Apr. 26 at 3:23 PM
Haven’t revisited rare earths in a while, but
$USAR is back on my radar — and the setup still looks asymmetric.
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Reminds me of early
$MP — when the edge wasn’t obvious to most. Back then, MP picked up billions in sunk infrastructure for pennies. That mispricing mattered.
$USAR’s edge is different: policy tailwinds + asset quality.
Round Top (TX) isn’t your typical deposit — surface-exposed, scalable, and loaded with HREEs, yttrium, lithium, beryllium. Accessibility + composition is what makes this interesting from a cost curve perspective.
Market still underestimating how critical domestic supply chains are becoming.
I’m holding long-term, same mindset I had with
$MP early. Smaller speculative exposure in
$CRML, but not the same league fundamentally.
Rare earths aren’t crowded yet — but when they are, repricing tends to happen fast.
