksley Resources has kicked off a high-resolution heli-mag & radiometrics survey at its Mojave Project
$LKY.ax | $LKYRF Locksley Resources
Locksley Resources Limited (ASX: $LKY; OTCQX: $LKYRF) due diligence
American Resources Corp (AREC) - Analysis - Strong ReElement Fundamentals
E-Tech Resources Identifies Kilometer-Scale REE Soil Anomaly at Eureka Project, Namibia
My DD on NTU ... steve bought it
Strategic Material for USA. A look at Synthetic Graphite Producer Novonix
Mentions
AI is still very hard to monetise (look at open AI) and the economy isn’t looking so hot outside AI. The low forward p/e’s of memory and chip makers only stay low if demand stays at the level it’s at right now as well as supply of the materials they need. I missed the boat in April which admittedly was a mistake, but my philosophy in investing is to be patient and avoid losing liquidity. What is keeping me out of right now is a deep skepticism of the Hormuz situation being over. Building data centres and mining materials requires diesel which the world is increasingly lacking. It’s also very expensive and we’re facing a situation in which fed might have no other choice but to raise rates. Then theres China holding the world’s REE production by the balls. They can very easily stop the supply for geopolitical reasons which they have done before. I’m bullish on AI on the long term but I’ve seen these sorts of buying manias happen before, and around the time people come to the conclusion that normal metrics or conventional wisdoms don’t apply, and people share screenshots of their earnings, a heavy correction is soon coming. If all this would be irrelevant, why didn’t AI stocks rally in march? Earnings? Sure, they were very good, but the previous ones weren’t shit either. The market was worried about uncertainty. That was a month ago and the situation is still as bad as it was then, arguably worse. I’m not saying there’s definitely a big drop, but I think my fear is very rational.
REE halted pending news
Follow all trump admin backed tickets, so far only $intc ran, most others are REE stocks, they might run again.
CEO bought 250k worth of shares in the company last year, promising rare earth drill results that appear to be a lot easier to process than most REE plays which addresses the bottleneck on the whole sector. Very bullish here.
Disagree here - if you want the winners in the REE sector it’s $LYSCF (Lynas Rare Earth) they produce the highest output at lowest cost of NdPr outside of china or $MP (MP Materials) only fully vertically integrated mine to magnet outside of china. Shouldn’t even be a question
**kendrink resources** **5 employee** **no revenue** **Namibia REE pivot**: Option agreement over rare earth licences (January), followed by exercising the option for a 70% stake in the Bonya project (23 February). This marked a clear strategic shift and new jurisdiction focus. **Positive drilling results**: Excellent assay results from Bonya REE project (announced 16 March) showing encouraging grades and mineralisation. Followed by project updates on Kieshöhe (26 March) and Teufelskuppe drilling (14 April) plus a general Namibia REE update (9 April) **Funding**: £1 million fundraising announced 23 March to support ongoing exploration. not bad pray they raise the $1 million on time
TUN. For me that’s it. Maybe some REE/copper plays. But the tungsten move is far from done
It really does seem like a cult doesnt it. You often see people saying “the bears sound like they want the market to crash” etc. as if that would be morally wrong. Of course I don’t want a recession, but it’s not the issue that’s being discussed here —the stock market is. Why the fuck would I care if S&P500 is up or down if I wasn’t invested in it? It’s not a living organism. Am I just pissed off ‘cause I was holding cash instead of Amazon? Yeah kinda. But that doesn’t really change the equation. I’ve been part of buying manias and I know what it looks and feels like (REE during the summer), and the same sort of invincibility is present here. I’m not saying everything will go south, cause fuck if I know, but the lack of worry really makes me alert. Also: people really seem to love leveraging.
🌈🐻: REE REE, the market is rigged. Also: 🌈🐻: Time to go all in on puts. What could go wrong?
Imo its just starting. Silver, Gold almost at ATH. Then all the REE, this needs so much drilling.
Important matters are priced in before you can finish reading the press release and its getting lucky with the fluff that makes most people think they know what they are talking about. Most fund managers will underperform and they "know what they are doing", almost no one on Reddit has uniquely actionable insight. The best thing to do is VOO and chill and if you have gambling money left over, buy some stocks you like for whatever reason you like. Me for example, I'm currently in deep on some uranium and REE exploration companies becuase why not.
