Stock Advice Thread

megablue

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MP Materials (MP) enters a partnership with Department of Defense. MP stock is running hard this morning, while METC piggybacks the news.
Ramaco (METC) has a ribbon-cutting ceremony tomorrow in Wyoming with Secretary of Energy and other top officials in attendance.
Will the Federal Government announce funding help to develop the Wyoming mine ?? Who knows, but it is a possibility. Stay tuned ...
 

megablue

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Fox News highlighted the big ribbon-cutting ceremony for Lexington-based Ramaco Resources today in Wyoming. METC and METCB have had a tremendous week in the market.
 

megablue

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In my opinion, it is only a matter of time before the Federal Government steps in to help Ramaco finance the rapid development of the Brook Mine to full REE production, after seeing what happened with MP last week. REE and Critical Minerals are front-and-center right now …

Ramaco Resources has two (2) classes of stock: METC and METCB ... with differences explained on their website, if interested.

 
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megablue

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MP Materials (MP) enters a partnership with Department of Defense. MP stock is running hard this morning, while METC piggybacks the news.
Ramaco (METC) has a ribbon-cutting ceremony tomorrow in Wyoming with Secretary of Energy and other top officials in attendance.
Will the Federal Government announce funding help to develop the Wyoming mine ?? Who knows, but it is a possibility. Stay tuned ...
Now … others arriving. Just announced !!
 
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Wow good call man wish I opened this thread up sooner 😂 You think there is still much growth potential or did we miss the huge jump?
 

megablue

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Wow good call man wish I opened this thread up sooner 😂 You think there is still much growth potential or did we miss the huge jump?
Please know that I do not give investment advice and due diligence is required.
I've followed Ramaco for about a year now and it's extremely cool to know they are headquartered in Lexington.
There is plenty to be optimistic about, as Ramaco has been working on the REE project at the Brook Mine in Wyoming for about a year.
You might take the time to read the reports and news releases on the Ramaco website. Some of the information is technical, but you will see that the projections are very promising. They just cut the ribbon on the developmental mine last Friday. It is anticipated that full production will be in place within two (2) years.
If you read the pieces above ... MP in less than a week received Federal assistance and AAPL also just invested in their project.
There are no guarantees, but there is a good chance that the same thing might happen with Ramaco and its Brook Mine.
Repeating: There are no guarantees, but this certainly could happen. If that happens in the near future, I suspect the price will react strongly.
However, some of the anticipation is priced into the stock now. You have to make your own decisions, of course, but the long-term future looks bright and many have said that operational metrics at full production could bring a $7,000,000,000 valuation for Ramaco, Under current share ownership, that would be a price over $100 on the METC shares. METCB shares are designed to distribute earnings from the revenue stream, so they are a different animal. Rightly or wrongly, I own 60% more METC shares than METCB shares. I wanted to own both. I didn't know what to do, really ...
Explanations of the difference between can be found on the Ramaco website. GOOD LUCK in whatever you decide,

Here are some things you might read, in addition to watching the videos above and reading releases on the Ramaco website:

To answer your question ... you will have to decide, but I do not think it is too late to get into the stock, assuming you are willing to be patient and consider it a longer-term hold. It will take TIME for the Brook Mine to get up to full production, but don't forget that Ramaco will sell the coal, also, along with trying to develop alternative uses for the coal. Lastly, MP REE ore contains radioactive material, it being from hard rock, whereas Ramaco's Brook Mine is carbonaceous ore (essentially soft coal) and is NOT RADIOACTIVE ... also Ramaco will process the ore from the ground all the way to market. MP, a much larger company right now, has to send its ore to China for processing. Huge advantage for Ramaco.


Make a point to read the FLUOR PEA Report that is available on the RAMACO website., but here it is:
Take a look at the Board of Directors and the Chief Operating Officers ... pretty impressive folks !!
Also, talk with investment advisors that you trust.

GOOD LUCK to you !!
 
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Just bought some METC, thanks bud!

Well I guess I’ll try and contribute. 90% of my portfolio is in boring *** index funds (S&P 500, small caps, total market, vanguard 2060) but 10% is in random stocks. One of the more successful ones, if you want to expose yourself to bitcoin, is the fidelity bitcoin trust. Similar to the black rock one I would imagine. I’ve done a deep dive and following historical trends it should have a run up and then a big dip in October. Then start to go back up in December. Has to do with the blockchain cycles. Anyway, if that holds true should have a little rise if you want to get in now but if you happen to see a big dip in October I would recommend buying. You can save this post and see how wrong I am in 3 months 😂
 
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megablue

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Just bought some METC, thanks bud!

Well I guess I’ll try and contribute. 90% of my portfolio is in boring *** index funds (S&P 500, small caps, total market, vanguard 2060) but 10% is in random stocks. One of the more successful ones, if you want to expose yourself to bitcoin, is the fidelity bitcoin trust. Similar to the black rock one I would imagine. I’ve done a deep dive and following historical trends it should have a run up and then a big dip in October. Then start to go back up in December. Has to do with the blockchain cycles. Anyway, if that holds true should have a little rise if you want to get in now but if you happen to see a big dip in October I would recommend buying. You can save this post and see how wrong I am in 3 months 😂
I suggest you just hang in there with it to see what happens regarding possible Federal and/or other participation. The stock should bump if that happens and then you can re-assess your position. There is NO QUESTION that Rare Earth Rkements and Critical Minerals are front-and-center right now. In my view, your pick of METC (class A shares) over METCB (class B shares) was the better choice. GOOD LUCK and enjoy owning what may prove to be an excellent long-term investment … you’re basically, more or less, getting in on the ground floor, imho. Congrats and GLTY !!

