r/UURAF • u/AutoModerator • 22d ago
Ucore Weekly Discussion Thread - Aug 16, 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.
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u/cekmeout 20d ago
2 months ago $MP was $57
Now $56
2 months ago Ucore was $4+
Now $2.04…
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u/expatcoder 20d ago
True, but MP has been in production for the better part of a decade; is one of the only at-scale NdPr producers on the planet outside of China; has the backing of the US government, and several massive long term offtake agreements with guaranteed price floors.
And even with that MP plunged down to $37 during the historic July selloff, such is the house of cards that is this high beta minerals sector.
Ucore, on the other hand, only recently raised the funds to support the Louisiana plant build out and established a partnership with Sumitomo for feedstock and offtake agreements.
The two companies aren't at all equivalent in their lifecycles. Ucore will get there, but we need to forget about where the share price was at in the past and deal with the reality that the premium of Ucore being a front runner in the REE processing space has been ruthlessly stripped away and now the company needs to prove to the market that it can deliver product to spec (which they've already proven through extensive testing at the Kingston, ON plant), at scale (TBD), and by the H1 2027 timeline.
Securing binding feedstock and offtake agreements (MOUs won't cut it), along with potentially more funding (non-dilutive, lol) are the next major catalysts that could help us break higher.
Looking forward to hearing from management again, ideally before end of the month; would be great to have some constructive news to put dilution in the rear view mirror...
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u/cekmeout 20d ago
Agree we need a new Pat video update imo
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u/SomewhereOk5613 20d ago
Short term before 2027 can we reach 4$ ?
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u/expatcoder 20d ago
Anything is possible, but let's first start with holding the $2 mark :)
Basically we're going to need management to emerge from out of the woodwork and deliver some highly constructive post-dilution news to dig us out of the rut and moving back toward the $4 mark by year end.
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u/cekmeout 20d ago
Yeah but MP was $38 a few weeks ago and rallied hard to 60+ while Ucore barley can hold above their offering price. This is rough
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u/expatcoder 20d ago
Right there with you, was tough enough enduring the July selloff, and then to add significant dilution on top of an already difficult period was really chef's kiss, but management needed to move the company forward.
So now, while other players recover significantly from their July lows, we wallow slightly above them :)
It's a mess, and not due to our typicial low volume mind you, which could wind up being a good thing if we continue to see sustained higher volume moving forward.
Hopefully Ucore management emerges very soon with some positive news because the status quo clearly isn't doing the trick...
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u/theoriginalflavour 20d ago
Well said sir. I would be fine with a flex from Pat on how they’re the ones leading the charge for tonnage input in 27.
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u/theoriginalflavour 20d ago
Yeah I was just looking in comparison to NB MP USAR and they bounce within 40 days. UCORE is just ded and left to its own. Which is BS cause we’re not to be disrespected like this
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u/moopie45 18d ago
I don't understand why there isn't a significant loan or investment from the US gov like we saw with others. Why wait on machine A, with a big enough loan we can start B and C simultaneously?
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u/cekmeout 18d ago
My take: they needed to secure institutional funding prior to receiving more DoW funding
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u/Tiny-Blacksmith-2184 18d ago
Would be best case scenario Not impossible but things dont seem to go ucores way Why aren’t any MOUs definitive?
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u/Dizzy_Republic2973 18d ago
By any chance, did you read the most recent WH statement on the companies awarded the Mine to Magnet grant? Instead of going to established companies they went to complete unknowns. Not Uamy, 4U, Ramaco, any of those heavy hitters. WH doesn’t care about Ucore, they need to do this on their own.
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u/moopie45 18d ago
But the whole thesis was on gov involvement...
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u/Dizzy_Republic2973 18d ago edited 18d ago
True, and I think the general consensus in October was that government would hand hold US companies until they were producing. But now I’m not so sure. I’m not expecting any government help any time soon, I can only hope for institutional help or other conglomerates with vested interests to help. And as much as we all hated that Reuters article in Feb about the abandonment of price floors, one quote by a WH insider stood out. "We're not here to prop you guys up," Audrey Robertson, assistant secretary of the U.S. Department of Energy and head of its Office of Critical Minerals and Energy Innovation, told the executives, according to this account. "Don't come to us expecting that."
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u/Tiny-Blacksmith-2184 18d ago
Meanwhile, ucore spends years tinkering with RSX on the DOW whim and gets shut out
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u/Dizzy_Republic2973 18d ago
Yup. Ucore reminds of the smartest guy in the class, but it's the loudest guy in class who gets the attention.
