trsundown
$WWR Quiet on the company-news front, but the bigger picture is getting interesting.
No major new WWR filing or Kellyton announcement this week, but the Trump administration continues pushing critical minerals as a national-security priority, and importantly, the focus includes U.S. processing, not just mining.
That matters. Kellyton is being built specifically to produce battery-grade graphite domestically, with ~$130M already invested. WWR also secured $25M in EXIM financing and continues pursuing lower-cost/non-dilutive government funding.
The catalyst I’m watching: additional federal financing.
If WWR can close a meaningful portion of the remaining Kellyton funding gap without major shareholder dilution, this becomes a very different story.
For now: quiet stock, thesis intact.
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