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NB — Huge potential at current market cap, they have niobium and scandium which are very important and no other mines. They need funding, but are super far into the EXIM loan process for $800M $CRML - pure scam $AREC - massive potential, they have tech to process heavy rare earths and already have a partnership with the government $USAR - they have a shitty mine that will take years to develop. They have no progress on magnets or processing, but have a deal with the government that was massive dilution that should help them achieve that $MP - the NVDA of rare earths. No company comes close But check out UURAF, more potential than any of these :)
I had a screener that was looking for momentum with lower-priced stocks (e.g. < $10) / volume increases / price growth over time. But my primary goal recently was scoping out potential call option plays and this one didn't have options so I didn't pursue it. But I kept it on my short list. Dang. Was trying to find stocks that matched my earlier success with early quantum stocks (QUBT, IONQ, QBTS) when many of them were 66 cents/$1), QNCCF (326% up), as well as UURAF (rare earth, 775% up) and VLTLF (196% up), The discoveries before though weren't based on metrics, but more on a sense that this could be the next big thing and it was cheap enough to buy a lot of.
My port consists of UAMY (Antimony), GPHOF (Graphite), NB (niobium,titanium), ABAT (lithium), ALM (tungsten), TLOFF (nickel), LYC (largest minerals miner in the west), ARU (Neodymium for magnets), UURAF (refinery). Up quite a bit
UURAF for disrupting rare earths processing/refinement.
Might also want to look at Ucore (UCU/UURAF)
Actual Multibaggers, ARSMF UURAF KRKNF INTEL, NFE USAR CBBHF
Can you post about UURAF to pump my bags?
MP, UUUU, UAMY, UURAF, ABAT I'm particularly into the companies that have "the only one" of a specific mineral processing facility in the west. My strongest convictions are UAMY UURAF and UUUU. MP is guaranteed for success but it has already ran a good bit. UAMY in particular is the only large scale antimony processor outside of Russia and China, and they are fully vertically integrated. Antimony is super critical for the defense sector. Combine that with rising global tensions and trump proposing to raise the DOD budget by 50%. You can do the math on that one.
>$UURAF what the fuck, this was 83 cents in June. Fuck I missed the pump. holy shit its almost 7 bucks now.
You could be right, I thought I saw screenshots of UURAF calls, but very possible I was mistaken.
Pretty sure UURAF doesn't have options trading either (I have share in it via Fidelty), also can't short sell it, probably because it trades in the OTC market. Once they uplist this will all be available, but for now it's shares only, which I vastly prefer here before they enter production in June.
“Unfortunately, trading in UURAF has been restricted. There are issues with clearing trades in UURAF therefore, the symbol is not tradable at IBKR.” That was their explanation, that was last year in October when all the critical minerals stuff was pumping like crazy but it doesn’t look like it’s changed.
OP I would also add Ucore Rare Metals (UURAF) among the mix. They are a pure rare earth midstream/refining player with initial production in Alexandria, Louisiana this summer. Refining is the real bottleneck while the rare earth ores can be sourced from other parts of the world. You regards are not going to be able to find this stock in Robinhood because it’s currently traded in the OTC market but this will likely be uplisted this year. Those with Fidelity and Schwab accounts, this stock is available there.
There are companies who are going to solve this problem. $UURAF has proprietary technology that can refine rare earths quickly, cheaply, and without the environmental hurdles. $MTM.ax / $MTMCF has proprietary technology that can turn end of life circuits or toxic mud into high purity heavy rare earths/gold/REEs. I’m heavy in both because of the exact reasons you stated
Really shitty you can’t buy the UURAF ticker on Interactive Brokers. You can only get the Canadian ticker UCU. I thought it was a permissions thing on my account maybe and messaged them and they said UURAF cannot be traded on the platform for anyone.
Don't forget that that through the Defense Authorization for Strategic and High Tech (DASH) and the EXIM Bank the US has announced a desire to invest billions directly into this supply chain. I'm very interested in companies that are outside the US but friendly. It would make sense that those dollars would go in that direction to secure access. UURAF (UCU) and CRML (most of which is owned by EUR/EULIF) both seem interesting from that perspective. Both highly speculative but then isn't this whole space. Not financial advice but worth doing some due diligence.
What do you think of UURAF?
Have a look into Ucore Rare Metals Inc ($UURAF) too
PNG or KRKNF for Kraken robotics(under water batteries, sonars etc), ANRG (my personal favorite), UCU or UURAF, DOL, ALS and much more!
