Long term holders
Just wanted to spark up the chat again for people planning to hold long term. What is everyone excited about coming up?
What I'm excited about:
ASM integration and revenue hitting the books in Q3.
VAC rulings from Germany. Curious how soon roadblocks will be settled on. Should be plenty of support from the U.S. government I would believe.
Future government contracts. The U.S. just launched a bunch of critical minerals into Iran, and the mandated independence from foreign critical minerals supply will supposedly go into effect Jan. 1st. This may push the government to make more deals.
Executive order 14415. On October 18th, all government contractors are mandated to map where their critical minerals come from, and if it's from "foreign adversaries", they must come up with an action plan to change that. Contracts with critical mineral suppliers incoming? (UUUU will have ASM magnets producing at this point).
Curious to hear everyone's thoughts on everything UUUU.