Speaker 1: 0:00

The US government is rumored to be creating a $5 billion rare metals fund.

Speaker 1: 0:06

At least, that's what my cat research analyst tells me. This is Tabitha the brains behind it and this could literally be the investment opportunity of a lifetime. And I've been talking about this for months more than a second. But what we are witnessing here is not just an investment opportunity, but the birth of an entire new investment sector, one backed by the full faith and credit of the United States government. So, while most investors chase overvalued tech stocks and speculative crypto plays I would never do such a thing A massive wealth creation opportunity is unfolding in the critical mineral space, driven by the largest government investing initiative since the Manhattan Project.

Speaker 1: 0:47

So right now, today, the US government is apparently going to deploy $5 billion in direct funding, stock investments and guaranteed contracts into the American rare earth and critical mineral companies. And that's on top of what the Pentagon has just done. They took a $400 million stake in MP Materials, making the US military the largest shareholder. The Department of Energy is also offering a billion dollars in innovative funding. So just let's just add these up. You've got 400 million. It's one zero too many. Department of defense, you've got a billion dollars from the department of energy. We now have this rumored five billion dollar fund to secure global mineral supplies. So this isn't. This isn't real money. This is real money flowing in there now. Rumors are rumors. We'll see if it actually pans out that way, but given the way these things have been announced usually on X and given that the demand write this down the demand for rare earths is expected to grow 300 to 400% over the next decade how is that possible?

Speaker 1: 2:00

Who's buying rare earths? You're not buying any, are you? Well, actually, you probably are. It's things like EVs Every electric motor needs one. It's renewable energy you can't spell renewable energy without an electric motor and it's, of course, also defense. Every single drone, every single self-flying, driving, diving, shooting thing will have these minerals in it. So we're talking about materials that are absolutely essential for every Tesla, for every iPhone yeah, every iPhone every wind turbine as beautiful as they look and they are lovely, polite on the landscape and, of course, also every advanced weapons system. So there's no alternative to these materials and modern technology. And here's my promise. Here is what creates the investment opportunity of a lifetime, potentially.

Speaker 1: 2:57

The US government has done the extraordinary. They've taken away the risk. Extraordinary. They've taken away the risk. The us government is basically guaranteeing guaranteeing I could spell guaranteeing the success of the whole sector. They're putting in the funding right, so they're putting in the money. They're ordering the stuff, so they're giving them contracts. They're the number one customer. They're guaranteeing prices. We literally have price flaws. They're saying we guarantee we're going to pay you X when you dig this stuff out of the ground and regulation. Well, don't worry about it, uncle Sam's got you covered and there's a chance to invest co-invest with the Pentagon, the Department of Energy and the most sophisticated institutional investors in the world before Wall Street really catches on.

Speaker 1: 3:52

And maybe you've seen my videos from April 28th, which is all about MP Materials. Maybe you've seen my video on August 28th, which was about other stocks in this sector, and maybe you're thinking the opportunity has already passed. Well, let me show you something In Trade Vision. Here I can track institutional large trades. They happen in dark ports. Most people don't see them. We see them because we know where to look. Get yourself a free trial to Trade Vision if you're into that sort of thing. I've typed in all the tickers we're going to cover here in this video because these are the main ones to look at All the tickers we're going to cover here in this video, because these are the main ones to look at, and I can find almost zero institutional trades.

Speaker 1: 4:30

So on 8th of September, I find about a million and a half. On the 9th of September zero trades. 10th of September nothing. 11th of September nothing. 12th of September nothing. 15th of September ah, one trade $800,000. Not a lot of money for Wall Street. 16th of September nothing.

Speaker 1: 4:53

So why the heck is Wall Street late at the party? I tell you why. Most of these companies are too small. You and me have a huge advantage. You see, let me just say, for example, if your portfolio were $100,000 and you said, okay, I'm going to put 5% of my money into rare earths I'm not telling you to do that, I'm just saying hypothetically, right, how much money would that be? Well, it would be $5,000. So you could buy all of these stocks easily. You would not move the market.

Speaker 1: 5:26

Now what happens if you're an institution and you have I mean you probably have more than $10 billion? If you're an institution of any sort of magnitude, say they want to put 5% of that money in that. What's 5% of this? I'm going to have to use a calculator I'm going to embarrass myself terribly, otherwise let's count zeros. That's 10 billion Dimes 0.05. $500 million Well, these companies are just not big enough.

