REMX
VanEck Rare Earth/Strategic Metals ETF
Mentions (24Hr)
0.00% Today
Reddit Posts
why the fuck does everyone buy at the top?
Potential trading opportunity unfolding on REMX...?
Play with the commodity super cycle: let us find miners!
Mentions
Unhinged Fed and USD debasement incoming for 2026: 65% GLTR, 20% REMX (or SLV), 15% EMLC.
Rare earths aren't rare, processing is. There was also the bubble in 2011ish - the REMX etf is still about 80% from the all time high. MP is still up 232% YTD.
ILIT is a better but if you’re into Lithium and REMX is better too if you’re into rare earths more generally
One year out exp date Sell in greed (fear&greed index) Companies in etf SOXX Wgmi/bkch QTUM REMX
VanEcK REMX and Neo Performance Materials are my faves
> Why did all the rare earth stocks crash? Rare earths aren't all that rare, processing is the issue. When rare earths became a geopolitical issue people bought the stocks - the moment that cooled off, the geopolitical premium evaporated. There was a rare earth bubble about 14 years ago, REMX is still down like 80% off the highs of that.
"After losing a good chunk of my portfolio ($20k) on rare earth " I wouldn't recommend having a significant portion of the portfolio in something like RE and given volatility if I was going to make a decent sized position would probably build it gradually. "" I bought the dip on crypto infrastructure and miners and held through when they dipped lower. Now they're bouncing back and I've made back what I lost. " Glad things bounced back but dumping a hot growth theme that corrected and going into another hot growth theme could have wound up with the other one going lower too. Luckily growth bounced. Rare earths also bouncing (REMX +3.7%)
As SETM and forget’’em. Way too much China in REMX
Its not too late for REMX Thank me later
Stocks that I like to go up: GLD GDXJ B SIVR SLVR REMX SETM INTC and related mining and commodity stocks or ETFs Stocks that I do not like to go up: ALL OTHER FUCKING STOCKS
I did buy the dip today, but I’m a bit mystified why the dip even occurred. I expected a vertical green wall on REMX after the announcement.
I am jacked to the tits in SETM REMX GDXU XME and various gold and silver related calls. I picked my poison, no more fucking stop losses, even if it puts my jacked tits in a sling.
My list is REMX, ABAT, USAR and UAMY
REMX is a rare earth/metals ETF that had a 22% day today. insane for an unleveraged ETF to have a day like that
Long REMX feb 26 100 call 📈
REMX I’ll take all the rare earth metals I can buy over ai, data center, quantum etc. they all need rare earths to grow.
> . I prefer REMX because it's 2/3 minerals 1/3 processors. SETM is 90% minerals 10% processors. I prefer the higher refinery exposure. Ah - good call!
That's a good choice too. I prefer REMX because it's 2/3 minerals 1/3 processors. SETM is 90% minerals 10% processors. I prefer the higher refinery exposure.
What do we think about Rare earth metals. I just bought into REMX etf and while it looks great short term im nervous of how long this rally shall hold.
in addition to REMX there is SETM
There's one in the works. Currently VanEck Rare Earth and Strategic Metals ETF (REMX) might be the best.
got some REMX on friday ... giddy up
Holy mother of... if only i searched and found your comment 3 months ago!! Well done you \^#$@! hehe.. Prior to this I only have REMX exposure. Today, i'm gonna put in $100 to start my interest in individual stocks. What others you got for me today?
I am very broadly diversified, but that didn't help much on Friday. Even some of my gold stocks were down. So was REMX for some ungodly reason? You'd think a rare earth ETF would have shot up on Friday, but nope. The only area of my portfolio that really shrugged off the whole thing was my preferred share ETFs. They were pretty much flat on the day.
What’re you buying? REMX has a decent amount of Chinese exposure
REMX is the rare earth minerals ETF
I had REMX. Somehow or other, it managed to drop 7% yesterday. Don't understand that.
SGOV and wait it out for the safe play. Or puts on retail stocks. Calls on rare earth stocks or etfs like REMX
Someone explain to me why REMX was pounded today?
Can anyone explain given recent news why REMX is down 8%?
Yeah, a small pullback is normal even in strong rallies, so waiting for a dip to add exposure makes sense. For my long-term view, I’m looking at gold reaching around $7,000 within the next 1.5 years and silver hitting about $55-$60. This is based on current momentum, industrial demand for silver, tight mine supply, and broader macro trends. Your diversified positions across GDX, GDXU, UGL, AGQ, GDE, REMX, and URA are solid,scaling in carefully during pullbacks could capture a lot of upside before those levels.
REMX works well for a rare earth minerals ETF.. fyi...
