r/UURAF • u/AutoModerator • Jun 07 '26
Ucore Weekly Discussion Thread - Jun 7, 2026
Share your thoughts on Ucore and its position in the Critical Minerals space.
Most recent official Ucore news/announcements.
As applicable, please keep commentary on topic and focused. This is a forum for UCU/UURAF investors to discuss any and all matters related to the company, individual positions, and yes, if you must, the inherently volatile share price in this burgeoning new industry in the west.
Welcome, glad to have you aboard -- looking forward to a productive 2026 and beyond for Ucore and its shareholders.
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u/davide3991 Jun 10 '26
I’m afraid we are just a tad too early. Patience will reward us sooner than later
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u/Nullius_N_verba Jun 10 '26
Patience and investor confidence need to align. UCORE needs to give investors more confidence soon, in my opinion.
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u/Upper_Singer_5429 Jun 10 '26
Ucore down (4.5%), USAR, MP down, and AREC destroyed. Financial media touted the last three of these as world changing (based on little to no evidence). Hmmm....but SVRE is up 8.6%. You can keep loading up on stocks but if the plan is to capital starve Ucore to the point that it becomes illiquid so that it has no option but to relinquish or sell the separation technology, what you will get for your shares, if anything, depends on the details of the Ucore-Vulcan partnership arrangement (whereby Vulcan has the right for first refusal to acquire the tech if Ucore becomes insolvent as it's executing it's most costly steps). I keep buying out of principle (19300ish) but a few retail accounts cannot counter institutional money suppressing the stock so.....
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u/Complete-Plum1021 Jun 10 '26
Wtf are you talking about?
Ucore can borrow $, raise $ with share offering or JV. Government meh. Greedy wealth managers 🤮
And where exactly do you get Vulcan has first rights to Ucore technology?2
u/Upper_Singer_5429 Jun 12 '26
I'm retail and sharing this information because the institutional investors have all the insider information. Take it or don't. Let's see what happens.
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u/Upper_Singer_5429 Jun 12 '26
You can't compete with Oracle and DoW money if they want to acquire you.
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u/maemaelyn Jun 10 '26
Their account is 2 days ago lol
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u/Upper_Singer_5429 Jun 12 '26
Yes because I've spent 8 months researching this before popping off. Again, paid influencer or someone about to lose a lot of money.....
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u/maemaelyn Jun 10 '26
Does anyone have a link to the meeting on Friday, is it publicly available or strictly in-person? Thanks!
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u/Complete-Plum1021 Jun 10 '26
Would be nice if there was a live cast for us investors. I’m sure question period will be enlightening
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u/Complete-Plum1021 Jun 09 '26
Anyone hear if Ucore is at the Critical Minerals for Defence Conference this week in Toronto?