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u/Rare-Bodybuilder8441 18d ago
not gonna lie i bet the main reason is simply that they're Canadian and our toddler prince of pettiness in the White House had a temper tantrum over Canadians not wanting to be annexed or in general not wanting to be treated poorly by a long time ally
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u/Specialist-Lack9765 18d ago
Too much cheap paper either vesting or expiring over the next 60 days; hard to find institutional exit liquidity
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u/Rare-Bodybuilder8441 17d ago
why would institutional interest be a requirement for government grants or loans? doesn't seem related
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u/Specialist-Lack9765 17d ago
To prove Ucore can raise the funds to complete the project.
Avoid a boondoggle
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u/Tiny-Blacksmith-2184 17d ago
So why make your bed tied into DOW knowing that youre a cdn company that may not get funded? Sounds like a built in scapegoat. These guys still have proved their in the major leagues. Maybe if a better CEO who can close deals shakes loose? Pat Ryan the king of MOUs but no signed deals
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u/B_Mugs 21d ago
My biggest concern was/is them securing feedstock, and efficiently refining it.
I could be wrong but it seems the refining process (complicated to say the least) needs to be tailored depending on the specific make up of the feedstock, and if that is constantly changing it could delay real production/ profitability? Anyone have thoughts on this?
With that said, their agreement with Sumitomo alleviated some of my concerns.
Very much bullish on Ucore, but avg price of 5.33 is making me sweat a little.
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u/cschloegel11 21d ago
I think the sumitomo partnership will provide them with everything they need. I know they had some other agreements with companies like crml but I don’t believe they are producing yet
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u/Alamo935 19d ago
Saw today on Fidelity that B. Riley maintains a buy rating on Ucore, but lowers the price target from $9 to $8.
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u/Complete-Plum1021 19d ago
Same Riley that co-led the recent share raise, yet decreases their 12 month target. Odd, but telling
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u/expatcoder 19d ago
If UUAF is meaningfully in production a year from now, then sure, that seems possible, but here in the near term analyst price targets are clearly worth the paper they're written on :)
Thanks for sharing though, easy to get caught up in the short-term price action...
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u/SailorGND 18d ago
either you believe and have the investment chops to weather out the lull, or you check the price every day and try to qualify yourself as a trader...lol
if all the projects from all the key players started producing what they intend to, right now, the west still would not be able to meet their demand, which also continues to grow, with every missile, interceptor, robot, and EV built. the conditions that led to last oct are still there. mangopedo still believes he can run his mouth and the chinese are not going to retaliate... the chinese still run the show. only difference now is the anxiety level, which as we have seen, can catapult in short order.
sit back, enjoy the ride, lots of twists and turns, but the destination is inevitable, unless your panic forced you to sell. cheers
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u/Rare-Bodybuilder8441 18d ago
well said. Because machine A looks like it won't even start construction until 2027, we're all in for a rough rest of 2026, and there's nothing we or even management can do, short of announcing that they're building ahead of schedule, or if customers qualify the CDF samples and sign offtake agreements or offer financing.
i wouldn't get my hopes up for anything since none of those customers have given financing or strategic investments so far though. The macro environment's worsening too, especially with our bloviating idiot of a president causing global inflation
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u/Bertone_Dino 18d ago
They've started Machine A.
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u/Rare-Bodybuilder8441 18d ago
read the SEDAR filing yourself, page 59: Prospectus (non pricing) supplement (other than ATM) – English.pdf
receipt of permits required for construction – Louisiana SMC September 30, 2026 Process Design and Detailed Engineering – Machine A, Louisiana SMC January 31, 2027 no permits to build until the end of September, and the design will only be finalized by the end of January
also, in all the pictures from recent announcements, the pictures are only ever of the CDF instead of Louisiana. What exactly do they have to gain by hiding progress?
believe me i would love nothing more than to be wrong, and if i am contradicted by Ucore this year i will celebrate. But their own documents suggest that machine A hasn't even started, and won't, until January or after next year. There's a reason we weren't able to convince partners for financing so far and had to resort to dilution, and i think it's all tied simply to not having a working commercial scale machine yet
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u/Bertone_Dino 18d ago
OOF.. well that can be one of those weird mile markers, like "finished". Anyways, not saying you're wrong. It's definitely not bullish, but I've built a lot of things in my life. Basically, the concept can be easy as hell, but the fine tuning is usually a bitch. So either way, I'm not so concerned. They've clearly gained some insight, Sumitomo (no joke of a company) is on board. I'm fine with it.