Speaker 1: 5:56

They would just buy the whole bloody thing. So they actually are excluded mostly from this opportunity. Isn't that lovely? We can make money, but it's harder for them to make money, interesting, isn't it? They'll still figure out ways and do some derivative things and that sort of stuff, but the really big money is just precluded from.

Speaker 1: 6:15

So what I'm going to do is I'm going to walk you through here what I think are the seven top plays. Place my brain walks a little bit backwards. You see, I always put the wrong thing in front. The seven top plays my brain walks a little bit backwards. You see, I always put the wrong thing in front. Now you might be thinking Felix, why the heck should I listen to you the first time I'm tuning in? Well, my name is Felix Nicholas.

Speaker 1: 6:37

Some people it's weird I have two first names, very odd people out there. I have Preen and I used to be an investment banker yes, one of those bankers with a W and over the last 15 years or so I've learned from my experience in banking, but also very, very much from my Wall Street mentors and I've got about a dozen of those guys, but also very, very much from my Wall Street mentors and I've got about a dozen of those guys how to make my money work for me, and it led me to retirement and it led me to finding meaning in my retirement, which is what this is, and I'd absolutely love this because this is my passion, my hobby, so that's what I do. So now you know maybe why you might want to listen to me. So I'm going to walk you through these seven big, beautiful bouncy stocks. Now the first one.

Speaker 1: 7:27

I mentioned MP Materials. I did a video on that April 28th. Well, if only you did some research right, you'd be up 150%. In fact, you should probably be up slightly more because you could have. Well, where would you have exited? Depends on how cautious you are Either up here at 170 or sort of probably down here at 150. So you know you wouldn't be too upset with me. Um, anybody too upset with me about mp materials. I didn't get the video recommendation. Well, you didn't hit the subscribe button, did you? It's as simple as that. Blame yourself, my friend. Now, m Materials is essentially the champion. So ticker symbol is MP. This is the champion, this is the NVIDIA of the space, if you will.

Speaker 1: 8:13

They have a monopoly status because it is the only active rare mine, so it's basically the only mine in the Western Hemisphere. It's in California Mountain Pass. They also are vertically integrated. So they are building a manufacturing facility in Texas. So the mine's in California and there they're going to build magnets, because I know everyone's always talking about rare earths, but rare earths actually aren't that rare. You can dig them out of the ground almost anywhere in the world, processing them. The only people who can actually do that is the Chinese. We're very good at it, nobody else to build it. So these guys have gotten lots of money. They got $400 million from the Department of Defense. They got $150 million from the federal government. They have a General Motors partnership, an EV magnet supply agreement. They have an Apple deal. Seriously, you can't make this stuff up. They have an Apple deal for recycled rare earths and the actual separation is underway. So we're going to get automotive grade magnets in 2025. That's the expectation. So we're actually going to get little magnets in 2025. That's the expectation. So we're actually going to get little magnets in 2025. So the thesis for MP Material is fairly simple. It's well government, it's General Motors, if that counts for anything. It's Apple, it's long-term government contracts. By the way, they didn't just get money, they also get contracts with guaranteed prices. They're basically making it impossible for MP materials to lose money, so it's probably the easiest play. Now, that's also why it's up, you know, 150% or whatever it's up by, so it's not exactly like the earliest play.

Speaker 1: 10:21

There is another one and I've also made videos on this one and it is called you, you, you, you, and that is Energy Fuels Inc. I'll show you the chart. We actually talked about that on a webinar I did this morning, as I'm recording this, which was super fun, super fun. Like 1,500, 1,800 of you showed up, which was super cool. I love. You guys are showing up for yourself. So we bought that here and it's up 108% right now. Now, does that mean it's all over? Well, you remember that stocks like Netflix and Nvidia and so on are up like 10,000% plus and don't quote me on that, but some crazy number like that. So something that goes up a lot could potentially go up a lot more. In fact, if you're at an all-time high, the likelihood is you're going to go higher than lower.

Speaker 1: 11:14

Now, uuu is an interesting one because it is, yes, a rare earth play, but it is also a uranium play. I always think of Homer Simpson and I think of uranium. Do you do that too? Let me know in the chat down below. Now, the key thing with all of this is actually not when you buy it. The key thing with all of this is when you sell it, and that sounds a bit silly, but it's the truth. So if you want to actually learn those rules yes, when to buy it, but then also when to sell it then I've got something better for you than actually this list of stocks and the walk through of the sector and this opportunity, because, you see, this opportunity will come and go, but skills stay with you forever, a bit like cats. Well, 20-ish years with cats, sadly, they should stay with you forever. It would be much nicer, I think, that somebody should have a chat with the chap up there and say can we align cat lives to human lives? It would be much, much nicer. Anyway, I digress. If you want to learn that, then you can do that. You can leave this video right now. Learn where to buy, where to sell, based on Wall Street's rules and it will take you 15 minutes and you can do that at felixfriends.

