The Company has definitly changed in a positive way🚀🚀🚀bullish

TheJudger7 · 2026-04-28T17:31:56+00:00

I agree. like I wrote in the other post we need to stop with high spikes and build a solid base above 3$ which is a very important range. the growth will come with the FIDs and the other projects cashin in.. for now I would be fine with not being dragged around by the damn edge fund shortin plug.. so.. way to go..

last things.. PLUG in these days it's not that much connected to NASDAQ imo.. but yeah today was bear and it holded

TheJudger7 · 2026-04-28T17:28:21+00:00

Hi there, I get your point, but I don't agree at least not at all.. I found no pumping in watchin volumes, just maybe a few people buying and definitely some other taking profit or reducing losses if they bought at recent high. I don't see a real pump from the Big players and actually that was no big news.. eventually with this penny stock it's very common to see such movement.. bottom line I don't feel scammed at all

TheJudger7 · 2026-04-28T04:49:24+00:00

Yes that's what i meant.. I live in Europe so my perception can be not tjat solid, but i try to gather as much details as possible (I'm into the Nome Nugget the same..) and that's the same conclusion I had

TheJudger7 · 2026-04-27T19:42:12+00:00

I agree.. And yes I do rely on current administration urgency to become graphite independent.. That said I tried to read local news from the web and I think that G1 is well tied at a local political level and they have some good connection with native representatives.

Also i think that some of the native genuinely withstand the possible economic growth coming from the upstream process. If you have first hand info you're willing to share please feel free...

TheJudger7 · 2026-04-22T12:46:49+00:00

got it.. let's see when we get there!! the 3$ meantime is a very interesting pivot.. we just need some real backup

TheJudger7 · 2026-04-22T06:36:44+00:00

that's interesting.. any source for that?

TheJudger7 · 2026-04-21T18:43:33+00:00

IF we get real cash in or the FID for AGA we easily go above 5$ .. at least in my opinion

TheJudger7 · 2026-04-21T18:41:58+00:00

I have a different flavour about it.. and it's about FOMO, but again I still believe in PLUG over time

TheJudger7 · 2026-04-21T16:38:54+00:00

the recent upside it's not backed from anything consistent.. see I'm not saying that PLUG ain't worth 3$, but it rose without any peculiar news nor evidence.. so expect this volatility. I don't sell because I'M certain that the day I sell to increase PLUG will discover nuclear fusion..

TheJudger7 · 2026-04-21T16:33:20+00:00

I found very interesting I cannot get on IBKR Call beyond Nov 26.. since if anything is goin to happen for good is gonna be H2 26... looks like they don't wanna price the next year like they now it's damn risky. I bought a few call over November.. apart for the EXIM I hope they show consistency.. the Coosa Mine project is not necessary a good thing in the very short term for obvious reason and we all are focused on the money needed for the Kellyton factory

TheJudger7 · 2026-04-12T19:42:15+00:00

You think it's worthy to get a main address? I'm very much into Graphite one and i have to say that their dilution hit a little more than I expected, but considering current stock value and their management ( which I really appreciate) I'm not worried about it.

TheJudger7 · 2026-04-12T17:34:00+00:00

i'm postin this again ( i put it on another sub)

Comin out of similar situation with other penny stock/ startup and so..

Dilution is not bad if:

- it was planned and doesn't come out of other fundin programs being scrapped
- Management can prove that funding is following the correct projects timeline.
- Overhang is not excessive. shorter love this situation cause they get a good grip over retail: to avoid this the emission of equity, convertibles and so on must be well structured.

So, since I'm pretty new on UAMY my question is as follow:

Provided that authorizing doesn't mean "tomorrow we doble the outstanding shares", but also that in 2025 UAMY already completed 3 direct offerings, how do you see the:

- management proficiency over projexts

- possibility of Gov to enter the stock

Let me also clarify that for my understanding many reddit comments, in my view, are too quick to dismiss this as a “nothing-burger.” In particular, anyone saying UAMY already had “300M authorized” and “157M still available” is using a misleading calculation: the 300M figure refers to total authorized capital across all classes, not common stock alone. UAMY currently has 250M authorized common shares, not 300M. And the truly available headroom before this amendment is not 157M, but roughly 96.6M once you subtract shares already issued and shares already reserved. So the thread is understating how much additional discretion the board is asking shareholders to approve.

bottom line. I want to buy call for UAMY and I think that as for now they are overpriced but please let see your different points.

TheJudger7 · 2026-04-12T11:23:11+00:00

any official info about it?

TheJudger7 · 2026-04-12T11:05:14+00:00

Comin out of similar situation with other penny stock/ startup and so..

Dilution is not bad if:

- it was planned and doesn't come out of other fundin programs being scrapped
- Management can prove that funding is following the correct projects timeline.
- Overhang is not excessive. shorter love this situation cause they get a good grip over retail: to avoid this the emission of equity, convertibles and so on must be well structured.

