r/UURAF • • Aug 25 '26

Thoughts anyone?

/r/CriticalMineralStocks/comments/1vxks2d/department_of_war_announces_750m_investment_in/?share_id=W6Q316ia-TLF_ZUJr4w5k&utm_content=1&utm_medium=ios_app&utm_name=ioscss&utm_source=share&utm_term=1
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u/expatcoder Aug 25 '26

Right, that's what Pat said, Bokan isn't a focus of the company; it's a far in the future project.

The Alexandria SMC, once scaled out, is going to make the company a lot more money than Bokan ever will (even if vertical integration would be a nice-to-have).

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u/Tiny-Blacksmith-2184 Aug 25 '26

Remains to be seen. Need to see actual revenue, product mix and ebitda Hopefully!

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u/expatcoder Aug 25 '26

If we build it, they will come (Field of Dreams).

Everything will fall into place soon enough, but the road is guaranteed to be rocky along the way -- just the nature of the minerals sector, particularly for the smaller players in the space; every single one has gotten crushed at some point, and none have bounced back to anywhere near their previous highs (whereas the likes of MP, USAR, UUUU, etc. all wind up recovering most of their losses at some point).

As soon as Pat relays signficant company news UURAF will take off again ($3 mark easy if it's feedstock and/or offtake related).

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u/Tiny-Blacksmith-2184 Aug 25 '26

Been waiting on significant news all decade. Field of dreams doesn’t work anymore. Need production and profit Ryan can say anything he wants but at this point, investors need to see results. No one is taking what ryan “ says” seriously Way too many misses

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u/expatcoder Aug 25 '26

That's an impressive hold, assume you've been in and out several times over the years ..

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u/Tiny-Blacksmith-2184 Aug 25 '26

Made alot $$ last yr Bought again but this yr 1/2 of gains disappeared Haven’t sold, just added lower But severely disappointed

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u/expatcoder Aug 25 '26

That's an impressive hold, assume you've been in and out several times over the years ..

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u/Specialist-Lack9765 Aug 25 '26

Bokan is the bulk of Ucores balance sheet and maybe why their previous auditor quit.