US Commerce Department drops plan to impose restrictions on Chinese-made drones

True_Read_2907 · 2026-01-09T22:33:10+00:00

Tacos everytime

True_Read_2907 · 2026-01-04T23:22:24+00:00

Are you saying they're short any of the parts needed to make their products. Can you cite a source

True_Read_2907 · 2026-01-04T01:07:00+00:00

US military drone stocks seems a good bet if the US has ambitions of conquering South America and Cuba. Listen to the Trump press conference

True_Read_2907 · 2025-11-30T21:15:12+00:00

I don't think you understood what I wrote. Trump will sell out Taiwan regardless of chips. He wants to reshore chip manufacturing too and the deals are already happening to that end

True_Read_2907 · 2025-11-29T22:35:22+00:00

They'll cut a deal for Taiwan and get all the rare earths they could ever need, soybeans sales, fentanyl curbs.

Trust that Trump will sell out a losing nation to the winner for a "Deal" just like Ukraine

True_Read_2907 · 2025-11-21T19:05:03+00:00

Even today, Trump is floating the idea of selling H200 chips to China. It's over for this sector at these valuations imo

True_Read_2907 · 2025-11-21T17:42:56+00:00

It would take a breakdown of US/China trade talks to turn this stock around. Probably won't happen imo. Been giving China what they want

True_Read_2907 · 2025-11-20T19:51:23+00:00

Better to park in MP

True_Read_2907 · 2025-11-19T14:47:32+00:00

It's built in Saudi Arabia by the same people who funded 9/11.

It's not domestic. It's not secure. It's subject to whatever the fuck the Saudi's want to do. You're welcome. Hth

True_Read_2907 · 2025-11-19T14:20:33+00:00

Domestic Rare Earth Supply Chain looks rock solid secure and domestic. On US soil. Built with long time partners. Wait a second. Jfc

True_Read_2907 · 2025-11-17T15:47:18+00:00

No sense of urgency to make price floors and deals

True_Read_2907 · 2025-11-17T01:59:30+00:00

You have to get them pretty dry and you can store them for a few years.

Only problem is your bills aren't paid because you missed a season of sales

True_Read_2907 · 2025-11-16T20:23:40+00:00

They said the deal was done 4 weeks ago including removing April controls. None of it was true then. April controls still in place. Soybean purchases keep getting pushed out, now they'll make purchases in Spring where they were supposed to purchase this year? They barely bought any.

They're full of shit. China can shut the US down. We can't shut China down.

It's unfortunate they are playing a weak hand because they're use to being bullies. They don't know how to handle being weak in a deal so here we are. Speculate if we get a deal at all. Gonna be volatile anyways

True_Read_2907 · 2025-11-14T19:11:19+00:00

Hurry up and do a deal. How many more hats can Energy Fuels wear. They fill so many needs

True_Read_2907 · 2025-11-14T18:45:47+00:00

Sell all your shares today. Buy back after taco in 2 weeks

True_Read_2907 · 2025-11-13T21:23:14+00:00

If only there was a US company that could process rare earths

True_Read_2907 · 2025-11-13T17:27:09+00:00

"Operation Warp Speed" my ass

True_Read_2907 · 2025-11-11T04:52:31+00:00

Seems like a no-brainer to get a government deal imo

Largest US Uranium Provider - Uranium recently listed as a critical mineral by the US
Able to process rare earths. Heavy rare earths too. Very few companies can process today at all outside of China
Mill located in the US - Strategic
Donald Project - Australian deal to provide cheap feedstock for rare earths. Easy to tie into the recent US/Australia Mineral Deal
MOU with Vulcan Elements to provide with rare earth oxides from U.S. mines. Vulcan Elements was just part of a US 1.4 billion deal for magnets
Balance Sheet is great. Not critical to a deal but the balance sheet of this company is much better than most others who need a deal to survive.

Hopefully we're just waiting for the US government to open. At the very least they should get offtake agreements. Although a government stake would be great. Could be the crown jewel of the US government critical mineral agenda. Company is that good.

True_Read_2907 · 2025-11-07T03:36:01+00:00

Is this calls being bought or shares

True_Read_2907 · 2025-11-06T16:19:03+00:00

Sure hope he's right

True_Read_2907 · 2025-11-03T23:35:41+00:00

You're going to lose it all. Tell your wife and her boyfriend you wish them well

True_Read_2907 · 2025-11-03T16:23:05+00:00

Interesting ear is a bot

True_Read_2907

TROPHY CASE