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Where do people actually buy UURAF? I keep recommending it but don't know how to get my hands on any. It doesn't help being based in the UK.
$1 of gold ;) Or, if you insist on stocks, UURAF. Rare earths miner with patented efficiency tech. Currently $1.40 (actually $1.36 but it'll be $1.40+ before anything opens on Monday). ARRNF is a cheaper player in the same field. It's strength is the extraction rate of particular rare earths and the sheer size of its Halleck Creek site. It doesn't yet have an operational mine and I think it's still at minor risk of dilution. IXHL has 10x potential, *if* its currently-trialled drug maintains its use case - side-effect free sleep apnea treatment - in larger Phase 2 studies (about which we're awaiting imminent news). I personally would not buy at this price unless you plan to sell the news and buy back in when the price drops, because so much of the volume is hype-chasers also selling the news and the company itself is likely to dilute to fund Phase 3. Sellas Life Sciences is another late-clinical phase cancer-fighting biotech, but if it's too expensive (at $1.83) then Alpha Tau (DRTS) is another I've seen recommended - though I haven't done due diligence on it.
Steve would you do a DD on UURAF?
I sold my ABAT calls today but still have UUUU and UURAF
Yes, UUUU, UURAF, and ABAT were what he posted about recently.
I bought 7000 shares of UURAF and was waiting for it to go down to add a 1000 more but it never did
That’s UURAF and he said he definitely still believes in it as long term
Okay you son of a bitch, UUUU was the one I was hesitant on but I'm in. UURAF is my favorite pick of all the stocks you've mentioned. If their platform scales effectively they're going to have an incredibly strong position in domestic REE processing.
Do you have thoughts about GPHOF and/or WWR? I have starter positions in both, but I have larger positions in both UUUU and UURAF. I don't really have the chops or subject-matter understanding to do the kind of DD on Graphite One and WWR, besides knowing that Graphite One is years away from substantial production. For instance, I don't know if GPHOF's timeline is standard or a red flag. (I appreciate that I'm asking you for free DD, but can't hurt to try, if you already have an opinion at your fingertips.)
If you read the post he said that he bought UUUU today. Those gains came from MP I believe. Eitherway, I like his blog and am going to buy UURAF which is less extended but has massive upside potential
What are you buying UURAF on? Can't buy it on IBKR, Robinhood or WeBull
So UUUU and UURAF all in is what you are telling me?
Nice gains! I also did a 100% profit on a UUUU long :) What exactly about UURAF gives you a good feeling? I'm about to do some DD on that, got any tips?
Minerals! I think UURAF is the next YOLO
I’m currently holding 80 shares of UURAF and 40 shares of ABAT in my Fidelity brokerage. I’m also holding a bit of UUUU in my Vanguard Roth. Plan is to load up on more and look into LAC, and a few others you mentioned.
IXHL was always a long-term hold for me, but doing more DD has made it a *long*\-term hold. They've got plenty of finance, great products in the pipe, and promising industry partnerships. I think a $5-$8 buyout is really possible. ASBP has been delivering, and I'm optimistic for a rally as its marketing gets underway in August. I may put profits into IXHL if the price comes down post-news. However, the IXHL team values momentum; I may also use the boost to buy more RR or UURAF. Got some NCNA too. Minor gains so far, but aimed-for NASDAQ compliance might attract people despite the upcoming reverse-split. If a rally doesn't materialise by the 7th, I'll sell.
1) Wanted to put a little bit into materials sector based on Stevie's rec (also invested in UURAF)) 2) It will ride the tailwinds of Trump admin's push to set up domestic supply of critical materials 3) Market feels meme-y now so willing to gamble on it (made a bit on OPEN so just using some of that for this) So most gambling but offset the cost of my calls by selling puts since I'm willing to hold the shares
UURAF. Patented rare earth extraction tech makes it a profitability game-changer, and high rare earth prices are underwritten by defence departments. It's also not a micro-cap, so it doesn't have the cash flow issues and dilution risks of much cheaper rivals like ARRNF.
All in UURAF. Mineral guy did some great DD on it
Idk I got UCU which is UURAF listed in canadian exchange
Where are you buying UURAF? It’s not listed on the Hood
Wow, UURAF is pumping hard. I was able to get some on etrade after MP guy's post, but I wonder how long it will be before the other platforms make it available to trade.
