I bought shares and Calls in early April. And sold early.. 1. Acquisition Core: The Only "Full-Spectrum" Rare Earth Producer Outside Asia USAR is acquiring Brazil's Serra Verde Group for $2.8 billion ($300M cash + ~$2.5B stock). Serra Verde's Pela Ema mine is the only producer outside Asia capable of scaling supply of all four magnetic rare earth elements: Neodymium (Nd), Praseodymium (Pr), Dysprosium (Dy), and Terbium (Tb). What does this mean? The global rare earth supply chain is currently heavily dependent on China. Serra Verde offers the West a "de-risking" alternative path. More critically, it carries a 15-year 100% offtake agreement, backstopped by a US government agency-supported SPV, with minimum price protections built in. 2. Financial Imagination: From "Story Stock" to "EBITDA Y
💰Stocks to watch today?(21 Apr)
1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!
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