Mike Hunt

US Defense 🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸. $PLTR $ONDS $ALOY $MP $LYC.AX $UAMY $AREC

[Dividendology @dividendology]

Bill Ackman's Pershing Square’s strategy vs the S&P 500 since inception:

Ackman: 2,644%
S&P 500: 836%

His secret?

He doesn't believe in diversification.

98% of his portfolio is in these 7 stocks:

[Tyler Keung @KeungTyler]

The government is telling you that rare earth processing is a bottleneck. The rerating is coming $AREC $UUUU $UCU.NE

[Yahoo Sports @YahooSports]

Most-watched Stanley Cup Playoffs EVER 📺 ‼️

(@ESPNPR)

[Wall St Engine @wallstengine]

G7 AIMS TO HAVE CHINA SUPPLY NO MORE THAN 60% OF RARE EARTHS

[tobi lutke @tobi]

Make liberals liberal again

[tobi lutke @tobi]

You have absolutely disgraced yourself publishing this, globe.

We all clearly don’t hate the media enough.

[Jammy 🐝 @SensBuzz]

Either an incredible bit or Eugene really owned this account😭

[cek @cekdrew]

Definitely disappointing price action across the sector lately including $MP.

Just a few sessions ago, it looked like many of these names were on the verge of major breakouts… now most have been completely sold off.

$ALOY remains the clear exception and is still holding onto impressive gains today, for reasons still unknown. Glad to have added in the $9’s.

And honestly, I still can’t believe $UUUU is trading at just $15/share.

[OverDrive @OverDrive1050]

Mid-bite… “you like San Jose?” 😂😂

O-Dog asks how Ryan Reaves has enjoyed the Sharks while eating the sandwich

#TheFutureIsTeal

@LincolnMotorCA

[Kelsi Isaiah @KelsiIsaiah]

$ALOY I just keep adding more. It’s cheap when this stock is going to 80-100 bucks

[*Walter Bloomberg @DeItaone]

PENTAGON POSTS LIST OF ENTITIES IN FEDERAL REGISTER TO BE DESIGNATED AS A 'CHINESE MILITARY COMPANY' -FEDERAL REGISTER NOTICE

[Sir Kory @Sir_Kory]

$ALOY ​
It has increased significantly in value over the past month...👀

[Andy Heilman, CFA @imapedestrian]

Understand - my posts are observations, not recommendations or advice. Even if I charged for a subscription it is simply information. Always.

Daily $ALOY is looking very strong today and is moving above an area of resistance shaded in blue. Once firmly above I think it can really run higher.

My simple idea is that rare earth processors are near the top of the list in priorities of western governments. They must and will succeed. Period.

[⚗️ NdPr DyTb | REO Analyst 🧲⭐ @roblun1]

🇺🇸🇨🇦🧲 The Western Hemisphere just locked its first real heavy rare earth supply chain. And the clock says 2027.

Everyone talks about NdPr. This one is about Dy and Tb — the elements that actually make defense magnets work. 🧵

REalloys (Euclid, Ohio) has now stitched together an end‑to‑end heavy rare earth pipeline with the Saskatchewan Research Council (SRC), aimed squarely at the 2027 U.S. defense sourcing deadline.

Here’s what’s on the table:

SRC’s Saskatoon Rare Earths Processing Facility will be North America’s first fully integrated, commercial‑scale rare earth processing + metals plant when fully online in early 2027.

Once expanded, SRC is targeting around 525 tpa NdPr, 30 tpa Dy and 15 tpa Tb annually, with plans to lift NdPr metal output toward 600 tpa later in the decade.

In return for a US$20.6M expansion commitment, REalloys holds preferred rights to up to 80% of that output, giving it first call on most of the Dy/Tb stream.

That’s not a pilot. That’s a contract‑backed production plan – delivering heavy rare earth metals for magnets before U.S. procurement rules tighten in 2027.

⚙️ Zero‑China nexus: metals, not just oxides

What the Heavy Rare Earth Metallization Facility Adds?

Beyond the Saskatoon processing upgrades, REalloys has contracted SRC to design, build, and commission a standalone Heavy Rare Earth Metallization Facility specifically for producing Dy and Tb in metal form — not merely oxide form.

Oxide must be converted to metal before it can be alloyed into permanent magnets, and that conversion step has historically happened almost exclusively in China.

REalloys is building what it calls the largest heavy rare earth metallisation facility outside China, in Ohio, to turn those Canadian oxides into 45 tpa of Dy + Tb metal by late 2027 using AI‑controlled processes.