DMX. Their polymetallic uranium deposit in Sweden is the worlds largest un-mined U deposit. Also has huge amounts of fertilizer (the good kind) and other metals inc. rare earths. It is a permitting play at this point as the economics and metallurgy are proven and management is as good as it gets in the sector. If the permits come through it will at least 5x with a 10x not out of the question by any means. I also like LEM and their REE deposit which also has 5-10x potential but they have to prove metallurgy at scale and get permits (but their permits will be easier).
Only taken little bag at moment, deeper in JAGU new Uranium and REE exploration
Exploration is high risk, high reward. Right now seems like a good time to be investing in hard assets. Uranium and REE have very concrete and individual demand/supply dynamics. I would really try to understand those before making a decision.
Uranium and REE exploration good mix?
JAGU waiting on REE results could trigger multiday runner.... 
totally agree! the rare earths angle is super interesting, especially with the U.S. ramping up efforts for domestic sources. the recent news really shows they're laying the groundwork for something bigger. if they can get that field work going at Laguna Salada and deliver solid results from Berlin, we could see some serious upside. not to mention the demand for critical minerals is only gonna increase. fingers crossed they pull it off! how long do you think we have to wait for those REE results?
I don’t anticipate budget cuts until the Western world has its own REE supply. Gold Silver Cooper etc. on top.
Thx. I don’t anticipate budget cuts until the Western world has its own REE supply. Gold Silver Cooper etc. on top.
dont sleep on PGMs either. everyone talks rare earths but palladium and platinum are arguably more immediately critical. russia produces 40%+ of palladium, just got hit with 132% anti-dumping duties. theres basically no western hemisphere production. KLTO (greenland mines) has the skaergaard deposit which is the only major undeveloped PGM deposit outside russia and south africa. different risk profile than the REE names but the supply squeeze thesis is real
Tom “fat cuck” Lee? More like Tom “fat cuck” REE
Do you see how steps are being taken to ensure the American economy is on the right footing if China attempts to go kinetic? Accelerate AI spend and you incentivize a faster TSMC buildout in AZ Provide a war and you build enough support to accelerate munitions production Start a tariff kerfufle and you get China to set off a race to reshore REE supply chains Maybe they are retarded… but have you considered what it means if they’re not?
$DTREF Dateline Resources Uncovers New Gold Extensions at Colosseum ... Dateline Resources (ASX: DTR) is aggressively expanding its US critical minerals portfolio in March 2026, launching exploration at the newly acquired Music Valley Heavy Rare Earths (HREE) Project in California and advancing the Colosseum Gold/REE project. Recent highlights include a $35M capital raise, high-grade gold intercepts, and initiated helicopter-borne surveys. Music Valley HREE Acquisition: Acquired 57 claims (1,140 acres) in Riverside County, CA, with exploration (geophysics, mapping) commencing immediately to target heavy rare earths. Colosseum Project Activity: Continued drilling at the Colosseum mine (San Bernardino County), with, for example, drill hole RC25-020 returning 85.34 m 8 5 . 3 4 m @ 1.33 g/t 1 . 3 3 g / t Au. The project is advancing toward a Bankable Feasibility Study (BFS). Corporate Finance: Completed a A$35 million institutional placement to fund drilling and development. Leadership: The company is focusing on fast-tracking development to address the US need for domestic heavy rare earths
Dateline Resources (ASX: DTR) is aggressively expanding its US critical minerals portfolio in March 2026, launching exploration at the newly acquired Music Valley Heavy Rare Earths (HREE) Project in California and advancing the Colosseum Gold/REE project. Recent highlights include a $35M capital raise, high-grade gold intercepts, and initiated helicopter-borne surveys.
Mmmmm that's a lot of REE used.
Rare Earth Elements (REE) and Critical Minerals (CM) with this strike in Iran we're going to cut China off more oil like we did with Venezuela, they in retaliation will cut us off more from their REE and CM, so United States will fast track mining and refinement. There are bills aready passed in Congress now waiting for Senate. I have TMC, UURAF, UAMY, USAR, DTREF, ARRNF and some other small ones.
China going squeeze with the REE exports.
>depleting the missile stockpile (need a lot of REE which they are running out of) this much before trump is going to Chyna to discuss trade deals Interesting move.
