US support8 Sep 2025 13:14
It is well worth looking at GLR90 posts from the last few weeks
Below is one section
What makes REE interesting is the following
- they have a deposit which contains national security minerals
- they have been ENGAGED by the US
Not only that, but look at the 'new' players in the market that didnt exist last time there was a major RE spike
- MP Materials now trading at ~$15bn USD
- USAR now trading at $1.6bn USD
- Niocorp and Ucore trading at serious numbers ($800m+)
In the UK we have seen RE projects also return solid gains, my LTH MKA (Mkango Resources) is up a cool 800% in the last 12 months and Pensana is up similar from the lows
So, as REE sits at an all time low, fully cashed up (albeit there is a £1m bond to restructure in a few months, I am not worried about this) then we have the opportunity to invest in the hottest sector in the world, at all time lows, in a project that has considerably increased in importance and value, and has US inter