Reddit Posts
China is secretly restricting rare-earth shipments - $MP, $UUUU and $USAR will escalate up to the Sept. 24 talks and rip if they fail.
Viridis Mining & Minerals - Pre Production Sweet Spot - Western Rare Earths supplier (ASX: VMM)
The Rare Earth Minerals play is here
Are rare earth stocks really dead or are people just tired of waiting?
Are rare earth stocks really dead or are people just tired of waiting?
Are rare earth stocks really dead or are people just tired of waiting?
Are rare earth stocks really dead or are people just tired of waiting?
Are rare earth stocks really dead or are people just tired of waiting?
I've made a lot of mistakes since I started in late February, but I don't think opening all these positions today is one of them.
USA Rare Earth ($USAR) finalizes up to $1.6B U.S. government funding package for domestic rare earth supply chain
Tungsten - We have a problem Huston
$MGNC Update: MGNC is advancing our platform to source and deliver global demand, while development continues with our anchor properties in the US - Kingman Quarry in Arizona and Hicks Dome in Illinois - both containing verified rare earths and critical minerals.
15 k loan + 10 k buying dips on $LUNR == 107 220k LUNR$
Rare Earth Independence Is Back: $USAR, $CRML And $MP Race To Rebuild The Western Supply Chain
Le G7 parle de minéraux critiques > Défense, véhicules électriques, industrie manufacturière > Gère NVA ASN USAR ITRG RML UAMY
G7 speak about critical minerals > Defense, EV, Manufacture > Run NVA ASN USAR ITRG RML UAMY
G7 in starting block for switch China > Antimony, Lithium, Rare earth ! Run buy best stocks
I only had one losing day this month, but my total profit still increased by $352,178. Thanks to the market and those who helped me, I want to share this joy.
$USAR. I believe there's a slow squeeze going on.
$SDST is the real winner of Trumps national security bill.
A takeover that could reshape the rare earths industry?
USA Rare Earth buys Brazil's Serra Verde for $2.8 billion, extending takeover spree
Oil crash = mining stocks pump ! Which US stocks ? NVA UAMY RML ITRG ASN ARR ...
China increases rare earth prices by 44% call your mums et buy best US stocks USAR ARR
Three names I’ve been looking at lately — AI energy, oncology trials & US rare earth supply (SES, SLS, USAR)
Rare Earth next big move in US - ARR American Rare Earths Nasdaq Soon
China May Place Rare Earth Mineral Restrictions March 25th
Rare Earth Mineral Restrictions Possibly March 25th
China May Place Rare Earth Mineral Restrictions March 25th
Pentagone - 2 months only of Rare Earth and 16 criticals minerals very .. CRITICALS ! USAR ARR NVA UAMY ASN
Rare earth, tungsten, antimony, lithium ... Defense US Emergency next week
Buy Rare Earth stocks, Tungsten, Antimony, Lithium my friends USAR ARR RML NVA ASN best potential US
Garantie pour les minéraux critiques miniers (antimoine, tungstène, gallium, NVA, UAMY, USAR, RML, MP, etc.). Achetez la sécurité future des États-Unis.
Guarantee for Minings critical minerals Antimony Tungsten Gallium NVA UAMY USAR RML MP etc Buy the futur SECURITY of USA
Next winners in AI, Humanoides, etc ll control CRITICAL MINERALS & RARE EARTH
Stocks with best potentiel bagger30 bagger50 in USA Antimony/Tungsten/Gallium/Lithium/Uranium/Gold
I’m not as smart as market makers, but I know a lot of people that got rich manipulating business deals. Here’s what I think they would do if they were MMing USAR.
USAR is a powder keg bear trap. Massive dilution but a spiking borrow rate. Jumped 1.75% since close yesterday. The short float is skewed from ghost liquidity.
$USAR suffered massive dilution, following its funding round of $3 billion. While some more dilution might come along the way to 2030, the biggest one is done.
US, UK, EU, Australia and more to meet to discuss critical minerals alliance | Mining
Advice on these 5 rare earth stocks?
Do you feel that considerable insider trading is currently happening in the USA?
L'administration Trump change la donne – Très mauvais pour les mineurs comme ceux de la NVA, de l'UAMY, de la PPTA, de la MP, de l'USAR, etc.
Trump admin change the game - Very Bad for miners like NVA UAMY PPTA MP USAR etc
Exclusive-US moves away from critical mineral price floors, sources say
Short USAR today !! With so much dilution coming.
$NAK largest copper reserve untouched pending approval!
