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BLKNSTY
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Everything posted by BLKNSTY
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Sorry it was $10MM, so 22MM shares. Almost 10% of the entire float.
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UURAF has absolutely no fucking chill. Harrison said $10 EOY and we might just hit $20 this week. Damn I love its tiny float!
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Steve Zissou on Australian Mining Stocks Australian Partnership in Critical Minerals: A Primer (DD) Hi all, I have spent this past week considering the [prospects of a critical minerals partnership between the United States and Australia](https://www.mining.com/web/australia-mulls-us-deal-777-million-rare-earth-fund/) ahead of a planned meeting between Trump and PM Albanese. In my view, Australia is poised to be our greatest western ally in developing supply chain resilience across the critical minerals sector. The USA has even extended [an invitation to purchase equity stakes on their side of the sector.](https://www.mining.com/web/us-offers-to-buy-stakes-in-australian-critical-minerals-companies/) Given these tailwinds, I wanted to briefly expound on how I’ve decided on ASX investments. **I. Understanding the Deficits of the Western Supply Chain** When I approach new investments in this sector these day, I consider the following question: Where are the deficits in the different areas of our supply chain (downstream, midstream, upstream)? And which minerals and materials do we need most desperately, given global supply constraints when attempting to divest from our reliance on China? We can get an answer by starting with an analysis predicting net loss to US GDP relative to risk of supply disruption. That information can be found in the following graphic [given to us in a 2025 report by the USGS.](https://pubs.usgs.gov/of/2025/1047/ofr20251047.pdf) If we look closely, we can see that there are a number of critical minerals that have a high probability of disruption and a high impact on GDP. This isn’t the only metric to use, however. We should also consider that there is a particularly critical need for some of these same minerals for defense purposes - as specifications for defense are stringent and China has restricted exports of the ingredients necessary to produce them this year ([tightening their policies recently, as we have seen](https://www.reuters.com/world/china/china-tightens-rare-earth-export-controls-2025-10-09/)). With this in mind, we find that the critical minerals most crucial to secure are largely in areas like heavy rare earths and graphite - with cobalt thrown in there given its need for defense and our lack of a non-sullied supply that isn’t refined in China. Great. From here, we can consider the parts of the supply chain that are most critical in relation to these minerals. And this is where I am excited. When it comes to heavy rare earths, we desperately need companies that can perform *at all three broad areas of the supply chain*. And although build-out of infrastructure for the midstream and the end of the chain needs to happen in parallel to everything else, we really can’t even get to them unless we have a standing supply of the raw materials. The United States desperately needs time to get the deposits controlled by domestic companies online in ways that can cover demand. As an example, Energy Fuels (UUUU) has recently secured final permitting necessary for their Donald Project (in Australia) for heavy feedstock. But they won’t be able to meaningfully supply their own from this location until late 2026. At the moment, they have been relying on Chemours limited supply for their processing/refining. But Chemours can’t supply enough - and we aren’t in a position to wait. With no tenable domestic supplier of the mining-side (the beginning of the chain) and a desperate need for finished heavy rare earth products, we have a massive bottleneck for the rest of the chain (which, as I said, is already is woefully underdeveloped). It looks increasingly likely that the best suited candidate to provide what we need - at least in the interim whilst we get our own infrastructure built out - is Australia. From here we can consider our strategic investments. I’ll disclose my own below. II. My Portfolio and Positions A These are the companies I have invested in. Blessings across the ocean; the island of kangaroos. >**Lynas:** The champion for rare earth (lights; heavies) that isn’t aligned with China. They have a r[efining facility in the works in the USA already](https://discoveryalert.com.au/news/lynas-rare-earths-texas-refinery-2025-us-project/). Gina Rinehart (Australia’s richest woman) is