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October update Ucore (UURAF) - price target bear case 700% potential
Ucore ($UURAF), Why it’s a Buy now. $CRML too.
Minerals Guy says ABAT so I looked… and yeah I’m in
Competing with China (rare earths) $UCU $UURAF
Competing with China (rare earths) $UCU $UURAF
Uranium/REE Bubble and Strike it Rich Posts
I made a $1.5 million dollar bet on Energy Fuels (UUUU)
Mentions
The rare earth play is UURAF | UCU (Ucore Rare Metals). This is a pure play rare earth refiner along with ReElement but the latter is not a public company. Processing/refining is the actual bottleneck
If you want some stupid upside, go with pure play rare earth processing companies. Ucore (UURAF) and ReElement (private)
Niiiice! $2.71. I'm never selling $TMC nor $UURAF. HREE refining is what's up.
Big time, I am ultra bullish on UURAF!
Queen, are you in UCU / UURAF?
Actual companies that will succeed, UURAF, ARSMF, KRKNF, Anduril
What are you expecting from UURAF? I got some of those.
I got 60k shares of GPHOF at $0.68 and 4k UURAF at $4.50 I was up over 150% on Graphite One few months ago and didn't sell any. I'm anticipating at least a 5x if they get the permits and EXIM loan.
OKLO is definitely the star of the show. For other speculative things, I have some other small, long term positions in materials companies (UUUU, MP, UURAF). Most of my stocks, though, are just in an actively managed tech ETF called FTEC. It's done me well because they added a fair share of NVIDIA to the ETF a few years ago.
Holding 6500 UURAF in stock I’m too pussy to do options. Penny stocks are my pleasure 🫰
I prefer UURAF (Ucore). TUNGF (American Tungsten) is also decent.
UURAF & ELBM Critical mineral processing is becoming crucial
I’m bag holding NB hard. Luckily up big on UURAF and UUUU, but I’d like to get rid of this NB bag
I lost lot of gain on Rare Earth. In october, i make +140% and finally, everything goes red very quickly. Lot of people were saying : "don't worry, just a little consolidation". At the end, I understand how the rare earth market is very complicated. It's not only a question of "china/usa", it's deeper. Some issue : the price vol, the cost of production is very high because it's much more complexe than gold/silver. My only bet is UURAF.
Rare Earth Stocks: REEMF, UURAF, MP, UUUU, USAR, NB
keeping it to the penny stocks, OPTT: I still am waiting for the company to post regular profits MTMCF: Waiting for their flash-joule recycler in Texas to go online UURAF: Has popped, might take profit. DDD: Should be higher, see no catalyst. I read "The Diamond Age" and I think they will aid at-home 3d printing of everything... But maybe they have a smaller moat than I thought.
Look into UURAF, UAMY, TLO, UUUU
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.
UUUU: down 11% today. MP: down 8% today. LYC.AS: up 5% today. CCJ: down 7.8% today. USAR: down 12.5% today. United States Antimony Corporation: down 12.8% today. DNN: down 9% today. UURAF: down 5% today. NexGen: down 7.7% today. And this, kids, is why you're always careful with people shilling stuff on WSB, especially if they have poor DD. Usually a pump&dump.
What's your PT for UURAF?
My largest position is UUUU as I feel that will be the mega winner. Outside I’m invested in MP, LYC and CCJ. There are tons in these sectors that will do well. USAR, Antimony, Denison, NexGen, UURAF. Lots more
UURAF, environmentally safe refiner coming online in Alexandria LA mid 2026. DOD grant and Canada grant for a second refiner.
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