Will USAR rise with the US government buying 10% of the company tomorrow?
Trump administration to take 10% stake in USA Rare Earth in $1.6 billion deal, sources say
$USAR gainz 350%, still holding 155 x 27$C for 2000%
U.S. to inject $1.6 billion into rare earths miner USAR for 10% stake, FT reports
US to invest $1.6bn into USA rare earths group (USAR) in bid to shore up key minerals
USAR: 90% convinced, need a gut check before sizing up
New Ticker: $EMAT just went public TODAY – U.S. rare earth + magnet play with REAL revenue & Tier-1 partners
What does Trump really want with Venezuela? Here are the Best Takes and stocks
I think there is a major effort to artificially influence USAR stock to realize a short position
$USAR is a steal at those levels. With China US tensions only rising and fundamental U.S. decision to secure supply chain, this stock is a 10x bagger
Rare Earth Metals Restrictions - Hedging Port With LAC
Rare Earth Metals Restrictions - Hedging Port With LAC
UUUU -5%, USAR -9%, MP -6%, CRML -9% premarket as China delays rare earths rules by a year
Buy rare earths or stay out? UUUU -5%, USAR -9%, MP -6%, CRML -9% pre-market
UUUU -5%, USAR -9%, MP -6%, CRML -9% premarket as China delays rare earths rules by a year
$USAR all in bet with shares tensions with china and usa will make this pump
Thank you $TMC $CRML $UUUU $USAR $IWM $TSLA $FLY
Thank you $TMC $CRML $UUUU $USAR $FLY $TSLA $IWM
Rare earth sector, perhaps the next hot spot?calls?
Rare earths and magnets-Trump puts extra 100% tariff on China imports, adds export controls on 'critical software'
Mentions
How are you down so much on USAR. Did you buy the top?
Well it’s shares. You got time. USAR will work out it might take a couple of years.
that -18k from USAR, oof
the only good investment right now is LMT and rare earth's (MP, LAC, USAR). i would allocate 25 % of my portfolio to this and sell everything the second LMT reaches ATH'S. its pattern is mimicking TSLA's, but delayed. then when the lqiuidity shock is finalized (probably Jan 2027), i would allocate 25% in gold and the rest in cash. gold performs well during inflation and deflation (check 1910's and 1970's gold performance). do not short this market. just like in 2018, the vix fell even as the S&P corrected heavily
Bloomberg: USAR's mine in Texas is a pile of dirt. Lutnick invested 1B into this company.
$USAR to the moon!
I’m already in Space (Redwire) and Robotics (USAR - magnet production) But I want to ride out Iren for about 6 more months and then get into robotic vision systems, attenuators, motors. I went in on medical when Ibogaine was announced and I picked the wrong stock. Medical is the one I plan to jump in least because it’s not very predictable unless you invest in the big guys.
Now I cant decide between RKLB calls and USAR calls
IONQ and USAR are my runners
UUUU, USAR ,MP all pumping overnight wow.... Watch as it gets rugged in the morning
Rolling USAR and UUUU covered calls out another week
I did the same as my first option trade. Sold covered call for USAR. It reached $10 above strike at peak. Option price was not updated because I was not subscribed to real time data then. So I assumed I could panick buy back the option and sell at higher price. Haha That trade is a reminder of my loss everytime I enter a trade now.
Psst. Psst. Wildfire possibly overtaking USAR's Serra Verde mine, at least surrounding it...
Yup you want to go UUUU not USAR. UUUU has the better management, more mature and scarce assets, and they aren't diluting to hell.
Last research for the night before I go to bed. $USAR. Almost no relevant revenue, execution failures, extreme dilution, lawsuit on moat, heavy cash burn, dependent on government support instead of economics, pure reflexivity on on US-China rare earth headlines.
USAR will struggle with dilution, long timelines and years with losses. UUUU is actually quite mature and is already moving towards a vertical flywheel.
I like where you’re heads at. I’m looking at Ouster and Ondas. Also USAR for magnet potential. What are you looking at?
I own all three. A fair amount of MP, and lesser amounts of USAR and UUUU. Will continue buying more. This was going to happen sooner or later.
After everything I’ve researched I feel pretty bullish on USAR full ported this week
I have a lot in USAR as well. Been selling CC on my shares but will hold for awhile.
Is there a particular reason you only showed a position in UUUU but not in MP or USAR?
I just bought shares in AH and I am following you on this MP trade. I got burned by USAR so I am out on that.
USAR just got fucked with 50% dilution.
