UUUU controls the only US uranium mill with Pentagon-backed rare earth processing, and Russian uranium imports are banned through 2028. US dependence on foreign uranium/REE supply plus geopolitical instability could trigger a reflexive repricing toward domestic strategic assets. Author is all-in, expecting a 300-400% move by 1H2027 with potential 8x upside on headline-driven supply shocks. Uranium/REE prices can
UUUU controls the only US uranium mill with Pentagon-backed rare earth processing, and Russian uranium imports are banned through 2028. US dependence on foreign uranium/REE supply plus geopolitical instability could trigger a reflexive repricing toward domestic strategic assets. Author is all-in, expecting a 300-400% move by 1H2027 with potential 8x upside on headline-driven supply shocks. Uranium/REE prices can