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Posted
43 minutes ago, Anastasis said:

Revomon Diamond Hands NFT. Revomon are delighted to announce ...

The only way for me to get liquid is to sell IBRX or RVPH and I believe there’s a good chance RVPH blasts off by mid 2026.  I still love IBRX, but can make money in the here and now in critical minerals stocks. It, certainly, doesn’t mean I won’t be buying IBRX back at some point.  After all, they have a drug that will cure cancer. Seems like there  should be some upside with that.

 

 

 

 

 

 

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Posted

With chinas REE talk and king dipshit clapping back today, I just bought another load of REE shares. I’m almost embarrassed by the “gains” on these silly stocks so far 

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Posted

UUUU broke up to $22.37 earlier.  $25 is looking like 2-3 days away at this rate.  I was looking to exit above $20 but the way these rare earth stocks are shooting up, I’m not selling shit.  If UUUU gets a government  contract, it will be at $40+ in no time.  Those two senators visiting the mill wasn’t just a fun field trip.

Tripled my initial investment on UUUU.  I’m now at break even on my losses with IBRX and AMYZF.   Everything from here is green.

 

Diamond hands fellas!  Let’s go!

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Posted

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.

Posted
21 minutes ago, Vegas64 said:

If you had $25k lying around and wanted to dump into a bet to double in 12 months, what would you do? 

 UURAF.  And, it won’t take 12 months.  There are less expensive stocks in that sector, but they’re riskier.  

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Posted
39 minutes ago, scottsins said:

Follow up question. What’s the best option for retail purchase of this stonk, since it’s not listed on RH?

Good point. I only have my play money/gambling money (er. I mean prediction markets money) in RH.

Posted
39 minutes ago, Viking said:

I owe some of you a drink of your choice if we ever meet.

ABAT +49%
WWR +22%
MP +23%

When UUUU reaches $50, have said I’ll rent a bar/party room somewhere in or near Austin and drinks are on me.  @victory88 has offered to buy the first round.  At the beginning of July when UUUU was $6, this seemed like a pipe dream.  With today’s price of $24 and with the sp set to potentially double after the government takes a stake in Energy Fuels, this may happen sooner than later.  There will also be plenty of non-alcoholic offerings as well at our get-together as I’ve been on the wagon since August 25th, 2024. 
 

33 minutes ago, Goofyboy said:

I’m up in these - WWR (40%) APAAF (27%) and CTVFF (14%).

What kind of target are you looking at for WWR?

IMHO, the government will take a stake in WWR and/or GPHOF (both graphite companies) in the near future.  If you’re looking for a place to sell WWR, that would be it.  However, I think the story is just getting started for both of these companies (and, in general, critical minerals companies) and may continue to hold all my shares after the price bump.  I sold 7000 shares of IBRX this morning and I’m waiting for some sort of pullback to take a position in GPHOF.  Already have 10,500 shares of WWR at an avg. cost of $1.54.

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Posted

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)eff3976578e6652fcd1a6e0fcb0f87ae.webp


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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Posted

Fuck!  I was thinking about putting money in UURAF today.  Did I miss the boat here @Harrison Stafford?  Just had my 2nd kid 2 days ago and putting decent cash aside for his 529 but was thinking of putting it in UURAF instead.  Wife is against the idea.  If it drops, she’d cut me.  She’s just now stopped rolling her eyes at me with my IBRX and AMY losses with the UUUU gains.   But if this thing is going to $20, I may roll the dice.

Posted
2 hours ago, Harrison Stafford said:

Bought 30,000 shares of ARSMF at .55.  Today’s dilution is a big time buying opportunity. Fluorspar.

Similar, backed up the truck for a slingshot snap back. Still trading above the offering. 

Posted
4 hours ago, victory88 said:

Fuck!  I was thinking about putting money in UURAF today.  Did I miss the boat here @Harrison Stafford?  Just had my 2nd kid 2 days ago and putting decent cash aside for his 529 but was thinking of putting it in UURAF instead.  Wife is against the idea.  If it drops, she’d cut me.  She’s just now stopped rolling her eyes at me with my IBRX and AMY losses with the UUUU gains.   But if this thing is going to $20, I may roll the dice.

@victory88 First, congrats on the birth of your second offspring!  Another deduction and another future Longhorn.  Well done,sir.   Second, you told your wife about your stonk losses?  And she didn’t kick you to the curb?   Well, since you owned the losses with her, you should, of course, own the gains even moreso and you’re in great shape with UUUU which is a long term hold.  The longer you hold it, the more your wife will like you as the sp appreciates.  No, you haven’t missed the boat with UURAF.  If your aim is to buy and hold UURAF and not trade it, buy it in the $7.25 to $7.40 area and you’re in great shape.  There has to be a pullback. Right?  

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Posted

WRT my wife, I treat my stonks account like I treat my account with my bookie. Shits off the books and on a I better be on my deathbed need to know basis. They both know how to contact the next of kin. 

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Posted
8 hours ago, BLKNSTY said:

ARSMF did a naughty naughty and diluted, private placement of 10MM shares at .45.

Private placement offerings are traditionally bullish. It’s not just dumping shares on the public market. It’s an investor asking to be let in so they can make some money. 10 million shares also isn’t shit,  big picture-wise.

Posted
Private placement offerings are traditionally bullish. It’s not just dumping shares on the public market. It’s an investor asking to be let in so they can make some money. 10 million shares also isn’t shit,  big picture-wise.

Sorry it was $10MM, so 22MM shares. Almost 10% of the entire float.

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