Speaker 1: 12:28

This cat whiting is getting out of control, isn't it being run by the little buggers? So this is a uranium company that's pivoted to rare earths. I mean, the guys are smart, they know how to market, so they're benefiting from both the nuclear renaissance, because AI needs it, and also from rare earths. They're debt-free, literally debt-free no debt. And that's the beauty in this industry right now, like people will just chuck money at you Strong cash reserves so they can expand without diluting the heck out of you. And they're one of the few companies with what is known as rare earth chemical separation Exciting. I know I'm not going to tell you that they make dysprosium and other high value oxides, because it sounds boring, but it's an interesting play. Now they need to prove commercial scale processing of rare earths. We haven't seen that yet, but for the meantime this thing looks to continue to fly.

Speaker 1: 13:23

So what would I do with this? Honestly, it's two ways of playing this. You wait for a little bit of pullback. So look at the recent trend here. You could just look at that as an entry point If it really were to go down as far as that yellow line here, which is the 50-day moving average, then I think there will be a real steal, because you get to these sort of points. So for me this is probably a buy the dip thing. Or if it breaks out over the recent high, then it's even more of a buy. But that's just my perspective, not necessarily yours.

Speaker 1: 13:54

Now the third stock on the list is called Neocorp Developments and it has a chart which looks textbook, absolutely textbook. You see this, it's a zigzag pattern, it's a heartbeat pattern that I always drone on about. And if you drew a line across the tops here, mas o menos, then what do you see? Well, you see, we're about to, we're about to we break out of $5.80 or thereabouts, we're about to break out of that upwards trend and that was very likely very, very, very, very bullish, very bullish indeed. Volumes also picking up a little bit, volumes picking up a little bit. But remember, these are relatively small stocks. Right, five million shares traded, so it's like 25 million dollars a day. It's really like not a lot. So wall street can't buy this, they just can't buy this. You and me can buy this, they can't buy them. So what is nb, which is a ticker symbol for this.

Speaker 1: 14:49

Ticker NB. What do they do? Well, they have the Multi-Mineral Nebraska Project. Now I'd write that out for you but it's a bit long. They also have the Elk Creek Project, which is a great name, so I'm going to write that out. Elk Creek Project. I'd like to visit Elk Creek. Is it as charming as it sounds?

Speaker 1: 15:15

It is in southeast Nebraska, apparently they have the highest grade neobium deposit in North America. Now that's why they're called neosomething or other. I don't know what neobium is. I don't think I need to know. All I know is that things like niobium, scandium, titanium are important and they're needed. And apparently if you want to do any of the following, like build a plane, so anything in aerospace, you want to do anything in the defense sector, you want to build maybe a light car, well, you need this stuff. Now the Pentagon is funding. So good old DOD is funding their drilling. So again it's government underwritten and they've made some key land purchases for the project and they're in that development stage. So they're moving towards construction right.

Speaker 1: 16:15

Pre-revenue yes, still needs full project financing. That's likely to come from the government now. But apparently this stuff is critical for advanced manufacturing. So it is that kind of ground floor opportunity if you have a stomach for this sort of stuff, because of course it is a very, very early mineral rare earth play with no revenue and it was, at one point at least, trading at $7.80. Doesn't mean a lot, but it's an interesting one. If you're asking me Now the next stock can't remember if this is number four or number five Ooh, I like this one.

Speaker 1: 16:50

I like this one, usar, u-s-a-r, and you shouldn't buy it just because I like it. By the way, that is no reason. If you explain it, you always have to think you have to justify your investment decisions to a five-year-old and therefore it needs to be a very simple rule, or to go on the tree about the same age Saying to them Felix likes it. They're going to be like who's Felix the cat? Right Now, yussa is sitting on top of the largest heavy rare earth deposit deposit Earth deposit Deposit. It's not used by deposit, is it Deposit?

