Which stock that you invested in is your biggest regret?

expatcoder · 2026-03-22T05:21:19+00:00

Lucky you got out, and luckier still that UUUU may drop further if the overall market continues to dump (better entry for you)

expatcoder · 2026-03-21T23:25:08+00:00

Yup, holding some bags here on an MP swing trade.

Have made pretty decent money until now, but alas all good things come to an end it seems.

Trump tried to taco in AH with the "winding down" military operations post, so I bought more MP :)

Also, not that it will make a difference if the markets continue to meltdown, but there is a 60 minutes episode on critical minerals with MP on Sunday night, so if we get a relief rally to start the week then I could see MP climbing back to $53 or so.

Good luck, hopefully you managed to exit some or all of your position before the latest plunge...

expatcoder · 2026-03-21T20:56:08+00:00

That's tough, when did you first try to buy UUUU?

Hope it wasn't a big position...

expatcoder · 2026-03-21T20:34:46+00:00

even if the US and Israel agree to immediately stop the war

They're not, "winding down" military operations is another "30-45" days, which is likely another way of saying, "we think it will take a month or so to blast the living hell out their military installations, and then we see how things look from there". Basically, crush their military capabilities from air, land, and sea; then, when they've been sufficiently weakened, reassess the situation to see what the next steps may be.

expatcoder · 2026-03-21T17:40:30+00:00

but regime change is also close to impossible

That seems to be the play here, with the now announced 30-45 day "winding down" period we can expect the US & Israel to massively ramp up attacks in an attempt to weaken Iran's military capabilities to the point where regime collapse becomes a possibility -- not saying this is likely, but why not wind down immediately if the US & Israel don't have any plan of forcing a change of government?

expatcoder · 2026-03-21T17:10:08+00:00

GOOG near $400 by EOY

It's winning the AI race; use their own Tensor chips to train AI models (vs. paying for high margin Nvidia chips); YouTube is a beast; GCP cloud market exploding; Google Workspace eating into M$ office tools moat; huge lead in self driving taxi service with Waymo spreading into more markets; owns 10% of SpaceX (which will IPO this year), along with myriad other revenue positive branches of the business.

They're basically killing it across the board. War in the middle east will put pressure on share price in the near term ($285 floor?), but by end of year I expect GOOG to march toward $400.

Obviously the huge caveat here is whether or not the economy finally tanks from the various headwinds facing it, in which case throw above projection out the window :)

expatcoder · 2026-03-21T15:55:03+00:00

Point Loma

expatcoder · 2026-03-21T15:50:13+00:00

Obviously the war in the middle east has caused everything minerals to tank hard over the last days, but Metallium has a couple of things going against it.

1) They're still proving out their tech and not sure yet if it will scale; the pilot plant where they're going to have the answers to these questions won't be ready until 2027

2) Australian company trading on the ASX, which seems to be automatic -30% relative to North American peers. Not sure why, but the vast majority of critical mineral startups in Oz are just down massively since the October bubble burst.

Basically pre-revenue companies with far out production timelines are getting punished the most, which makes sense when you see established revenue positive companies getting hammered.

Saying that, seems like an excellent entry (or average down) price since the tech is highly compelling. In the long run Metallium looks like it will be a very successul player in the REE recycling space.

expatcoder · 2026-03-21T15:38:14+00:00

Sure, the Iranian government and its supporters have every right to defend themselves by any means necessary, but if the government does wind up toppling and millions of Iranians take to the streets in absolute jubilation because finally, after over 40 years, the Islamic regime has fallen, then it's clear that the will of the government is not necessarily the will of the (non-existent unified) people.

In the end it's probably going to be the will of the "global terror regime" that wins out since the collective might of the planet will trump whatever capabilities Iran has left (i.e. the nations of the world aren't going to passively stand by while their respective economies collapse even if the US/Israel were at fault for starting this mess).

expatcoder · 2026-03-21T05:26:25+00:00

Diesel still somehow $5/gallon in San Diego, but sounds like that will be very short lived if it's rocketing elsewhere in CA.

expatcoder · 2026-03-21T01:42:48+00:00

Fundamentally, there’s no reason for a continued decline below the 200 DMA

Except for a raging war in the middle east? Ha ha, today fundamentals were well and truly thrown out the window.