* MP Materials Corp. (ticker: MP) * Energy Fuels Inc. (UUUU) * Lynas Rare Earths (OTC: LYSDY) * VanEck Rare Earth and Strategic Metals ETF (REMX) * Sprott Critical Materials ETF (SETM)
Thesis is compelling. An ideal entry point may have been earlier this year, the current geopolitical climate continues the strategic importance of non-Chinese rare earth supplies. From a technical perspective, the VanEck Rare Earth/Strategic Metals ETF (REMX) is demonstrating a strong bullish trend. It is trading well above a rising 200-day moving average, supported by a positive MACD histogram, and is up over 68% year-to-date. This performance is largely driven by its core holdings, such as MP Materials (MP), which has surged more than 340% this year, highlighting the market's conviction in the re-shoring narrative.
Today I made this little [Snipping Tool video](https://imgur.com/3PfqVe4) that shows how I screen ETFs on Barchart. I start with all non-leveraged ETFs (but keep the -1 or Short ones), then add a "Has Options" filter. After that, sort by 3-month performance, then start looking at charts. The video show 3 charts I like: REMX, CNXT, & SILJ I'd appreciate if you could try that on Barchart and see if you can do what I did there. I pay them for some extra features, so I'm not sure what a free account can see or do.
URA SILJ PALL PPLT OIH XOP GDX MOO REMX, I’m mostly invested in smaller mining companies that are undervalued…but these are some broad plays that I think have a lot of upside potential over the medium to long term
MP has been very good to me. REMX is my other play.
REMX breaks that supply line, and we're cooking
Not rare earth minerals. REMX got fucked just like everyone else
why not REMX (or another ETF) for broader exposure?
REMX rare earth etf is looking like a good investment right now
Good read. Once everyone gets off the MILF, you can go look at the ETFs in this space too $SETM $REMX $PICK
REMX seems solid from what Im reading now might start selling puts
Well I've been shorting gold all year. Just like I had been shorting the market all year. Closed out all my shorts on the market these past 2 weeks. They all were profitable. Now I'm long on the market and short on gold (among many other "bets"). I have no idea when, but eventually it will fall again. I'm prepared to keep lowering my cost basis for at least another year or two. I may hedge the position this year though by going long on a few select metals such as palladium, litihum, steel, copper. Or perhaps just keeping it simple with XME/REMX. Yes I know that gold is a far more complex situation than just another metal, it has industrial applications, fashion applications and most importantly right now.... currency aplications. But in the end, I use the global markets as funny lines on a chart on my phone that make me money. Life is crazy in this timeline .....
Idaho real estate is booming. Lots of California Republicans are moving there. It is beautiful and offers all the outdoor amenities of the west. And is only a 8 or 10 hour drive to the coast in Oregon. And I am trading volatility in SPX swinging puts and calls on the vol expansions and contractions. My strategy thrives in this two sided market and offers me a bounty of trading setups. In my long term account I'm holding MP, GDX, and REMX as a trade war, de dollarization, stag flation trade, TLT and TMF, and SQQQ as a speculation on market valuations catching up with reality. I am swinging the later, and will inevitably close these positions in the next 6-12 months but my precious metals trade is one i intend to hold for years. I suspect we are heading into a macro environment that will have metals outpacing equity returns for a decade or longer. also, just took these sunset pictures. I'm on the boat in Kodiak going through the shelikoff straight. Thought you might find these cool https://imgur.com/a/HW92F7f
10% MP 5% GDX 10% REMX I missed my timing on GLD shares and don't want to chase at these levels but Miners are about to play catch up REALLLY soon.
GDX MP REMX Long shares for retirement account anticipated holding time 5y+
do any of these have rebalancing problems (where their rebalancing causes losses)? Specifically SCHD, VXUS, and REMX?
I also have decided to divest from being solely invested in US equities/Bonds. I sold on Valentine’s Day, and have been slowly reallocating to what will be: 15% Gold/Silver GLD SIVR 10% Cash 10% iBonds 10% S&P 500 SPY 10% US Div SCHD 10% International VXUS 10% Euro Defense EUAD 10% Rare Earth REMX 5% Mag 7 MAGS 5% Chinese Tech CQQQ 5% Ind Stocks/Crypto
My guess is REMX is the play
REMX and CRIT will be worth keeping an eye on.
Many reasons including Chinese action to dilute prices and put bottlenecks on western refining. Also the war in Russia/Ukraine has had a harsh impact on the sector. REMX holdings are international though I love their stake in MP, etc.
If Rare Earths and strategic metals are really so wonderful and strategic, then **why** did REMX (the Rare Earths and Strategic Metals Fund) go down from $120/share to $5?
Was a massive bubble over a decade ago and has a few mild bumps up only to go back lower. The REMX etf is down close to 90% since the peak in 2011.
