AREC stock seems really low for positioning to lead the way in REE refining. Any thoughts on AREC stock/the company? John does great analyses of these kinds, but not sure if one on AREC would be too much to ask for. I would if I knew anything at all.
I agree. When it comes to the basics you need to run a country, the government should guide the markets to meet these needs. A completely free market where private capital investment is the one completely pushing markets around leaves immense holes that start to eat away at the fabrics of...
Hey guys I am watching MP begin to drop after what seems to be the dying down of this past speculation spike. I know there is a weariness of giving "financial advice", but truly I am just looking to learn and make my own investments based on my judgement. So that being said, what do you think is...
I agree I would actually hold MP longterm, but would treat USA Rare Earth as a sort of short term winner. I have no faith these people run this company well. I read the lawsuit with gutnick and the share dilution fiasco. I mores want to get in on the grift and get out early. Not sure if it's...
Thank you for the genuine insight! I would love to hear your guys' view on these things; I am fixated on USA Rare Earth as well MP. I would definitely be investing in Australian REE companies if I could, but I am just on Robinhood. I will keep my eye out for your investment post.
I am hoping...
What do you guys think the role of REE recycling will be? Given that it will take awhile for extraction and processing for domestic projects to give yield and the export bans from china, do you think that the value of companies involved in REE recycling will rise significantly in these interim...
I would like to believe that there are genuine attempts to root corruption out of defense spending and supply chains, but I fear that the corruption is too baked into the system. I think you would need a very determined president that sees beyond the immediate need to maintain US hegemony in...
I was researching Rare Earth USA and I noticed they have only two employees listed, which is very strange for a company with this high of a market cap. I then found out that Mike Pompeo became a strategic advisor in 2023, before it went public. Do you think this might give a hint that they might...
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