a large stakeholder and is connected to Trump. >**Iluka:** A strategic choice for heavy rare earth supply and one of the only viable short-term contenders for partnership with UUUU to cover feedstock requirements before the Donald project is operational. However, keep in mind that Iluka needs these materials for their own purposes too [(with their refinery being commissioned around 2027).](https://rareearthexchanges.com/news/australias-rare-earths-gambit-big-talk-real-moves-and-the-gaps/) >**Northern Minerals:** Partnered with Iluka for heavy rare earth feedstock. They had [Chinese stakeholders up until March 2025](https://www.theaustralian.com.au/business/mining-energy/a-chinalinked-investor-has-finally-sold-its-stake-in-northern-minerals-months-after-government-demands/news-story/3df0dbba5977b0b64c77c7379fbbe8b5?amp) that were forced to divest by the Australian government, clearing the path for western partnership and chain independence. >**VHM:** Heavy feedstock supplier, received a [$200 million dollar letter of interest from EXIM recently.](https://www.mining.com/web/australias-vhm-gets-us-interest-of-up-to-200-million-for-rare-earths-project/) They wouldn’t be able to supply companies like Energy Fuels (UUUU) the material they need in the short-term and 60% of the initial product the first few years will be given to Shenghe. Still - they could be a needed and strategic source of product for the western sphere when operational. >**Cobalt Blue:** A leading candidate for cobalt refining - an area where there is little western capacity at all. This company met with the [White House ahead of Trump’s visit to Australia this month.](https://ca.finance.yahoo.com/news/australian-critical-minerals-companies-head-072433593.html) Raw cobalt is mined primarily in the DRC and in Australia. >**Arafura:** Supplementary light rare earths play, [advanced stage relative to competitors outside MP and Lynas.](https://wcsecure.weblink.com.au/pdf/ARU/02980789.pdf) Another slidedeck can be viewed [here.](https://wcsecure.weblink.com.au/pdf/ARU/02975225.pdf) Gina Rinehart also has a 10% stake (largest shareholder). >**Australian Strategic Metals:** Like Cobalt Blue, ASM was also at the [White House meeting last month](https://ca.finance.yahoo.com/news/australian-critical-minerals-companies-head-072433593.html). They are positioned uniquely for downstream activity in the chain - another area we desperately need developed. There aren’t many competitors here. >**Aclara Resources:** Player in the ASX midstream game. I like them. **III. A Note on China USA Trade Tensions** I wanted to close with just one note of caution. We have seen volatility in our sector’s favor as a result of escalating tensions between Trump and Xi ahead of a potential talk at the end of the month. For anyone new - please do understand that the outcome of these talks will move the sector, causing either a continued lift if a deal is not reached or a (possibly precipitous) short-term retraction if a deal is reached. Plan accordingly. If you are worried about it - make sure to time your entry and exit to avoid this event. In the long-term, a deal with China is unlikely to stop the USA from continuing to build out its chain. What Washington has seen from the export controls rolled out this year by China is that we cannot allow them to hold such leverage. However, you may find yourself shaken out of your position if the road gets rocky ahead and you don’t have the same resolve or conviction. Safe investing friends and love you all, Steve
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ARSMF did a naughty naughty and diluted, private placement of 10MM shares at .45.
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was up the US average annual salary 30 mins into the day and then we got that tweet from Trump and now I’m only up a couple hundred bucks. I’ll take it though, I can only imagine how the highly leveraged folks are doing, r/WSB is in shambles. that said, two more stonk plays to consider ARXRF sitting at 3 cents and IXRRF sitting at 1 cent.
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ARSMF with another 50% up day. CTVFF at 54%.
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CTVFF 26% on the day so far, I think it’s on day 2 of a multi-day run. Steve Zissou on Reddit, who is on track to be the next RoaringKitty, last post was GPHOF. Up 20% so far on the day, and looks like it’s on day 1 of its breakout. 50k shares of CTVFF and 12k of GPHOF both bought yesterday.
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I did. Bought 200 shares at $30 on an intraday low in Sep and sold at $40 a week later and told myself we’ll swing trade this all day long between $30 and $40. Rinse and repeat. look at me now dad!
