China controls 85-90% of REE processing. That's not a risk — that's a loaded gun pointed at Western supply chains.
$REXC
is the pure-play bet on the divorce.
Top holdings
$MP
and $LYSDY are the backbone here, with
$ALOY
and
$USAR
rounding out upstream/downstream exposure. IRA + CHIPS Act funding + China export restrictions = serious geopolitical tailwind for this thesis.
Concentration risk is real — tiny fund universe, volatile REE pricing, some names still pre-revenue. But if China tightens export quotas further, this basket rips. Im watching
$MP
as the lead indicator. 👀
$UAMY $PPTA + $UAMY
There is only one. $PPTA hasnt touched a lick of Antimony. When they finally do start mining= they'll need $UAMY to process it, if we're nor too busy processing our own. BUT GREAT NEWS FOR US ONSHORING ECO SYSTEM!!
China’s rare earth grip doesn’t loosen until the mid-2030s at the earliest — that’s not a bear case, that’s McKinsey, CRU, and Benchmark Mineral Intelligence all saying the same thing.
Dysprosium & terbium: <20% of global demand met outside China by 2035. Lynas — the ONLY non-China heavy RE refiner — produced 8 tons in Q1. Global demand is thousands of tons/yr.
$1.2T of US GDP is exposed. China already pulled the export curb lever once this year to force a trade truce.
Domestic processing tech + defense-aligned deposits = strategic scarcity premium that isn’t going away.
$UAMY $MP $LYSDY = the clock is ticking in their favor. 🇺🇸⛏️
(via Bloomberg / ZeroHedge)
📄 Source: https://www.zerohedge.com/markets/us-still-decade-away-breaking-chinas-rare-earth-hold
$MP$LYSCF $LYSDY (Lynas)
The US-China deal -easing restrictions generally positive for these companies because it stabilizes supply chains while encouraging Western recycling to reduce dependence on China.
$LYSDY Lynas $LYC $LYSDY BoA sees growth and rerating UP!
"Soft Mar-quarter, production growth continues amid ramp-up Reiterate Rating: BUY | PO: 25.80 AUD | $18.50 US
Weaker Mar-Q production but no structural issues
Valuation discount to peers unjustified, rerating expected
Despite a 120% share price increase TTM, we continue to view LYC’s valuation discount👈 to global peers as unjustified.👈
Catalyst rich 12m ahead"
$REXC 5th! This is the exact ETF I have been waiting for. 0.65% expense ratio, which is standard for these types of ETFs but I would pay for the convenience to not stress over the 10+ RE stocks I buy. I will slowly rotate from individual stocks and into $REXC for hands off long term play.
Considering whether I should still hold onto $LYSDY , $UUUU and $MP and maybe $UAMY. Any thoughts?
$LKYRF Have this along with $ALM and $LYSDY . Definitely more of a lottery ticket feel, but their land holdings seem impressive and leadership is legit.
$UAMY TACO tuesday to the max!! orange ferret pelt head's gonna back down but play up himself as the savior in doing so... pretty obvious stuff, very infantile and immature at best. with any luck his cankles explode today and the whole world celebrates $USAS $ALOY $LYSDY $MP
$LYSDY
Do you want to earn 17 times what ypu invest ,?
you will get that result with CRML with publication of Replacement PEA with new NPV soon .
Grok found 30B$ NPV for CRML with correction of 7 errors in PEA i signalled to him , below is comparison PEA vs Grok for the 25 first years for revenue to
Pre-tax NPV at 8% discount rate: US$30billion corresponding to
30000*75%*80%/129.75 = 138,728$ / sharé
Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Valuation
Trading at 15.7× earnings vs its 41.3× historical median P/E.
Fair value ≈ $33.11 · price $12.58 today
Undervalued · 62% below
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
