UUUU
Energy Fuels Inc Ordinary Shares (Canada) - Recent news and sentiment analysis
Price
Today
Users
Total
UUUU Sentiment Over Time
UUUU calls
WULF and SOFI.... gonna have to hold on to these for a while. Maybe UUUU too.
WULF and SOFI.... gonna have to hold on to these for a while. Maybe UUUU too.
Of course, right after I sell my BYND and UUUU for losses
Of course, right after I sell my BYND and UUUU for losses
finally uuuu going up
finally uuuu going up
Dumped my UUUU bags yesterday at $18 thought it was cratering no need for thanks
Dumped my UUUU bags yesterday at $18 thought it was cratering no need for thanks
Trump signed some deal for my UUUU position. Thanks man. Yesterday hurt.
Trump signed some deal for my UUUU position. Thanks man. Yesterday hurt.
UUUU will be green today, red tomorrow hedgies gotta make their 10%
UUUU will be green today, red tomorrow hedgies gotta make their 10%
I guess I won’t be a bag holder for too long with UUUU
I guess I won’t be a bag holder for too long with UUUU
uuuu 😍
UUUU please pick a damn road
Glad I bought those DNN calls. $UUUU CCJ DNN will sky rocket today
Glad I bought those DNN calls. $UUUU CCJ DNN will sky rocket today
TRUMP SIGNS RARE EARTH AGREEMENT WITH JAPAN. UUUU CCJ DNN GONNA MOON BOYS 🚀
TRUMP SIGNS RARE EARTH AGREEMENT WITH JAPAN. UUUU CCJ DNN GONNA MOON BOYS 🚀
So what’s the deal with high O/I for UUUU 29 and 30 strike calls for Nov 21? Instutional doing some ...
So what’s the deal with high O/I for UUUU 29 and 30 strike calls for Nov 21? Instutional doing some spread bet or regards hoping UUUU climbs idk 25% after ER?
So how fucked are UUUU calls? Asking for a friend 😬
So how fucked are UUUU calls? Asking for a friend 😬
SPY and GXI/FXI soar bc Trump in China (easing tension on mineral export bans) but mineral stocks TANK??
Edit: GXC*** The title. Look at UUUU, LIT, ZIJMY, MP…. across the board plummet. Is there a play here on the mineral investor lag / spy overreacting? Or just another broken bubble? This addresses the plummet, but the explanation isn’t totally consistent to me. Either minerals still got kneecapped, so the deal isn’t substantive enough for a SPY rally… OR the whole mineral thing got resolved and there’s both a mineral and SPY rally. https://www.investors.com/news/rare-earth-stocks-sink-us-china-trade-deal-three-explanations/ Edit: I’m pointing out the DISCREPANCY btwn the spy reaction and mineral reactions to headlines yesterday. If I wanted a regurgitated explanation for why minerals MIGHT go down, I would’ve asked chatgpt.
I have got UUUU weekly calls !! Will we be touching 25 🥲🥲🥲
I have got UUUU weekly calls !! Will we be touching 25 🥲🥲🥲
The dip you have been waiting for. $UUUU DD
Yes, another post about UUUU. I can hear the eye rolls already: another guy trying to pump his bags. But today’s selloff on the China trade deal headlines is precisely the kind of entry point where smart money starts to accumulate. Let me explain why with a short chemistry lesson, a look at how institutional capital is moving, and a dose of geopolitics. I’ve seen some DDs so I’ll try not to repeat too much, and I’ll make this more about inevitable reality than hype fluff. A Chemistry lesson : NdPr vs. Dy/Tb Everyone knows “rare earth magnets” mean NdPr (neodymium/praseodymium) magnets. They are found in smartphones, headphones, disk drives, and small motors. These magnets are strong and cheap, but their weakness is thermal: they start to lose strength at elevated temperatures. Enter dysprosium (Dy) and terbium (Tb). These heavy rare earth elements dramatically increase coercivity (resistance to demagnetization) when you dope NdPr magnets with them. They extend operating temperatures well beyond 150–200°C. Without Dy and Tb, the magnets in EV motors, wind turbines, and defense applications fail. These two elements are the bottleneck. they are the real risk for modern national-security grade magnets. I would bet that the govt in their infinite wisdom knows this. The MP deal splashed across headlines over the summer did nothing to address this bottleneck. It was designed to keep near-term U.S. magnet production alive and avoid a politically embarrassing and economically shocking supply chain shutdown. But it does not solve the heavy rare earth problem and the national security vulnerabilities that result. You can source NdPr but you cannot sidestep Dy and Tb. And today, as has been mentioned many times, China controls 99.8% of Dy/Tb refining capacity. That is why Washington’s “deal” with Beijing is a band-aid. The underlying wound is still bleeding: without Dy/Tb refining capacity inside U.S. borders, there is no secure supply chain for the only magnets that matter. Do we think Xi and Don will kiss and make up and be friends forever now? Where the Money Is Moving Now, let’s assume that the government knows it has no choice but to secure domestic Dy/Tb refining. They have recently teamed up with Orion Resource Partners and Abu Dhabi to set up the fund that will secure a non-Chinese supply chain for heavies. If you search for their press releases and info about this 1.8B fund: they have made their investment criteria explicit: they will only back shovel-ready or producing companies. This filters out the noise and removes most juniors. There is exactly one company in the United States that can refine Dy and Tb today: Energy Fuels (UUUU). While all of you regards were freaking out about the China deal today, JP Morgan announced its first $75M tranche today as part of a $1.5T