Rare Earths (Fill in the blanks)

[Madison]

This is why the Pentagon’s fast-approaching January 1, 2027, deadline becomes all the more pressing. Starting next year, Chinese-sourced rare earths will be banned from the U.S. defense supply chain — not just the finished magnets, but every stage: mining, refining, separation, melting, and production.

Every defense contractor in the country will need a qualified, non-Chinese source for these materials. And REalloys is currently the only North American company positioned to meet that deadline with a fully non-Chinese supply chain already in operation.

USAR! ... HLUCF, LAC. ITA?? and of course GLD, SLV, COPX.

[Madison]

Lynas Rare Earths lines up $96 million supply deal with Pentagon

[flyingillini]

I am big on Nak stock, been investing with them for years, and have been involved in the ups and downs, lots of money to be made with Nak.

[ChuckyTheGoat]

How do you like this ticker?
VanEck Rare Earth/Strategic Metals ETF REMX

*I know you mentioned ALB (Albemarle).
...I admit to being a total dope on this topic.
...But I know that Silver/Copper have a real use-case.

[Optional]

Seems like a good move until the rule is suddenly changed or dropped unexpectedly.

[QuantumLeap]

This is why the Pentagon’s fast-approaching January 1, 2027, deadline becomes all the more pressing. Starting next year, Chinese-sourced rare earths will be banned from the U.S. defense supply chain — not just the finished magnets, but every stage: mining, refining, separation, melting, and production.

Every defense contractor in the country will need a qualified, non-Chinese source for these materials. And REalloys is currently the only North American company positioned to meet that deadline with a fully non-Chinese supply chain already in operation.

USAR! ... HLUCF, LAC. ITA?? and of course GLD, SLV, COPX.

I like their trajectory. They were at 3 a year ago and now are at almost 15.

[Mike Huntertz]

REalloys (ALOY) Stock Overview


Operates as a rare earth metals and permanent magnet company in North America. More details


Snowflake Analysis

Slight risk with imperfect balance sheet.

Risk Analysis

Makes less than USD$1m in revenue ($696K)

Highly volatile share price over the past 3 months compared to the US market

Significant insider selling over the past 3 months

Less than 3 years of financial data is available

[Madison]

REalloys (ALOY) Stock Overview


Operates as a rare earth metals and permanent magnet company in North America. More details


Snowflake Analysis

Slight risk with imperfect balance sheet.

Risk Analysis

Makes less than USD$1m in revenue ($696K)

Highly volatile share price over the past 3 months compared to the US market

Significant insider selling over the past 3 months

Less than 3 years of financial data is available

One simple truth. If you want to play in the futuristic market most don't have current earnings. They are speculative!! The first stocks that selloff are these (Easily MARKED by the computers). You need to look beyond the algo's.

There's money to be made here, it's just in 2028-2030). Quantum, LAC, and on and on. Not a day trade.

[Mike Huntertz]

Just threw it out there as info. No risk no reward.

[Madison]

Some truth/speculation here. No? What's next back to $15??

Silver peaked at $50 in 1980, then collapsed to $4 a few years afterward. It did not see $50 again until 2011. It fell again and didn't hit $50 a second time until 2025.

One thing for you gamblers out there... In the early 80's I was sitting at Hollywood Greyhound and my broker friend and I were trading S&P futures where every $1 move in the S&P was a $500 gain or loss. I thought I owned the world then as a gambler. Now I'm a wreck of my gambling self. Ohh to be young and careless again!!

[ChuckyTheGoat]

Some truth/speculation here. No? What's next back to $15??

Silver peaked at $50 in 1980, then collapsed to $4 a few years afterward. It did not see $50 again until 2011. It fell again and didn't hit $50 a second time until 2025.

One thing for you gamblers out there... In the early 80's I was sitting at Hollywood Greyhound and my broker friend and I were trading S&P futures where every $1 move in the S&P was a $500 gain or loss. I thought I owned the world then as a gambler. Now I'm a wreck of my gambling self. Ohh to be young and careless again!!

A lot of discussion on Ag, MAD. Ag price has super-hi volatility. Very likely manipulation on the Ag price.