VanEck Rare Earth and Strategic Metals ETF (REMX) is a much better fit than Vanguard Materials Index Fund ETF (VAW) for rare earth metals and lithium. The poor performance of the underlying companies is always the reason that an ETF fares poorly. [Albemarle (ALB) and other lithium miners are suffering from low lithium prices](https://www.investopedia.com/albemarle-stock-price-tumbles-four-year-low-lithium-8675320). [MP Materials (MP) and other rare earth miners have a similar problem for their respective minerals](https://finance.yahoo.com/news/why-mp-materials-stock-just-154510673.html). [It looks like excessive Chinese production is keeping the price of rare earth metals low](https://www.wsj.com/finance/commodities-futures/rare-earth-prices-are-in-the-doldrums-china-wants-to-keep-them-that-way-bf0477da), while [low lithium prices appear to be the result of low demand](https://carboncredits.com/lithium-prices-plunge-to-35-month-low-amid-surging-ev-sales-june-2024/). I own underwater shares of ALB and MP.
WEAT, UNG, SLV, UAN, VALE, REMX, IP, and there are several gold and silver stocks I could mention as well. As a guide I'd say that having a 10- 15 % weighting towards this sector is enough. I'm not saying sell everything else and buy commodities only just to clarify.
Not unusual. EVs are expensive and have to be subsidized to make any sense. The RIVN news isn't really new. 2022: https://www.yahoo.com/lifestyle/ev-makers-losing-hundreds-thousands-154100463.html Lots of model were selling flat or at a loss. https://www.thedrive.com/news/general-motors-will-lose-money-on-its-electric-cars-until-2025-report https://fortune.com/2023/07/28/ford-earnings-report-q2-2023-ev-losses/ https://insideevs.com/news/346510/volkswagen-id-sold-loss-3000/ Luxury EVs are a bit different and can absorb the cost. Stellantis/Dodge is jumping in next year. Toyota did the smart thing and stuck with HEV, but now they are planning to panic into EVs. They also moved to lighten their truck line for mileage (and possibly in preparation for EVs). But some reviews are saying the mileage is the same or worse. Anecdotally, looking at used truck listings, the trade in rate on 2023 Tundras seems rather high with a lot of low mileage trade-ins. Ford also backed out of a battery deal with Audi. VW cancelled a battery plant. VW is reducing EV production due to demand falling off. Chinese EV sales in EU rising. Customers are awake to the charger availability issues and the rising cost of electricity for charging. The enthusiastic early adopters will to ignore any of the range and convenience issues can only take EVs so far. Subsidies give another push, but after that it is about money. And material costs are going up. I would prefer to be where I am, in precious metals funds and lithium recyclers at this point. ABAT REMX
I took a quick swing on REMX puts since its been drilling. There is probably room for more downside.
Well, not everyone does. If you're holding the REMX $85c 8/18, you're fucked.
I own GDX, SLV, URA, REMX and COPX in an IRA. But I don't need to worry about the taxes part.
If you have LIT for lithium, then I'd suggest splitting the amount 50/50 between REMX and LIT. REMX is actually lithium heavier, while the LIT has the extra risk/(benefit?/negative?) of also having Tesla, Lucid and Rivian. Likewise I'd suggest pairing XME with PICK rather than GOLD. Gold (the commodity) is more of a cyclical get-in/get-out shorter term play while XME and PICK are longterm mining plays. (Same with NANR and GNR.) Also, go ahead and make yourself some alternate play money portfolios to compare your current ideas to. That way you can try many things for free far beyond what you can do with your actual 6k.
QCLN sure looks better after the past three weeks of both the EV and lithium markets kicking ass. :) In the long run TAN, QCLN, ICLN and REMX should all be considered for a place in a portfolio that wants to benefit from clean energy exposure.
ICLN, REMX, TWN, FAN is renewables IBB would be my go to for Biotech.
> I'm not sure but the raw materials for batteries will go up with supply not being able to keep up with demand. All I hear there is buy REMX or Lithium manufacturers. Maybe some of the Metals SPACs (MTAL WTMA) > The man has ton on his plate and other car manufacturers are catching up the question lies I'm whether his innovating of the car will make tesla car offering standout Having the others eventually catch up is normal for innovation leaders. But watchout for the Big 3 making claims about lesser tech at level 2. Ford recently dropped Argo to focus on driver assist. Plus their use of the tech is limited to high end vehicles, so sales numbers should only be compared to specific models. Also missing in your comment is Tesla robotics. That tech combined with learning AI could be huge, or it could end up being another "Smart" toy like the Sony Aibo, just taller. My take is that Tesla AI could end up being a tech platform company spinoff. Raw materials is a big issue. The ideal situation is a leap in battery or portable electric generation tech that would give the entire EV market to the company with the most production capacity and fielded vehicles. I think a lot of the movement toward EVs was predicated on the idea that battery tech improvements could be forced by investment.
