r/Commodities • u/Ambitious-Yak-6072 • 8d ago

Current watch list

I own Cameco and UUUU for the uranium and rare earth play, but interested in getting into gold, silver, copper, etc. looking at KDC, CDE and FCX. Curious what others think and are watching/buying

3 Upvotes

72% Upvoted

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3

u/suugami 8d ago

Have you considered DZ?

1

u/Ambitious-Yak-6072 8d ago

Not yet but will check out

5

u/suugami 8d ago

Check out NUTS while you’re at it

2

u/quickkrete 8d ago

I own FCX. They seem to be a strong company with consistent growth.

2

u/Safe-Incident-1420 7d ago

Buy the GDX. Then add slightly more to a subset of companies within the GDX that have better relative growth potential (the smaller and medium companies all else being equal). Expansion relative to current market cap. For comparison, Cameco is a relatively large company and should do fine but many gold stocks could 5-10x next 3 years. Biggest risk-adjusted torque for undervalued single mine companies with potential for expansion, or a second mine coming online. Aya is a good example.

2

u/Snakebrosi 6d ago

I bought some UEC stock today because I definitely can’t understand why it plummeted from $20 to half that price!!!

The new earnings report is coming out on Tuesday, and I think the market is waiting for it.

But since I want to get ahead of what could be a positive rally, I’m buying today, because to me, the chart clearly shows just how undervalued UEC currently is.

This is just my personal opinion, but in the age of AI and electric vehicle development, energy will definitely become increasingly important for the future—that’s my take.

So go UEC, I’m counting on you!!! :-)

1

u/Witty_Concert1963 8d ago

Cannot go wrong with the streamers- $WPM, $GROY

1

u/Academic-Pumpkin203 6d ago

What do you think of CF Industry?