Where’s that greyenlightment guy at now.. REE short bitcoin and never take profits because it only goes down
PLSR is having a lil' dip. They've got new drilling underway, so any buy-the-rumour types might want to hop in here. RBW looks good too. Price has held up nicely as we enter crunch time for their Brazilian feasibility report. US interest in their South African partner may - *may* \- get their Burundi mine unlocked (one of the largest REE reserves in the world). ABOS is rising like SLS. I'm not entirely sure why, but suspect this is just how promising biotech pipelines behave when investors don't have to worry about their cash runway. If so, we aren't yet at the pre-data peak.
• The CTO (Dr. Ho Joon Lee) actually has a PhD in Biochemistry from Cambridge University and founded GLAAM (the original LED glass company). He’s a materials scientist, not a makeup guy. • The comms role is relatively new and secondary — the key people driving the mining pivot are Garrabrant (Jaguar real-estate background), Patrick Imeson (25+ years in Montana mining), and the recently added Tom Brodmerkel (Naval Academy grad with mining/oil & gas executive experience). On the REE side — you’re 100% right. The NR only says “potential” with zero grades, mineralization style, or metallurgy details. That’s exactly why I’m waiting for the SK-1300 filing (expected post-close). Same for the gold/silver/zinc — no PEA or feasibility study yet, which is a valid red flag at this stage. They’ve produced ~$4.85B historically, so the remaining deposit is what it is (lower grade, higher strip in parts), and we need real economics before anyone should go all-in. I’m in the same boat as you — I want to see: • Signed definitive agreement • Full SK-1300 with updated reserves + economic numbers (NPV, IRR, capex, etc.) • A credible mining-heavy team addition (they’ve started with Brodmerkel, but more experienced operators would help)
Help me out here - Their CTO is a makeup specialist and their comms guy worked retail clothing and film festivals.....they need to get their team together before I'd consider this. From their NR, "rare earth potential" - no mention of grades, mineralization style (can they even process it, or is it like almost every other REE play?) Need to see an updated PEA at least....preferably a Feasability study with economic numbers on what an NPV on the gold/silver/zinc/copper production will look like. They've yanked over 6 billion in minreals out already, so what's left is there for a reason...lower grade, higher stripping ratios....blah blah blah....let's see some proposed financials at a minimum, preferably by a backed team of experienced, tenured mining professions. If you want REEs, look at NTMC. Best metallurgy out there and should be a decent resource. Strong team of geos and engineers running it.
today: de-leveraging tomorrow: REE-leveraging 😎
Don’t forget Steve fella’s minions bagging REE and now paying 200K to his captain of the meridian “fund”. He will be serving their lunch there
Sir, MDI is such a logical choice, unless I’m completely wrong, as the U.S. and Europe are still without REE.
1) Yes they are because that’s how they make money and expand political power, they’ve monopolized REE separation for that exact purpose and they’ve been supplying rare earths for decades, they also are focused on solar investing a full significant figure more into solar than nuclear. The assertion that uranium will continue vertically is not correct when alternatives exist and are already being built by major opponents. 2) No we’re not that’s fucking regarded. I was there when the lore was writ. We do not have even a fraction of the production capacity to produce the REEs our economy needs. UUUU is the only source of HREEs in the entire western fucking world and they’re only doing proofs if concept. We absolutely are not banning Chinese rare earths in October that is ridiculous. 3) see 1 4) see 1 Don’t make these into meme stocks, they’re not, they’re defensive stocks and will moon the closer we get to a trade war with China, but this isn’t a for sure thing, and tensions could just as easily ease and they’ll fly back to $10.
No it doesn't, that's just you bro. https://www.goldmarket.fr/en/how-does-industrial-demand-evolve/ Gold is more useful than ever, it's just more costly than ever. "Approximately 11 percent of all gold produced is used in industry: https://www.thenaturalsapphirecompany.com/education/additional-precious-metals-information/gold-in-industry/ " The metal is ubiquitous in most consumer electronics and automotive applications" https://www.gold.org/about-gold/gold-demand/by-sector " Demand for gold in the technology sector was 84t in Q4, the strongest quarter since Q4 2021. Overall, 2024 was a solid year: annual demand rose by 7% to 326t • A modest rise in gold volumes used in electronics in Q4 (+3% y/y to 70t) drove growth in the broader technology sector during the quarter (+2% y/y to 84t) • Full-year technology demand increased 7% to 326t • Much of this recovery was driven by strong demand for high-end AI infrastructure, bolstering a subdued but gradually recovering, consumer electronics market." https://www.livewiremarkets.com/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBMzI2REE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--a7065044e0c5865fcb4372a1522710b3cc00f4e3/Gold%20Demand%20Trends_Q4%20Full%20Year%20REPORT.pdf
It still is. Even if it dips, Uranium is predicted to go up. I think they’ll do fine without the minimums on REE since they have a good supply chain system. Gonna keep my $ in for now even if it opens sub 20
REE bulls in shambles rn
So... REE stocks just taking a pounding for no reason today?
