Ucore Rare Metals Inc. V.UCU

In answer to Pip's question, why am I talking big money.

[Dragonsmyth7]

Okay Pip, 
Why am I talking big money, because I see beyond today's closing stock price for Ucore.
Lets look at the reality you choose not to see. 
China as the world factory is closing.  The Chinese are up to there necks in debt.  The Ukraine war has cut off the inputs to grow the main food, rice.  They have sickness in there pigs to the point they may lose 90% of them.  Global warming has cause drought in the area that rice is grown.  Companies are leaving as fast as they can pack up and hang the closed sign on the front gate.  Unemployed and hungry workers won't be interested in REEs, only in food.

The demand for REEs is expected to increase five times by 2030 to about 30 billion.  Of which Ucore only planned to tap 20% or 6 billion a year.  But ask yourself  If the six big companies that produce 80 to 90% world's REEs go off line or China stop exports.  How valuable would any REEs Ucore was producing be?  Would the Government and big business throw money at the problem to get anything on line and producing?

This is all happening in the next one to five years, not ten, twenty, or thirty five years.  

Once DOD money is tapped with testing.  Any trouble in the world supply will only increase the flow.  Remember the government has the power to order the building of the SMC by going to a 24/7 workday.  Been there, seen that, it was not fun.  But god the money was great, you just never got a chance to spend it until the work was finished.

The question we all should be asking is just how fast can Ucore get LA on line if China goes off line?  What would happen to Ucore stock price?  The REE bubble is building and when it pops Ucore stock will be big money.
Okay Mr Realist,
If China shut down REEs.
What would Lynas stock price be?
What would MP stock price be?
What Ucore's stock price be?
What would US government do?

Am I saying this will happen, no.  I am saying that part to all of it could happen, it is not going to remain status quo.  China exports of REEs are already going down every month.  How long to they stop?  Who knows.  If China starts a war with US.  It stops.  If China's Government fails.  It stops
A lot of things could stop exports.

Any stopping or slowing of REEs to market only increases price and demand for separation plants in US and Canada.  More demand the more money to Ucore to finish.

Yes, It is looking down the road a ways.  Not today price or next week or next month Pip.  But next year, the year after that that.
That is why I am talking big money, scary money.  The kind of money that can make you very very stupid.
Be carefull what you wish for, you just may get it.
Dragon

[Dragonsmyth7]

https://www.youtube.com/watch?v=mqA5NODRnQI&t=10s

[PipinoCuevas]

I listen to Peter  zeihan all the time.  Like his stuff too.    like I have said, would rather be " stupid" and rich than me being correct and out another 12k in value  but if anyone on this board has followed you for 5 yrs, they would know how incredibly wrong you have been hope the next 5 yrs prove out better but your track record is one for the ages.  

[PipinoCuevas]

Dragon back in 2019, you predicted ucore at $3-4 dollars in a yr tahts before reverse split.  So that $30-40 how that work? if anything u said was remotely true, pps would be trending at $2-3 right now.  Not 44 cents i would gladly be stupid and have some money in my pocket.   But odds are, I won't.   Where are the OEMs in advanced talks?   DOD 4 million barely

[PipinoCuevas]

It was klhdan dumb 2019 summer pps contest after trump dpA announcements where supposedly gonna make is rich   Go look that stuff up

[PipinoCuevas]

Ucore 6 billion a yr? market clearly believes zero of it since they value them a 28million market cap seriously, mental acuity tests are a good thing for people of an advanced age. ( I am only 10 yrs behind you)