$UCU/$UURAF refining which is the real bottleneck. China controls about 80-90%! $UUUU, $UAMY and many more good plays around. The party is just getting started as many have still not entered production yet/just started producing.
The real bet should be on pure play refiners like ReElement and UURAF
CDE leaps and platinum bullion OZs are what are keeping me going. Also don’t sleep on UURAF. I hope we both become rich one day. Godspeed
By percentage, Ucore (UURAF) definitely. If it gets running on schedule and hits even modest goals, I expect a 200-300% increase within the next year or so. Plus another boost from when they finally list on an exchange. That being said, MP and UUUU are much safer picks, as they are much more mature and already have high demand.
Sold UUUU and UURAF at losses to put money into ONDS just in time for ONDS to dump and the others to pop off. Fuck man lmao
YOU sell when the thesis changes after about 2-5 quarters, mate has 2-3-week contracts open for leveraged multiple hundreds of percent up after a sector pump. He sells, it's noise to you friend, sell when you see a better place for you money, on a tax basis, or your thesis becomes significantly stretched or broken on valuation. At least, that is about what I would do. 37 cents, damn, well done. I held UCOR/UURAF at under 1$ 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.
Critical minerals UUUU, UAMY, UURAF, MP, NB, ABAT
Yeah, I'm gonna need UURAF to go ahead and moon like the rest of the rare earth sector today
Are you aware that Cameco is a Canadian company and their US production is negligible? I mean, it would be hard to match the athabasca basin for production anywhere in the US to begin with, but most of Cameco's US properties are shut down rn let alone being a small fraction of their reserves. Denison is definitely more Canadian focused, I concede that, but Cameco is not really a US uranium play if that's your thesis. Also, UURAF is building their flagship processing facility in Louisiana. Processing is the real bottleneck in rare earths, honestly, as it turns out that they are neither rare nor earth lol. Defense and District wouldn't be your cup of tea tho, fair.
You've got the big names, but don't sleep on UURAF or DNN. They should be the up and comers. DFMTF and DMXCF if you like to live dangerously.
There are solid options out there but I think the real asymmetric upside lies on rare earth midstream/refiners. Ucore Rare Metals (UURAF) and ReElement (privately held; partial exposure via AREC) will be printing if they are able to scale and get past execution risk. UURAF has already received US DoW grant for the Alexandria (Louisiana) plant with initial production expected to begin this summer and stage 2 and 3 completed by 2027 and 2028, respectively. On top of this the company has been conditionally selected by the Canadian government for the funding of the Kingston (Ontario) plant.
I think overwhelmingly positive across portfolios. Quick look shows up nearly 48% this year. Portfolio value roughly $2.1M, breakdown is is roughly 50% funds (index/target/ETF) mostly tax advantaged. 40% stocks, mostly brokerage accounts, 10% other (crypto, etc..). Been a good, albeit a bit volatile, year for index investing all said and done. My heavy winners in stocks are the usual suspects: RKLB (my largest individual holding by a long shot), PLTR (held a lot since \~$13), GOOG (went in heavy around april lows), etc... A couple of more under the radar ones that did well for me UURAF (up about 600%) and SYM (up about 150%). Biggest losers - well, this was the year I decided to put more into crypto. Put about 30k into eth/btc near the top. That one stung a bit. RDDT, I got in late, around september, down probably around 10% on that. PINS fucked me as well.
Good question. I’m not really expecting one single “moment” in 2026, it’s more that a lot of groundwork that’s already been laid starts to matter. Starting with TMC since that’s by far my biggest position. What keeps me in it is that this isn’t just a story anymore, they’ve actually hit a lot of real milestones that most people gloss over. They’ve already completed multiple successful pilot nodule collections, proven they can lift material from the seafloor, and processed nodules into battery-grade metals. That takes a lot of technical risk off the table. They also have a defined resource that’s massive and unusually high grade, especially for nickel and manganese, which are exactly the metals AI data centers, EVs, and grid storage are going to need more of. Going into 2026, what I’m watching for with TMC is regulatory and political progress rather than some flashy revenue number. Even partial movement at the ISA, or a member state backing them more openly, would be meaningful. On top of that, they’ve been aligning themselves more with US and allied governments, especially around securing non-China supply chains. If you start seeing more strategic partnerships, offtake discussions, or government involvement, I think the market narrative shifts pretty fast. The risk is still delays or environmental pushback, but that’s also why it’s priced where it is. If this was easy, it wouldn’t be cheap. UUUU is a very different kind of holding for me. It’s less about moonshot upside and more about stability in the critical minerals space. They’ve already got operating assets, revenue, and exposure to uranium and rare earths. The milestone here is that nuclear has gone from politically toxic to quietly essential, especially with AI power demand exploding. In 2026 I’m expecting continued contracting and higher utilization rather than anything dramatic, but that’s fine because it balances out the higher risk names. ARRNF and UURAF are definitely more speculative, but they fit the same broader thesis. These companies have been advancing exploration, securing land positions, and slowly de-risking their projects in jurisdictions that are becoming more friendly to domestic resource development. I’m watching for permitting progress, updated resource estimates, and any partnerships that validate their assets. These are the kinds of stocks that move fast once sentiment flips, even if nothing fundamental changes overnight. Across all of them, the biggest risk isn’t some hidden bad news, it’s time. Permitting, regulation, and politics move slowly. But 2026 feels like the point where AI stops being just a software and chip story and starts forcing hard conversations about where the physical inputs actually come from. That’s the bet I’m making.
