MSBInvests

30 Years Old | Documenting from 200k to 1M | Options Seller | Real Estate | Crypto | Not Financial Advice

[MSBInvests @MSBInvests]

This is my starting point for this Journey. Let me know your thoughts, concerns, critiques. Who should I be adding?
$NVDA $EOSE $USAR $GRAB $NVDL $SCHG $ACHR

[MSBInvests @MSBInvests]

@MMMTwealth @cekdrew Thoughts on $UUUU? Their new acquisition is likely the closest thing to a mine to magnet western supply chain.

Plus the Uranium business they are currently doing.

[cek @cekdrew]

China Has Never Been More Aggressive on Critical Minerals… Yet Almost No One Is Talking About It $MP $USAR $UAMY $ALOY $UUUU $AREC $TMC

JUST IN THE PAST 2 WEEKS:

1) June 15th New Mineral Resources Law was codified into law.

Expanded central government control over strategic mineral resources. Strengthened oversight of exploration, mining rights, production planning, and strategic reserves. Elevated critical minerals further into China's national security framework.

2) China reaffirmed its export controls.

Following criticism from the G7, China defended its critical mineral export controls as lawful. No indication was given that restrictions would be eased.

3) U.S. requested relief for Japan's rare earth supply… and was denied.

During recent trade discussions, the U.S. urged China to restore or ease rare earth exports to Japan. China straight up said no, and justified their restrictions yet again.

4) MP Materials and USA Rare Earth added to China's Export Control List.

Chinese exporters were prohibited from supplying controlled dual-use items to these companies. Existing exports covered by China's export control regulations were halted.

5) National whistleblower hotline launched.

China established a reporting system for:
Critical mineral smuggling, transshipment, export-control violations, and more. Rewards may even be provided for qualified reports.

6) Increased enforcement of export controls.

Chinese authorities increased enforcement efforts, including investigations and detentions related to alleged attempts to circumvent rare earth export controls. Chinese authorities detained two Japanese nationals on suspicion of attempting to smuggle rare earth-related materials or otherwise violating China’s export control regime.

[MSBInvests @MSBInvests]

@KingKyl77163233 @qftnoise @danishnuclear That’s my thesis, tha it should rerate as long as their integrate the acquisition smoothly

[MSBInvests @MSBInvests]

@wallstengine Bullish

[MSBInvests @MSBInvests]

I interpret this as extremely bullish for $UUUU it now can be seen as a full end to end western domestic REE company from refining to magnets.

The dilution will be the make point of conversation in the near term, but if the company executes well this should get a rerate very soon.

[cek @cekdrew]

NEWS: Energy Fuels Announces Definitive Agreement to Acquire VAC for $1.9 Billion Equity Value $UUUU

Energy Fuels Inc. today announced a definitive agreement to acquire 100% of Vacuumschmelze GmbH & Co. KG, Ara VAC TopCo US LLC, and their respective consolidated subsidiaries (collectively, "VAC") from Ara Partners for a total cash-and-stock consideration of approximately $1.9 billion based on Energy Fuels' closing share price of $16.12 as of June 22, 2026, creating a fully integrated platform to strengthen global critical rare earth element ("REE") supply chains.

VAC is a leading advanced magnetics company with over 100 years of production expertise, more than 400 patents, over 1,000 customers, and operating magnet production facilities in North America, Europe and Asia, including a state-of-the-art facility in Sumter, South Carolina, with capacity to produce 2,000 tonnes per annum ("tpa") of permanent magnets, scalable to 12,000 tpa (the "Sumter Facility"). Over the last decade, VAC has produced and shipped more than one (1) billion rare earth permanent magnets. VAC's product portfolio spans both permanent magnets (sintered neodymium-iron-boron, NdFeB, and samarium-cobalt, SmCo) and soft magnetics (amorphous and nanocrystalline alloys, cobalt-iron and nickel-iron products), enabling integrated cross-selling among electrification and industrial applications. Approximately 85% of VAC's output is produced to customer specifications, reflecting deep design-in relationships built over decades, including customer partnerships averaging over 30 years with their largest accounts.

