▲ 34 r/UURAF
New Pat Ryan Interview on InvestorNews
Pat is really putting the press releases out....haven't watched yet, enjoy!
u/porchswingsecurity — 1 month ago
ReElement No Longer Seeking Loan From Pentagon Due to Inability to Meet Due Diligence Requirements
This is big news for Ucore as both ReElement and Ucore were courting Vulcan for offtake. Vulcan quietly signed a MOU with Ucore in March due to significant questions at the Pentagon over ReElements technology and accounting. The $80m Pentagon loan to ReElement was the catalyst for a larger $200m funding package from Transition Equity Partners (TEP)...I would not be surprised if there isn't a materiality change clause in the TEP agreement which puts the $200m into question as well.
u/davide3991 — 1 month ago
▲ 46 r/UURAF
Jack Lifton Cites Ucore as One of the Likely Future Winners in the Wester Rare Earth Industry
I've followed Jack for several years now. Jack does not write puff pieces...he is a pragmatic and highly critical supply chain analyst who is massively skeptical of hype. "Targeted praise" would be an excellent summary to describe his ethos to writing.
This article means a lot.
u/porchswingsecurity — 1 month ago
▲ 49 r/UURAF
New Pat Ryan Video
https://m.youtube.com/watch?v=1HiVo_fnUaU&pp=0gcJCUACo7VqN5tD&ra=m
Glad to know why Pat has been AWOL for the past few months…hope his health continues to improve.
“Be ready, we’re moving quickly…”
The amount of good news in this video is too numerous to list. Buckle up. Summer 2025 all over again!
u/porchswingsecurity — 2 months ago
Ucore Announces Strategic Cooperation Framework with Sumitoma of Japan
Makes sense seeing as though Japan is cut off from China rare earths at the moment.
Sumitoma’s market cap is $46B and is a major multinational conglomerate… very bullish.
u/porchswingsecurity — 2 months ago
▲ 31 r/UURAF
US Business Group says some CM are Now Unobtainable From China
Samarium cobalt cited specifically.
Coupled with China reaffirming their ban for Japan...markets seem to be ignoring the recent news though...odd
https://www.mining.com/china-reaffirms-japan-rare-earth-ban-despite-us-request/
u/porchswingsecurity — 2 months ago
Number discrepancy in investor presentation
In the most recent investor's presentation, which presumably was used during the Blair conference, they list 1000 tons of Lithium carbonate and 2000 tons of REE oxides for their phase 1 (slide 25) which is starkly different from the 16'000 tons program they have previously published.
At the end they have price update as of June 1, so it seems to be up to date information.
Anyone have some info on this difference?
u/Saelian — 3 months ago
MP and USAF…not such a good marriage
Pulled from Stocktwits…seriously, go read this.
https://www.mining.com/mp-materials-accuses-usa-rare-earth-of-magnet-tech-theft/
Between the news above and the Pentagons distrust of AREC….things are improving for Ucore.
Edit: sorry about the post title….”USAR”…not USAF
u/davide3991 — 3 months ago
Ultra Rare Earth Inc. is Consolidating Control Over Appia's PCH Project in Brazil Prior to Ultra's US-Based IPO
Ultra is pulling ahead on the timeline to assume full corporate control over the PCH site in sunny Brazil and laying the groundwork for a US-based IPO. A conservative share price at Ultras offering would be ~$16 US (and Appia owns over 2m shares) which would exceed Appias entire current market cap. A comparable $300m market cap IPO placement with the recent REA offering would imply a share price of ~$32...Appias holdings of Ultra shares alone would constitute 3x Appias current market cap and would trigger a massive financial windfall for Appia and trigger stock re-ratings.
u/porchswingsecurity — 3 months ago