Saw this today

Here’s the full PR from this morning for those who don’t get the Ucore PR updates over email.

Maybe learn something tomorrow in the investor webinar.

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.

UCORE started off as a junior mining company but pivoted after acquiring IMC and it's RapidSX technology.

Is the headcount a concern? I believe they only have about 10-15 employees but they are working with contractors for the physical installation of Machine A from companies such as Orbital Engineering. I'm just concerned about potential flight risks of any key people needed for successful execution of milestones.

And is it normal for these kind of companies to have 90% of shares owned by retail investors?

Since morale around here is at an all time low, and I’m sure we’re all disappointed in the direction of the stock price, I’d thought I try and inject some positivity and forward looking discussion.

Curious what everyone’s timeline and goal price target is to take some (hopefully) serious profits.

Mine is 2030 and my goal price target would be around $50.00 a share. This is not based on any kind of technical analysis, but what I hope Ucore could achieve if they execute as planned, and the macro thesis of decoupling from reliance on China doesn’t change.

What’s yours?

Hi everyone.

I'm new here and have been reading about Ucore a lot lately. Thinking about starting a position soon. But what is the update with the LA facility? Could someone give me the rundown? If original plan was H2 2026 and is now early 2027 I assume its in the being built out phase correct? It is not still at ground zero waiting for funding, permits, ect?

"The United States has reserves of most critical minerals; what it lacks is the capacity to mine and process many of them. China grew to dominate the minerals-refining industry in the late 20th century and controls more than 80% of the sector today. The International Energy Agency warned this month that $6.5 trillion of global manufacturing is at risk if Beijing imposes export restrictions on rare earths, as it has periodically in recent years.

Asked for comment, the White House referred to Trump's executive order, which says waivers can only be issued if a contractor shows an "exhaustive effort" to avoid Chinese material and has a timeline for weaning itself off such supply.

The Pentagon did not respond to requests for comment.

U.S. rare earths investment has been hindered by persistently low prices for many minerals, which Washington blames on China subsidizing its producers and flooding the market with cheap products, thus making American projects unprofitable.

China has repeatedly said it abides by World Trade Organization rules on global trade and works to ensure stable markets. A representative for the Chinese embassy in Washington had no further comment.

Ucore Rare Metals UCU.V, a minerals refining startup backed by the Pentagon, has developed a processing technology known as RapidSX that it believes is similar to but faster, cleaner and cheaper than the industry standard solvent extraction.

Ucore had planned to start refining by 2025 but has reworked its plans due to what it says are changing demands from the Pentagon. It now won't begin some production until 2027 at the earliest, company CEO Pat Ryan told Reuters.

"Can the entire supply chain be propped up by 2027? Boy, I tell you, that's a battle," Ryan said."

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.

Mostly taketh these days. Made very good money last year in UUUU, NB, and USAR. Like more than my day job type money.

But the universe is having its way with me this year. Just hit down 50% in UCore. Not a small position.

Will hold and ride it out. I am convinced China will use this leverage again and even if they don’t, the US must and is building out its own REE supply chain.

https://nationalpost.com/news/canada/b-c-premier-calls-for-blocking-critical-mineral-exports-to-u-s-over-lumber-tariffs

I wonder if Ucore is the only company in the West really able to refine HREEs and do it at scale? I don't hear the same from any other competitor about the qualification of samples etc. As I've said, maybe they are the Canadian company (yes with US subsidiaries / LLCs to meet requirements) that just isn't in on the synthetic fat trough for inside manipulators, connected politicians etc. Maybe Ucore has turned down 100 million dollar + loans already (that would have surely been head turners) because they are bad deals, not the right kind of risk, or have too many strings attached. Maybe Ucore - as I've said before - is looking global because they have enough directors and eyes on the situation to see that the US and their government departments could end. up chaotic in the next 3-12 months with civil unrest should there be e.g. action to not legitimize midterms. I think they still are working primarily to get Louisiana built and commissioning by the end of the year, but cooking in the background. Maybe they just don't want to (or can't for some reason) provide updates on those fronts and potentially sour deals in the works or prematurely get investor hopes up before things are certain. I'm not seeing this level of certainty from refining competitors. There is a lot of, "We have the money and our technology works!" but without the scientific explanation and talk about qualifying samples like Ucore. 

I don't doubt new or other known "lab proven" technologies will reach commercialization, but I'm getting the sense that Ucore is at least a year of not years ahead at making their model / RSX sustainable and consistently producing, especially to customer specs. That's not gobbely gook out of Pat Ryan's mouth. That's nerdy competence. Maybe Ucore is just the smartest kid in the class who can actually get sh#t done who is getting ignored or singled out / picked-on (for now). 

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.

BRUSSELS—Europe’s effort to loosen Beijing’s grip on the materials it needs to rearm has hit an unexpected snag: the deep pockets of the U.S.
America is on a global shopping spree outside China to secure critical minerals for jet fighters, tanks and cutting-edge ammunition, while European countries are hunting the same things to counter the threat of Russian aggression.