Speaker 1: 17:40

They'd probably say I was dyslexic nowadays, wouldn't they? My days it was just oh well In the US. Now, where is it? It is, of course in the glorious state of Texas, not taxes Texas. Yeah, literally it. It is of course in the glorious state of Texas, not taxes Texas. Yeah, literally all my vowels are back to front, aren't they? That's probably an issue.

Speaker 1: 17:58

They also have a processing plant in Oklahoma, or the planning one, where they're going to manufacture these things. So they're going to focus on some other rare earths dysprosium, terbium, and which apparently is critical for high temperature defense applications and I like that because the Department of Defense has unlimited money. So they have strategic MOUs, sort of like promises by companies to buy stuff for defense, drones and tech sector and so on. They also have an Apple partnership. Yeah, who doesn't have an Apple partnership nowadays? Apparently, most people have been left out, and it's a real. It just aligns perfectly with the whole national security thing around this. Right Now.

Speaker 1: 18:40

I haven't dug up the ground there. I don't know how good the deposit is, I don't know how concentrated it is and there's all sorts of risks to mining. But if they're successful, this could be a beautiful one, and at the moment it is basically being traded, the heck out of which you can see here. It just sort of goes up and sideways and doesn't really know which way to go. So we did a video of this on 1st of August, winston and I, and since then, well, it went up at 1.38% and then, obviously, people without risk management are now only up 7% and they're feeling very sad about themselves.

Speaker 1: 19:15

But the beautiful thing here let me highlight this you see that yellow line. Right, that yellow line is the 50-day moving average line and you see how each time we hit that we actually bounce off it and it's actually sloping up. That's actually very bullish. That's building real support. But if a volume spike here on the last trading day, it's always as if somebody knew something. Somebody always knows something. So I always watch the volume. The volume is the greatest giveaway you can find in the market because, well, you can't really hide your trades forever. You can execute them on dark pools and so on, but eventually they're going to show up in the volume now. So that's an interesting one.

Speaker 1: 19:56

I like this one. Now we also have another one bonus stock PPTA is the ticker Perpetual Resources. Now I read this and I read it again and I wasn't any wiser, so I'm going to tell you what it says. It's the only source of mind antimony. Now I have a friend called Anthony, but I don't have a friend called antimony, so I don't have a friend called Antimony, so I don't know what Antimony is, but presumably it's something that is needed in, apparently, ammunition, apparently in flame retardants and also in liquid metal batteries. And China and Russia dominate this strange product I've never heard of strange product I've ever heard of and therefore they're getting all their permits handed to them like yeah, sure, whatever would you like? Oh, you want the permit today? Okay, I'll send it right over and that's de-risking this project. So it's getting fast track process. They have national security, priority status, the Department of Defense guess what? They're backing it with funding. And what I really like about these guys is not only do they have this strange thing called antimony, they also have gold. Yeah, gold, the shiny stuff. So strong government support. What could possibly go wrong? Famous last words, right, I mean these are all obviously high risk plays. These are, you know, non-profitable mining place.

Speaker 1: 21:39

People digging around the stock chart. Yeah, it looks very good. It's again that heartbeat pattern and it just keeps doing that on an upward trend. Every time it hits that 50-day moving average line, what does it do? It Vs straight up. Right, looks like it's doing that again right now and that's a very, very good sign. So there is some really nice upward positive consolidation going on here, and it's been going on for a while. It's been going on for a while, since February, but it doesn't mean these things can't run any higher right. Run higher now.

Speaker 1: 22:11

Next, another nugget for you. We have critical metals. Corp ticker symbol is crml. This is the greenland giant. Now, if you're wondering why your president is so obsessed with greenland it is not a love of penguins I can tell you that there is something called the Tan Breeze Project. I have not been there, I have no interest of going somewhere that cold, but it's apparently a massive hard rock cafe. No, sorry, it's a massive hard rock rare earth deposit and it is in southern Greenland and apparently it is low in uranium, which is thorium, which is, you know, the sort of Homer Simpson's radioactive stuff, and it therefore makes processing easier. Greenland is also pretty stable.

Speaker 1: 23:04

Greenland is technically owned by Denmark. Is it owned by Denmark? Is it administered by Denmark? I'm not sure. Anyway, denmark is a very small country and all you could say to them is well, we're going to stop buying all your fat loss drugs and Denmark would go bust, and therefore they're going to hand you over the rare earths that you want. That's probably what Trump is thinking, or you could put an embargo tariffs on Danish's.

