$UUUU: Rare Earth + Uranium Play Gaining Momentum Into 2027 Deadline
New position...adding to my core position on $Energy Fuels(UUUU)$ . Looks ready + two pieces of interesting news dropped last week.
Here's the scoop.
Folks have short memories on here...aka moved on from solid narratives to chase other unprofitable slop. But I never stopped watching rare earths.
Ya know the theme that was all the rage 6 months ago with real $$$ deals behind it + legit tailwinds?
Well, the former pentagon chief of staff just joined the realloy (another strategic rare earth firm) as the chair of its advisory board...
Question then becomes...why would a senior defense supply chain official be joining a rare earth company.
Well, maybe the hard 2027 deadline requiring US defense systems to eliminate all chinese-sourced inputs?! See below.
"Beginning January 1, 2027, U.S. defense procurement rules will prohibit Chinese-origin rare earth materials across the entire supply chain, from mining and refining through metallization and magnet production."
Meaning they have ~8 months to partner, build, and/or scale rare earth production in the US.
This is a fixed timeline people...
Don't forget that the US gov't already has taken positions in $MP Materials Corp.(MP)$ $USA Rare Earth Inc.(USAR)$ $CRITICAL METALS CORPORATION(CRML)$, and other adjacent names.
So why UUUU?
1) asymmetric upside
> still has a potential gov't deal on the table
> unique dual-threat infrastructure play...produces both uranium for carbon-free energy + rare earths for military hardware
> one of the leading US uranium producers
> weekly chart looks insane
> relative strength amid macro noise
> solid r/r with a strong catalyst
> yahoo finance calls it "one of the three companies rebuilding america’s rare-earth arsenal"
I see UUUU as a big part of the solution for defense contractors + tech giants needing a qualified, non-chinese source of supply.
Looking for +75% on commons in the next 6 months.
Thesis invalidation (if these happen, I exit):
- weekly candle close under $16.50
- jan 1st '27 catalyst / deadline gets moved or canceled
UUUU is currently $18.40.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