The transaction brings together Energy Fuels' upstream REE assets, including low-cost REE mining projects and existing separation capacity, with VAC's world-class downstream REE magnet manufacturing expertise. The combined company will also benefit from Energy Fuels' planned acquisition of Australian Strategic Materials Limited (ASX: ASM) ("ASM"), which, subject to conditions including shareholder approval and completion ("Closing Conditions"), will add existing commercial-scale REE metals and alloys capacity in South Korea (the "Korean Metals Plant"), with plans to build a new metals and alloys facility in the U.S. (the "American Metals Plant"). The combined company aims to serve customers across North America, Europe and Asia in high-growth sectors, including automotive, aerospace and defense, robotics, data centers, electronics and industrial automation.

"This is a transformational moment for Energy Fuels and the global rare earth supply chain," said Ross Bhappu, President and Chief Executive Officer of Energy Fuels. "Together with VAC, we will strengthen global rare earth and magnet supply chains, providing a reliable, secure and diversified source of critical materials from mines to highly valued permanent magnets. In addition, VAC's rapid solidification and crystalline businesses provide a soft-magnetics platform that is expected to result in greater scale, broader customer reach and enhanced ability to invest in innovation, manufacturing and growth. The combination of our two companies provides enhanced shareholder value and positions Energy Fuels as a leading, secure and trusted supplier for critical materials that are essential for national security and the safety and integrity of Western supply chains."

https://t.co/HSynRpStXd

[MSBInvests @MSBInvests]

More restrictions from China specifically targeting REE’s.. normally I’d say this would be a catalyst for the domestic companies like $UUUU and $USAR. But every time I think there is a headline mover the stocks don’t correlate.

Interested to see how this impacts those names this week.

[MSBInvests @MSBInvests]

@HunterAllen4 Not worried, was able to scoop up some names I like.

[MSBInvests @MSBInvests]

300k public portfolio was short lived 😂 back into the 200s.

Market doesn’t always go up, understand that, don’t panic and sell puts on days like today and/or buy names you like that are on sale.

[MSBInvests @MSBInvests]

@kaiseninvest Huge milestone man! Comparison is the thief of joy, learn from others and keep working brotha. You’re killing it

[MSBInvests @MSBInvests]

@HunterAllen4 Legend!!!

[MSBInvests @MSBInvests]

$UUUU up on news government is providing backing. Less then a billion of a conditional note, which is a bit small but overall bullish news for the company. As it does both uranium and expanding into REE

[MSBInvests @MSBInvests]

So much red lately, this market is impossible to predict. I have been hovering for the past couple weeks.

Only saving grace is the little premium I have been collecting through it all.

[MSBInvests @MSBInvests]

@InvestJourneyX Awesome man! Take advantage of elevated premiums for sure.

You think it’s short term pop or could have some legs to it?

[MSBInvests @MSBInvests]

Massive Green Day, is anyone running covered calls?

Hard to say if green is a short term pop or the start of an uptrend, of course I would not be shocked if we see a 180 on the Iran news. 🤷‍♂️

[MSBInvests @MSBInvests]

@versoaltohobbit @bravescarly3 I would love for that to happen, we need to play well and it’s possible! Anything can happen in one match, just had to get there. Let’s hope we do!

[MSBInvests @MSBInvests]

I’m so stoked for World Cup! Everything is going to suffer while I watch. 😂

Who you got winning? I’m taking Portugal.

[MSBInvests @MSBInvests]

@GenXmillionaire I agree France is so stacked. Incredible players, I’m with you on USA baby! Germany always a good team.

[MSBInvests @MSBInvests]

@bravescarly3 Ooo a solid non favorite team to root for! I just hope US doesn’t sell and make it out of the group stage

[MSBInvests @MSBInvests]

@theCFOInvestor Love that, I started with 7-14 days myself. When I want to be extra safe I’ll do a monthly DTE and close at 50-60% profit

[MSBInvests @MSBInvests]

Seeing the post continue to go red and red is tough but that’s the name of the game.

Hold names you understand and keep accumulating when it’s on sale. You’ll thank yourself in a couple years.

Learn options selling to extract a little bit of extra yield on red days like today.

[MSBInvests @MSBInvests]

@theCFOInvestor Yeah the $MRVL are juicy juicy, I am just glad I did it today. I almost did it last week but played patient and got it lower. I’m expecting a bounce back soon.

What DTE do you tend to do?

[MSBInvests @MSBInvests]

@theCFOInvestor Sold puts on $ASTS and $MRVL love to follow fellow options sellers! 💪