Currently UURAF is up 60% past week, do you think it’s still a good entry point if I’m planning to hold for 3+ years
UURAF (minerals stock)
Look at UURAF Ucore just signed a new $18.4 Million deal with US DOD to refine Heavy REEs. Ucore.com
So it looks like UURAF is planning to use columns for its solvent extraction rather than mixer settler cells. I actually commissioned several solvent extraction circuits so I know a good bit about this. On paper, using columns will allow you to have a smaller capex initially and will cost less in proprietary SX solvents. However, the big problem with solvent extraction in rare earths is impurities forming "crud". A very technical mining term that means exactly what it sounds like: chunks of solids that form from impurities that react with the caustic in your solvent extraction circuit. These solids precipitate out and fill your settler cells, reducing volume and causing separation problems. It is very difficult to remove these and very important that they not form in the first place. The problems with crud would be even worse in a column solvent extraction separation a traditional mixer settler cell as it would foul the trays of the column and require a shutdown to clean out. Unlike a distillation column, which can get on spec fairly quickly, a solvent extraction circuit takes a long time to get on spec. From an operational perspective, I would much rather run a mixer settler cell-based solvent extraction circuit, then one in columns. If I need to clean out a cell in a traditional circuit, I can isolate that cell, centrifuge it or filter it, and then bring the whole system back online without a disruption. If I'm creative, I can even clean the offending cell without shutting the unit down. That would not be the case with a column. A shutdown would be required and would almost certainly require a long time to re-establish equilibrium. Maybe UURAF has thoroughly tested their ore and process and will have no crud formation to speak. In that case they will be ahead of the game. If they have not done this and they do end up with crud formation, I expect them to have more problems than average and their entire process may be unworkable at scale.
Second the info request on UURAF if you have time
My cursory research says they plan to mine primarily heavy rare earth which makes me want to reframe their focus as adjacent to MP, which really focuses primarily on light rare earths, rather than in conflict with MP. The heavy rare earth vacuum is still totally present domestically. UUUU, UURAF (for processing tech / midstream especially), NB, METC, USAR, these are your contenders. UUUU is arguably the furthest ahead. We have yet to see purity ratings or full capacity info from METC, whereas UUUU is aiming at 99.5% purity and is already further ahead in vertical integration. METC is early stage here though looking to move quickly and the tie to coal is an interesting spin with both benefits and trade offs. All I can say for now. Interesting! The race begins. Questions to ponder: how will they process the heavies? It’s one thing to pull them out and another to claim midstream. What purity and quality will the heavies be that they do pull out? Will the headstart that UUUU has be significant? There may be answers already on this floating out there already, I’m out right now so had limited time! Thanks for the mention, Steve
My cursory research says they plan to mine primarily heavy rare earth which makes me want to reframe their focus as adjacent to MP, which really focuses primarily on light rare earths, rather than in conflict with MP. The heavy rare earth vacuum is still totally present domestically. UUUU, UURAF (for processing tech / midstream especially), NB, METC, USAR, these are your contenders. UUUU is arguably the furthest ahead. We have yet to see purity ratings or full capacity info from METC, whereas UUUU is aiming at 99.5% purity and is already further ahead in vertical integration. METC is early stage here though looking to move quickly and the tie to coal is an interesting spin with both benefits and trade offs. All I can say for now. Interesting! The race begins. Questions to ponder: how will they process the heavies? It’s one thing to pull them out and another to claim midstream. What purity and quality will the heavies be that they do pull out? Will the headstart that UUUU has be significant? There may be answers already on this floating out there already, I’m out right now so had limited time! Thanks for the mention, Steve
My cursory research says they plan to mine primarily heavy rare earth which makes me want reframe their focus as adjacent to MP, which really focuses primarily on light rare earths, rather than in conflict with MP. The heavy rare earth vacuum is still totally present domestically. UUUU, UURAF (for processing tech / midstream especially), NB, METC, USAR, these are your contenders. We have yet to see purity ratings or full capacity info from METC. They are early stage here though looking to move quickly. All I can say for now based on my cursory look. Questions to ponder: how will they process the heavies? It’s one thing to pull them out and another to claim midstream. What purity and quality will the heavies be that they do pull out? Will the headstart that UUUU has be significant? There may be answers already on this floating out there already, I’m out right now so had limited time! Thanks for the mention, Steve
Since you're in the space, do you have any thoughts on UURAF's extraction tech? There was a big post mentioning them a couple days ago and now I'm curious to see how they will fit into the picture.
Thank you very much! I actually saw that post and bought everything mentioned in that post. Also bought a lot of UURAF!