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https://sam.gov/workspace/contract/opp/e12226a986464110ae24dc322ff06b19/view This is why ARSMF is up so much, $250MM offtake agreement with the US DOD.
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May have found another one on the precipice of a breakout, CTVFF. Been digging in flurospar and stumbled across this video. If a fraction of this is true, I mean come on. China went from a net exporter to a net exporter with this stuff. It’s literally needed in every heavy industry and the commodity is up 50% on the year.
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ARSMF already up another 45% on the day so far. Fingers crossed for $2 by EOY.
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one of the hardest lessons I’ve ever had to learn but I’ve learned it. the solution to pollution is dilution.
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WWR $1 call options with Mar26 expiry are trading at 0.90. Crazy cheap for a stock that could 3x in a day (see TMQ) if they get a deal with the feds.
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ARSMF up 37% today. I think I’ve narrowed down the critical mineral space to: UURAF, ABAT, UAMY, WWR, NB, ARSMF, UUUU, TUNGF, and USAR - all US companies with US operations. Extra bonus points for ABAT, UAMY, and USAR cause they have the words US/America in the name. I threw in APAAF cause Harrison usually isn’t wrong and they are spending big bucks on courting investors in Europe. With the exception of my core investments: TCNNF (Cannabis), HOOD (Finance/Banking), MSFT (Tech), PLTR (DEPARTMENT OF WAR/BIG BROTHER NEVER LOSES), UNH(Warren Buffet), COST (on a pullback), META (I really like their glasses), RDDT (I’m on there way too much) I’m pretty much focused on the critical minerals for the next few months. Wanted some traditional energy stocks but I feel like they’ve just been lagging behind this year. HOOD is by far my biggest single holding with 500 shares, the event trading contracts are a fucking killer. I think that’s going to net them at least an extra $100MM in Q3, which is almost 1/3 of their quarterly revenue. And that’s just with one month of football. Their Q4 earnings should be absurd.
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stumbled across him yesterday. r/criticalmineralstocks is probably one of the fastest growing subreddits
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@harrison May have found another critical minerals play, ARSMF. Fluorspar is their main focus, with Germanium and Gallium found in their deposit. Read about fluorspar and how integral it is to: semiconductor manufacturing, processing uranium for nuclear fuel, steelmaking They are the only permitted fluorspar mining company within the US and they are on the verge of production. $40MM market cap. Also, any thoughts on Tungsten? TUNGF debuted earlier this year and it’s looking ripe for a breakout.
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FEMY looks like all the rage on all the reddit pennystock subs. clearly a shit company though.
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NOW THIS IS WHAT WE CALL STONKS, VOLUME 5 in all seriousness, sub $100MM market cap, 50MM shares outstanding, 70MM shares traded today and up 30%… looks like we’ve got a runner. just need someone to make a slightly (very) homoerotic post on r/wsb
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If anyone’s going to get fake internet points off UURAF on a niche college football forum it’s going to be me damnit.
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At this point, I’m fairly confident that Israel has killed more Americans in the past 2 years than Hamas/Hezbollah/Iraq/Iran/any other predominately Muslim country combined.
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looking like we might make a run at those circuit breakers. september, aka historically the worst-performing month for the stock market, is really living up to its name one pre market trading day in. woof
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r/pennystocks is pushing ELTP. long story short, lots of insider buying and primed for a buyout. up 15% today.
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Death Inc. The Office set in a Spanish morgue without the documentary crew. Spanish show so you’ll have to read subtitles since they speak that Spanish where their S’s are THS’s but I fucking loved it. 3 seasons so it’s got some meat and they also have a Margot Robbie doppelgänger that’s pretty funny so that’s worth it alone tbh
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Really enjoyed Freaky Tales. Kill Bill set in the bay.
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I think Dotard gets a rate cut before the EOY. not a fan by any means but goddamn is he one of the most-effective bullies out there. mf really just gets what he wants
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