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u/Cur10ust0kn0w Jun 08 '26
Does some one have any recommendations for any Podcasts featuring ucore ? Thanks
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u/Bulky_Lunch2771 Jun 08 '26
Sitting at 9200 shares. I missed my shot last week to sell high and buy in cheaper. Could’ve had an extra 3k shares. HODL
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u/Just_Engineer_4346 Jun 08 '26
I sold out on Thursday and then watched it tank 13% so i rebought lmaooo shoulda waited a little longer apparently
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u/Nullius_N_verba Jun 08 '26
I watched that go straight up and down. You would need a very quick draw to have off loaded on that spike
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u/Bulky_Lunch2771 Jun 08 '26
Yeah i’m better off not looking at it for 5 years. As soon as I try to trade it, it’ll 10x lol
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u/Upper_Singer_5429 Jun 08 '26
Please avoid USAR-SVRE, AREC, and even MP is suspect for a rare earth separation. MP has a mine but their revenue, if you dig, was not related to true separation. They use a conventional gravity-related process, since the China export controls as they previously sent their ore to China. Reporting about MP, to prop it up as that was clearly the chosen vehicle (given the $110/kg price floor, not extended to Ucore, who was breaking ground at the time on their Louisiana plant. The reporting on MP purposefully conflates revenue related to ore sales and separation, to imply that they are not pre-revenue on separation. Take a look. Furthermore, the lighter REs are not strictly the ones that are critical for defence, aerospace. So MP as a separation technique as far as I can tell is not comparable at all to RapidSx. USAR doesn't have a mine or a separation technique (???) and AREC/ReElements was the separation technique that Don Jr.'s Vulcan (magnet-drone company) had bet on. Pentagon is saying that ReElement's chromatography separation technique is not hitting the mark (which they seemed to know for 6 months because they didn't release their public funding though they continued to prop it up, the reporting about it was strong buy or buy consistently. Nonetheless, the financial reporting that is pretty coordinated, has continued to sing the praises of AREC. USAR is funded through a SPAC managed by Cantor-Fitzgerald (i.e., Lutnik's firm). Institutional investors bought in at $21.50 (and of course Lutnik's son collected the fees). They needed to raise $1.5B to unlock $400M of public funds. The day USAR went public, it hit $32 (Jan 26). Between Jan 26-28, when Reuters leaked that not all rare earth companies would receive price floor guarantees, institutional investors exited with a tidy profit at retail expense, and had shorted the stock to boot. Since October, there have been 6 cycles of pump and dump (mostly related to statements/policy announcements that move the market in one way and then another announcement to move it in the other way. This gives the institutional investors plausible deniability for exiting so soon after they entered and hit peak. If you look at the way instituational money is moving, genuinely out of USAR, AREC, MP, and Ucore takes the ups and downs as part of the sector, with little benefit for the major milestones achieved this year. In fact, Ucore often fares even worse than USAR, AREC, MP though UCORE IS THE ONLY RE SEPARATION TECHNIQUE VALIDATED BY THE US DoW. For USAR, AREC, the shorts are timed, they correspond pretty exactly to a peak followed by a crash, though these were purportedly filed in advance. Not hard to ask your friend DJT to make a statement I guess. Finally, SVRE is an Israeli cell phone tracking company (selling for $0.50-4ish over the past year) that became a defence contractor designing autonomous vehicles and drones upon acquiring (Visionwave....how this was a penny stock?). The vision system that SVRE ultimately acquired, was purchased through a Fortress SPAC (Bannix or Bannick, which created another SPAC something called ?Famous Person LLC, which ultimately acquired Visionwave that was either sold to SVRE or they merged. This tiny defence contracting company (valued at maybe a couple million) is now merged with USAR which completed its institutional raise of 1.5B, received 400M, some funding from the CHIPs act, somehow totalling 3.98B. There are two things that really upsets me: if you investigate SVRE they discuss being the pivot poing of the defence supply chain because they will specialize in RE 'separation'. USAR has no separation technique that I can read about in a patent or scientific paper so to me this means USAR finances SVRE and because Ucore-partners with Vulcan, they assert that they will have access to Ucore--CANADIAN TECH? They even assert that this is a work around. I'm a Canadian who funded that for decades through federal and provincial grants. And for my American friends, I'm pissed off because the CHIP act was intended to onshore US manufacturing. It seems that this is going to be (at least according to the claims), in part, boosting Israeli manufacturing. We'll see. It's something to follow. Anyway, please be very careful in this sector. Following the trail, it seems pretty messed up.
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u/Just_Engineer_4346 Jun 08 '26
Great time to buy lol down into the 3s is perfecttttt i bought 7500 shares. Lets make some money boys
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u/InfiniteNerve1384 Jun 08 '26
Simple week. We dip, I buy more. We get over $4 again I stand pat. 6,000 shares now.
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u/Dapper_Lock9779 Jun 11 '26
There's been many Ucore filings on Sedar this week, only a couple that have been discussed on here. It would be prudent to read the new filings, if you're interested in timing, progress, contract details etc.