Some of those holdings are smaller than others though and mostly serve as "tracker positions." My position size in UAMY, UURAF, TUNGF, MP, NB, LYSDY, USAR, and ALM are more substantial than the rest I listed. And there are a few other names I'm interested in, but am waiting for their prices to pull back to a more attractive entry point
TMC, ARRNF, UUUU & UURAF being my big 4 with TMC being my biggest holding.
Will this pump my UURAF bags?? Lol.
BYND. I realized a +260% gain in only a coupe of days. Want another pick? MSAI for +170%. How about another one? UURAF for +500%. Want more?
I'm down about 40% on UURAF. I might average down soon.
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.
UURAF bought most at around $1, sold most at $7 during the hype.
I hope you all have a great day today. Except for whatever stank coochie goblin keeps dumping their UURAF shares at each peak. They can go fuck themselves.
UURAF bouta have a 5%+ day
My *very* reddit influenced portfolio has outperformed the S&P 4:1 this year. (ASTS, GOOG, RKLB, AMPX, MU, HGRAF, ONDS, UURAF, NBIS, RDDT, etc.) There are some really good stock tips around here, if you are able to sort through the pumpers & idiots.
Google and UURAF holding up me entire port rn
RDDT, NVDA, and UURAF aside from etfs.
UURAF if you can tolerate some risk but are looking for prospective 100-300% gains the next 2-3 years.
UURAF I never doubted you.
>99% if you consider heavy rare-earth elements.. which $UURAF and $UUUU are in the business of changing for example.
Arsmf medium risk play, UURAF long term krknf tungf
Ucore UURAF got handed a supply chain on Friday. First DoD, now Canadian government investments. Next MP with more to come this week. UUUU still stronk and will see stake with gov reopen imo. Gotta celebrate Raw Urff volatility.
Hey gentlemen! I don’t post much here in the “Lounge”, but I read your insight everyday. Got burnt bad on BYND, and totally done hearing about it. Let me know what you think of these picks for my reset; DVLT, UURAF, MSAI, BURU, NUAI, BITF, DFLI, - most of these I’m re-entering as I dumped them to get into fake meat. Definitely feel like I need to engage more. Respect to you all, thank you.
Ucore UURAF got handed investment and an integrated supply chain by the Canadian government on Friday.
UURAF got handed a supply chain today. Next week open will see institutional buying.
https://www.reddit.com/r/UURAF/s/0uX0Ov3BAh
UURAF to receive funding and expedited permits, per G7 announcement!!
UURAF (UCore) halted, pending news.
UURAF halted for pending news.
UUUU will be fine, if it goes down a lot it’ll recover after a day (uranium first not rare earth). UURAF def fine long term.
UURAF. I bought it at 1.67 in early August as it broke out to a new ATH.
Adding more DNN leaps and shares. Also UURAF again after the recent pullback. Let’s see what’s cooking
Put UURAF on your watchlist and buy on red days. Hold for the next few years. It’s a 10 bagger even from this price.
It doesn’t sound like you have the experience or temperament to be gambling on speculative penny stocks. These are extremely risky. UURAF was an exceptional buy today. Informed by chart reading technical analysis, and buoyed by a recent analyst upgrade and price target of 10, an investor could have added shares to an existing position or initiated a new position in the stock and been confident in doing so. That is the sort of investing you should be doing. Not gambling on a speculative play trying to catch the falling knife that is GPUS right now. I bought GPUS this morning. But went in knowing full well it was a risky gamble. So my position was small, and my stop loss tight. I’m down slightly, but not yet out.