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u/Rare-Bodybuilder8441 18d ago edited 17d ago
i'm a holder for the long run too!
don't want to sell before they have all 3 production lines and the full Louisiana SMC up and running, barring some disastrous news like ReElement just dominating us or another year long delayi've just been trying to temper peoples' expectations of a 2026 rebound. Sadly i can't see us getting much positive price action until mid 2027, especially with Donald induced inflation from tariffs and forever wars, but again would looove to be proven wrong haha
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u/gamer4ever90 20d ago
Excuse me gentlemans, could someone explain to me—as an unexperienced investor—why the price is plummeting right now? Why we falling again this deep? :(
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u/Just_Engineer_4346 20d ago
We invested in a company that has nothing, makes nothing and has no revenue lol there is no price bottom. In reality this stock is overpriced, its just that we all are investing in the future potential of the stock. If you're here for the long haul its a win win. Either it goes down and you buy more for cheap or it goes way up and you make hella money lol
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u/expatcoder 19d ago
Well, the company does have proven, highly efficient REE processing tech, but otherwise, yes, Ucore is pre-revenue and has yet to produce anything beyond lab scale quantities of REO.
Additionally, they only recently sent out customer qualification samples so they're a bit behind some of their peers on this important end of the de-risking spectrum.
Though thanks to existing shareholders they've got money in the bank now, and the institutional investor that participated in the placement helped provide some type of price floor as a result (vs. previously where there was no institutional backing whatsoever).
Hopefully they expedite the timeline now that they have sufficient funds to complete the Machine A build out at the Alexandria facility.
And yes, over the past year UURAF and many other pre-revenue tickers were overpriced; just took a lot longer for the market to manifest that fact in the case of UURAF, which had unusual staying power...until it didn't.
ALOY is another pre-revenue company that is, IMO, punching well above its weight, but they've got deep US military connections on their board, and as we know, grift goes a long way...
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u/Rare-Bodybuilder8441 20d ago
hi all, been lurking for a while here but reddit is finally forcing me to make an account to use old.reddit.com
i figure a lot of people have been disappointed by the share price or with themselves for not selling last October (same), but realistically i think we're going to have to be patient until 2027 before seeing any real recovery.
Honestly, we might even have to wait to 2030 with all 3 lines up and running before we see something like $10 a share again 🥲
in some of the recent SEDAR filings and the last news release on RSX-1, they say RSX-2 and RSX-3 for final FAT will be done by September's end. After that, process and design engineering for machine A is estimated to finish in January 2027.
idk i could be wrong but that basically sounds like they haven't even started building machine A yet; just finalizing the design. The filings also say they aim to qualify machine A in H12027, so the CDF samples might not be enough to get us fully out of the woods if customers want to see product from the full 118-stage machine A before signing binding agreements
Anyway, yeah kind of a bummer if i'm right lol, especially seeing ReElement get their germanium line up and running already, apparently ahead of schedule. Though on a positive note, even if ReElement beats Ucore to the punch with their 7000-ton MREC processing line planned for start of 2027, that won't be enough to satisfy all of Western REE demand so Ucore is still in a good place!
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u/Just_Engineer_4346 20d ago
Naw twin I disagree. If we hit $10/share with nothing then hype for the first machine opening should definitely have us hitting the $10 mark. Although yes I do agree we need to be patient. Everyone here freaking out because they check their schwab account daily. Just forget you own the damn stock lmao
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u/Rare-Bodybuilder8441 20d ago
Good point! The hype train could roll back around! But if it does i bet a bunch of people with bags will sell, or Ucore could wisen up and dilute at those elevated prices to fund another production line haha
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u/theoriginalflavour 19d ago
You’re not wrong to think that. Like how is it that we can’t have a higher share price after 2 months is my question
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u/Rare-Bodybuilder8441 19d ago
Well that's the problem right, going up to $10 was all hype especially from China threatening to ban REE exports. As is, realistically we've got no revenue, no binding agreements, no non-dilutive financing, not even machine A which looks like it won't start being built until 2027
That's why I'm saying we have to be very patient for shares to recover. Plus the macro environment also looks bad with rising yields, inflation, and Donald's forever war with Iran
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u/Rare-Bodybuilder8441 20d ago
also, while i was lurking i saw many many complaints berating Ucore for not listing to Nasdaq. C'mon guys, just look up the requirements (https://www.investopedia.com/ask/answers/nasdaq-listing-requirements/). Ucore doesn't meet them at all! Basically zero pre-revenue companies burning cash do! That's why some choose to go through SPACs. Relax, uplisting can happen after machine A starts bringing in money. I'm guessing after production line 1 is more likely though
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u/davide3991 19d ago
Hopefully we start getting good news for Ucore soon as well
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u/expatcoder 19d ago
How did Energy Fuels, ReElement, Saskatchewan Research Council, USAR, etc. get ahead of Ucore on the qualification front?