Refining is key. Any miner can put out a PR about how they have 100 brazzillion MT of proven reserves of any element, how accessible and pure the ore is but if they don't talk about refining or their plan for refining is vague you will lose money. 90% of the names being passed around won't be viable in 5 years. MP is about the only sure bet. Secondary to them are UUUU and USAR, both with rough plans for refining but not yet operational and are in that 5-7 year window before they could be considered in the same ballpark as MP.
I got LEAPs in USAR as a lottery ticket
Iren, USAR, Oust, RDW, ISOU
I've been in USAR for a little bit, small amount, but buying more shares now.
MYR would be a publicly traded company who installs power. My immediate thoughts on power is you want to find areas in a supply chain where there is a bottle neck. For example, transformers. That market is pretty saturated because everyone knows that transformers is a bottle neck and the stock prices have surged greatly. If you look at the next wave that is coming, it’s robotics (based upon NVDA investments and forecasting). So if you look at some bottle necks with robotics that aren’t yet fully discovered, you have interesting plays on magnets (MP, USAR) Or Ouster - which does the vision for robots but is the only company that allows robots or drones to see color at scale. Ondas is interesting as all foreign drones have received 100% tarriffs. You just have to be careful about dilution with some of these. If you want to stick with data centers, Iren is about to get their data center builds under contract - with Microsoft taking contract in October, November, and December. They are also building a hyperscaler in TX and have secured land and power. It’s trading at around $40 - where its main competitor is further along trading at $200. Seems like it has room to run.
USAR and materials going to rocket 🚀
I plan to hold got 6 mo to a year although I anticipate some real volatility with upward trend. Merits checking into in my opinion, especially relating to preparation/progress toward 10,000 tons rare earths magnets before MP or USAR. As with all penny stock is speculative obviously.
USAR buy target is 16 but its gonna be at like 18 sumn tomorrow. Its going to go up to 33 buy that ish and RDDT
USAR is a bitch for that sell off
I just put money into USAR calls that was dumb
Other than USAR and MP - what are the best "Do Magnets" plays here?
Thanks for looking into it! To your points: 1. You are totally right that the Serra Verde transaction remains **technically pending completion**. Targeted completion remains late Q3 2026, pending stockholder proxy approval, final regulatory/antitrust clearances, and registration of the Articles of Merger. But this is something very normal for a takeover, for me **business as usual and just a formality at this point**. 2. True as well, aquisition price was mostly in stock and a part of it in cash. If Serra Verde was a publicly trading company (which it is not, it was Private Equity backed), immediatly after the takeover announcement the price would jump close to the takeover price and people can sell their stock close to the 2.8bn valuation. Or they can wait, see point 1 until the aquisition really "formally" closes and receive the USAR stock at a premium or discount, depending where USAR share price is at that point + cash component. 3. Yes exactly Pela Ema is Serra Verdes "mine project" and is already producing and has US gov support. As I mentioned Colossus by Viridis is not! producing yet. **But that is exactly the opportunity here!** That is why Viridis does not have the same valuation **yet** and where you can make money if yout think they can succeed, which very much looks like it! 4. My point with the "raised up to 120 M USD for the 30% equity part = no dilution" is, they have already diluted on a company level and they now have enough money for the 30% equity part so no further dilution expected. They are holding the aces now because if an acquirer comes along the way they have a very strong negotiating position because they do not need any equity since this is taken care of. Overall I think the management is executing brilliantly, so kudos to them and we will see as the story unfolds. My point here is we have a lot of catalysts upcoming until end of 2026 to rerate so watch this one closely :-)
i cant check the viridis side, ASX announcements dont load for me, so nothing from me on the DFS, the NPV or the AISC claim. but the comparable you're pricing off is a US listed acquirer, so that half is in the filings, and two things in it dont match the post. first, it hasnt happened. april 20 was USAR announcing a definitive agreement, not a completed takeover. their 10-Q filed on august 10 still calls it "the proposed acquisition of Serra Verde Group" and lists "the expected timing and completion" as a forward looking statement. so as of two weeks ago it was still pending. second, the 2.8bn isnt a price paid. from their own press release the consideration is 300m in cash plus 126.849m newly issued USAR shares, and the \~2.8bn is what that came to at USAR's closing price of $19.95 on friday april 17. so about 89% of it is stock, marked at one specific day's share price. that number has moved with USAR's stock every day since, in whichever direction. the other thing is what you're comparing to. serra verde is the pela ema mine in goias, already producing, and the same release describes a 15 year offtake for 100% of phase 1 Nd Pr Dy Tb with a vehicle capitalised by US government parties, with price floors, and 550-650m of annualised run rate EBITDA expected by end 2027. your own catalyst list has binding offtake with solvay, the 70% debt piece and FID all still ahead. thats not a like for like. separately, "raised up to 120 M USD for the 30% equity part = no dilution" needs explaining. if thats a company level placement its dilution by definition. if its project level equity from a partner it isnt, but those are different things and the post treats them as one. i cant tell which because i cant read the announcement.
