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re: Mining/Minerals Stocks Discussion

Posted on 10/1/25 at 9:27 am to
Posted by itsbigmikey
NASHVILLE
Member since Aug 2018
447 posts
Posted on 10/1/25 at 9:27 am to
Uranium or O&G?
Posted by RollTide4Ever
Nashville
Member since Nov 2006
19565 posts
Posted on 10/1/25 at 12:07 pm to
Oil and gas.
Posted by lsuoilengr
Member since Aug 2008
5300 posts
Posted on 10/1/25 at 2:42 pm to
TMC the Metals Company. Sitting on world’s largest and second largest nickel resource. Just waiting on a permit. 5 bagger
Posted by itsbigmikey
NASHVILLE
Member since Aug 2018
447 posts
Posted on 10/2/25 at 6:46 am to
quote:

Oil and gas.


I like the offshore names. Valaris (VAL) in particular. Also own Noble (NE) and some transocean (RIG)
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 10/2/25 at 11:19 am to
quote:

EVRFF
Boron One

Meka or anyone else…how you feel about this?


Sorry man, I missed your post! Not sure, never looked into these. Give me a few days and I will look into them and let you know. Although I do not know EVRFF specifically, I am such a sucker for hydrogen. I do believe we are a few years away from hydrogen taking-off (I know this has been the consensus for years now). I do believe we are within five years of a breakout and that is mostly due to graphene based coatings making strides in solving a significant portion of the storage issues.

It could possibly be Monday night before I get back with you on these, but I will look into them.
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 10/2/25 at 11:23 am to
quote:

Uranium or O&G?


I am a major sucker for uranium/nuclear, but I would say in the immediate future go with natural gas. If you keep up with permitting, there are A LOT of combustion turbines about to come online all across the country.
Posted by dstone12
Texan
Member since Jan 2007
38222 posts
Posted on 10/2/25 at 11:23 am to
No rush.


Evrff is boron one.


I already own it so I wanted to see if you’re interested in it too.



Additionally.


Thank you. You’ve been a motivator for me to research this field.
This post was edited on 10/2/25 at 11:24 am
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 10/2/25 at 11:29 am to
quote:

Rare Element Resources (REEMF) and American Rare Earths (AMRRY).



I have small positions in both of these, processing of rare earths is so harsh and complicated. Have you researched the extraction process? If you have not, you might want to...

I have a fairly significant position in U.S. Antimony Corporation (UAMY) and Perpetua Resources (PPTA). I bought-in February 2025 and both are doing very well. I anticipate that PPTA will hit $100+ within five to six years based on the current price of gold.
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 10/2/25 at 11:32 am to
quote:

Thank you. You’ve been a motivator for me to research this field.


You are very welcome! I am a major nerd, and read history and geopolitical books in my spare time, this in turn drives my investments.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
18900 posts
Posted on 10/2/25 at 12:00 pm to
quote:

I am a major sucker for uranium/nuclear, but I would say in the immediate future go with natural gas


What are some good tickers for a pure play on nat gas? I also think this will be the backbone of powering all of these data centers. The need for electricity seems to still be somewhat under the radar.
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 10/2/25 at 12:34 pm to
quote:

What are some good tickers for a pure play on nat gas? I also think this will be the backbone of powering all of these data centers. The need for electricity seems to still be somewhat under the radar.


I am not sure honestly, I have never traded in this space. I agree with you that this will be the backbone for data centers in the immediate future, but I am invested in nuclear for the long run here.
Posted by dstone12
Texan
Member since Jan 2007
38222 posts
Posted on 10/2/25 at 12:38 pm to
WWR west water resources
And First Graphene are taking off today.
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 10/2/25 at 12:47 pm to
Heck yeah! I posted in my graphite/graphene thread, but I will post the First Graphene press release below as well:


Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 10/2/25 at 2:11 pm to
All my mining and mineral stocks are going crazy today, anyone know what is going on?
Posted by LegndarySnipes
Member since Sep 2025
191 posts
Posted on 10/2/25 at 2:21 pm to
USAR is on a freakin tear right now

just broke thru 23 bucks a share
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 10/2/25 at 2:29 pm to
I am no way complaining, but my entire portfolio is up 6%

Everything that I own that touches mining and minerals is going nuts!
Posted by LegndarySnipes
Member since Sep 2025
191 posts
Posted on 10/2/25 at 7:13 pm to
New CEO of USAR had an interview with CNBC. Eluded to a government involvement coming down the pipeline. Said she is in constant communication with the administration. Im expecting a similar deal as MP Materials.

This stock is going to go thru the roof. Plan accordingly
Posted by cadillacattack
the ATL
Member since May 2020
9421 posts
Posted on 10/3/25 at 9:07 am to
same here .... started low and then metal turned sharply higher on US market open.

regarding the original OP ... one ticker Ive been researching and watching is Glencore (GLCNF) .... a major supplier of cobalt. demand for which has been steadily escalating.

Currently trading at $4.65 on moderate volume. but an elevated RSI at 73-ish..

The 50 DMA has recently crossed above the 200 DMA (9/19) and appears to be holding.

I like it a lot, .... but I like it a lot better around 4.29 ps and a better RSI entry point. That is where I will be taking a position. Good one to watch, IMHO.

Good fortunes, and as always, DYODD
This post was edited on 10/3/25 at 9:09 am
Posted by el Gaucho
He/They
Member since Dec 2010
58304 posts
Posted on 10/3/25 at 10:01 am to
Did any of y’all buy ltum? They hit a bunch of rare earths on their lease in Canada and ran 900 yesterday and crashed out this morning. I’m trying to time the bottom
Posted by The Scofflaw
Metairie, LA
Member since Sep 2014
1895 posts
Posted on 10/3/25 at 10:03 am to
NAK bros...pumping on new news.
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