OP I recommend you check out [this](https://www.reddit.com/r/wallstreetbets/comments/1m395n8/understanding_your_next_play_in_critical_minerals/) thread on WSB from a few days ago, a lot of good info on UURAF
These are what I have and are all long term holds for me and I think they are relevant to the US push to stop relying on China so much for critical minerals. UURAF for the mining of heavy rare earth, recently received 18 million dollar fund from DoD to finish out their construction in Louisiana. They have a patented machine that will mine rare earth faster than China in a manner of days. Trading at 1.22 a share UUUU for mostly uranium. Trading at $9 a share. ABAT for battery recycling. Trading at $2.3 a share WWR for graphite based on the fact that Trump wants to impose high tariffs on graphite specifically. WWR’s facility should be complete late 2025 or early 2026. Trading at $.89 a share LAC for lithium which is trading at $3 a share. The cheaper ones like UURAF and WWR are easy to load up on shares right now.
Yeah tough… UURAF, WWR are easy to amp up because they are so cheap right now. UURAF is ~$1.15 and WWR is .85 so that’s where I have am thinking to accumulate most of the shares for the long term. It would be ideal to at least have 1000 shares in everything. I got LAC to 1000 shares today. I possibly can get ABAT to 1000 shares. UUUU, TMC are the most expensive so that feels hard to accumulate a bunch of shares. I didn’t invest in GPHOF because it was going to charge me a $50 international fee.
I def love the UURAF.. Here's why. It’s a micro-cap company that’s quietly positioning itself to play a critical role in North America’s rare earth supply chain, and it’s flying under the radar for now. Here’s why it’s on my watchlist — and possibly worth a speculative position. **1. Rare Earth Demand Is Exploding** Rare earth elements (REEs) are essential to EV motors, wind turbines, smartphones, and defense systems. As clean energy and electrification trends accelerate, demand for REEs is set to grow significantly over the next decade. The problem? Nearly 90% of global separation capacity is controlled by China. The U.S. and its allies are looking for secure, domestic alternatives — and that’s where Ucore comes in. **2. Domestic Processing Plant in Progress** Ucore is building a rare earth separation facility in **Alexandria, Louisiana**, aiming to process heavy and light rare earths. This isn’t a pipe dream — construction has already begun, with the goal of beginning operations in 2025. If successful, it could become one of the first commercial-scale rare earth separation plants in the U.S. **3. Government Support Already Secured** In 2023, Ucore received **$4 million** in funding from the U.S. Department of Defense under the Defense Production Act to advance its proprietary **RapidSX™ technology**. This separation method is designed to be faster and cheaper than conventional solvent extraction. The DoD backing validates the potential importance of Ucore’s tech to national interests. **4. Offtake and Supply Agreements in Play** Ucore has signed an MOU with a U.S.-based rare earth mining company, and is actively working to secure feedstock for its Louisiana facility. The goal is to create a fully domestic rare earths supply chain — mining, separation, and final product — all within U.S. borders. **5. Micro-Cap with Asymmetric Potential** With a market cap under $100M, UURAF is still in the early innings. If their tech works and the plant gets up and running with real throughput, the valuation could re-rate quickly. The flip side? This is not a revenue-generating company right now, so it’s highly speculative.
Thanks for the list. I added a couple to my port. I too am bullish on metals. I wish I had stayed in MP, but I'll definitely either buy some calls on a red day or wait til some pullback to buy them again. I bought ABAT, UUUU, UURAF, and USAR a few days ago after reading a comment of yours and doing some research of my own. USAR is down a little, but the others are definitely making up for it! Good luck Steve.
Dropped $2k each on UUUU, UURAF, and ABAT two days ago.
Previously he has said UURAF
For anyone trying to capitalize off of the graphite tariffs… I opened a small position in WWR today. They are working on opening a graphite mining facility. It is trading at .80 a share right now. https://www.stocktitan.net/news/WWR/westwater-resources-supports-u-s-department-of-commerce-decision-on-4d4k5177mo8n.html Besides that I have a position in UURAF for the rare earth mining.
Also look at UURAF! Cheap shares right now
Steve are you also buying in on UUUU and UURAF???
Is anyone buying in on UUUU and UURAF as well?
That’s a good point. That’s what intrigued me about UURAF. It looks like they have patented equipment that supposedly is faster than China’s mining process. Something called RapidSX. UURAF’s company UCORE will be up and running sooner as well. I think I’m just going to have positions in both and hold them.
Thoughts about ARRNF?? I am thinking about buying tomorrow. I am trying to increase my critical mineral mining stocks for the long term. So no P&D. I already bought UURAF. Has anyone conducted any research on ARRNF? Seems like definitely a longer wait time before the stock jumps because the facilities are going to take ~5 years to complete. I’m just unsure if the stock will drop back to the teens over the next week or so after the mineral hype dies a bit.