Hahaha fellow wealthsimple Canadian retard. I also poorly timed UUUU/UURAF but am holding regardless. $100k is no joke...hopefully not in your tfsa.
Not sure why you think that. Rumours of an export ban (I’m assuming you mean a ban on Chinese Rare Earth Exports to the US) would bring these stocks up. MP (a miner), UUUU (a refiner and a miner), CRML (a miner) and UURAF (refiner) would all benefit from US/ western institutions being barred from consuming Chinese REE. It would also mean the US and the west would have to fast track/ financially prop up these 1st phase companies. This is what I mean by these stocks were priced in for perfection. Trumps tweet on the 10th caused these stocks to go crazy mode (looked like a deal wouldn’t happen) and then his tweet a few days later (saying the Chinese had a ‘bad moment’, and subsequent news on a china trade deal) caused these stocks to tank whilst the SP500 rallied (because China is the second largest economy and we want to be friends with them). My view on the SP500 is that it’s driven by corporate earnings at a high level. The SP500 is not the economy. Corporate earnings are going up, will continue to go up at AI reduces COGS. I think we are at the start of a super cycle but that’s beside the point. I have no idea what’s going on with ZIJIMY, I have never heard of it nor to I bother to look at Chinese companies. China in the long term will be punished for playing unfairly to the system everyone (the west) plays fair at (artificially pegging currency, stealing patents/ intellectual property, labour exploitation etc). LT view rare earths (particularly refiners like UURAF and UUUU) are the play because they are the backbone of the future. These stocks were extremely overbought and priced for perfect hence them falling. I will be buying more at a discount. The west cannot and will not rely on China (who has the upper hand) for much longer. You will be rewarded for riding out this volatility in the ST. Sorry for the rant! Hope it helps
This is tho only mining play I like right now. I feel like most of the rare earth stuff is WAY overbought right now (MP, TMC, UURAF, AMRRY, etc….)
Im 100% out of this sector as of last week. The fomo/pump/hype is over and now people are discussing fundamentals which is a signal (to me) that these share prices will continue to fall since most of these companies have literally no earnings. Bag holders are all that are left. (Incoming "I'm long UUUU ABAT and UURAF" bag holders). Big thanks to Steve Zissou! I paid off both of my familys cars and fully funded our emergency fund. Onto the next gamble.
I’m in on UUUU, UURAF, and GPHOF. Bought after the first big dip and thought I had a good entry. Now down about 50% across all 3. I went pretty heavy on these, heavier than I should. Are these cooked? Should I realize the losses and rotate? Or hold for a few years? Would love some real advice (I know that’s asking for a lot here) as I really don’t know what to do.
Yeap. Another company to look at is Ucore Rare Metals (UURAF) who’s building a strategic metals complex in Louisiana to refine both HREE and LREE using their proprietary RapidSX technology. Stage 1 is expected to be completed by next summer starting with 2,500 tpa of REO which will increase to 10,000 tpa by end of stage 3. They have received DoD grant and if I’m not mistaken have signed a 10 year feedstock supply agreement with Project Tanbreez. Earlier this week Raymond James began coverage of Ucore with a detailed equity research report. Happy to share link for those interested in reading.
I lean heavily into near-future disruptive tech and am very confident about KRKNF, LAES, FEIM (quantum or experimental defence), QSI (consumer-friendly proteomics), AURE (digital gold standard), MYSE (privacy-centred social media), NUAI (low capex, vertically-integrated AI data centre), WWR, TMC, and UURAF (all critical minerals of various types).
UURAF is currently OTC but becomes eligible for up-listing to NASDAQ tomorrow. Several bullish catalysts coming next month. Don’t sleep on this one.
I am down 38% on metals...UUUU, UURAF, and GPHOF. Not sure what to do at this point tbh. Thought I had a good entry after the first big dip. Dunno if I should cut to stop the bleeding or keep holding.
Yeah I am down about 28% on UUUU, UURAF and GPHOF. Unfortunately I seemed to time the near top almost perfectly, and they bleed every day. I did plan on holding long term...2027 2028 type of thing, but now I am not so sure.
Australian Prime Minister Anthony Albanese discussed the nuclear-powered submarine (AUKUS) deal with Trump and both signed a rare earths and critical minerals agreement which has been in the making for a long time. All the usual tickers may be implicated, so LYSCF (which is OTC) because it's tied to Gina Rinehart who is Australia’s richest woman is a large stakeholder and is connected to Trump and the refinery is in Texas, and UUUU because some of these are nuclear subs and this is one of the bigger players in this space. There are other potential players (UURAF, CBBHF, etc). The Critical Minerals / Rare Earths market has been cornered by China, so expect to see a lot of activity on stocks outside that can source elsewhere.