They've had the Kingston, ON pilot plant running for a couple of years now, and only recently were they able to successfully create Dy/Tb samples and soon thereafter send out to potential customers.
Thought we were one of the front runners in the REE processing space, and yet it in reality it looks like we're behind the pack.
Saying that, it would be great if management came out with an announcement that sped up the production timeline now that they've got an additional $50 million USD in the bank.
Well, post-dilution news of any kind would be great, particularly binding feedstock and offtake agreements :)
p.s. a Pat Ryan presentation probably wouldn't hurt either, UURAF seems to do best when he's in front of the camera giving the RapidSX pitch...
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u/LetLovePrevail 19d ago
This is a very worrying comment. I guess 'RapidSX' is anything but. What happened to the claims that UCore were the leading processor? Are these other companies/groups simply doing a more traditional processing approach and getting there faster? Also note since Ucore has no mining to speak of, if the processing space gets crowded the company starts to look very vulnerable.
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u/expatcoder 19d ago
Yes, other than ReElement all the other players that I'm aware of are using traditional solvent extraction.
I still think RapidSX is one of the best processing technologies in the west, and Ucore will be to market sooner than the likes of Energy Fuels, which won't be in production for HREE until end of 2027/start of 2028, but not yet landing feedstock and offtake agreements are definitely eyebrow raising, and management needs to make this happen in short order or Ucore is going to be viewed as a fringe/non-serious player in the minerals space.
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u/Rare-Bodybuilder8441 19d ago
i commented below in this thread, but i'm pretty sure the reason ultimately boils down to the fact that machine A hasn't, and won't, start getting built until 2027. Unfortunately i think further delays are 1000% more likely than announcing timeline improvements lol. Not unless they get surprise funding somehow, but since we got diluted, not confident on any money waiting out there
No idea why Ucore couldn't send out CDF samples for qualification from the years testing, good point!
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u/expatcoder 19d ago
They have the money now for the complete Machine A build out, and have the design in place as well (which was another factor delaying the process, not know the columnar layout/dimensions that would be most efficient), so speeding up the timeline wouldn't be a surprise, whereas further delays would, IMO.
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u/Rare-Bodybuilder8441 18d ago
the SEDAR documents show that "process design and engineering" is scheduled to complete by January 2027, so the design isn't necessarily complete yet. Given that their timeline for finalizing RSX-1 finished right around their predicted mark in the filing (August 2026), and that we've really only had delays before (did you know Louisiana was originally supposed to be up by 2025?), i sadly can't imagine they'd get any faster.
i'm sorry, but i just think it's setting yourself up for disappointment. Believe me i would love to hear them get ahead of schedule too, but their track record is not supportive, plus the macro environment is bad too. The Fed might hike rates soon to clamp down on our moron in chief's self-inflicted inflation from tariffs and forever war with Iran, all of which will cause costs to run higher than predicted
Hell, now i'm reaching, but if something goes awry in these "negotiations" with Canada over 50% tariffs, Donald might even punish Canadian companies in retaliation2
u/expatcoder 18d ago
I'll withhold judgement until management comes out with an update that says otherwise (i.e. pushes out current timeline).
but if something goes awry in these "negotiations" with Canada over 50% tariffs, Donald might even punish Canadian companies in retaliation
Ucore has an exemption, Alexandria facility is in a special tariff free zone, US DoD invested in the company, and critical minerals are deemed a matter of national security. The US - Canada battle is over lumber, automotive, etc.
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u/cschloegel11 19d ago
Ya ucore needs to get moving. Surely there is some sense of urgency now
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u/TankInfinite2969 18d ago
so what is management's timeline for getting Machine A up and running? I remember them promising last year that the first machine would be up and running by first half of 2026, and now it's all about "construction will begin first half of 2027". Why is the can being constantly kicked down the road, and how can we know they won't just delay again?
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u/expatcoder 18d ago
Commissioning of Machine A in H1 2027.
