Theme · 37 callers · 0d avg lead

US Strategic Minerals & Rare Earths

COOL8% running

Added 2026-05-04, expanded 2026-05-17 to absorb AA (was metals). All US-listed names with active govt commitments (DOW/EXIM/DOE/DLA). Steven Place's filter: 'if a company got cash from the export bank of US or Australia, it's good.' Cross-validated by @ripster47 (MP/USAR/CRML grouping, May 1) and @srxtrades (UAMY, May 2).

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@stevenplace @ripster47 @srxtrades

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Ticker	Price	Day	1M	6M	Callers	Last call	Core
$MP	$53.29	+0.02%	+33.01%	+7.88%	18	May 17	core
$USAR	$16.60	-4.54%	+79.45%	+40.98%	11	May 17	core
$UAMY	$9.28	+3.80%	+34.66%	+38.17%	11	May 17	core
$CRML	$7.99	-3.27%	+64.32%	+2.86%	9	May 18	core
$UUUU	$18.06	+1.52%	—	—	9	May 17	—
$AA	$56.68	+1.07%	-11.20%	+72.15%	6	May 15	core
$TECK	$48.56	+0.71%	—	—	6	May 17	—
$FCX	$56.48	+2.80%	—	—	5	Apr 27	—
$LAC	$4.01	+1.78%	—	—	4	May 11	—
$NB	$4.57	-2.14%	—	—	4	May 3	—
$TMC	$4.68	-7.51%	—	—	3	May 11	—
$IDR	$28.40	-2.84%	—	—	3	May 3	—
$SCCO	$159.88	+0.18%	—	—	3	Apr 27	—

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