UUUU UURAF, RDDT, BBAI, POET My portfolio is a roller coaster
Timed the UUUU and UURAF top absolutely perfectly and now down 30% ffs. Panic sell ??
Bought UURAF, UUUU, and GPHOF. Dump it boys!
My 401k was locked up during my divorce. A year ago i finally got my portion separated and I moved it to Roth and Traditional IRA and I started actively trading it. Up 77% (traditional) and 63% (Roth) in 1 year. My biggest winners are LEU @ $60, CRWV @ $34, UURAF @ $1.24, and GOOG @ $180, but I also did a lot of swing trading leveraged ETFs https://preview.redd.it/yut4ppnuldvf1.jpeg?width=3264&format=pjpg&auto=webp&s=2fcc9f06cfea256c0308920a6ebca74487e35514
Did pretty well. Sold 10% of UUUU at open for a 20k profit, average of $4,50. Doubled down on NB, TUNGF, GPHOF and UURAF before close. Luckily not in ABAT. Bought 100k of shares of ARXRF. This was a dip without catalysts and we got a new one today. Not sure why you would want to trade this spike short term? It’s not like you were correct that everything was up except mining equities. I’ll be back letting you know about my little stocks EOY as well of EOY 2026 and 2029.
Isn't UURAF a Canadian company from Nova Scotia? I feel like I specifically bought them because of this.
Highly doubt China backpedals on this esp with the US govt releasing intent to create price floors for all these minerals. UUUU, MP, ABAT, LAC seem to be the most commonly talked about. I'm also in a more speculative one called UURAF because as of now its the only US company building infrastructure to actually refine the metals other companys mine.
Well I panic sold half of my UURAF for 500% gains.... could have been 1000% :(
USAR doesn’t do much yet. except having the flag in its name and close ties to the admin. Look at UAMY, NB, UURAF, ARSM and GPHOF. UUUU is darling as uranium and rare earth cycle overlap
Why is the UURAF pre market never shown?
METALLIUM (MTMCF). Their binding agreement with Ucore was set a few weeks ago, but new info right before close is rolling under the radar rn about their Flash Joule tech. Released to subscribers. Their Flash Joule working in tandem with Rapid SX is going to be so huge. Feedstock is going to be coming in from around the globe in the next couple yrs to be processed in the US. Feedstock and now fully set for recycling recovery that UURAF can then process as well. Fast as shit you’d say. Metallium won’t be under a buck much longer…
Metallium MTMCF. Australian but their binding feedstock agreement with UURAF (Canadian) for their material and now fully set to run recycled magnets and materials through their Flash Joule separation tech and then through Ucore’s Rapid SX separation tech. All in the US for both companies. Gonna chew through so much feedstock from all over the planet with these two technologies in tandem. This is going to be the standard for separation tech going forward for the next decade until laser techs catch up on the hREE’s. Check Metallium. Letter released just a bit before closing today from Rice university. It’s not in their press release on my schwabs acct yet, but it was released to their subscription this afternoon. Metallium volume the last little bit of trading today gives you some leaves to read. This alignment is huge for the phase two and three expansions to Ucores’s production goals. There will be big government involvement in these phases in one way or another. Floor pricing, recycling subsidies that could go to processor, supplier, or purchaser however they all play that, and of course buy-ins in a host of potential ways. Anyway, gonna be sayin adios to the penny realm soon…
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.
WWR, UURAF, UUUU, and CBBHF are literally printing money for me right now. Hopping on more of the Australian mineral plays tomorrow since that's the next area that is poised for attention according to Lisan Al Steve. Also might take another gander at COOTer, Diddy ahh stock
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.
Nobody talking about ABAT, UUUU, UURAF? Mineral stocks have been eating and noone on WSB is talking about it. Steve is the next roaring kitty. Are we just super early?
I've been in this space for several weeks now. The top picks are: **ABAT, UUUU, WWR, UAMY, UURAF**. Canadians should search for the company names since they don't always have the same tickers as their US counterpart.
Forget what everyone else is saying. $UURAF, or UCU.V if you're Canadian.
I bought yesterday. One up 120% another up 222%. They are volatile but worth it as the momentum builds. I trusted Steve before he was shadow banned here and got in UUUU when it was under $7, ABAT when it was under $6. My UURAF is off the wall