Speaker 1: 23:29

What's your favorite Danish? Put it in the chat. Is it the one I like, the one with the peach on top? I know they do all the fancy ones now with raspberries. I think that really goes. Let me know in the chat down below. It's important.

Speaker 1: 23:42

So this could be a long-term rare earth source for North America and, yes, europe. Now this is early. They're at the feasibility stage, right, feasibility study stage. They're trying to figure out if the penguins will play ball. Apparently they're 70% through that feasibility study. I don't know how we know that. Apparently, that's truth. I mean, you got to ask Tabitha. She does the research around here. So that's one.

Speaker 1: 24:07

Is this valuable for you? If this is valuable for you, write valuable in the chat. I'd love to see it. I'd love to see if you're still with me, if you've fallen asleep. Also, let me know. M-t-n-r. Is this the last one? M-t-r-n. Switch the letters when you're writing stuff. Ooh, this looks good, this looks very good, and all of you guys who watched the live webinar we did you will probably know why this looks good. You'll probably know why this looks good. I think you can see one or two things that make you very, very happy on this one.

Speaker 1: 24:41

But what do they do? That's the first thing to look at is it's always good to understand a little bit what these companies do. This is m? T, n, r, m, t, r, n, even r? N. That's the ticker.

Speaker 1: 24:53

They have market leadership in something called beryllium I don't make these names up. They're a global supplier of beryllium and alloys and we probably know what alloys are. They also own well, they own a beryllium mine in good old utah I've never been to utah gets much maligned, doesn't it? What's utah like, tell me? And they work again in aerospace, in defense, in semiconductor, in energy applications, and for them, a growth driver has been not what you think. It's 5g, telecoms, expansion, data centers, so ai, semiconductors, so chips, essentially ai. And they actually make money. So they have positive revenue and earnings, growth forecasts. They have tech leadership. They have longstanding good customers, so probably a slightly safer play than all the other stuff that we're looking at.

Speaker 1: 25:56

So if your risk levels are a little bit tolerance, a little lower which is a good thing, by the way, my risk tolerance is usually pretty on the low side. My risk tolerance is usually pretty on the low side then this little ziggity-zaggity thing going on up here could be the gift that gives, and all we really want is for that to break out about above $115. Again, I'm telling you to buy it, I'm just saying that's the point I would look at as a possible entry point, because it's the same thing that we saw here. Right, you break out of that somewhere here was your entry point and you go up and you are happy, which is the whole point of this. So the assumption would be that we break out of that. Similar things going to happen. That's a little bit how the rules work, by the way. And then here, more investors are piling in, probably smaller Wall Street players and right now, very, very little volume. So again, you'd want to see the volume pick up when that stock breaks out.

Speaker 1: 26:53

So, to put this all together, what have you actually got here? You've got a really, really, truly unique situation, not something we've seen in the US in a very, very long time. You've got government money unlimited amounts, it seems. You've got bipartisan, which means both US parties support Very few things they agree on, but they agree on this one. So no matter who wins whatever election, this sector is going to get money. You have EVs who need them, you have AI who basically need them. You have renewable energy, batteries, robots I mean all that stuff that's coming up. I mean all that stuff that's coming up. And, of course, a complete defense renewal, which means everything is going to be autonomous. Everything is going to be some sort of drone right, flying, diving, whatever.

Speaker 1: 27:54

So, yes, many of these companies are in the development, the early production phases, so they're there for high risk, right, the market is volatile. China could just say hey guys, you can have all the minerals we want, and then this place would be a lot less interesting and mining is very capital intensive. But what I like about this is that, well, uncle sam is basically sorting out that problem. Regulation is usually a problem environmental permitting, all that kind of stuff but again, the government has basically created a whole new category of permitting for these projects. So if you want input to this, what I would do is I would spread across multiple companies with different minerals, different development stages, maybe with a little bit of uranium, a little bit of gold, like to kind of like, diversify yourself a little bit.

Speaker 1: 28:43

The alloy guys, like leave a little bit lower risk and, of course, like with every investment, think about what you can lose. What can you afford to lose? That's always the biggest decision. People don't think about that because people don't like to think about loss, but that's what smart people do. So if you want to learn how to do that, phoenixfriendsorg slash, get free. I'll teach you that for free. It'll take you 15 minutes. If you got some value out of this video, you know what to do. Smash the you know what and share it with some people. That's the best thing you can do, and apparently there's a button now that says hype. Apparently, you can hype videos, if that's a thing. If you can see that, hype away. My friends, all the best.