Paired with SRC’s separation and metal units in Saskatoon, this creates:

A Canada → U.S. heavy rare earth corridor entirely inside allied borders

Direct supply into U.S. Defense Industrial Base, National Defense Stockpile and “US‑protected” markets, just as Pentagon sourcing rules start to ban Chinese Dy/Tb for critical platforms

Until now, if you wanted commercial Dy/Tb metal for high‑grade NdFeB or SmCo defense magnets, you were basically shopping in China. This is the first time the Western Hemisphere can point to a named project, dated ramp and defined tonnages for heavies.

📅 Why 2027 matters

What is the Pentagon's 2027 rare earth ban?

Under 10 U.S.C. §4872 and DFARS 252.225-7052, effective January 1, 2027, U.S. defense contractors are prohibited from delivering any covered material — including neodymium-iron-boron and samarium-cobalt magnets — mined, refined, separated, melted, or produced in China, Russia, Iran, or North Korea.

The rule reaches the entire supply chain from raw ore through finished magnet, meaning a magnet manufactured outside China using Chinese-origin rare earth ore would still be non-compliant.

The U.S. has hard statutory cut‑offs coming for defense procurement that relies on Chinese rare earth magnets. REalloys’ CEO has been explicit: initial heavy REE metal output (Dy/Tb) is targeted for 2027, specifically to meet that window.

That’s why you’re seeing:

A March 2026 underwritten raise (≈US$50M) to get the Ohio metallisation plant done ahead of the deadline

A Department of War memorandum naming REalloys as a key part of securing domestic heavy rare earth supply before those bans bite

This isn’t just another “critical minerals” headline. It is a dated answer to a very specific regulatory problem.

🧲 From buzzwords to barrels of metal

By late decade, this Canada‑to‑Ohio system is designed to be:

400–600 tpa NdPr metal

30 tpa Dy + 15 tpa Tb oxides, converted into roughly 45 tpa Dy/Tb metal

Feedstock for high‑coercivity magnets used in fighters, missile fins, precision‑guided munitions, undersea systems, hypersonics, and space hardware

Execution Risks Remain Real

REalloys' own forward-looking disclosures caution that the timelines and volume targets described above are subject to material risk.

The company's Securities and Exchange Commission filings identify construction delays, cost overruns, engineering challenges in scaling metallization technology, feedstock availability and quality, permitting and regulatory approvals, changes in defense procurement policy, and capital market conditions as factors that could cause actual results to differ materially from plans.

It is one of the only few Western projects where you can trace the entire chain: ore → separation → metals → magnets → named U.S. programs.

$ALOY 🇺🇸🇨🇦🧲

@realloys
#REalloys #ALOY #SRC #Saskatchewan #HeavyRareEarths #Dy #Tb #NdPr #RareEarths #Metallisation #ZeroChinaNexus #DefenseIndustrialBase #USDefense #NDS #USNavy #Missiles #Hypersonics #AlliedSupplyChain #CriticalMinerals #MineToMagnet #CanadaUS #SovereignSupplyChain #AIManufacturing #RareEarthProcessing #NdFeB #DefenseMagnets #EnergyTransition #EVs #WindTurbines #2027Deadline #NationalSecurity #Geopolitics 🧲🚢✈️🛰️🇺🇸🇨🇦

[tobi lutke @tobi]

C-22 is a mistake. Not one part of it, the entire direction. ( Same for C-9 )

https://t.co/D5apl9nwvF

[Silicon Salvage @SiliconSalvage]

There is a graveyard in American tech right now and nobody is walking through it. Companies down 70, 80, 90% from the highs. Still profitable. Still growing. Still the leader in their category. Just unloved. The Trade Desk at 9x earnings. PayPal at 12x with $6 billion in free cash flow. Adobe at 17x and people are talking about it like it’s Kodak. Etsy at 8x EBITDA running a marketplace that two billion people have heard of. Roku trading below its own balance sheet liquidation value if you squint. Match Group, Zoom, Pinterest — each of these would have been a hedge fund’s top pick at this multiple in 2017. Now they’re orphans. Everyone is buying the Mag 7 because the Mag 7 is the trade. The Mag 7 IS already the trade. The trade is over. The next trade is in the rubble pile. You don’t get rich buying what worked. You get rich buying what stopped working for reasons that turn out to be temporary. Every name on that list was a market darling 36 months ago. The fundamentals didn’t fall 80%. The narrative did. Narratives come back. Earnings compound. I’m not buying NVDA at 45x. I’m buying the names CNBC won’t say out loud anymore

[Anaida Poilievre @AnaPoilievre]

Happy birthday, Pierre.
You are so loved by the kids and me. We’re so grateful for you. xo

[Mike Hunt @USDefense007]

@fundmyfund $ALOY is arguably the most developed heavy rare earth midstream platform in North America and the only one that qualifies for upcoming DoW procurement restrictions. Their subsidiary PMT critical metals manufactures rare earth metal for the Defense Logistics Agency (NASA,DOW,DOE)

[⚗️ NdPr DyTb | REO Analyst 🧲⭐ @roblun1]

🧲⚙️🇺🇸 "There's no such thing as rare earth. There's rare processing."