capital allocation into critical materials. Smart money is entering the chat. And when it comes to Dy/Tb, there is no option: the board has exactly one square. The Geopolitical Angle EVs, defense systems, wind turbines and clean energy tech: all of these require Dy/Tb-doped magnets. The U.S. cannot outsource that supply to China without strategic vulnerability. A stopgap deal might buy a few quarters. But the Pentagon and DOE are under no illusion: they need a domestic Dy/Tb supply chain, and they need it yesterday. That means capital, both public and private, is being funneled toward the one company capable of executing. Valuation: The Elephant in the room Now, there is one legitimate concern that bears addressing: valuation. Yes, UUUU has already run and yes, the stock is expensive. How much is geopolitical leverage worth? How much is national security worth? How much does the US spend per year on the military? 1T? You think there is some accountant who is considering the DCF who is going to talk the DOW and Don out of investing in our countries geopolitical, economic, and military safety? Conclusion Ignore the noise and doom right now around rare earths. I won’t even go into why I think a major part of the correction in rare earth stocks is linked to a momentum factor trade that buckets them in with a bunch of other assets that have appreciated over the last year. The actual choke point vulnerability that the US has right now is refining Dy and Tb. Without them, there is no EV motor, no wind turbine generator, and no mission critical defense tech. UUUU is the only U.S. player with the refining capability right now. The government knows this. Orion and ADQ know this. JP Morgan knows this. Industry knows this. Be greedy when others are fearful. Positions: 40 Jan 20 Calls. I’m poor but I’m not wrong. No dates, no hype, I just know there is no other option.
Got crushed by UUUU. Who’s got the play for this degen to get in the green this week? RDDT?
Got crushed by UUUU. Who’s got the play for this degen to get in the green this week? RDDT?
losers where I live consider buying a house as an "investment" as if the government should thank the...
losers where I live consider buying a house as an "investment" as if the government should thank them for migrating here and "investing". fuck that why don't you buy UUUU 30C expiring this week. now that's an investment
Uuuu was killed today
I fucking bought the top of UUUU and now down 25%. Looks like I’m an investor now.
I fucking bought the top of UUUU and now down 25%. Looks like I’m an investor now.
UUUU having some wild price action rn
UUUU having some wild price action rn
Anyone in on UUUU?
UUUU COMING BACK FOR AIR
Really need you to shoot upward soon SPY before UUUU ruins my day….
Really need you to shoot upward soon SPY before UUUU ruins my day….
UUUU bulls right now lOl
UUUU bulls right now lOl
Need to make back my UUUU losses. Selling VTI out of my Roth IRA and going all in somewhere for a sw...
Need to make back my UUUU losses. Selling VTI out of my Roth IRA and going all in somewhere for a swing. What buy?
I just lost so much money on uuuu guys please let me in on something to earn it back 😭😭😭✌️✌️✌️
I just lost so much money on uuuu guys please let me in on something to earn it back 😭😭😭✌️✌️✌️
Stop loss UUUU bags just dropped. Bought in at the ABSOLUTE peak of 27.23 and sold at 18.00, -$4000....
Stop loss UUUU bags just dropped. Bought in at the ABSOLUTE peak of 27.23 and sold at 18.00, -$4000. Everyone buy in now and thank me later, I’m sure I sold at ABSOLUTE bottom
Glad I bought UUUU calls!
UUUU firesale rn Literally cant go tits up
UUUU firesale rn Literally cant go tits up
UUUU is dragging me down bad, do I hold till ER or cut my losses now?
UUUU is dragging me down bad, do I hold till ER or cut my losses now?
I Hope the UUUU guy with the 25$ calls sold. He was up loads
I Hope the UUUU guy with the 25$ calls sold. He was up loads
UUUU makes me wanna go touch grass
UUUU makes me wanna go touch grass
UUUU lmfao
My $UUUU calls are down 80% 🥭 save me
My $UUUU calls are down 80% 🥭 save me
UUUU has ruined my entire week. Still gonna diamond hand
UUUU has ruined my entire week. Still gonna diamond hand
Sell or hold UUUU. I think it’s got a tough road ahead at this point
Sell or hold UUUU. I think it’s got a tough road ahead at this point
At least my $3000 UUUU losses are going to be offset by my pokemon cards that’ve tripled this year 🥲
At least my $3000 UUUU losses are going to be offset by my pokemon cards that’ve tripled this year 🥲
I find great joy in idiots desperately trying to pump UUUU still. You know their bags are heavy
I find great joy in idiots desperately trying to pump UUUU still. You know their bags are heavy
Is UUUU cooked?
🤔addon more uuuu or what.
UUUU up 5% by EOD
UUUU doesn’t feel so UWU
UUUU lost money 🫵
Oml UUUU and UAMY are getting beat down
Oml UUUU and UAMY are getting beat down
am i retarded or what’s going on with UUUU? no news?
am i retarded or what’s going on with UUUU? no news?
UUUU what the fuck man?
UUUU what the fuck man?
ughh my UUUU 😞
I'm just gonna keep holding UUUU. Looking at their convertible offering recently all them institutio...
I'm just gonna keep holding UUUU. Looking at their convertible offering recently all them institutions were buying at 20 a share for a 30 conversion later and being paid 0.75% annual for it. I bought much cheaper anyway. Silly market reaction on some of these companies but anything less than 20 is a good price here.