REE.V They're sitting on a lot of uranium. Drilling is fully funded and happening in the next couple of weeks. They are under the radar, and will skyrocket soon IMO. See details here: [https://rareearthexploration.com/eureka-project/uranium/](https://rareearthexploration.com/eureka-project/uranium/)
Per Grok: Low grade → high mining volumes, opex sensitivity, environmental (radioactive Th/U); execution delays common in mining/processing; REE price volatility (China supply risk); significant dilution from funding/share issuance; capex overruns (total development now backed by $3B+ but still large); competition; profitability not guaranteed. Current cap already reflects high expectations/speculation (pre-revenue/early stage). In short: The mix is HREE-dominant (~70% heavy, Y/Dy/Tb-rich) with valuable byproducts. The 40k tpd is ore/feedstock scale (implying modest ~thousands tpa REO own output + third-party processing/downstream). With funding and 2028 target, some upside is possible on success but far from assured—investors should review latest filings, updated feasibility studies, and REE market forecasts. This is not investment advice; mining projects carry high risk of non-delivery or value destruction.
Per Grok: Low grade → high mining volumes, opex sensitivity, environmental (radioactive Th/U); execution delays common in mining/processing; REE price volatility (China supply risk); significant dilution from funding/share issuance; capex overruns (total development now backed by $3B+ but still large); competition; profitability not guaranteed. Current cap already reflects high expectations/speculation (pre-revenue/early stage). In short: The mix is HREE-dominant (~70% heavy, Y/Dy/Tb-rich) with valuable byproducts. The 40k tpd is ore/feedstock scale (implying modest ~thousands tpa REO own output + third-party processing/downstream). With funding and 2028 target, some upside is possible on success but far from assured—investors should review latest filings, updated feasibility studies, and REE market forecasts. This is not investment advice; mining projects carry high risk of non-delivery or value destruction.
Ucore is also good. REE processing is a great industry, and you can throw a dart at almost any company in that sector and be happy this year.
God the REE crash will be a beautiful one. Bunch of no money making, 5 employee having companies riding high on trader vibes and momentary conviction
I just like to see what’s going on. And then any news that explains it. MP is up big because the US is supporting REE more aggressively. Silver is way up for the usual reasons. Interesting to know.
Even with the recent run-up, Gold & Silver miners are lagging REE. People are pricing in a spot crash which, I can understand but I don’t personally think we see Silver below $50/60 or Gold below $3800 and oz anytime soon.
I'm assuming it's gonna go like the REE bubble last year. Hard and fast. 'course that's because I still have a bunch of those stocks from last year, that have all just shot back into large green numbers. Not fucking holding onto these ones forever like last time.
IDR. Gold mining outfit segueing proven gold deposit profits to develop REE.
all i do is buy and sell uranium and REE while going to school to find it with technology you've never heard of. I think this shit might be going somewhere, just hope to get in the field early
UUUU has moved in the right direction, with true vertical integration by acquiring ASM (ASMMF, ASX:ASM), going full mine to metal across various REE. I'm a 2025 ASM bull so I'm glad to see this collab/MA happening, as it will propel both forward significantly in terms of business development, revenues, and resilience.
REE stocks in general have been crushing the last couple weeks. UUUU, UAMY, TII are keeping me afloat.
Somehow my Australian REE stocks that I've held on to since the bubble last year are doing *amazingly*. The US stocks are mostly dogshit.
I still have a pile of Australian mining stocks from the REE bubble last year. Today they have fucking exploded. ...yay inside trading...? 😳
Well, this junior processor is going to beat Energy Fuels to the punch with respect to processing heavy REE. These two companies are far and away my largest holdings in the minerals sector, but I'm betting on Ucore to be one the standouts (via its modular tech) in the REE processing space. Both are going to generate great ROI for investors, hard to go wrong, just depends on which one ends up with the higher multiple :)
06/07 was a speculative Uranium anomoly, unlikely we're going to see anything of that scale again in our lifetimes (well, mine at any rate). For context, UUUU traded at over $200/share during that run, which would be roughly a *10X* from here. Today they have a very significant REE story as well, arguably will be one of the top 3 miner/refiners in the world, and even then getting back to $200/share seems like a long shot (wouldn't complain, also one of my largest holdings).