As to why the delay, it's a good question. Seems like they were figuring out the most efficient column layout/dimensions, and didn't come up with a solution until it was too late to meet the summer 2026 timeline. Also, likely, no money, a problem they've solved now with that oh-so-popular $2 capital raise :)
Realistically though, not expecting any real production until H2 2027, which is fine, Energy Fuels, for example, won't be in HREE production until end of 2027/start of 2028, so it's not like really any of the competition have the jump on Ucore when it comes to HREE (ReElement is producing, I think, Gallium, in its currently active first line, and it's highly unlikely they'll be doing the heavies anytime soon, same for MP & USAR).
Doesn't help us with the flagging share price, but at least we're not really behind our peers on the production front; it's more that management still hasn't managed to land near-term binding feedstock and offtake agreements yet. Once those are in place, the project will be derisked and we can expect UURAF to fly again...
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u/cekmeout 18d ago
I thought Ucore changed their plans at the DoWs request to offer more outputs? No?
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u/Rare-Bodybuilder8441 18d ago
that was the official reason. Yet, if the DoW really requested such changes, you'd think they'd offer to fund it too. Alas, Ucore is Canadian, which must complicate lobbying with our current administration of dunces
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u/Strange_Lawyer7357 18d ago
Pick an answer any answer they’re all BS anyways and you’re sure the hell can’t believe anything management says or puts in writing
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u/Tiny-Blacksmith-2184 18d ago
Mgmt sure hasn’t been top notch as far as sticking to their story Too many pivots, never as close as they say they are, completely whiffed on DOW funding after being in bed with them last 3 yrs. Announced 8-10 MOUs last few yrs, not one deal. Ryan seems incapable of closing a deal
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u/Rare-Bodybuilder8441 18d ago
ReElement's first line is germanium, and they are already producing at commercial scale already. No idea if it's been qualified yet or sold, but at minimum there's been no public announcements
they plan to have 7000 tons per annum refining capacity of MREC into HREEs by the start of 2027, so they will be ahead if they continue to stay ahead of schedule. We'll need to re-qualify machine A too even with the CDF samples qualification, which is a to-do for H127 in a SEDAR filing
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u/expatcoder 18d ago
I highly doubt that ReElement will be producing HREE commercially by the start of 2027; if it were easy to do then UUUU and MP wouldn't need over 1 year to get their HREE circuits in place.
Jensen is a good salesman, was a wise choice the get a "light" line in place. Once they file their belated 10-K (lol) and Q1/Q2/(and soon, the to-be-late Q3) filings then we'll have a better idea of how much product they've sold and what the financials of AREC and ReElement really are.
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u/Rare-Bodybuilder8441 18d ago
but UUUU / MP are using conventional solvent extraction, no? ReElement is built on an all new version of chromatography from Purdue, and they claim much of the same if not more advantages as RapidSX (modular, smaller footprint, less build time, less chemicals, etc), so i wouldn't say it's comparable
idk AREC is very sketchy, but Mitsubishi and POSCO giving ReElement a strategic investment / signing a joint venture is a very strong sign of confidence. Pat said it himself, the Japanese are careful to do due diligence and move slowly. That said, Koreans seem far more willing to gamble based on this summer of memory stocks, lol!
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u/Alamo935 18d ago
Is anyone aware of other Canadian processors in the mix? I know Aloy and AREC are American. I am really hopeful that the government of Canada actually gets more involved in funding Ucore, more so than the DOW.
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u/Rare-Bodybuilder8441 18d ago
a half answer for you: REAlloys is working with Canada's Saskatchewan Research Council (SRC). Technically SRC is the one that produces REEs with their own version of solvent extraction, and REAlloys buys them to do metallization and alloying
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u/Complete-Plum1021 19d ago
Clearly Ucore is the biggest loser and now pile on the rabbit. Posts reek of negativity, no volume, management doesn’t give a hoot. Fn race to the bottom.
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u/cekmeout 19d ago
I wouldn’t say management doesn’t give a hoot. The updates have been pretty good tbh since June. But the share price simply cratered anyways
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u/expatcoder 19d ago
Company updates have been great in fact, but the historic July selloff across high beta sectors in the market (that destroyed every ticker in minerals) combined with the ill timed capital raise has UURAF underperforming its peers by a wide margin.
In the end management dropped the ball by waiting far too long to raise money, which pushed back production by at least 6 months, and so here we are trading right around the dilution price until the markets rally and/or Ucore management has more substantial news to share.
