TLDR: I suck Minerals daily instead of weeds, so I buy UUUU
For faster introduction, I am Not Mineral Guy but I just like Minerals so here is my DD related to UUUU and why it becomes a monster in minerals after next few month:
1). Executive Order:
Today (04/24), the White House released a new[ Executive Order](https://www.whitehouse.gov/presidential-actions/2025/04/unleashing-americas-offshore-critical-minerals-and-resources/). To summarize it, this EO is to focus on domestic minerals, and wants to fasten the permitting process for domestic supply chain. This is good news for UUUU because they have severals project compared to its competitor:
* UUUU has [around 13 projects in total in the US, some are permitted, some are waiting](https://www.energyfuels.com/)
* Its competitor [Cameco only has 3 projects in the US, 4 in the Canada](https://www.cameco.com/businesses/uranium-operations)
* Denison Mines only has mines i[n Canada](https://denisonmines.com/projects/overview/), which is in Athabasca Basin
Comparing to the other competitors, UUUU is much lower valuation (around 800M-1B) compared to the other. So I believe we have a room to run to at least $7-$8 soon.
2). Company news:
Today, the Company also assigned the new CFO and will have the earnings call in May. On April 17, they have said that as long as the US government funding, they can substitute the China's critical minerals imports. With this new change of CFO and the upcoming earnings, I believe they are prepared for the expansion of the company
3). I like minerals:
This is the last reason, I like minerals so I hold it and play with it
Position:
https://preview.redd.it/hietr8qps0xe1.png?width=2576&format=png&auto=webp&s=9bc680328f64a0529b7d9ed974d9391df72492e5