r/CriticalMineralStocks

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ABAT is reporting almost 8m$ quarter, positive gross margin. Immensely undervalued, should re-rate in the coming weeks.

Do you have a beaten up critical mineral penny stock that has hit bottom and is showing signs of recovery? Please give the ticker plus 1 sentence why it’s special

Thought it would be good to start a discussion on where we stand here in Spring 2026 going into the Trump - Xi meeting this week (assuming that's still going ahead as planned).

The sector as a whole seems to be in a holding pattern, with only the Big 3 (MP, USAR, and UUUU) having made, and held, significant gains since the March 30 lows that hammered minerals across the board (could add CRML and UAMY here as well, if there are other companies up significantly since March 30th, please share, would be nice to know of other companies on the rise).

The trend then seems to be that the largest players in the space are yielding outsized returns while the smaller players tread water. Why is that? Well, to be short, balance sheet size matters. None of the Big 3 are short on cash or have to dilute shareholders to continue to progress operations, whereas the smaller players are forced into capital raises since Project Vault, operation Warp Speed, and other nice sounding, wow-such-big-numbers, initiatives are in reality all talk at this point (or as they say in the American west, "All hat and no cattle").

Which gets us to the next question: where is the money? The rhetoric sounds amazing, but financing has come in at best a trickle so far for every company excepting the chosen winners (e.g. MP, LAC, Trilogy Metals, and USAR) which get immediate massive funding since the administration can circumvent all of the bueraucratic red tape and simply open up the floodgates.

Moving forward, for minerals to rebound, we're going to either need to see smaller players in the space start to finally land financing deals of their own (that don't involve bankrupting existing shareholders; read: tanking the share price), or China plays hard ball with the US and tightens minerals export restrictions.

Certainly progress is being made, it's just rather slow given the supposed urgency to support the "critical" minerals sector and reduce reliance on China for these valuable resources.

Feel free to share your thoughts on where we're at and where we're going. Have a feeling the next 6 months are going to be crucial for many players in the space moving forward, especially those lacking funds to advance their projects.

Absolutely got fucked by following recommendations from Zissou

Down 50% since last year. I sold AMD/TSM and other positions at small profits and had I just held I'd have 50k+ more since those are pumping now and crit minerals are absolutely worthless

one of the biggest mistakes Ive ever made. Dont just listen to random redditors.

https://westwaterresources.com/investor/financials/sec-filings/sec-filings-details/default.aspx?FilingId=19436036

Well.. this was not a disaster, but not a fix either.

cash burn looked more controlled than I expected, and that is a positive. also they did not seem to smash the stock with heavy dilution in Q1, at least not like some feared.

but the core issue is still there.. Kellyton still needs more financing.

so to me the story has not changed that much. the thesis is not broken, but it is not repaired either.

as for Coosa.. I still see it more as long term value than near term catalyst. right now Kellyton is what really matters. if management talks too much about Coosa without giving real clarity on Kellyton funding and commercial progress, I think the market may read it as a distraction more than an accelerator.

so overall.. still alive, still moving, but still stuck on the same key point: funding.

May 13 call is the real test now.. let's see if they actually say something concrete.

not financial advice of course.. do your own research

Ask anything here. Please try to keep posts on the main feed for higher substance and quality discussions. If you want to ask. “Am I cooked”? Do that here.

Ask anything here. Please try to keep posts on the main feed for higher substance and quality discussions. If you want to ask. “Am I cooked”? Do that here.

Ask anything here. Please try to keep posts on the main feed for higher substance and quality discussions. If you want to ask. “Am I cooked”? Do that here.

Boron mine next-door to the Rio Tinto borax facility in socal. Boron was designated a critical mineral just last year by USGS. 5E currently operates a small scale test facility and produce customer qualified boron and some advanced higher value boron derivatives. Today they announced their first signed offtake agreement with a domestic customer with more to come. They are in a very good spot for EXIM project financing which is in process. They raised a significant chunk of cash for operations back in February so there is no imminent dilution risk — probably good for the year. Stock has been beaten and battered for a long time, but I think the inflection point has arrived.

Ask anything here. Please try to keep posts on the main feed for higher substance and quality discussions. If you want to ask. “Am I cooked”? Do that here.

Ask anything here. Please try to keep posts on the main feed for higher substance and quality discussions. If you want to ask. “Am I cooked”? Do that here.

FUNDING CONFIRMED!!!!!!!