It's nowhere near as simple as writing a check and getting it done in 2 years. Greenland has a population of 60,000 in an area 3x the size of Texas. You will not have the same EPA, MSHA, State Environmental Protection, etc. controls in place as you would if you were to mine REM/REE in a populated state. Nobody wants this stuff happening in their backyard. The proposed mining sites in Greenland is nobody's backyard.
This is mostly wrong, MP controls the REE rich feedstock yeah but separation is the core issue. UUUU is the only one separating heavy REEs. UUUU is unironically the best move here, MP is good too, but thd HREEs are what people want. Lynas also does separation but it’s not production ready yet.
UUUU is the play. Look up their latest BFS release on the economics of rare earths. Absolute Chad company which can beat Chinese refining players even without any subsidies. Projected EBITDA in that report is a rerate in progress. They have really unique processing in the whole world, as they are converting garbage from uranium mining - monazite - into REE oxides. That is not taking into account rising uranium demand and absolutely limited supply at current price levels which is bringing the price of uranium towards 150$/lb in the next few years (levels which unlock economics of new uranium exploration projects). UUUU signed a long term contract few weeks ago with utilities contractor which has flexible pricing model meaning the utility thinks - I need to secure uranium regardless of price. Just for the record, the production expense UUUU has for 1lb is $30, and UUUU is projected to produce more than 2million lbs in 2026. Might write a whole DD on UUUU soon as its a gem
Lol do you think anyone today cares and would give in strategic weakness for green policies? Not today, not with this administration. Demand to fuel tech, AI and robotics is so strong that strategic importance is non measurable. Looking anyways into green concerns, look closer into Energy Fuels and their refining process which upholds to highest environmental protection standards and will be able to supply almost 100% of REE requirements for US gov and a large portion of commercial requirements. What you are stating is an ongoing myth circulating since the last decade when it was true and being spread today among distant observers of the sectors OP mentioned. OP is right
He could have just said that he wanted to expand our military presence and signed a contract to start mining all the REE. MININAL political drama. Less money (versus what Greenland would “cost”. Picks in the ground and Chinese subs gone already. Sigh. That said I predict nothing happens.
**Respect for the only real question instead of the pearl clutching.** **'Greenland** holds immense potential for rare earth elements (REEs), ranking eighth globally in reserves with **1.5 million tons** and hosting two of the world’s largest known deposits: **Kvanefjeld** and **Tanbreez**. These deposits, located in southern Greenland near Narsaq, are part of the Mesoproterozoic Gardar Province and contain vast resources, including **370,000 metric tons of heavy rare earths** and potentially **28.2 million metric tons** at Tanbreez—possibly the world’s largest REE deposit' I actually picked up some mining stocks but mostly the ETF REMX after current admin mentioned greenland a few times, I know the game start with a crazy statement then end in a reasonable result. Take over Greenland was never on the table, the markets and smart people understand we have seen 10 years of how current admin starts talks and people still fall for it. Im up near 100% on REMX from my early summer buy. My only mistake was not buying more but was low on cash position after buying so much Google end of March.
New rare earths ventures are generally not sustained in capital markets because of how long they take to become profitable (10+ years) and because of the expertise they require which we simply don’t have. Most market ups for these companies come from the usual enthusiasm around news cycles around geopolitics and resource nationalism. You can find examples of many projects failing before they ever produce anything. While U.S. companies can propose new projects, the U.S. just doesn’t have the expertise required for REE refining, nor do we have the stomach to deal with radioactive waste or the absolute environmental havoc that refining REEs creates. That’s why we’ve looked to other places like Ukraine and Greenland, anywhere other than China. China dealt with that shit since the 80s and are only just now starting clean up projects that poisoned a significant portion of the poor living in SE china. There will be plenty of lawsuits that shut down new mining and refining operations in the U.S. even if they get off the ground. History kind of shows that this kind of mining is only successful as a state-backed venture, and will be super volatile otherwise.
They will in 2H26, the circuit is installing and commissioning now. Also, 98% of the magnet's makeup is light REE, the need for heavies is overstated.
MP is a better REE play IMO
It is my understanding they have the permits they need as both their mine project locations in California were previously permitted. Given the Colosseum project’s proximity to MP’s Mountain Pass REE mine and Locksley Resources’ nearby mining project, I expect we will see some interesting partnerships develop.