UURAF looks to be in a better entry point position
Check out UURAF too! I just opened a position yesterday based off of DoD backing: https://www.stocktitan.net/news/UURAF/ucore-launches-us-department-of-defense-funded-18-4-million-fsu9dwx9ou4h.html It’s only ~$1 a share so it’s pretty cheap right now! Seems like a nice time to accumulate shares and hold.
In some of his comments he has said: UURAF, UUUU, ABAT.
Got into them with warrants before they went public via spac. Traded my warrants for calls. They are pretty heavily valued for what they’ve actually done but they have institutional support and have an eye to critical minerals MP doesn’t really cover presently. UURAF, NB, USAR… watching these with a mind to critical minerals not already locked down.
Hard to say! UURAF is likely a longer hold for me than UUUU, however.
You got more conviction on UUUU or UURAF?
Heavy rare earth is going to be super important and UURAF is right there for it 😊
UURAF looks good just based off this: https://www.stocktitan.net/news/UURAF/ucore-launches-us-department-of-defense-funded-18-4-million-fsu9dwx9ou4h.html I bought some ABAT and UUUU as well a few weeks ago purely from talking to the mineral guy :)
I bought in kind of high. I bought UURAF today though. That one looks promising with DoD backing. I haven’t done a bunch of research though
How long for UURAF to rise do you think? I just bought some today.
UUUU UURAF ABAT. MP will rise more by January
UURAF- US DOD just gave them $18.4 M for rare earth processing. Why are people sleeping on this company?
Still a huge vacuum for heavy rare earths. UURAF is uniquely positioned. NB is also something to consider. My main plays are MP UUUU UURAF ABAT and TMC
Yep. Desperate need for heavy rare earths, especially. Juniors to watch here are UURAF and NB, among others.
I’ve been steadily increasing shares and calls in UURAF, ABAT, UUUU, TMC.
I’m looking at UURAF, ABAT, UUUU, TMC primarily!
UURAF, ABAT, UUUU are big plays for me. A risky but fun one is TMC
UURAF was just awarded another big DOD contract.
I doubt we get rate cuts because nothing has changed. As for green on monday? i don’t fuckin know, but you’re missing out on UURAF either way
Ucore Rare Metals | OTCQX-UURAF | TSXV-UCU Ucore is a rare earth processing company currently working with the US DOD. They are building a new facility in Louisiana for processing Heavy Rare Earths. There are no other companies in North America that can separate Heavy Rare Earths
Up 25% on UURAF. There are some cheap ones.
Buying UURAF Rare Earths
UURAF is better than MP.
Ucore Rare Metals Inc. (OTCQX: UURAF | TSXV: UCU) RapidSX**™** Rare Earth Separation Technology RapidSX**™** is Ucore’s next-gen tech for separating rare earth elements — the stuff needed for things like EVs, wind turbines, and military gear. It takes the old-school solvent extraction method (which is slow, expensive, and dirty) and makes it **faster, cheaper, and way more eco-friendly**. The best part? It works for **both light and heavy rare earths**, which is something most systems struggle with. And since **China controls most of the world’s rare earth refining**, RapidSX**™** gives North America a real shot at becoming **self-sufficient** in this critical industry. Bottom line: RapidSX**™** could be the game-changer that helps break China's monopoly — and that’s why it’s such a big deal.
UURAF | UCU.v Ucore Rare Metals. Already working with US DOD on Rare Earth Separation Technology that is going to disrupt the industry. The only company in North America that can process Heavy Rare Earths. Not sure why people are not talking about this company.
Ucore Rare Metals. A good one. UURAF UCU.V
UURAF When China cuts off Rare Earth Supply this company could be one to watch
If you are looking into rare earth minerals you need to also be looking at the middle market which is separation. Ucore (ticker: UURAF) has a patent pending separations technology that has been verified by 3rd party and government entities. They’re receiving millions from governments of Canada and US to continue the process of opening up their planned Louisiana SMC for full scale production.
The key to clean uranium is reprocessing the nuke waste effectively. I forget if UURAF is working on something.
UURAF may be a bit overvalued, but they’re taking China head on to challenge their hold on the US REE supply chain. “Ucore’s vision and plan is to become a leading advanced technology company, providing best-in-class metals separation products and services to the mining and mineral extraction industry,” as stated in an article from Invested Intel. With trade relations with China breaking down and China’s economy seemingly collapsing this could be very promising. I like to support businesses that break away from Chinese dependency or challenges their control on a particular market. Wether or not I buy puts or calls on this will depend on how they hold up in March as well as any further info I can find.