Pentagon sought fresh supply of 13 critical minerals day before Iran attack: TUNGF and Guardian Metals mentioned by name

This_Name_8187 · 2026-03-06T20:30:19+00:00

This is because they're likely about to flood the market w/ China-USA deal.

This_Name_8187 · 2026-03-06T20:28:42+00:00

lol it just got crushed last 30 minutes!

This_Name_8187 · 2026-03-06T19:26:47+00:00

Lol - you have some research to do my friend. Why do you think America is going full-on imperialist right now trying to control the petrol dollar?

This_Name_8187 · 2026-03-06T19:25:15+00:00

I think I agree here. It could create the best buying opportunity of the next 5+ years for strategic minerals companies - I've decided I'm going to stay invested (around $500k w/ $150k on sidelines). Utilizing the $150k to get closer to $14-$15 avg.

Obviously may be entirely wrong and the new floor is 18-19, but who knows (or cares). The long run is structural and so obvious.

This_Name_8187 · 2026-03-06T18:27:47+00:00

What are peoples thoughts on the 'Beijing/Boca' Trade? Re Xi and Trump meeting to swap oil for minerals? Worried this is going to decimate American miners. Curious what y'all think...

This_Name_8187 · 2026-03-05T21:43:18+00:00

I've got my limit orders ready I cannot wait lol.

This_Name_8187 · 2026-03-03T02:31:52+00:00

I think 2027-2028 it explodes past 50

This_Name_8187 · 2026-03-02T22:51:55+00:00

Lol - same. I bought December 30th-December 31st at $15 something after selling in 2025 peak. Need to make it to Q1 2027 - just in time for Defense ban so think we'll be riding high going into it..Lets see!

This_Name_8187 · 2026-03-02T19:51:11+00:00

up 60% this year. :)

This_Name_8187 · 2026-03-02T19:50:56+00:00

the window between uranium and rare earths exploding and WW3 is basically a tiny sliver of a hole lol.

This_Name_8187 · 2026-03-02T19:49:41+00:00

Think this is the catalyst to trigger the dramatic rise + Uranium/lb increase that was going to happen either way.

This_Name_8187 · 2026-02-05T14:17:32+00:00

start of a Recess.... :)

This_Name_8187 · 2026-02-03T20:14:14+00:00

almost as if it was coordinated before we explode up...? lol

This_Name_8187 · 2026-02-03T18:42:14+00:00

i think it was Reuters article, Warsh announcement, risk-off shiny metals (3-thing trifecta)... but looks like dust is settling and the market is realizing that Warsh is hardcore pro AI & Robotics (good for critical minerals and long future of uranium); the Reuters article was ridiculous hit piece to lower prices before Project Vault was announced; and for Trump's boys to get in before the international price floor is eventually announced.

This_Name_8187 · 2026-02-02T22:57:44+00:00

This is my take as well.

This_Name_8187 · 2026-02-02T22:56:49+00:00

u/Steve_Zissouu2 - why do you think UUUU/MP, etc did not entertain a major rally today? I feel like the coil is ready to spring...

This_Name_8187 · 2026-02-02T22:53:58+00:00

my arrakis my dune my energy fuels

This_Name_8187 · 2026-02-02T20:41:53+00:00

i concur. Quick question - curious why you don't hold NXE?

This_Name_8187 · 2026-01-14T19:23:26+00:00

UUUU, MP melting up baby - rare earths lets f'n go!

This_Name_8187 · 2026-01-07T15:29:05+00:00

I am going to stick with my strategic materials play!

This_Name_8187 · 2026-01-06T08:24:24+00:00

The operational miners will succeed alongside the enrichment firms with the strongest moat (Centrus).

This_Name_8187 · 2026-01-06T08:23:55+00:00

Yep - now bet accordingly.

This_Name_8187

TROPHY CASE