This market ree ree

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You must not know much, China deal is actually bullish for many ree companies

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It’s the only American company for uranium milling. Yes REE to some degree, but it is stupidly well positioned for nuclear in the US.

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Market down cause bad news? Then something is up with deal with china which means ree go up

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Rare earths are way overblown, it was a big pump and dump operation and it's over now. Ask any pumper how big is the opportunity for whatever company/stock they're pushing? No one can answer it, because they don't know or have no clue what they got into, the whole REE market is estimated to be between $4 billion and $12 billion.

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This thread is about ASST, not REE

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Not sure why you think that. Rumours of an export ban (I’m assuming you mean a ban on Chinese Rare Earth Exports to the US) would bring these stocks up. MP (a miner), UUUU (a refiner and a miner), CRML (a miner) and UURAF (refiner) would all benefit from US/ western institutions being barred from consuming Chinese REE. It would also mean the US and the west would have to fast track/ financially prop up these 1st phase companies. This is what I mean by these stocks were priced in for perfection. Trumps tweet on the 10th caused these stocks to go crazy mode (looked like a deal wouldn’t happen) and then his tweet a few days later (saying the Chinese had a ‘bad moment’, and subsequent news on a china trade deal) caused these stocks to tank whilst the SP500 rallied (because China is the second largest economy and we want to be friends with them).  My view on the SP500 is that it’s driven by corporate earnings at a high level. The SP500 is not the economy. Corporate earnings are going up, will continue to go up at AI reduces COGS. I think we are at the start of a super cycle but that’s beside the point.  I have no idea what’s going on with ZIJIMY, I have never heard of it nor to I bother to look at Chinese companies. China in the long term will be punished for playing unfairly to the system everyone (the west) plays fair at (artificially pegging currency, stealing patents/ intellectual property, labour exploitation etc). LT view rare earths (particularly refiners like UURAF and UUUU) are the play because they are the backbone of the future. These stocks were extremely overbought and priced for perfect hence them falling. I will be buying more at a discount. The west cannot and will not rely on China (who has the upper hand) for much longer. You will be rewarded for riding out this volatility in the ST.  Sorry for the rant! Hope it helps 

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Outline of the deal between the US and China regarding REE.

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I think people just sold including myself. Tariffs are off the table which means no restrictions for REE in the short term. This will pullback heavily unless the meeting goes south.

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I think some ppl think it’s going to be a repeat of the REE export controls levied against Japan in 2010. But that was just a preview of the current escalation. I don’t see how one can go back to thinking that china will gleefully allow unfettered access to their REEs when they know the extent of the damage inflicted by restricting them. China’s best play would be to pretend that they’re cooperating on REEs while turning the screws even tighter.

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