09/18/26🧲 Flow, Baby, FlowUUUU is a Western vertically integrated rare earth elements, advanced materials and uranium supply chain, a moated flywheel, a national treasure and strategic asset, well-positioned for a conflicted…09/09/26☢️ Take a Simple Idea and Take It Seriously"Take a simple idea and take it seriously." — Charlie Munger09/07/26⛏️ Three rare earth mineral companies are not attractively priced or good businessesUUUU is a mature operation with expansion. They have revenue. Their mill in Utah is small. They are affected by uranium spot. Their rare earth elements revenue is more than a year away. It was 3.2 in…
This is a journal entry, not advice. I am not a financial adviser and hold no licenses; nothing here is a recommendation to buy, sell, or hold anything, and nothing here is a claim about what anyone else should do. The full legal terms and the trading record these were written against are on the front page.