This DD is inspired by the minerals guy 2 days ago. After reading his legit DD about MP, I have looked into minerals and believe that the play in Minerals should be at this time. My ticker is different from him, I think UUUU has more potentials than MP. Here is why:
**Short-term catalyst:**
1). Executive Order from President Trump:
10 days ago, President Trump signed an Executive Order to boost the mineral production domestics. Basically, this EO will helps under 30 days from the day 03/20:
* Fasten priority projects for permits
* Federal land utilizations
* Increase capital investments in minerals production
* Use more capital to support mineral production internationally
I think that this is a great EO for UUUU because:
* It has some pending projects waiting for production:
* Nichols Ranch Project (Expected to be July 2025 but can be expedited)
* Jane Dough Project (Expalnded for the above project)
* Hank Project
* It has [numerouse projects that are currently](https://www.energyfuels.com/conventional-operations/) in production in the US
* The Madgascar government just lift the suspension for the big project (Toliara Mineral Sand Project)
\--> UUUU has everything to benefit from the Executive Order
2). Mineral news:
* 2 days before the Executive Order, we received the strategic partnership with a friend called Chemours Company (CC). This partnership is to help the domestic Uranium pipeline. So I wonder what is this company doing?
* To summarize, this company doing performance chemistry products (like cooling chemistry). I checked that CC has a new partnership in 03/14 in helping [data centers to cool down and energy demand (AI?)](https://investors.chemours.com/news-releases/news-release-details/chemours-joins-forces-ntt-data-and-hibiya-engineering-ltd-full)
* The data shows that the insider trading shows that they mostly hold the stock (323000 award and 7500 sale). So I think that this stock and UUUU will partners to do for the Rare Earth Minerals
* US Uraniums are c[urrently > 90% are importing ](https://www.eia.gov/energyexplained/nuclear/where-our-uranium-comes-from.php)from the other countries.
* From the government, until 2022 we are only importing Uranium mostly from Canada (10% tariff if you don't want to Google it), Kazakhstan, Uzkeistan and Australia.
* We have almost no production in Uranium, and Uranium is strategic resources especially after Trump impose tariff on every country --> Expand and fasten process for UUUU for many projects
3). Oversold ?:
* UUUU is currently trading with $3.45, almost at all time low, it's P/B is currently at 1.9 (while its competitors is trading at around \~8.0)
* Uranium has been lowered these months due to tariffs, but with the new Executive Order, I believe that Uranium can be brought up in domestic.
**Long term catalyst:**
* UUUU projects will be started/developed in 2025 and 2026, and I believe that they will be a successful projects because UUUU is a leader in Uranium and have been here for a while
* UUUU expects to turn to profit in 2025 after last quarter report.
* As long as President Trump still wants production in the US, Uranium and UUUU gonna get benefits from
Positions:
[https://postimg.cc/18v5CyhJ](https://postimg.cc/18v5CyhJ)
42k divided in 2027 UUUU $5 Call and shares. In Uranium we fly
TLDR: Uranium is in urgent need in next 6 months. UUUU is the play