Lithium is the most likely profitable sector for the next few years (not counting making military stuff for Ukraine). Like everything transformational though, it has a lot of overt and covert pressures working against it. The bottom line is demand will far outstrip supply for the medium future, so as an industry it will grow, by a lot. But given the large amounts of money at stake, picking the stocks of companies between current miners, miners to start within a year, and miners to start in several years is the challenge. I like the REMX industry ETF for the longterm but you have to be able to take short term volatility as some of these stocks go up and down like rockets just based on random chit chat.
I've worked with a lot of lithium stocks. It's plainly a sector that has well above average potential for the next five year. Pilbara is my current favorite, with CXO/CXOCF, SGML, AKE/OROCF next. ALB and SQM are the current two biggest. If you don't count Chinese companies, Pilbara is third. The Chinese lithium companies have been hammered this year like all Chinese stocks but are now coming around... which leads me to focus on the lithium ETFs instead of the individual companies. I like REMX best. It's a good mix of Aussie, Chinese and other lithium stocks... except it oddly doesn't have ALB and SQM. It's up triple digists for three years but down this year because of the Chinese stocks, which means it should rocket up when China starts consistently performing more in line with the rest of the world. The other main lithium ETF is LIT... it has ALB and SQM, so in the longrun I intend to have a mix of REMX and LIT, but in the shortrun LIT is held down not just by some Chinese stocks but the woeful performance of Tesla, Nio and Lucid. REMX doesn't have those. QCLN, a clean energy ETF performing the second best over the past five years also has a significant lithium exposure. If you don't like ETFs and want to pick stocks, go with Pilbara for a current miner, and consider SGML, CXO and LAC as future miners. I'd rather bet on the whole industry though via the ETFs, even tho the China thing is problematic.
TAN (solar energy) is the second best performing ETF of any kind for the past five years, 240%. QCLN (clean energy including lithium) is the third best, 190%. (note big difference with TAN) ICLN (clean energy no lithium) is eighth best, 150%. Past three years TAN is third, QCLN third and lithium ETFs REMX and LIT are fifth and seventh. Clean energy ETFs as a group have been the best performing ETFs over the past five and three years, and the forward looking horizon looks better for them than the past few years.
What happened to cause REMX to drop so sharply? Can't find any relevant news
Check out REMX’s holdings, it’s 40% aus and 15% us
Company: VanEck Rare Earth... ($REMX) Current Stock Price: $90.03 Long Term Stock Price Trend: 1 year: -7.8% 5 years: +45.7% 10 years: -19.4% Want more info? Just reply with command + ticker: 1. status - short-term trend 2. funda - company fundamentals 3. zoomout - long-term trend 4. macro - macro trends (No ticker required) 5. vs - Compare performance of any two stocks/indices e.g AAPL vs TSLA, GOOGL vs SPY 6. help - see list of commands Examples: u/askstockbot status AAPL, u/askstockbot TSLA vs GOOGL
Company: VanEck Rare Earth... ($REMX) Current Stock Price: $90.03 Stock Price Trend: 1 Day: +0.0% 1 Week: +7.5% 1 Month: +5.4% YTD: -19.8% Want more info? Just reply with command + ticker: 1. status - short-term trend 2. funda - company fundamentals 3. zoomout - long-term trend 4. macro - macro trends (No ticker required) 5. vs - Compare performance of any two stocks/indices e.g AAPL vs TSLA, GOOGL vs SPY 6. help - see list of commands Examples: u/askstockbot status AAPL, u/askstockbot TSLA vs GOOGL
I'm adding to the 4 I mention ever week, Of course at much lower levels. REMX and URA are my growth plays, the other two are my long-term savings. My hope if REMX and URA surge as their commodities go up in the future. GOOG on the other hand has been for money I plan to buy a house with, my current average is $110. So getting it under $100 would help lower that number. Eventually I'll do cover calls with GOOG.
LIT = Lithium/Batteries (around 4% Tesla) URNM = Uranium pure play PICK = Mining in general REMX = Rare earth metals mining
China makes up 31% of REMX holdings. US and AUS make up 51%. It's not a pure lithium play, it also holds cobalt, tungsten, and other strategic metals.
REMX did well last year but iirc it’s mostly Chinese and third world lithium and raw mat companies.
APD is good. Dow has been refocusing towards specialty chem and materials for a while now. I like BASF better. I like ALB, SQM, and LTHM for lithium in that order. Linde PLC is another company I hold always and forever. I've been watching OLN for awhile. I also like REMX and COPX etfs.
If you're ok with Chinese stocks, REMX looks pretty good. Rare Earth ETF
I'd do an even mix of BST, REMX, HTGC, PDO, SCHD, RVT, JEPI, and PDBC. Average dividend yield of 8+% with decent capital growth, good mix of monthly/quarterly/annual payouts, and most of those should do well in the current economic environment. I'd also reinvest as much of the dividend as possible.