$SLV for the next 2 years $UCU REE refinement play, potential 5x $UUUU Uranium and REE play
YOU sell when the thesis changes after about 2-5 quarters, mate has 2-3-week contracts open for leveraged multiple hundreds of percent up after a sector pump. He sells, it's noise to you friend, sell when you see a better place for you money, on a tax basis, or your thesis becomes significantly stretched or broken on valuation. At least, that is about what I would do. 37 cents, damn, well done. I held UCOR/UURAF at under 1$ this year at one point. Definitely chased and fumbled Rare earths, REE's, and (less so) the refining bottleneck across many personally bullish stocks. When to buy and when to sell, how long to hold, is the core of trading Convexity, in whatever way, over compounding gains. Compounding is simply easier, if very frustrating, IMO.
REE, Arctic sea routes, energy
> UUUU is interesting but they're still more of a rare earth play than pure uranium imo ehhh, Energy Fuels is a long time uranium company that started exploring REE five years ago (i.e. relatively recently); definitely a uranium play, but scaling up REE operations this year, so they'll be playing both sides, thus the compelling investment opportunity.
I was wondering why the REE/national interest stocks jumped Friday lmao spy is cooked Monday.
60-70% chance of a 0.5-2% ++ increase in gold. 30% of 2%++ chance in gold on Mondays open. Question remains if it will continue higher on uncertainty or if it is over quickly as Maduro has been captured so quickly. Obviously the China REE comes into this as well.
Closed out some CM/REE positions that were bleeding out and used the proceeds to buy 156 shares of HIMS @ $32.30. Hoping to close that out around $58 in \~2 months.
PWMXF (Powermax Minerals) Cheap junior miner. China will be restricting more and more of their REE exports. Any miner that gets a whiff of a good vein will see money flocking to them in the near future. Could be a multibagger.
The only hole in this is your bias. Yes, there is inelastic supply, but the demand is elastic, and price now is defined by financial speculation, not physical deficit - which is why you wrote all that. Speculation in silver swings down faster than you can make a screenshot - look at 2011 peak (I watched it in real time, it was an amazing show). Once the price resets, which is also a quick process (several months), the cycle will repeat from a higher bottom. On the physical side, here is more to your list. 1. There is absolutely no reason for "silver market" to exist. None. A miner sells metal to a bank at paper-defined spot, then Samsung buys from a bank at paper-defined "spot". Samsung and the like can just buy silver mines' output as a 100% stream for a decade into the future - same as done with uranium contracts. Uranium buyers don't care for uranium spot price, they have long-term contracts with their own price. Assuming $100 silver, and a big 200Moz mine (rare), that is $20b - a daily noise in market cap of a $1T cap company. That is for the whole mine at a future price, not a year of its output, while streams are always discounted, so more like $10b. As companies do that with uranium, they can do that with silver, gold or anything supply they need secured. Certainly there are big regrets somewhere in board rooms now about not securing REE supplies, but "just in time" mindset dies only with the rotten brain it is attached to. 2. There are other metals with such an asymmetric risk and inelastic supply. Same logic applies there: they can be just bought out will all their metal, for rounding error price on big tech's capital scale. The only reason it is not done yet is habit: "why do that?" thinks a CEO that knows nothing about supply chain in his corporation, and vehemently believes that all his needs will magically be served when he makes an order. Nope, they will not, not in the fractured world of weaponised trade, economic warfare and systematically underinvested mining. Look at what Sprott did with uranium. He may go for silver too, and smaller metals, with the same model. He privatised uranium spot market. There is a good business case for privatisation of spot price of other small metals - not the Hunt bros method, but buying out whole mines or their supply and taking metal off the market completely. Can't "regulate" that. Later, when metal users (not banks) need metal, they can make a deal.
I'm placing bets on REE - super bullish over the next 20 years (or until I retire haha!). I took a position in $BLBX sub $6. There's too much momentum behind homeland materials to turn a blind eye. Biggest position right now is in North American graphite. $FMS $FCSMF at $0.09 to be precise 🚀.
Have You heard about EQ Resources? Imo top play on REE area at the moment. Play has already started but it is still early.
China's export controls put ACM in an optimal position to supply NA with a domestic supply of REE.
