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Rare earth stocks??
Posted on 10/12/26 at 10:54 am
Posted on 10/12/26 at 10:54 am
Invested in a number of these stocks earlier in the year and most are down 50%+. Just wondering if the sentiment with you guys is to continue hold, add to positions, or to sell.
Posted on 10/12/26 at 11:00 am to Cajun75
I've taken a beating on TMC. Still holding at this price looking for a bottom.
Posted on 10/12/26 at 11:03 am to Cajun75
still holding down 53% in USAR
Posted on 10/12/26 at 11:09 am to Cajun75
If you follow the Hgraf/Hydrograph thread one of the more knowledgeable posters
Pointed out that China was about to potentially reenact their moratorium on rare earth exports
I think it was stated in early November is when the band goes back into effect
I’m no expert, but that certainly could be a positive for price appreciation, especially if your stocks are down 50%
Pointed out that China was about to potentially reenact their moratorium on rare earth exports
I think it was stated in early November is when the band goes back into effect
I’m no expert, but that certainly could be a positive for price appreciation, especially if your stocks are down 50%
Posted on 10/12/26 at 11:21 am to Cajun75
I hadn’t realized when I wrote above . . . TMC is down another 15% today!
Posted on 10/12/26 at 2:30 pm to Cajun75
You’re welcome 
:crying:
Real talk I’m down a good bit on mine too. I continue to hold. The story is the same, and I think the story in rare earths will continue whether Dems take Congress or not. All high beta stocks, especially those related to AI, are getting slammed right now
:crying: Real talk I’m down a good bit on mine too. I continue to hold. The story is the same, and I think the story in rare earths will continue whether Dems take Congress or not. All high beta stocks, especially those related to AI, are getting slammed right now
Posted on 10/12/26 at 2:46 pm to Cajun75
quote:are yall not trading with stops? I get wanting to stay invested but that’s not good capital management
most are down 50%+
after -20% or so you have to bail out and try again another time
Posted on 10/12/26 at 3:20 pm to Cajun75
I’m really interested in when to get into UUUU for the long haul.
Sub $7 if I can get it.
Sub $7 if I can get it.
Posted on 10/12/26 at 3:35 pm to Cajun75
UAMY down a lot. Becoming attractive to newbies like me.
Posted on 10/12/26 at 3:51 pm to cgrand
quote:Agree.
after -20% or so you have to bail out and try again another time
Posted on 10/12/26 at 4:11 pm to bayoubengals88
You have to bail no matter how convicted you are
Posted on 10/12/26 at 4:22 pm to bayoubengals88
quote:if that was the case then I shoulda bailed on NBIS when I bought at 130 and it dropped to 87. Where would I be if I had done that?
quote:
after -20% or so you have to bail out and try again another time
Agree.
Posted on 10/12/26 at 5:03 pm to Neauxla
quote:i got stopped out at 100 on that one. oh well. there's always another one, and another and another
then I shoulda bailed on NBIS when I bought at 130 and it dropped to 87
Posted on 10/12/26 at 6:32 pm to Neauxla
quote:This is a larger debate
if that was the case then I shoulda bailed on NBIS when I bought at 130 and it dropped to 87. Where would I be if I had done that?
Posted on 10/12/26 at 8:25 pm to Cajun75
I'm up 325% on HBM, 80% on LAR, 46% on NTR, 89% on SQM.
Rare earths aren't actually rare. You have to examine the political climate and environmental restrictions to understand the likelihood whether a deposit will actually come to fruition. That's why I diversified between US and South American lithium, for an example.
Rare earths aren't actually rare. You have to examine the political climate and environmental restrictions to understand the likelihood whether a deposit will actually come to fruition. That's why I diversified between US and South American lithium, for an example.
Posted on 10/12/26 at 9:18 pm to Neauxla
quote:
if that was the case then I shoulda bailed on NBIS when I bought at 130 and it dropped to 87. Where would I be if I had done that?
Something working once isn't a good template for future behavior
Posted on 10/13/26 at 9:13 am to Powerman
9 out of 10 "rare earth stocks" are just stock promotes guys, no true underlying business prospects but a lot of great presentations, press releases, podcasts, etc. Good luck out there. Buy the index instead..
Posted on 10/13/26 at 9:14 am to Texas Tea 123
quote:
I'm up 325% on HBM, 80% on LAR, 46% on NTR, 89% on SQM.
I wouldn't really put these in the "rare earth stocks" bucket. These are actual mining plays with real businesses.
This post was edited on 10/13/26 at 9:15 am
Posted on 10/13/26 at 9:27 am to Texas Tea 123
quote:
9 out of 10 "rare earth stocks" are just stock promotes guys, no true underlying business prospects but a lot of great presentations, press releases, podcasts, etc. Good luck out there. Buy the index instead..
Some are definitely like that. But some are already operating and in line for exclusive government preferential policies. Others have specific value in their potential business model that’s worth taking a risk on
quote:
Buy the index instead..
Sorry, I won’t bother explaining taking risk in the market
Posted on 10/13/26 at 1:22 pm to Upperdecker
quote:
Sorry, I won’t bother explaining taking risk in the market
I absolutely won't bother explaining risk-adjusted returns and volatility.. it would blow you mind.
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