๐คซ $UAMY ๐คซ
We continue with the reviews ๐
And this time we are with UAMY stock
And we can certainly title this post, "The analysis that anticipated the trend," but in the same breath, admit we were wrong and failed to understand how strong the trend would be โ๏ธ
What is happening in the rare metals sector, why did we choose $UAMY, and what's next?
Let's go back to the beginning! ๐
โบ April 2 - the eve of Trump's dramatic tariff announcement ๐ซ
A post is published on the channel reviewing UAMY stock - the only company in the United States that mines antimony ๐
We reviewed the state of antimony,
We also reviewed the company's guidance -
And we presented $UAMY as a very interesting stock for Trump's presidency, who is going "all in" on "America First." ๐บ๐ธ
Since our analysis, several things have happened:
The first? ๐ฅ
The stock rose 366% and is currently trading around an all-time high of $10 per share ๐ผ
How did this happen? ๐ญ
The rare minerals sector started receiving significant attention from the US government ๐
This includes rapid mining approvals, billions of dollars in aid, and also entering as ownership partners in companies ๐ซฐ
But why is this happening? โน๏ธ
The answer to this question lies in three words - demand versus supply - versus enormous global changes ๐ค
The demand for rare minerals is intensifying as the world and technology advance towards autonomy, robotics, and renewable energy; batteries, chips, everything is based on rare minerals and metals ๐ค
And all this is happening while Trump is leading the United States to eliminate complete dependence on China in this sector. ๐บ๐ธ
And how is this done? ๐ก
By strengthening American mining companies, which includes $UAMY, $TMC, $MP, and others, as we will detail further ๐
How are they strengthenedโ
By fast-tracking critical approvals, pouring money and budgets โ๏ธ
But on the other hand, Trump is a businessman and he doesn't throw money away, so he takes back shares, a move that itself raises the stock, and presto, everyone profits? โข๏ธ
Take for example $TMC stock, a company that mines deep-sea minerals - the only one approved for mining in international waters ๐ก
Since April 2, the stock has risen approximately 366% ๐ผ
The Trump administration made sure to get involved, and Trump himself signed an order to promote deep-sea mining - excellent news; additionally, the company is deeply involved in American politics, and investors are voting with their feet โญ๏ธ
Pay attention to the dates! ๐
April 2, pay attention to the chart, this is more or less the date when the consolidation trend ended and we moved to a crazy upward trend! ๐
When you open the charts of all the mineral companies that ran, they all started running more or less from the same point, right after April 2 ๐
This is one of the most accurate analyses we have ever done here on the channel ๐ฏ
The only problem? ๐ก
At the time, even we failed to understand how strong the trend would be; we took $UAMY as a company that could particularly profit, given its monopoly in the American antimony market and its attractive fundamental valuation at the time; we liked the management's proactive approach, and we told ourselves, "It will be in focus if the minerals sector makes headlines." โข๏ธ
We were right, and even we didn't know how much... ๐ข