The phrase 'put's / call's are no different,' completely ignores *what* you are trading and what effects it. Yes, everything goes up and down, so in that sense you're right. All markets are different thought and move differently. An index's long term trend is up for instance and equities can be effected by a multitude of things like rate cuts and international market participation, for instance currency markets. The metals market? Many sources of gold/silver mining and stock piling from a variety of companies. Other metals though? Take something like platinum (mine's operate at thin margins most of the time), since it trades as if it were abundant. It behaves as if it were scarce. Some metals don't care about chart or sentiment they care about one thing. Whether industry can get enough of it. When the answer is “no,” the price doesn’t negotiate. It explodes, collapses, and explodes again. REE's same, it's about need, stockpiles (and who controls them) and spot price. When industry needs it, they don’t ask what spot is doing. They ask if it’s available. If it isn’t, the price doesn’t drift upward—it gaps (some of this is a bit stolen, but I liked the ideas). It's fallacy to not consider the market and market conditions your trading in. Full stop. Day Traders can get away with it most of the time, but I still think you're just strategically accepting risk instead of incorporating and understanding it.
Not mentioned here, LMT and KZ announced a deal with the US for antimony and/or germanium earlier this year, and LMT still has claims to the CCZ for polymetallic nodules - business TMC is in. And the nodules contains copper, cobalt, nickel, manganese, some of which are crucial for defense such as LMT. So love to see the expansion of LMT and KZ, as LMT would benefit from minerals in nodules but also likely requires a partner to mine their areas of the CCZ - hello TMC. I’m long TMC, decent size position - my take on this announcement is the smelter is not specific to polymetallic nodules which need a different processing method (hydrometallurgic) - it’s instead other forms of copper+ gold, antimony and germanium. However, given KZ/TMC relationship, TMC’s clear progress with the USA this year, the White House EO in April along with other US legislative developments for deep sea mining, my opinion is we’ll see TMC receive permit approval, and processing partnerships with USA and Japan and/or Korea will be announced as well. Bottom line, the minerals found in polymetallic nodules: copper, nickel, cobalt, manganese, and the areas of claims TMC currently has (and the potential for LMT and TMC to partner to mine LMT’s areas as well) is in many ways needed in order to for the USA to successfully pursue objectives involving AI/tech, trade, leapfrogging China who has monopolized minerals/REE, defense/national security, US job creation, steel manufacturing, etc etc. Minerals are the new oil, and IMO if this particular KZ deal isn’t for nodules, we’ll see more deals over the course of 2026, hopefully a matter of months. TMC gave a production start timeline of Q4 2027, so expect 2026 to be a year of headlines, for better or for worse.
Provided that western governments actually walk their talk and start to fund their local minerals industries with significant cash as promised, then we can expect a big turnaround, particularly with hybrid companies like Energy Fuels that are playing both the Uranium and REE angles. Without that, however, everything is basically dead in the water since China heavily subsidizes their minerals sector, simply no way to compete with China without massive financial backing, and the private sector is unlikely to take on that risk without western governments stepping up to the plate. As it stands it's existing shareholders that are taking it on the chin (read: dilution) while companies attempt to bridge the gap between now and some future time when public/private funding pieplines open. Not all doom and gloom, however. Energy Fuels' recent capital raise (upwards of $1 billion USD) only dilutes shareholders when the share price hits $30! Incredibly favorable terms, and speaks highly of institutional investors' belief in the company moving forward; that, or they really got in wrong on UUUU :) Let's see where things are at in Q1 2026 when the Big Beautiful Bill kicks in and post-government shutdown backlog starts to clear up. If the overall market doesn't completely tank in the interim I'm feeling optimistic about the minerals sector moving forward. Hang in there and good luck fellow investor :)
I’m assuming you sold your REE positions then? You do realize most of those were meant to be held for at least a year, right?
Happened to me with $NNE, sold my long held options for months when it hit $46, made a hefty profit, was going to try and swing trade it for the first time, it sold off like i thought, but next week it only came down for a few days, following week it hit into the $60s. My thesis of when everything would peak was so dead on accurate and even exceeded expectations, i just failed to capitalize on my euphoric bull case scenario I got lucky and rolled profits into some REE stocks with that money, few weeks later those topped out, i was determined not to let the same thing happened then that week everything Rare earths broke down. Port was at 120% on the year, i round tripped the profits and i’m at like 45% on the year. Learned my lesson in both selling too early and round tripping easy portfolio doubling profits.
