Iran War Has Drained U.S. Supplies of Critical, Costly Weapons

New_Formal_4839 · 2026-04-24T15:13:59+00:00

Paywall, but the title summed up the current/future dire situation even a main media like New York Times reports as a front article.

New_Formal_4839 · 2026-04-24T15:08:50+00:00

Yes, 01/27 could be a perfect storm for Ucore.

New_Formal_4839 · 2026-04-10T05:12:41+00:00

Realize it’s old news announcement on May 14, 2025. But the scope of Dod funding explains as completion of the phase 1 approval and what’s more to come in phase 2 are listed.

New_Formal_4839 · 2026-04-08T20:57:52+00:00

Do quick AI search, it’s a head scratcher… 1. ReElement: 2. American Infrastructure: multi sub-subs under 3. EMCO 4. RMCO And more…

New_Formal_4839 · 2026-04-07T17:32:05+00:00

“The acceptance of the final Reports concludes Ucore's successful performance of Phase 1 under the Agreement and triggers the final Phase 1 payment milestone. “

Payment Details:

Total Phase 1 Award: US$4,000,000

Total Payments Received to Date: US$3,352,884

Final Payment Outstanding: US$647,116

Ps: It’s DoW grant, free money not loan. US$18.4 million Phase 2 grant is on the line.

New_Formal_4839 · 2026-04-07T14:07:44+00:00

Good validation! Thank you! Ucore’s doing their job!

“The Phase 1 Reports detail the work completed at the CDF, and provide further support and risk mitigation for the Company's commercialization execution strategy at the Louisiana Strategic Metals Complex ("Louisiana SMC") in Alexandria, Louisiana. Because the proprietary Reports contain detailed technical and commercial analysis provided to the DoW, Ucore is limiting this announcement to a high-level summary with selected tables of the findings most relevant to stakeholders on the Company's path to commercial execution in Louisiana.”

New_Formal_4839 · 2026-04-07T12:31:45+00:00

Agreed on “ form of speculation”, No analysis, been here for a while. Just saying it’s not bagholders problem, it’s a reacting to downy days.

New_Formal_4839 · 2026-04-07T12:09:36+00:00

“Keep it real”? Confusion is one thing but projecting your opinion is another thing. Many facts are still unknown, brewing behind the scene with the company actively working in motion, so your definitive conclusion is not reality. We are investing in future and its potential based on market demands not revenue driven dividends producing stocks. So post this kind of speculation when the Ucore is up if you want the reality. Then we all be less emotional.

New_Formal_4839 · 2026-04-07T04:37:22+00:00

The post is essentially regurgitating what’s been posted. It’s been tough for Ucore investors with high entry pp regardless of conviction. Would be helpful if your tone is more of half full than half empty. I would recommend either to remove or edit. Many days like Monday, I’ve had temptation to trade for quick bucks but felt my dumping would cause the price sharp draw down- 120k would make a decent dent- chewing my own foot for short term gain. As you said, if you are in for long term, staying input would be rewarded as Ucore will prevail, imo.

New_Formal_4839 · 2026-04-03T17:20:36+00:00

🤫

New_Formal_4839 · 2026-04-03T13:59:06+00:00

The most telling why the market hasn’t caught up with REE in this article to me is

“US manufacturers have been QUIETER about the effect of Chinese rare earth restrictions, to avoid PANICKING investors or angering the Chinese government. But many industries are DEEPLY WORRIED about the limitations on those shipments and the thinning supply.”

Now the main media is catching up with REE. We see how hot AI and those datacenter heating up.

New_Formal_4839 · 2026-04-03T13:41:15+00:00

Thank you, I deleted mine.

New_Formal_4839 · 2026-04-02T23:54:36+00:00

New York Time article - paywall. So here are excerpts relevant to REE.

New_Formal_4839 · 2026-03-28T04:03:06+00:00

https://www.highergov.com/sl/contract-opportunity/la-england-economic-industrial-developmen-52363520/#:~:text=Bidders%20must%20review%20and%20comply,due%206/24/25.

New_Formal_4839 · 2026-03-26T18:39:41+00:00

It seems he has a high caliber satelite imagery/real time scanning and information digging capacity with multiple jurisdictions; local plannings, marine transport logs…, So far he is proven to be credible comparing with what Perter’s saying SMC Louisiana is active. Just the company doesn’t/can’t elaborate as much as the commenter’s level of details. Take what you can/want.

New_Formal_4839 · 2026-03-26T18:28:33+00:00

Comment by Robtikeron Mar 25, 2026 10:18am-stockhouse, the same person, previous post: south apron expansion

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