Sublime
An inspiration engine for ideas
Not advice but these folks own the only neodymium mine in the USA https://t.co/FbWVtc85TO
And here comes Goldman: initiates CCJ with a BUY and $55 Price target: "the shares provide investors with an attractive means to gain exposure to the entire nuclear fuel value chain in an environment where increased demand and higher prices should lead to meaningful consensus estimate revisions"
I'm more focused on uranium rather than REE, but these are interesting slides from $UUUU Energy Fuels on their Base acquisition. /1
$212mm cost for $2 billion NPV10 in resources https://t.co/YFhRrv4m0u
โกWall Street #investing guru and best-selling author Larry McDonald of the @BearTrapsReport has issued a BUY 1/3rd position Trade Alert on NexGen Energy $NXE โผ๏ธ๐
*This is aย speculative bet on one of the planet's best #uranium assetsย in the ground, most importantly the gem of the Western world looking out 5-10 yrs.* ๐จ๐ฆโ๏ธโ๏ธ๐ค ๐
Buffett owns $OXY and $CVX
Berkshire Hathaway $BRK.A through pacifiCorp (its utility arm) and in partnership with TerraPower (founded by Bill Gates), itโs developing advanced nuclear reactors, particularly Natrium sodium fast reactors.
Charts from @stock_unlock https://t.co/AkzsvHR2W7
โก๏ธSCP Equity Research reaffirm their BUY Rating and raise their Price Target to C$13.50โฌ๏ธ๐ฏ for NexGen Energy $NXE on 'New greenfield discovery 3.5km from Arrow, target remains open along 1.5km strike and at depth'๐โ๏ธโ๏ธ๐จ๐ฆ๐ค ๐ #Uranium #mining #Canada https://t.co/E9xJ6r3qr1 https://t.co/DdUimDGTRK
๐ ๐ผ๐ฟ๐ด๐ฎ๐ป ๐ฆ๐๐ฎ๐ป๐น๐ฒ๐'๐ ๐ก๐ฎ๐๐ถ๐ผ๐ป๐ฎ๐น ๐ฆ๐ฒ๐ฐ๐๐ฟ๐ถ๐๐ ๐๐ป๐ฑ๐ฒ๐
:
๐ฅ๐ฎ๐ฟ๐ฒ ๐๐ฎ๐ฟ๐๐ตs
$TMC TMC the Metals Company
$UAMY United States Antimony
$MP MP Materials
$USAR USA Rare Earth
$IDR Idaho Strategic Resources
$NB NioCorp
$UUUU Energy... See more
Talen Energy $TLNE has so far been a textbook out-of-bankruptcy play. Came out of the gates cheap, trading OTC (hence uplisting catalysts as well), no coverage, industry tailwinds, plus it helped this wasn't a micro-cap. Uplisting is now expected around Q2/3.
We highlighted this one often in our TMM, our regular... See more