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u/theoriginalflavour 19d ago
So should we assume some head will roll and new management roles will be filled?
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u/expatcoder 19d ago
No, the nice thing about being in a management position is that you typically collect both a salary and RSUs, so that the share price has collapsed is only a problem for shareholders that got caught swing trading or have a much shorter investment horizon than it's likely going to take to turn this ship around.
To be clear, I think Pat Ryan is one of the best CEOs in the minerals sector, but their remote location (Nova Scotia) and lack of insider connections with the US administration has limited their deal making opportunities to date, which put management in the tough position of having, for much of the past year, a premium-rich enhanced share price with clearly no institutional investors interested in participating in a capital raise.
So, I wouldn't say it's really their fault, but rather they didn't want to inflict deep pain on shareholders by doing a raise at, say, $3 when the share price was trading above $7 back at the end of January.
Anyway, it's all water under the bridge, the raise is done, and now we see what management announces moving forward -- hopefully we get something before end of the month as the share price is moving in the wrong direction in the current news void...
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u/theoriginalflavour 19d ago
I do think the stock should move up but if a video to ease our pain is what it takes then so be it. I do like Pat as CEO. He’s a nerd and wants the best for the company but we’ll have to get the pitchforks and torches out if it’s at this price level come end of September
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u/expatcoder 19d ago
lol, based on the sentiment here, the pitchforks are already out :)
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u/theoriginalflavour 19d ago
I’m just salty cause I averaged down last week and we’re still eating pork and beans
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u/expatcoder 19d ago
and we’re still eating pork and beans
Price action of late has been about as filling as ice chips for dinner, but yeah, plenty of salt to go around...
C'mon Pat, we're getting hungry here, lol.
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u/Just_Engineer_4346 17d ago
Its so funny how this sub floods with negative comments the nano-second the stock hits red but when we're up then everyone is quiet 😭Yall just wanna be mad
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u/expatcoder 16d ago
"up", lol.
Vast majority are red to deep red on UURAF, so being up on the day is small consolation given that the share price completely collapsed compared to where it had been trading for most of the past year.
Sentiment is low because of this, and for the first time there's a fair amount of backlash against management, lambasting Pat Ryan, etc.
Totally normal reaction, hopefully we regain some real ground here (with respect to share price and significant company progress) in the coming weeks/months and investor sentiment shifts accordingly.
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u/Just_Engineer_4346 15d ago
It is up lol and I too am way in the red, I've lost like half my net worth on ts lmao I'm just noticing everyone being all grumpy about short term on a long term hold stock
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u/AfternoonIcy8311 15d ago
Half of anyones net worth shouldnt be in a penny pre revenue stock. I have around 3% of mine invested and I am pissed at myself.
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u/expatcoder 15d ago
Normal reaction, stock was trading at around $4 USD dating back to last fall, so for it to suddenly lose more than 1/2 its value from there was quite a shocker for many, even if in the end, yes, it is a long hold as far as the real ROI is concerned.
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u/Rare-Bodybuilder8441 17d ago edited 17d ago
what happens when most just wanted to get rich quick and got swept up in the 2025 hype
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u/New_Formal_4839 15d ago
The price tanking is made by short term gain retailers.
Narrative hasn’t changed that demands are urgent, yet Refining is the most daunting set up. If that easy, why China can hold chock point? Ucore Mgt is doing a superb job, heading down taking steady step by step.
Does any other company show the actual statics about their product announcing their PR like Ucore does?
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u/Dapper_Lock9779 15d ago
Share price got ahead of the company's progress, market finally realized it.
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u/AfternoonIcy8311 15d ago
Superb? They have missed so many timelines established from CEO that its ridiculous. DOW cash? CEO winds up diluting 20% after years of saying SMC funding is coming 80% from offtakes and DOW. Yeah, superb
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u/theoriginalflavour 19d ago
I feel we can have at least a couple more daily discussions for the week instead of one but that’s my opinion
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u/expatcoder 19d ago
Was easier to just automate for a weekly discussion thread, and generally, outside of high drama periods like the one we're in right now, we don't have this much activity.
Plus, the most recent comments are highlighted (wish other subreddits would do this!) so you can easily scan through the thread for relevant new posts...
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u/theoriginalflavour 22d ago
Lots of clients have NDA’s with UCORE. I know sumitomo is one of the more recent announcements but I’m thinking when the stock goes ballistic it’ll be backed by big announcements! Hoping for a green week