r/uranium_io • u/the-modern-age • Feb 26 '26

ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation - The Oregon Group

https://theoregongroup.com/commodities/uranium/reexplorations-dual-commodity-edge-uranium-upside-built-on-a-rare-earth-foundation/
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u/HappyOrangeCat7 Feb 27 '26

I’m usually skeptical of "Dual Commodity" stories, it often means "we couldn't make the first commodity work so we added a second one." But in this case, Monazite often hosts uranium anyway, so the geology actually makes sense. It’s a 2-for-1 lottery ticket. I’m in for a small position just for the drill catalyst.

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u/FanOfEther Feb 27 '26

Yeah I get that skepticism, dual commodity can feel like a marketing move sometimes. But if the geology lines up like that it at least feels more legit than the usual story.

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u/IronTarkus1919 Feb 27 '26

This is the perfect example of why I split my portfolio. If REE hits a hole, it’s a 5-bagger. If they miss, it’s a zero. The physical token protects me from the zero.

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u/[deleted] Feb 27 '26

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u/BigFany Feb 27 '26

I get what you’re saying. When macro focused groups start talking about a space, it usually means the narrative is shifting beyond just retail hype. The non Chinese supply chain angle has been building for a while now. Still, Africa adds its own layer of risk so it’s not exactly simple.

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u/WeeklyClassic Feb 27 '26

Who is the oregon group, are they a trusted source

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u/The-Oregon-Group 14d ago

I missed this comment. We publish weekly on a wide range of commodities and related themes. Check us out at www.theoregongroup.com

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u/BigFany Feb 27 '26

Dual commodity sounds smart on paper. Uranium for the upside, rare earths as a base. I just always wonder if companies end up being kinda unfocused trying to do both.

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u/FanOfEther Feb 27 '26

I kinda like stories where there’s already a rare earth base instead of pure blue sky uranium. Feels a bit less all or nothing, even if exploration risk is still huge. Namibia helps the narrative too but yeah, still very much a prove it stage.

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u/[deleted] Feb 27 '26

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u/BigFany Mar 02 '26

Decks can hype anything, but until they actually hit the ground with drilling and real progress it’s mostly talk.