honestly, I think any that are producing in the US will be good. I've got TMC right now. I'm kind of banking on some asymmetric growth with their ability to scoop up nickel and other rare earths just sitting at the bottom of the ocean. USAR should start rebounding soon. MP is another play there as well. I'm long on the leveraged junior minors ETF as well. That should be pretty hot over the next year I'd guess. Commodities are going to be hot, both due to inflation as well as the demand the AI bubble is putting on them.
What is going on with USAR?
If you look at what happened with magnets, and USAR is opening up a magnet facility- with a direct earth material to magnet distribution - they would be one of only a couple with onshore magnet production. I like it less about the rare earths and more about magnets. I went in with a healthy position today.
USAR & mp materials, but if you buy physical magnets they attract coins. Walk on the beach for a crazy pe ratio
& USAR are the two largest players
I was looking at MP Materials and USAR but honestly no motivation to dump money in them… can’t just do it based of Trump giving them a shout..
$BB $USAR at support line look for buyers to step in today .. if they do calls if they don’t puts
Paper handed USAR Paper handed NOK NOT paper handing WEN - I think minimum they make a $10 buyout offer.
Welp that USAR earnings gamble went a bit wrong, ready to lose more on CRWV and NBIS today
As a USAR victim, I send you my sympathy
Why in the fuck did I think buying USAR was a good idea. A victim of my own regardation.
I bought USAR by accident. I kid you not I was trying to buy ONDS but I clicked on the wrong stock. I have been held hostage by this stock for 3 months now.
while all u idiots were buying RKLB / ASTS and USAR - it was some dumb shit company named gagcock big cox that mooned. well done retards.
USAR looking for new mining operations on its stock chart.
USAR catching strays
When we say we like drilling for minerals we don’t mean for the stock price to be doing the drilling. Poor USAR
Playing diagonal bull spreads on ASTS, RKLB, PLUG, USAR and HIMS tonight with the longs expiring mostly in October. Yay or nay?
I can't stand by and watch this egregious port theft. I am gonna go ALL IN on RKLB and USAR. I need to FEEL something other than misery.
anyone here playing USAR?
USAR thoughts? Just put the house on calls. GGs
# USAR primed for a massive rip down
I should've bought more USAR and MP than I did. I also should've averaged down on UUUU more.
will USAR surge next week
🥭 meeting with minors should hopefully boost USAR and any raw materials/earth moving on the board. Heard we’re trying to cut reliance on chy-na (ap news)
Any thoughts on $USAR before earnings?
Explains why USAR has been ripping
USAR, MP, UUUU gangs reporting!
I mean, this is a little late but USAR, URAA, and GDXJ have all been doing great all week in the lead up to this. Fidelity has been posting about this meeting since Monday. All 3 of these funds popped off today. Pays to pay attention to when meetings are happening
USAR and TMC to the moon, big rare earth metals meeting today
Absolute euphoria happening over in critical minerals: MP, USAR, UUUU, etc. all flying due to minerals summit meeting happening between major minerals execs and Trump in Washington, DC today. Should have bought more...
USAR??? Due for another big run up
MP and USAR are in no position to produce what we need.
MP, UUUU, LDI, LAC, USAR, UAMY, WWR Feel like the hype for Rare Earth Minerals has died down, but looks like it's starting to pick up again. January 2027 cut off of Chinese Imports. Feel like these will be long term holds through the end of 2027 - Q2 of 2028 depending on what it's looking like then.
USAR gonna get short squeezed
everything green in my port expect SPCX, going into PLTR and USAR big brain move https://preview.redd.it/rfvlau33mehh1.jpeg?width=96&format=pjpg&auto=webp&s=ac38fe58753441585a2bfec89c559c10c868ba7c
Calls on PLTR, SNDK, MP materials. Related industries good too. NOW, MU, DRAM, USAR
Anyone in USAR? I bought back in because of Trump's "do magnets" speech last week, but it cratered this week on the news that the US was backing rare earth mining in Madagascar. Today, however, it's up 14% and it's still pumping AH. Any news on this?