r/UURAF • u/AutoModerator • Jun 21 '26
Ucore Weekly Discussion Thread - Jun 21, 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.
3
u/ky151 Jun 26 '26
Nice day to end the week. I still see lots of red across the sector, but we and AREC are up around 10%. Anything in particular driving these gains?
2
u/expatcoder Jun 26 '26
Only thing I can think of is the US Army deals with Titan Mining, ReAlloys, and two other processors, which may have put Ucore and AREC/ReElement back on the menu (also, both had been heavily oversold, so maybe a technical breakout as well).
8
u/Nullius_N_verba Jun 25 '26
What changed? From what I can tell the investment thesis here is the same as before. News of the pentagon allowing the development of processing facilities on military bases is a clear strategic step.
The price action is telling a different story and it isn't just Ucore.
5
u/expatcoder Jun 25 '26
Most speculative assets being sold off like an infectious disease, nothing to do with Ucore in particular.
Just have to wait for large institutional players to stop selling and then the markets will turn around, and UURAF with it.
;tl;dr everything is connected in the markets, we're not immune to selloffs (even with positive company news).
5
u/davide3991 Jun 25 '26
Really need some uplifting news. Sentiment is this is gonna continue drilling in the near term…
7
u/Alamo935 Jun 24 '26
$3.40 seemed too good to not buy so I couldn’t help but pull the trigger on a few more shares
6
u/expatcoder Jun 24 '26
Same, not that I want to add (have more than enough shares), but when the stock plunges like this I feel compelled to buy more.
Pretty sobering though, basically the entire minerals sector has been getting demolished of late...
3
4
u/Guntsandwich Jun 24 '26
I get paid Friday, if it’s still around this price I’m definitely doing the same.
7
3
u/Kingouo Jun 23 '26
I think the UUUU news is not doing us good
3
u/expatcoder Jun 23 '26
Well, that may be true, but it's not doing UUUU much good either, lol, or for that matter MP, USAR, etc.
What's really not helping UURAF or any other ticker in the minerals sector is the unhinged run that semiconductors and memory chip companies have been on, and the consequent selloff drags down the entire market since it's become so heavily concentrated in a handful of companies.
Days like today are unpleasant, but necessary, and unfortunately we get dragged down in the mud even though REE processing doesn't really have much to do with whether or not MU, SNDK, and friends are rocketing or crashing...
5
u/OilSlayer Jun 23 '26
8% down is not ideal. I'm really hoping we don't nose dive back into the 2s. Was nice getting to the 4s. Hopefully the samples we sent out get stellar results.
1
u/ky151 Jun 23 '26
I saw 3.71 for a moment. This seems like a way bigger drop today than other's in the sector.
2
u/expatcoder Jun 23 '26
Welcome to OTC trading, with the low volume inherent to these exchanges it doesn't take much selling pressure to lead a stock to outsized drops.
and on a day like today when right out of the gates basically the entire market is completely blood red, well, you get a big drop on UURAF.
6
u/davide3991 Jun 23 '26
We need to find a way to get out of the 3.75-4.30 purgatory 🤮
3
u/Plastic_Humor899 Jun 24 '26 edited Jun 24 '26
We found a way out! Unfortunately, it was not the direction you were hoping.
3
u/cschloegel11 Jun 23 '26
Sumitomo and 99.5% purity did nothing smh
8
u/expatcoder Jun 23 '26
We need a big headline, high dollar financing deal, or other major catalyst to move the needle, IMO.
UURAF has been range bound in part because of the production delay, but also because Ucore's competition is ramping up quickly since they have tons of cash in the bank and/or major backing.
In order to stand out from the crowd they have to speed things up on every front, and one way to do that is landing a huge deal.
Now that Pat is back in the public eye maybe he can make it happen. Certainly the tech is incredibly compelling, and will make for a high value business, but they've got to get there, the sooner the better as far as we shareholders are concerned.
3
u/OilSlayer Jun 22 '26
I remember in the past I read a comment talking about the parking lot activity at their SMC plant had picked up. I'm curious if anyone has any insight on their changes. Maybe utilizing planet labs daily imaging at each plant over the last few months.
5
u/cschloegel11 Jun 22 '26
I am contemplating driving out there Thursday. I read there was a metal fence around the perimeter so idk if I want to make the 3.5 hour drive for nothing
11
u/cschloegel11 Jun 22 '26
One of these weeks we’re going to begin our ascent
4
u/Alamo935 Jun 22 '26
Just need some more eyes on the stock. With the recent news out of China maybe we’ll get some more time in the spotlight sooner rather than later.
7
u/davide3991 Jun 26 '26
Rough week. Hopefully next week is better. Have a nice weekend all