> We haven’t even scratched the surface when it comes to space and Space X for now is leading the charge. If they become the first company to mine the rare earth elements from an asteroid the $1.5 Trillion is nothing compared to what they will be valued. ROFL. They’re already like 5-10 years behind on their biggest goal of landing on Mars. They haven’t even begun to develop the tech for asteroid mining. If they had, Elon would have gone on stage and announced that they’re 1-2 years away from transforming the REE industry. ESPECIALLY if they have plans to go public, they’d 100% milk that for all it’s worth.
It isn't unreasonable if they deprecate for relative cost of power to compute. So if they can get LOTS of cheap power they can pull it off but I think that is yet to be seen many places. We need federal investment in massive grid upgrades for both this and to reduce our need for foreign REE. Like Citizens Conservation Corps/Works Projects Administration scale operations. We need to be building a hoover dam worth of infrastructure every month to get where we need to be for AI To be as much of our economy as it is.
Believe it or not, I have never ever posted on Reddit before. For some reason I get your feed. You are right about REE in 2026. *DTREF. Dateline Resources. Down the street from Mountain Pass-MP. The only thing is mountain pass doesn’t have any Gold. DTREF has a lot. Current administration has multiple times already called their Colosseum Project the 2nd REE mine in the United States. Their government/private deal is upcoming. Seriously. Company stated they will announce “when permitted to do so“. Gold, Ree, and the only Strotinum mine in the United States. $.18 on OTC/ASX. Up from $.01, down from $.44. Perfect Load. Thank me later. *Again, this is my first and probably only post ever on Reddit. I just saw the above mention from that dude. Just never really use Reddit. This will be one of the leading mining stocks in 2026, for multiple reasons.
It was a lot higher before the REE mining dump off. I had been doing like weekly scalps on those stocks since Feb and thought I was a genius. Now I've been scalping SPY 0dtes all day while in class. But still pull genius moves on shit like earnings, and I'm finally starting to see the trend 😂 Bills are paid, and built a new barn though!
Look into MP, UUUU, MTRN, UURAF, and LYSDY if you’re interested in the most established REE (rare earth element) production companies with the strongest moats. As for CM (critical mineral) producers in general, there’s a lot to list, but some gems that come to mind are TUNGF, UAMY, USAR, TII, and USAS.
I'm focusing on UCORE and affiliates, primarily because of the economic focuses. Next term I would imagine a heavy policy shift regarding REE will cause a crash out like it did in 2021 depending on which way gvmt goes. I'm not looking at the usual running tickers, I am going through these companies individual reputations, how they are financed and low debt on capital. I know it's not the traditional way but the future -is- in uranium be it 5 or 20 years.
To that dude that said buy REE bc of HR 4090 — THANK YOU!
EQ Resources EQR:ASX rocket has started! Get on board with cheaper tickets while You still can. Australian tungsten company is only capable tungsten supplier on west when China has closed its market. Tungsten prices has been climbing and it will keep climbing. EQR will be 10-bagger next year from now, meyby even more depending about trade war. This is the best REE play at the moment. Ive been trying to scream about but no one sees anything. Check comparison between Almonty Imdustries and EQ Resources, their value and their production rates. You will find liiiitle contradictory.
Betting on IFS is betting that tsmc monopoly will end soon. 1. Capacity don't meet demand, hence tmsc try to build foundry in US (but also related to 2.) and Samsung securing deals lately. 2. AI race war is heating up between US and China. Tsmc risk of being impacted by the CCP 'one china policy' + sea war plateform expansion of china (in case of open conflict, to have lot of options for projecting forces and be able to secure a blocus of NATO allies in the region) drove USA to seek capacity to continue functioning if SHTF (chips act, CM & REE policy', 'encouraging' hyperscalers and chips designers to consider Intel for business, forcing tmsc to commit to build foundry on US soil - as i understand the Arizona foundries will not be enough still) 3. Those same companies see the same risks if they're only dependent of tmsc + tmsc hiking their prices gives them incentive to search other producers. Samsung doesn't solve the 2 points above. So IFS don't have to compete 'head-to-head' with tmsc, just be able to produce chips that meet their clients criteria. And intc is saying they are getting there soon. My reasoning but i like you're open to discuss 👍 btw why is govt would take a stake in intc otherwise ?
Should I feel bad about buying 10k of REE stocks at ATH and losing 5k of it?
🥭 will tweet something about not selling H20 chips unless China give us REE’s or something. Send NVDA down to 176 again