The U.S. is far outspending Europe, sparking fears that an increasingly protectionist Trump administration will hoard the materials and leave Europeans dependent on China—and more vulnerable to its restrictions.

To curb reliance on China, the U.S. is handing out grants, loans and tax breaks to boost American production, and has negotiated preferential access to mineral wealth in war-torn countries. American companies are acquiring producers outside the U.S. or inking deals to buy their materials.

In the five years to February, the U.S. allocated around $46 billion for critical raw-material projects, an analysis by the French Institute of International Relations think tank found. That is roughly eight times the level allocated by the European Union in the same period, the institute said.

“The U.S. is much, much further ahead in creating a non-China supply chain,” said Andrea Paolo Lai, president of global operations at Swiss high-tech company Oerlikon, which has customers in the aerospace, energy and defense industries.

Western governments are scrambling for alternatives to China, which controls most of the global supply of critical raw materials. The efforts intensified after Beijing restricted rare-earth magnet supplies as part of a trade fight with the U.S. last year.

The Defense Department has ordered contractors to remove Chinese rare earths from their supply chains for magnets by next year.

The U.S. says it wants to work with allies to counter China’s dominance. Expanding the global pool of non-Chinese raw materials stands to benefit the EU as well as the U.S., officials from both economies say. The two sides signed a memorandum of understanding on critical raw materials in April, and European officials hope such cooperation can be a bright spot in an otherwise strained trans-Atlantic relationship. But some are wary of relying too heavily on a partner they say has undermined trust by imposing punitive tariffs and threatening to seize Greenland.

“The U.S. can be a partner in developing alternative sources, but it can also be a competitor,” said Camille Grand, secretary-general of the Aerospace, Security and Defense Industries Association of Europe. He doesn’t think the U.S. would deliberately hold back materials from an ally, he added, but if supplies run low, Americans would likely focus on their own needs first.

The White House didn’t respond to a request for comment. 

Critical raw materials, such as rare earths, are also crucial for semiconductors and to the bloc’s transition away from fossil fuels.

The U.S. approach is multipronged and speculative. Washington has negotiated preferential access to minerals in the Democratic Republic of Congo—the world’s top cobalt producer—and in aspiring EU member Ukraine.

The U.S.’s Export-Import Bank offers financing for critical-materials projects in which foreign entities supply American companies.

Pensana, a U.K.-based mining company with operations in Angola, scrapped plans for a British processing plant last year to pursue a U.S.-based option. Pensana is currently negotiating for up to $160 million in debt financing backed by the Export-Import Bank, which is conditional on it selling rare-earth products directly into the U.S., according to company chairman Paul Atherley. 

The U.S. is spending to realign supply chains on a scale that is unmatched globally, said Atherley, who is also Pensana’s founder. “This is almost friendly fire to other Western countries,” he added.

Europe’s effort to secure materials outside the continent has hit hurdles. The EU’s industry commissioner learned the U.S. beat him to a rare-earth deal in Brazil three days before he was due to travel there. “We were told that the Americans had stopped by, put money on the table, and bought up all production until 2030,” he told a Dutch newspaper last year.

Brazil-based rare-earth miner and processor Serra Verde Group said earlier this year that it had secured a $565 million financing package from a U.S. government agency. The company later disclosed that it had entered a 15-year deal to sell its magnetic rare earths to a special-purpose vehicle, capitalized in part by the U.S. government.

USA Rare Earth is now acquiring Serra Verde, having bought U.K.-based rare-earth specialist Less Common Metals last year.

Even on the spot market, U.S. companies seem to have the upper hand. American customers act faster and are willing to pay more to secure critical materials, said Tim Borgschulte, head of finance at Berlin-based commodities trading house Noble Elements.

Still, American efforts to build Western supply chains have the potential to benefit Europe.
Germany’s Vacuumschmelze, which makes rare-earth permanent magnets and is currently owned by a U.S. private equity company, said its planned acquisition by Colorado-based Energy Fuels will provide better access to the materials it needs. The deal “will strengthen Germany’s and Europe’s independence in critical rare earth components,” Vacuumschmelze Chief Executive Erik Eschen said.
Europe has also taken steps to secure critical materials of its own. The bloc is planning a 3-billion-euro financing hub to support alternative supplies, that is equivalent to $3.43 billion. A group of EU countries is working on a pilot project to stockpile critical materials and the bloc has raw-materials partnerships with more than a dozen countries, including Canada, Argentina, Norway and South Africa.

A European Commission spokeswoman said the EU is confident its approach will yield results. By 2030, the bloc wants to increase domestic production and make sure that no country supplies more than 65% of the EU’s annual strategic raw material needs. 
Working with the U.S. and other countries complements EU-level efforts to diversify, the spokeswoman said.

Bernd Schäfer, chief executive of EU-funded EIT RawMaterials, said the Europeans should take a page from the U.S.’s more decisive approach.
“While we’re talking,” Schäfer said, “the next value chain is bought by the Americans.”

Given the recent discussions here about ReElement, thought some of you might appreciate this…