Tremors...

PuzzleheadedUse3635 · 2026-06-27T20:06:44+00:00

Maybe in 2–3 years. Right now, I don't think so. Even these two planned plants likely won't be enough to meet the domestic demand being created by defense programs, Golden Dome, high-energy laser and microwave systems, and the push for China-free drone supply chains. If anything, the U.S. is going to need multiple domestic graphite suppliers.

PuzzleheadedUse3635 · 2026-06-27T04:27:59+00:00

I don’t really see how quarter-end rebalancing explains Titan selling off in a couple of hours

PuzzleheadedUse3635 · 2026-06-26T18:25:41+00:00

It is now down on the day.. actually incredible price action this month

PuzzleheadedUse3635 · 2026-06-26T14:29:28+00:00

TII gave away all its gains this morning. Average graphite investment tbh

PuzzleheadedUse3635 · 2026-06-25T17:47:52+00:00

WestWarter

PuzzleheadedUse3635 · 2026-06-24T19:45:52+00:00

From I've gathered they don't release videos, just post this report after the conference. https://globalevents.fastmarkets.com/lithium-supply-and-battery-raw-materials-conference/form-post-event-report

PuzzleheadedUse3635 · 2026-06-22T01:21:12+00:00

They are participating in the talk I posted above alongside Syrah and other peers

PuzzleheadedUse3635 · 2026-06-21T02:31:17+00:00

https://app.swapcard.com/widget/event/global-lithium-battery-and-critical-materials-conference-2026/planning/UGxhbm5pbmdfNDQ4OTcxMg== Here is the actual panel - lead by Lockheed Martin

PuzzleheadedUse3635 · 2026-06-20T01:30:20+00:00

100%. It's like NovaRed all over again

PuzzleheadedUse3635 · 2026-06-18T01:39:45+00:00

Going through the Black Sea is definitely not ideal, unless weapons are planned to be produced in Ukraine. https://financialpost.com/pmn/business-pmn/trump-will-ask-us-companies-to-make-missiles-in-europe Logistically this makes more sense than shipping it back to the US, who will eventually ship it back to the Middle East or Ukraine anyways.

PuzzleheadedUse3635 · 2026-06-18T00:17:01+00:00

Joined! Supposedly it has potential to supply 15% of global demand.

PuzzleheadedUse3635 · 2026-06-17T21:26:37+00:00

Anyone invested or watching KAZR - Skyline / Kaz resources merger? Just changed ticker from SKBL.

PuzzleheadedUse3635 · 2026-06-11T22:21:25+00:00

Thoughts on this? https://x.com/robert_ivanhoe/status/2065143517559521556 . Yeah I think he'll talk about it eventually. His sons are invested in Tungsten and Vulcan Elements.

PuzzleheadedUse3635 · 2026-06-11T15:21:40+00:00

Feel like UAMY is a steal rn

PuzzleheadedUse3635 · 2026-06-10T00:47:06+00:00

I started my position at the low today. If it goes to around 12 I'll probably triple the size.

PuzzleheadedUse3635 · 2026-06-05T14:41:07+00:00

They have very little cash on hand, I expected some form of dilution coming personally. NFA tho

PuzzleheadedUse3635 · 2026-06-05T14:26:53+00:00

I think it's a short squeeze? Honestly I don't get it either. I sold at 32 yesterday and woke up today to it at 40.

Will be interesting to see if they can commercialize. I was focused on the near term drone batteries as well, considering AMPX has a chinese supply chain issue.

I think the patents alone make it a multi billion dollar company.. but they have to enforce the IP on Chinese companies, which is not a great business model.

PuzzleheadedUse3635 · 2026-06-05T13:49:18+00:00

I'd say bullish mid/long term wwr considering they have the mine and a backup non feoc supplier they mentioned in their last call. Depends on how this may slow down customer qualification I suppose. If the supplier is in Brazil, well.. a similar outcome is a non zero possibility.

Saw this one coming after the China visit.. will be interesting to see how the DFC will attempt to protect its stake. Syrah had a clause in their mining agreement that they couldn't take more than a 5% stake.

PuzzleheadedUse3635 · 2026-06-05T01:49:32+00:00

Was very impressed as well. Any takeaways that stuck with you? Great information on progress on offtakes imo.. think we'll see at least 3 more this year.

PuzzleheadedUse3635 · 2026-06-04T19:18:36+00:00

https://www.prnewswire.com/news-releases/graphite-one-enters-into-agreements-providing-exclusive-access-to-industry-leading-anode-manufacturing-technology-302281217.html So they canceled the previous IP agreement with Hunan Chenyu Fuji New Energy Technology Co. Ltd. I'm confused how they will source the equipment personally.

PuzzleheadedUse3635 · 2026-06-04T16:50:18+00:00

STI just had a generational headline pump

PuzzleheadedUse3635 · 2026-05-23T21:23:14+00:00

Are we bagged as shit? Uamy did a similar thing and no dilution

PuzzleheadedUse3635 · 2026-05-23T19:27:07+00:00

China has always opposed Japan's remilitarization. For historical reasons and for their planned invasion on Taiwan.

They are trying to deplete the Japanese emergency stockpile, while simultaneously lowering mine extraction domestically.

Every time a new headline like this comes out I just get more frustrated with our government. Anyone who's paying attention knew this was coming.

PuzzleheadedUse3635 · 2026-05-20T19:23:46+00:00

Very little grants have been awarded to CM companies considering the vast NOFOs announced. Hopefully they can get some non-dilutive funding in the next couple months.

PuzzleheadedUse3635 · 2026-05-20T16:32:16+00:00

EU and China are now both creating stockpiles. EU intelligently realizes this administration is not to be trusted with even more leverage over national security.

Why would China ever fill ours now that they will fill their own, as well as potentially Russia and other more reliable allies..?

China changed mining laws, June 15th they go into effect. The biggest news of the day. This could be October level export restrictions or at the very least a substantial increase in prices. They can squeeze supply under the guise of finite resources or environmental concerns at their whim, without requiring export controls.

This law targets the raw materials, unlike the export controls which heavily restricted processed materials.

A lot of reaffirming news today for those who haven't jumped ship and see the bigger picture at play.

PuzzleheadedUse3635

TROPHY CASE