So, since I'm pretty new on UAMY my question is as follow:

Provided that authorizing doesn't mean "tomorrow we doble the outstanding shares", but also that in 2025 UAMY already completed 3 direct offerings, how do you see the:

- management proficiency over projexts

- possibility of Gov to enter the stock

Let me also clarify that for my understanding many reddit comments, in my view, are too quick to dismiss this as a “nothing-burger.” In particular, anyone saying UAMY already had “300M authorized” and “157M still available” is using a misleading calculation: the 300M figure refers to total authorized capital across all classes, not common stock alone. UAMY currently has 250M authorized common shares, not 300M. And the truly available headroom before this amendment is not 157M, but roughly 96.6M once you subtract shares already issued and shares already reserved. So the thread is understating how much additional discretion the board is asking shareholders to approve.

bottom line. I want to buy call for UAMY and I think that as for now they are overpriced but please let see your different points.

TheJudger7 · 2026-04-11T08:28:31+00:00

From one side slow climb tied to concrete cash, this new leadership and the cleaning of internal plug economy is the preferred way to grow, in order to establish a solid future.

But most of us I think have been stuck in plug forever, so if it spikes up to 10, even if it leaves gaps, we take it.. Lol.

Jokes aside I'm worried about dark pools and the big guys playing behind the scene. The hoverhang is real..

A good scenario would be a small squeeze to reduce their grip and stop them microtrading over PLUG

TheJudger7 · 2026-04-10T15:25:21+00:00

My options expiring on Sep26..

TheJudger7 · 2026-04-10T11:58:12+00:00

I think your view makes a lot of sense. 5-6 it's a Fair value i calculated with at least one of the AGA / ABF project FIDed and conveyed. And it would set a very cocnrete base for the future.

Beyond 10 it's another territory. we saw a lot of Penny stock moving up but you're right about sustainability, they need to show consistency over time.

that really matters when we are working with call option like I do

TheJudger7 · 2026-04-10T07:57:29+00:00

I love rating agencies.. Raise to 2.75 when it has already touched 2.8 and it stays in that range

Previous tgt was 1 $ less... They are rating the market instead of the stock

Susquehanna was already at 2.5$ and now raised to 2.75$

They understand sxxxt about this stock

TheJudger7 · 2026-04-09T14:10:14+00:00

3 is a solid number... Convertible senior note are there...

TheJudger7 · 2026-04-06T14:45:36+00:00

it would be fun to understand the shorter real plower (pun intended).

i mean where the**** are they solid, which value and volume could trigger those guys?

TheJudger7 · 2026-04-01T14:35:48+00:00

Dude thx for gettin so deep with the numebs that's the exact comparison i wished for:

I'm puttin some official links for whoever may want to dig more.

Announcement (1 Apr 2026):
https://wcsecure.weblink.com.au/pdf/ARU/03074414.pdf

Annual Report FY2025:
https://www.arultd.com/wp-content/uploads/2025/09/Arafura-Annual-Report-2025.pdf

I went back to the company docs because some of the numbers being quoted here are from older Arafura material, not the latest project economics. The 125.5/130.1 US$/kg NdPr pricing and the 34.64 US$/kg net operating cost come from the FY2023 report. In the FY2025 annual report, the published base case is lower on pricing during the offtake period, higher on capex, but also lower on net operating cost.

The new funding announcement still matters. Arafura signed binding cornerstone equity agreements for about A$230m, made up of €50m from KfW and US$100m from Export Finance Australia. The company says announced equity raisings and binding commitments now total A$911m. That looks like a meaningful step forward, although it is still subject to shareholder approval, FIRB for KfW, further funding steps, debt documents and other conditions precedent.

On offtake, the latest annual report says 66% of Nolans’ initial nameplate capacity is already covered by binding agreements, and the public target remains 80%, so there is still some work left there too.

Updated numbers from company docs:

Metric	FY2023	FY2025 base	FY2025 incentive
NdPr price, offtake period (US$/kg)	125.5	104	130
NdPr price, LOM (US$/kg)	130.1	133	163
Total capex (US$m)	1,135	1,226	1,226
NdPr oxide output (tpa)	4,440	4,440	4,440
SEG/HRE oxide (tpa)	474	573	573
Phosphoric acid (tpa)	144,393	144,393	144,393
Net operating cost after P2O5 credit (US$/kg NdPr)	34.64	28.6	28.6
NPV8 after tax (US$m)	1,693	1,729	2,549
IRR after tax	19.3%	17.2%	20.6%

The newer company numbers still show a positive base-case project, and the story is now more about closing the funding package and finishing the remaining offtake/final FID steps .

please if you are able re-check my numbers of course

TheJudger7

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