r/CriticalMineralStocks

Ask anything here. Please try to keep posts on the main feed for higher substance and quality discussions. If you want to ask. “Am I cooked”? Do that here.

Really like the potential of UURAF. Should I go big?

I was mainly interested in these two but it is AWFULLY quiet around them right now... I am 40% down with UURAF and sold my UUUU months ago. Will the topic of critical minerals come back, bigger than before? I feel like until Trump makes it is his next big thing to care about, this whole sector will lay flat, and stay flat... Are there any catalysts on the Horizon which I do not see?

This is a pretty big deal that might not get the full attention it deserves in Western corporate media.

Just an FYI, Blackberry is the OS and digital twins for all of this - you'll see the "Canadian Tech" element mentioned below.

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Philippines President Ferdinand Marcos Jr.’s high-level roundtable with the Business Council of Canada and Prime Minister Mark Carney in Vancouver represents a massive geopolitical shift.

Historically, the Philippines has exported raw, unrefined ores directly to China for processing. Under the Marcos administration, that paradigm is ending.

DFARS 2027 kicks in Jan 1, 2027, this helps with supply for the Western Alliance. This is literally a 'war' for feedstock, from all and any sources.

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This is very shrewd by Marcos administration who is looking to evolve their own mining sector and move up the value chain by leveraging Canadian engineering and capital to establish local, sustainable refining hubs.

Prime Minister Carney is executing an aggressive diversification strategy to double Canada's non-U.S. exports over the next decade - plus locks out China from PH

Deepening engagement in the Indo-Pacific insulates Canada from volatile North American trade policies.

While the Philippines has historically been a nickel and copper powerhouse, this relationships specifically allocates geoscience and AI funding to locate, map, and catalog REEs/HREEs.

This agreement structures a long-term goal to funnel identified Philippine REE concentrates directly into allied midstream facilities, ALOY and SRC, bypassing Chinese separation networks completely.

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https://www.pna.gov.ph/articles/1278664?__cf_chl_f_tk=Dbb.Za.uBs.bFCb6S58kt78wCMXz44Xfki_89DdejrM-1783176722-1.0.1.1-lIisviAKoSSYzAjz.BHX3ZItP8TQxpHUBqqRX1zagNU

Is it safe to say the current ~35% downtrend the last month has been from an overall market sell off(ai and semis), VAC and ASM accusation announcement dilution, and algo's manipulating this high beta stock? This companies future looks incredibly bright and doesn't deserve the treatment it's been receiving via price drops.

For upcoming positive catalysts we have

-Section 232(July 13th, huge)

-Donald Project FID

-ASM shareholder vote

-Q2 earnings report(this will be huge)

-OSC loan finalization

-VAC acquisition close(January 2027)

Here are wildcards that will help us immensely

-Uranium spot price breaking above $90–100/lb

-China rare earth export restrictions escalating

-Pentagon 2027 magnet ban implementation details firming up

-New analyst coverage (B. Riley just initiated in June, more eyes = more notes)

-Additional offtake or government contracts

It seems as if this company is really making the necessary moves to become an unique power player in the western critical minerals industry. I don't see how we can not hit 20$ within 365 days. If everything aligns we are looking at a 40-50$ stock in the next year or two.

Ask anything here. Please try to keep posts on the main feed for higher substance and quality discussions. If you want to ask. “Am I cooked”? Do that here.

Ask anything here. Please try to keep posts on the main feed for higher substance and quality discussions. If you want to ask. “Am I cooked”? Do that here.

Ask anything here. Please try to keep posts on the main feed for higher substance and quality discussions. If you want to ask. “Am I cooked”? Do that here.

https://greenmet.com/news/greenmet-announces-150-million-private-investment-to-develop-rare-earth-processing-hub-in-west-virginia/

Just saw the post someone was sharing their losses,so I thought of posting mine as well. I bought during the October peak as well following the reddit guru Steve. I saved up all this money from my minimum wage job and I know it's all my mistake that I lost it . I have learnt my lesson and only do xeqt now. I won't be selling these stocks for a few years as all of this is dead money to me anyways and I know I won't be recovering my losses ( unless I start a go fund me ).

Ask anything here. Please try to keep posts on the main feed for higher substance and quality discussions. If you want to ask. “Am I cooked”? Do that here.

Not going to pretend the price action has been fun. $118 to $58 is a brutal retracement and anyone who bought near the top is sitting on real pain right now.

But the silver supply deficit didn't disappear when the price dropped. The Silver Institute has now documented five consecutive years of total demand exceeding total supply. 2022 was the worst at nearly 250 million ounces. The deficit narrowed through 2024 and 2025, and the 2026 estimate shows it growing again. The market has been running down stockpiles to fill that gap every single year and the arithmetic hasn't changed just because sentiment shifted.

Solar demand for silver is still growing. Panel installations planned and financed years ago don't get cancelled because silver pulled back. EV infrastructure buildout continues. 5G deployment continues. These aren't discretionary items that adjust to commodity price signals; they're capital programs running on multi-year timelines with silver consumption baked into the engineering.

The gold/silver ratio has also widened back out with silver at $58, which means the relative value argument is reasserting itself all over again. Gold hasn't fallen anywhere near as hard. The ratio expanding from the lows it hit during silver's run is setting up the same compression trade that worked before, from a lower and therefore more interesting starting point.

Five years of supply deficit and a price at $58 is a more interesting setup than five years of deficit and a price at $118. The fundamentals didn't get worse. The entry point got better.

Yesterday in Niocorp, this action occurred in the near term options expirations:

July 2nd 2026

Strike

$4- Volume of 203 on OI of 1; today's resulting OI = 202
$4.5- Volume of 1878 on OI of 35; today's resulting OI = 1896
$5- Volume of 506 on OI of 88; today's resulting OI = 558

July 17th 2026

Strike

$5- Volume of 13,113 on OI of 383; today's resulting OI = 12,959. wow.

This is an enormous amount of option premium that was either used to buy to open or sell to open. It's roughly $394,000 in option premium based on yesterday's prices. This is highly concentrated, so I would expect it's a couple parties with very bullish, speculative positioning OR one massive piece of a covered call strategy. You'd have to own a ton of shares to be selling that many contracts. I find it hard to believe this is not a speculative, bullish buy to open. We've seen them before, notably in May, but this is the largest we've seen by a mile. Also, I think it's worth noting that those short term speculative buys came during an expected catalyst period- and that positioning should've been expected. Given the timing of these and the short term duration, they are quite a bit more peculiar. Maybe just a player trying to make a quick buck on an obviously undervalued stock, or maybe somebody knows something.

Anyways, just thought this was interesting enough to share. If we can move through $5, those options could be a hell of a lot of fuel. Not financial advice. Do your own due diligence.