I look at it like this: we have govt investment in light rare earths and now lithium looks likely. What’s left? Battery recycling, midstream processing, heavy rare earths, graphite. Out of those, I’m most excited by the heaviest and the midstream. So - if thinking long term, UURAF is still my favorite. But the key word is to be ready for a longer hold.
Weekly Cycle low. BTC is exploding, altcoins will perform well end of the month. Check my latest post where I discuss the importance of the Weekly Cycle.
I like LAC and ABAT to capture the potential lithium upside considering the current oversupply cycles. Is there a reason you are not in Albemarle? Also, how much more upside do you see in UUUU? The premium on all uranium companies worries me about timing because they’re so volatile. Love all your DD and thanks!
I saw more upside on LAC and ABAT long term. I see UUUU at least doubling from wherever it ends up (whether higher or lower than present) if they secure a DoD deal for their heavy production/separation!
How would you play the lithium trade war? What companies are best poised in your opinion to win in this space should the current administration change its policy?
What do you think about this company going through spac merger? M2i Global: Securing the Future of Energy with Critical Minerals & Metals https://share.google/koIb7UjgMzCmeQock
Hi Steve! Some of us (read: me) want to mirror your whole portfolio. Any interest in sharing it with us, a la AfterHours style?
Steve, how would you invest 25k into the sector?
Depends on timeline, but I’m deep into UCORE and Energy Fuels at the moment, followed by Lynas. Will write a follow up post this week.
Thank you! I feel like this market is going to explode in a few years due to the ever increasing energy demand and materials for all the exciting
technologies we are seeing emerging.
Steve, thank you for this. Today, where would you put your money, especially given the recent jumps that might not make these as attractive anymore?
I look at it like this: we have govt investment in light rare earths and now lithium looks likely. What’s left? Battery recycling, midstream processing, heavy rare earths, graphite. Out of those, I’m most excited by the heaviest and the midstream. So - if thinking long term, UURAF is still my favorite. But the key word is to be ready for a longer hold.
Hi Steve, thanks for that great reply, I’m a big fan of UURAF as well. What other long term holds do you recommend to pair with it?
Invest part of it in Crypto, especially in the beginning of October
Why is that? What’s in October?
I wrote an article about it, it’s the last one.
In short - Weekly Cycle Low is Incoming.
Weekly Cycle low. BTC is exploding, altcoins will perform well end of the month. Check my latest post where I discuss the importance of the Weekly Cycle.
Steve, have I missed the boat on this one?
I like LAC and ABAT to capture the potential lithium upside considering the current oversupply cycles. Is there a reason you are not in Albemarle? Also, how much more upside do you see in UUUU? The premium on all uranium companies worries me about timing because they’re so volatile. Love all your DD and thanks!
I saw more upside on LAC and ABAT long term. I see UUUU at least doubling from wherever it ends up (whether higher or lower than present) if they secure a DoD deal for their heavy production/separation!
Omg nailed it
Thanks for sharing your thoughts.
How would you play the lithium trade war? What companies are best poised in your opinion to win in this space should the current administration change its policy?
Is it still a good time to get into UCORE? Its had a decent run since your post
Thank you for your insight!
Hello! Do you have an opinion to share on USAR? Thanks!
What do you think about this company going through spac merger? M2i Global: Securing the Future of Energy with Critical Minerals & Metals https://share.google/koIb7UjgMzCmeQock