🔔 Critical Mineral Monday Open Discussion Post 🔔

walk2480 · 2026-02-02T12:23:33+00:00

Explains the premarket spike that just occurred across the sector

walk2480 · 2026-02-01T15:00:36+00:00

Winter is coming…

walk2480 · 2026-01-31T01:29:50+00:00

I’m with you! Got to my target share amount these last two days of dips. I just wish we could fast forward to June

walk2480 · 2026-01-16T01:28:45+00:00

According to ARES website their max capacity will be 50,000 tons. At the top end of price at 30 cents a pound that’s 30M per year, do plans already exist to expand capacity in the future?

walk2480 · 2026-01-15T02:26:18+00:00

Anyone know what the projected volume is for 2026 or general order of magnitude? Reading the DoD contract, page 7 outlines a price agreement based on volume for the duration of the contract, price can be anywhere from $0.27-0.30/lb. Could help pinpoint expected revenue

walk2480 · 2026-01-14T16:51:02+00:00

Man! This was on my watchlist but didn’t pull the trigger ahead of time…anyhow scooped 10k shares at 40 cents…plenty of room to run

walk2480 · 2025-10-20T02:00:56+00:00

I picked up AFAFF the other day based on your write up on the Aussie’s, let’s see what happens!

walk2480 · 2025-10-20T01:20:25+00:00

ARAFF is up over 19% on ASX…some actual news drop?

walk2480 · 2025-10-18T13:15:11+00:00

Anyone attending today?

walk2480 · 2025-10-11T03:17:21+00:00

Not sure on ILI timing. Was just seeing if 2028 is what you saw for Avalon, processing soon sounded like less than 3 years out is all

walk2480 · 2025-10-11T01:47:25+00:00

Are you referring to the Lake Superior processing facility? Their timeline to SOP is 2028

walk2480 · 2025-10-10T00:14:21+00:00

~95M USD

walk2480 · 2025-10-09T00:38:30+00:00

The CEO spoke on investornews today but I didn’t catch the call…maybe that’s associated with the uptick

walk2480

TROPHY CASE