u/nickman23 · 5d ago2 prior · awaiting results
Long 37,000 shares of UUUU
China is secretly restricting rare-earth shipments - $MP, $UUUU and $USAR will escalate up to the Sept. 24 talks and rip if they fail.
China's covert rare-earth supply restrictions to the U.S. will create a geopolitical scarcity premium that UUUU—producing NdPr and building commercial dysprosium/terbium capacity—is positioned to capture. With 21% short interest and a September 24 catalyst date, the stock could spike significantly if trade negotiations deteriorate or China formally restricts exports.
At post $14.47Now $14.62+1.0% since postedas of Sep 8, 4:31 PM ET