Showing posts with label
Energy Fuels
.
Show all posts
Showing posts with label
Energy Fuels
.
Show all posts
Thursday, August 14, 2025
What is the overall value of Ucore Rare Metals if suitors (such as MP Materials) come looking?
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Short answer: a defensible sum-of-the-parts range today is roughly US$0.7B–US$1.1B , with very large upside if REE prices re-rate or if LA...
Thursday, July 31, 2025
MP Materials has had a tremendous run in July as the REE fever rose. Going forward, there are others to consider as M&A candidates for MP
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Based on current data (as of mid-2025), rare earth industry trends, government backing, stage of development, and market positioning, here...
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