UURAF Ucore Rare Metals Inc.

$UURAF I listened to MP’s earnings call the other day and they mentioned a samarium, europium, gadolinium (SEG) MREC that they are producing and will be selling. Of course in Ucore’s feedstock PR they mentioned an SEG feedstock for the commissioning of Machine A. As well as the “North American bastnaesite derived NdPr MREC” There is 1000% a $MP / $UURAF relationship playing out and the US DoW is making it happen. Ucore is a strategic necessity for defense!!! Undervalued by at least 5x!!

$UURAF I started buying this when it was $4.42 per share. Been buying the dip ever since then 😭. Now it’s almost free. This can’t go to zero, right? The operation keeps advancing but the stock has been going backwards. I think this is a mistake which will be eventually corrected. Even if AI goes bust, we’ll still need rare earth metals for everything else. Unless we stop making stuff, then we’re in serious trouble. Anyways, just wanted let you know I am also experiencing similar pain. Going through the house now, looking for loose change that I can turn into stocks. My only hope is that this spikes massively one day, just like $CRML did earlier this year. That was a huge pay day and regretted not having more. Not making that mistake this time. That was my rant. I feel better now.

$UURAF This stock has already had its crisis. I'm not interested in whether a deal is made with China or the next immediacy bias headline. Ucore getting its business to rights in Louisiana is the focus. Smart people are taking some profits in tech and buying this and other sector companies that have exercised discipline over the last six months.

$UURAF Whether today or next week, I have a strange feeling that we are leaving $1.50 and headed north, permanently. I am almost always wrong on timing, but I feel like this one is real.

$UURAF Remember all those competitors that some on here were worried about UCore falling behind? Well here is a blurb from today's Rare Earth Exchange e-mail: "Energy Fuels reported $29.2 million in Q3 revenue and a $52.4 million net loss, with rare earth operations losing $8 million as its pilot-scale White Mesa expansion and pending $718M VAC acquisition face dilution and demand uncertainty." Pat's methodical, albeit painfully slow, will win the race.

$UURAF My opinions: 1. The US and Canada will sing Kumbaya as they should. Ucore is CAD supported by both govs. 2. Ucore's new plant is in Louisianna, NOT Texas! LA didn't flip while Texas did. 3. Texas is NOT California. Texas dems will deal with the richest man in the world. The tax situation will stay advantageous or the dems will get booted. Elon holds the cards in any negotiation and needs permanent magnets. 4. Dems don't want to be at China's mercy for purified RE's either. UURAF is the answer. TRe exttaction is the missing link for companies developing the entire supply chain, USAR or UUUU. Ucore starts production, the stock soars and Ucore buys the rest of the chain if they want it. 6. Greenland WILL deal with the dems. CRML ore will flow to Ucore. 7. Air permit is key. China uses open pool solvent extraction. A rediculously harmfell process for solvent emissions and worker helath and they don't seem to care. Ucore's process is clean and flexible. JMHO. Do your own DD.

$UURAF Just re-read the PR from yesterday. I missed the first time that they list the construction manager as headquartered at the SMC. This tends to support that site work is happening down there, corroborating what Pat said in passing the other day.

$UURAF Ucore will be one of the few legit REE companies that rises from these ashes we reside in currently.

$UURAF "Ucore is readying to supply medium and heavy rare earth oxides to the West in 2027."

$UURAF A little AI review fun this morning. I do think the previous ATH is likely the best case for steady price action with just machine A operating (with off takes for all its production). We likely spike higher than that on startup though. Accumulating under $2 a share is important for longs who want to maximize returns when it does pop back to $8+.

$UURAF some big boys (UUUU, TMC, USAR) made new 52-week lows today Would be crazy to see the underdog Ucore flip the script and become a leader in both share price and execution 👀

$UURAF congrats to all of the longs who took advantage of the incredible opportunity we had at $1.40 🎉 This is still super cheap. We’re below the 200 MA by the largest margin ever.

$UURAF Google AI: "MP Materials is the most likely first supplier for the H1 2027 startup of Machine A at Ucore Rare Metals’ Louisiana Strategic Metals Complex (SMC) in Alexandria, Louisiana. While Ucore has officially withheld the supplier’s name for commercial reasons, recent operational announcements point directly to MP Materials’ Mountain Pass facility in California: • Confirmed Feedstock Delivery: On November 9, 2026, Ucore announced it had already received over 50 metric tons of mixed rare earth carbonate (MREC) in Alexandria to commission Machine A. • North American Bastnaesite Origin: Ucore specified that this initial commissioning feedstock is a bastnaesite-derived MREC from a North American rare earth source.

$UURAF I don’t think people are understanding, or appreciating the YouTube interview Pat gave the other day. The ‘titan’ Lynas is having ‘Heap big troubles’ in Texas. So much so , I doubt that TX refinery will ever be completed. This is the opening for a disruptor like UCORE. Pat is getting ready prove RSX ability here in the states . The stock is cheap. No worries about delisting. Dilution is done for the foreseeable future. This is where you look back and say, ‘why didn’t I load up there?!’

$UURAF the whole market in general is falling. Market dropped almost everytime during midterms because of political uncertainty. One thing for sure, the US Government needs every gram of product $UURAF can deliver. We hit $10 with no production what you think we hit with production and revenue? My guess is around $20 or more.

$UURAF there is one positive though - we wont see the price falling down for the next two days! Time to regain some sanity. Take CARE everyone.

$UURAF Pump & dump on a low volume... We got played last days. It impacted my mood much more than it should... Nevermind, nothing changes about the company. "The money is not in buying or selling, it is in the waiting" - Charlie Munger.

$UURAF also over the weekend Mark Cerney said he had a “good conversation with Trump” so looks like Canada and US relations are potentially turning positive which in turn should be good for Ucore

$UURAF When you build a facility that can scale to order, you avoid exactly the GM scenario.

$UURAF Big de-risk with that permit. I've stopped looking to the near-term price on anything. For sanity, everything is a strategic buy.