SETM
Sprott Energy Transition Materials ETF
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SETM, XME. Good ride this year.
Long SETM, positions in TMC, UAMY, UUUU individually.
" Europe isn’t much better." Vanguard Europe/VGK +29% SPY +16% "Materials" Certain basic materials are doing great - look at something like SETM +80% YTD, others not. "Policies change every day. Tariffs can hit at any time" Reddit has continually mentioned this since the apocalyptic sentiment of the April low. Meanwhile, we're up 37% since. "the U.S. market is still the top priority next year" You'd have done much better in a lot of international markets this year and wouldn't be surprised if that continues next year. "Plus, the 2026 midterm elections are coming. Both parties will go all-out, meaning fiscal policy may freeze again, and market trust in the government will keep eroding." Politics has become so all-encompassing and win at all costs that everything has become increasingly ultra short-termism - kick cans, print money, tweak things (50 year mortgages) rather than even begin to actually fix problems. It feels as if there's no desire to let the market clear and perhaps there's also simply less abillity to address a real crisis if one occured. Could a 2008-level financial crisis be addressed in the same manner if it happened today, or is the choice going to be simply throw money at the problem instead? High levels of debt will be inflated away. Would be surprised if there isn't persistently elevated levels of inflation over the next 5-10 years.
Just get SETM if you want exposure to UUUU and around half of the mineral mafia
Cooked bro. I’m out of pretty much everything except for SETM, UAMY, DNN, and TMC for shits and giggles
I’m holding SETM but closing all my individual positions and 75%+ of my calls.
SETM and forget em is my strategy
As SETM and forget’’em. Way too much China in REMX
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
UAMY NB TMC DNN WWR and SETM. Oh and fake meat puts lmao
Also SETM, loving my Sprott funds and I believe SETM has less China exposure. Got a bit of both myself
SETM etf up 120% in the last 6 mo, now we're setting price floors for critical minerals.
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.
I have exposure through SETM. It’s tiny exposure, but with the run up I’ll keep adding to my favorite ETF of 2025 instead of picking winners. Good luck
Been watching and waiting for a dip to allocate more. I’ll be buying UURAF, UUUU, NB, ARRNF, ARXRF, ARSMF, TUNGF and GPHOF tomorrow if it dips or not. The more dip the better, buy on weakness and sell into strength. Big profits been going into GRHIX and SETM this last year to reduce risk.
Pulled some profits for single REE names, letting UUUU, UURAF, ARSMF, AARNF, ARXRF, TUNGF run - Put profits in SETM to forget ‘em. I trust Sprott. Next is looking into industrials, the amount of equipment will make players like CAT gain over time.
loaded up the boat on USAR, UUUU, UEC, ABAT, UAMY, SETM, IDR, SILJ
I'm holding USAR, UUUU, UEC, ABAT, UAMY, SETM (etf), IDR, SILJ (etf). All shares only. Ranging from 20 shares to 500 on each of these. Got in after discovering the amazing DD on [https://substack.com/@stevezissouu/posts](https://substack.com/@stevezissouu/posts)
With rare earths, you had a bubble about a dozen years ago and you will probably have some degree of one again, but when the world starts to become more "everyone for themselves" and a scramble starts to secure supplies of critical minerals, that can go a while. Sprott Critical Minerals etf (SETM) is up 114% in the last 6 mo. For me, I'm not seeing much in terms of speculative stuff that hasn't already run significantly. I bought TAC not that long ago - Canadian energy assets company with mediocre management but reasonably compelling assets. Given crazy demand for energy thought perhaps it might be bought by someone else. That hasn't happened but it's up 30% in a month. Have trimmed a fair amount lately, would look at speculative names if there was a more signficant pullback but otherwise looking at quality/slower growth down a lot.
GDXU and SETM were big movers. Otherwise gold, silver, miners
SETM minerals and forget ‘em.
I’ve been balls deep in TMC, UAMY, DNN, and SMR since Steve posted the gospel. Shares and leaps. $10k into SETM (up 20%) for the broad exposure, mainly for UUUU, MP, and LAC, using profits from UUUU calls this summer. Let the mineral wars begin. Get the fuck on the train with at least some exposure to this if you haven’t. Fuck DD, just vibe with the mineral mafia.
> . 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.
SETM has significantly less exposure to China.
Don’t know anything about the rare urfff market?Get in SETM, returns will be smaller, but riding this wave for 2-3 years with picks by Sprott will do well.
SETM if you want exposure to UUUU, LAC, MP, etc without picking a winner. It’s been very good to me these past few months
in addition to REMX there is SETM
SETM gonna make me filthy rich. Thank god I found exposure to it
Speculative, unprofitable names a la 2022 after 2020/21. SOUN, OKLO, etc. There's so many things that lost 40-50% quickly earlier this year (PLTR lost about 40% in 2 months, VST lost just shy of 50% in about 3 mo.) This sub went from scolding people if they weren't bullish late last year to scolding people if they were talking about buying a share of anything at the April bottom and we're almost all the way back to scolding people if they're not bullish. The market post covid has turned into escalator up (certain sectors go up seemingly every day; there's little concern for valuation aside from "price-to-narrative", so where as stocks would previously 5 steps forward, 2 steps back they just turn into a FOMO fest pile-on.) Eventually a lot of people get complacent/110% risk-on and all the sudden you get the elevator down (price-to-earnings suddenly matters again, everyone 110% risk-on can't dial-up so they de-risk.) Also, for all the talk about AI, people not talking about things like Gold Miners (GDX up 123% YTD), Copper Miners (COPX +66% YTD) and critical minerals in general (SETM +75% ytd.) While the AI trade goes on, there's a real assets trade clearly at work that has done better than the Mag 7 (MAGS +20% ytd) and tech (VGT +23% YTD.) Lastly, the fact that Cathie is actually having a good year with ARKK up 65% should be concerning, as is the fact that that fund is up 65% YTD and is still negative over the last 5 years.
Ngl moving 25% of my non retirement port into SETM, ARKQ, and PSIL earlier this summer has been an amazing move while I gamble away the rest. House down payment here I come
* 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)
Sad I didn’t pull the trigger on LAC calls last week but at least I have exposure in SETM so I’ll be happy with my penny gains. Sigh
UUARF, ONDS, URAA, and SETM shares, MBOT April $7.5 and DNN April $2.5 calls are my plays this week and tomorrow. Worked out so far 🤷
Good read. Once everyone gets off the MILF, you can go look at the ETFs in this space too $SETM $REMX $PICK
I'm more into ETFs So PAVE and SETM popped up with your portfolio of materials and construction companies I think SETM can blow up and PAVE is a safer haven You only do stocks?