The real chokepoint in the rare earth supply chain isn't mining. It's separation. It's the step almost nobody in the West can do — oxide to metal. Metallisation. The missing link. 🧵

▶️ Watch: Anupam Ghildyal, COO of REalloys ($ALOY), on Stocktwits Boardroom Exclusives — breaking down the midstream processing bottleneck and what it actually takes to build a North American supply chain that doesn't run through Beijing.

🏭 What REalloys is actually building

REalloys ($ALOY | NASDAQ) is the only company in North America with an integrated path to producing both heavy rare earth oxides and finished metals in time for the 2027 defense sourcing deadline.
Here's the architecture — all North American, zero China nexus:

Upstream → Hoidas Lake (Saskatchewan) — one of the only North American deposits with both LREEs and meaningful HREEs (Dy + Tb). Allanite-apatite mineralogy = low radioactivity = simplified, HF-free processing. 2.2Mt M&I resource at 1.9% TREO.

+ Diversified feedstock → CRML Tanbreez (Greenland, 15% Phase 1 offtake — signed May 2026), St George Araxá Brazil (40% MOU), SRC monazite (3,000 tpy feed), Ramaco coal-hosted MREC (Wyoming), acid mine drainage (Mission Critical Materials), recycled end-of-life magnets.

Midstream → Saskatchewan Research Council (SRC) — North America's only fully licensed facility capable of processing radioactive monazite under CNSC nuclear compliance — producing clean, separated REO without burdening US facilities with radioactive liability. Phase 1 targets 525 tpa NdPr metal + 40t Dy/Tb oxide pa by H1 2027. Phase 2 scales to 3,000 tpa NdPr + 245t Dy/Tb metals pa.

Metallisation → Euclid, Ohio — the PMT Critical Metals facility. 40+ years of accumulated rare earth metallothermal processing experience. Proven production of Dy, Tb, Nd, Sm, Gd, Sc metals. Proprietary HF-free oxide-to-fluoride conversion — cleaner product, lower capex, lower opex, no toxic waste streams, faster US permitting. Already operating under multiple DoD and DLA contracts.

Magnets → Giga-scale NdFeB sintering facility — 3,000 tpa Phase 1 → 10,000 tpa at full run rate. Enough for 1.5–2M EV traction motors annually.

REalloys is genuinely first-mover in North American HREE metallization — that is real and important . The Euclid, Ohio facility is operating today, the SRC partnership is the most credible near-term feedstock path, and the $50M raise in March 2026 does fund the $40M HREMF build .

The DoD DLA contract (March 2026) for Terves LLC (REalloys' subsidiary) to scale domestic rare earth metal production adds further validation .

The two headline offtake agreements — St. George/Araxá and Tanbreez — are essentially options on future production from projects that don't yet have feasibility studies, permitting, or financing.

The company's 2027 targets rest almost entirely on SRC's REPF performing as planned, with recycled MREO as a supplement. If SRC hits delays, or if recycled feed volumes are lower than projected, REalloys faces a feedstock gap at exactly the moment its new metallization facility is supposed to ramp up.

ReAlloys, Heading in the right direction

$ALOY 🇺🇸🇨🇦🇦🇺🧲⚙️

@realloys #REalloys #ALOY #AnupamGhildyal #RareEarths #Metallisation #MidstreamBottleneck #NorthAmericaSupplyChain #CriticalMinerals #DFARS #DefenseSupplyChain #2027Deadline #NdFeB #Dysprosium #Terbium #NdPr #HREE #LREE #HFfree #PMTCriticalMetals #SRC #SaskatchewanResearchCouncil #HoidasLake #Tanbreez #CriticalMetalsCorp #CRML #MineToMagnet #PermanentMagnets #EVMagnets #DefenceMagnets #StrategicMaterials #CriticalMinerals2027 🔬🇺🇸🇨🇦🌏⚙️🧲

[Tablesalt 🇨🇦🇺🇸 @Tablesalt13]

Poilievre makes the BEST point here

If Donald Trump is to blame for Canada being in a recession

WHY is no other country in a recession?

WHY is MEXICO not in a recession??