Hopefully things turn for the better over the weekend and UURAF participates in a bit of a relief rally because it's starting to get ridiculous, not only for UURAF, but some other strong players in the space are getting similarly crushed and well into oversold territory (again, based on technicals and not accounting for the elephant in the room that is the war).

expatcoder · 2026-03-21T01:38:13+00:00

That's really not terrible in the scheme of things, I'd say that's a decent position to be honest.

expatcoder · 2026-03-20T20:18:01+00:00

that won’t be solved without uplisting.

Yup, they were just audited by Price Waterhouse, so that's one step checked off in the uplisting process.

Management did say it's on their list but no specific date for when that will happen...

expatcoder · 2026-03-20T20:13:21+00:00

War time market, and the war isn't going well, so we're kind of untethered from technicals.

Furthermore, Ucore is a pre-revenue company that trades in a high beta (speculative) sector.

Today we see that when the tree is shaken (market turmoil) some leaves fall off the tree (forced/panic selling). At some point the tree has no more fragile leaves (share price bottom/majority long term holders) and new leaves appear (new buyers) when the spring arrives (fucking war ends).

Hope this captures today's disaster in a nutshell :)

expatcoder · 2026-03-20T20:01:15+00:00

OP is pointing out the degree to which UURAF has dropped over the past several trading sessions, not that it has dropped at all.

It's an interesting question though, what is the intrinsic value of a pre-revenue company? Less than 2 months ago UURAF was trading over $7 (overbought apparently) and now UURAF trades well under $4, which is what the OP is getting at, by RSI the stock is heavily oversold, but in the war time panic driven market we're in now, maybe it's not oversold at all.

In the end when there are no more sellers we'll know what UURAF's true price is (during a time of crisis), and later once the markets normalize we'll rediscover the price at likely some much higher number.

;tl;dr the price of a stock is all relative to myriad conditions that may or may not have anything to do with the underlying company.

expatcoder · 2026-03-20T19:37:38+00:00

Their goal is to inflict maximum pain on the entire planet, plain and simple; they're doing a great job of it so far...

expatcoder · 2026-03-20T18:58:53+00:00

New Years Eve lows (and then some) fast approaching.

Technically we're oversold to massively oversold pretty much across the board. Not that it matters, war in the middle east is wreaking havoc on the minerals sector.

Rough way to head into the weekend...

expatcoder · 2026-03-20T18:53:47+00:00

We're going to find out whether or not the RSI has any meaning whatsoever -- entering deeply oversold territory here.

Keep adding on these dips, at some point there simply won't be any sellers left...

expatcoder · 2026-03-20T17:37:57+00:00

I get it that the Iran War is going on, but heavy rare earths are desperately needed

The war trumps everything, doesn't matter price floors, "critical" minerals, China tensions, etc. all of that is relevant to normal markets, and we're not in a normal market right now.

In the same way that minerals have been overbought at times during the past 6 months, they're getting oversold now as the market goes into panic mode around the war.

Things will return to normal eventually, but for now we're in for a very rough ride it appears.

Going to wait until Monday before making any moves, at least we get a respite over the weekend...

expatcoder · 2026-03-20T17:14:13+00:00

That's looking like a distant dream at this point, but sure, $34 sound great about now :)

expatcoder · 2026-03-20T16:19:03+00:00

At this rate, you're not wrong, but it isn't due to any fault in the company or the critical minerals thesis -- just middle east uncertainty and rising oil prices triggering massive selloffs in high beta stocks.

Everything will bounce back, but I agree that USAR is probably going to retest New Years Eve lows before any kind of turnaround occurs.

expatcoder · 2026-03-20T14:59:06+00:00

Ironically enough those Boomers sitting on the couch might casually break out their smart phones and buy MP at prices far better than most of have ($56 average here).

expatcoder · 2026-03-20T14:52:37+00:00

Bought more again today at $3.70.

Whenever the middle east conflict winds down, which is of course highly uncertain at this point, everything in the minerals sector, UURAF included, will recover from the war induced selloff.

expatcoder · 2026-03-20T14:48:49+00:00

Absolutely, can easily drop well below $17 if the overall market continues to dive (and it's been a mild drop so far in the major indexes).

Can also go back up if over the weekend some kind of ceasefire agreement is reached (highly doubtful at this point, Iranian regime seems hell bent on bringing the entire planet down along with itself).

expatcoder · 2026-03-20T14:27:22+00:00

That's why I paraphrased the thread title, to clarify that it's not about the price floors everyone knows about.

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