#Lithium#Lithium doing well recently & the big names ripping
It’s nasty in the small cap #Commodities space but I’m holding three #Lithium specs currently
Waiting for some of the love to come down!
$EFE - 4.6M MC & 3.2M cash
$DSM - 6M MC & 4M cash
$CHR - 8.5M MC 2.5M cash
🚨 5 RARE EARTH STOCKS YOU SHOULD BE MONITORING RN BEFORE TALKS WITH CHINA IN MAY
1. $UAMY - Produces antimony (key for flame retardants, batteries, ammo & defense alloys), zeolite, and precious metals. Operates the only major US antimony smelter and is ramping up domestic supply.
2. $UUUU - Leading US uranium producer that’s also processing rare earth oxides (including heavy REEs like dysprosium & terbium) at its White Mesa Mill using monazite feedstock — building a domestic mine-to-magnet supply chain.
3. $MP - America’s largest scaled rare earth company. Owns/operates the Mountain Pass mine (only major US rare earth mine) and is vertically integrating into NdPr oxide, metal, and permanent magnet production for EVs, wind, robotics & defense.
4. $NB - Advancing the Elk Creek project (Nebraska) for niobium, scandium & titanium production, with potential rare earth elements. Critical for high-strength alloys, aerospace, and magnets.
5. $AREC - Focuses on extracting & refining rare earth and critical mineral concentrates from coal waste streams and recycling (via ReElement tech) for permanent magnets, batteries, and semiconductors. Low-capex circular approach.
Geopolitics around rare earths & critical minerals is heating up fast — China dominance in processing is a big national security angle. These are the US-focused names getting attention.
The list of minerals essential to defence, +50% imported, includes gallium, niobium, tungsten, vanadium, and REEs.
To reduce this risk, the US government is testing ways to incentivise supply with investment, loans, grants and more.
📊 @USGS#WA1 $NB $SGQ
🇨🇦 Canadian Oil & Gas Stocks (2026 Outlook) – Part 3
✅ Surge Energy $SGY.TO
✅Vermilion Energy $VET.TO
✅Tenaz Energy $TNZ.TO
✅Cardinal Energy $CJ.TO
✅Meren Energy $MER.TO
Canada is well positioned to benefit from Middle East tensions.
Full video:
https://t.co/R3La7GuxG8
Aren’t you tired of listening to downrampers? Last time I listened to those f*wits, it cost me nearly a $150k gain on $SGQ (around $510m market cap).
$PNN announces from recent drilling result from hole MFSR-47, observed an astounding concentration of
35,332 ppm (or 3.53%) magnetic rare earth oxides (MREO) over a 2-metre interval at 9-11m depth.
100.2m at 6,103ppm MREO from surface to EOH, inc 21.35m at
14,438ppm (or 1.44%) MREO from 41m
100.44m at 9,485ppm (or 0.95%) MREO from surface to EOH, inc
19.3m at 22,541ppm (or 2.25%) MREO from 25m
60.6m at 13,129ppm (or 1.31%) MREO from surface to EOH
14.5c now | DYOR
#RareEarths #Tier1 #Brazil #MREO
The 19c dip was a gift for $JTWO.V J2 Metals. Now up roughly 50% since that level. 3 assets, two that have actual drilling coming up that is fully financed. Excited for this one 🔥
$PVT
$PVT looking interesting here!
I’m waiting on a drilling update at the high grade #Copper targets!
37Mt at 1.1% #Copper eq at Horden Lake
Sitting at 19M MC with 5.5M cash
⬇️⬇️
Our current "All Seasons Portfolio" builds in multiple outcomes, including expected left and right tails:
a) 36% #drypowder to deploy into fresh asymmetric themes as markets go into tail spins
b) 35% in core positions that will look through storms and trade > 5x higher as they deliver solid cashflow generation within 3yrs, currently trading on < 0.5x CF valuations 3yrs out (near term contagion can occur)
c) 29% in a selection of existing asymmetric themes in different stages of maturity, like #uranium #coal #gold nano caps, #fertiliser and other #commodity
stocks (near term contagion can occur)