Regards growth potential … fwiw … I’m up over 100% and have not sold a single share yet. I am waiting for Federal participation and then will re-assess my long-term holdings.
 
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vhcat1970

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MP Materials (MP) enters a partnership with Department of Defense. MP stock is running hard this morning, while METC piggybacks the news.
Ramaco (METC) has a ribbon-cutting ceremony tomorrow in Wyoming with Secretary of Energy and other top officials in attendance.
Will the Federal Government announce funding help to develop the Wyoming mine ?? Who knows, but it is a possibility. Stay tuned ...
 
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megablue

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CLF announced earnings this morning. Slight improvement, but still losing money. Q3 and Q4 will tell the real story. The stock is up nicely today.
There is some speculation that the Company might be up for sale, but signals are not clear.
-------------------
Comments from Goncalves leave some room for interpretation. He highlighted Nippon Steel's $29 billion investment in the U.S. steel sector, with a commitment to build a new mill on top of its U.S. Steel purchase.

He added that foreign companies looking for exposure to the attractive U.S. market provide new "optionality" for Cleveland-Cliffs in the wake of the Nippon Steel deal. He talked about foreign companies potentially making an "investment" in Cleveland-Cliffs. Would he entertain an investment that equates to an acquisition?

"We are an asset-rich company," Goncalves told analysts. "We believe that we are so undervalued at this point that the sum of the parts" is far greater than the market value.

He confirmed "active conversations" to sell noncore assets, but "everything else is possible."

-------------------
Due diligence is warranted, if interested. CLF has been struggling to find itself during the last several years, but it's a big player in steel.
I've been in it for a long while and am underwater, paddling to get back to my cost of $19.56, unfortunately.
My biggest regret is not selling in the $30s back in March 2022. I really screwed up ... geez.
Proceed with caution, but it might be worth researching a little bit. Like I said, Q3 and Q4 of 2025 will be KEY for CLF.
 
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megablue

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There is a chance that everything Ramaco mines, both RRE and Met Coal will receive Federal price supports, as Critical Minerals. I sure hope so. Joe Manchin … get to work, please.
 
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Do you reinvest dividends ??
Are they typically return of capital ??
If you reinvest, are you up lifetime ??
ULTY pays every Friday … pretty cool.
I reinvest some distributions, others I use to buy more stable stocks.

They do have some ROC but i think it's more tax related and not actual ROC like most people tend to think of.

I was up overall until the Friday crash for both of them.

Paydays are MSTY every 4 weeks and ULTY every Friday

I've got a little over 3000 shares of MSTY and nearly 11,000 shares of ULTY. I got $4,024 for MSTY and $939 for ULTY on Friday.

I reinvested it all back into ULTY on Friday afternoon. Moving forward, I'll reinvest ULTY back into itself but MSTY will go into MPLX, HTGC and maybe BEN.
 
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megablue

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I reinvest some distributions, others I use to buy more stable stocks.

They do have some ROC but i think it's more tax related and not actual ROC like most people tend to think of.

I was up overall until the Friday crash for both of them.

Paydays are MSTY every 4 weeks and ULTY every Friday

I've got a little over 3000 shares of MSTY and nearly 11,000 shares of ULTY. I got $4,024 for MSTY and $939 for ULTY on Friday.

I reinvested it all back into ULTY on Friday afternoon. Moving forward, I'll reinvest ULTY back into itself but MSTY will go into MPLX, HTGC and maybe BEN.
Thanks for the reply. I wondered if your overall investment was up.
I am familiar with HTGC. I own a nice position at a cost of $16.14, so it’s been a good investment, so far. I hope it continues to be.
GOOD LUCK to you with MSTY and ULTY.
 
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Game Se7en

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What are people's thoghts on AAPL? Have never bought it but reading up on it. Seems pretty stagnant but even $ 240 in the next yaer would be good.
 

megablue

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What are people's thoghts on AAPL? Have never bought it but reading up on it. Seems pretty stagnant but even $ 240 in the next yaer would be good.
I don't own AAPL and never have. I can't really tell you why, other than I'm retired and am holding higher-yielding dividend payers, like MO.
Here is a Value Line report from 06/20/25, if that helps:
 
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bluthruandthru

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What are people's thoghts on AAPL? Have never bought it but reading up on it. Seems pretty stagnant but even $ 240 in the next yaer would be good.
Owned it for many years.
Very sticky products.

Tough to figure with the climate.
Would wait on a bit better valuation?
But great companies cost more.

If you don't have it, I'd get some exposure in some way.
The 180 week moving average is my personal buy more price.
 
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AustinTXCat

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Ya it’s been great, down 15% so far today and 19% since I took his rec and bought it a couple weeks ago 😂
Whoa! Sorry to hear.

Considered purchase for $12 around July 1 or 2, but also trying to leave for Europe at same time. Saw 20s after return. Thought I missed it. May average into it over next month.

Good luck going forward.
 
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Whoa! Sorry to hear.

Considered purchase for $12 around July 1 or 2, but also trying to leave for Europe at same time. Saw 20s after return. Thought I missed it. May average into it over next month.

Good luck going forward.

Oh no worries, it’s what I get for gambling. Still do see a lot of upside so hopefully it’ll turn. Just wanted to give megablue **** for it 😂
 
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megablue

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1) Ramaco with a secondary offering yesterday to pay for the acceleration of REE productions. 10,666,666.67 shares @ $18.75 each,.
2) Hopefully, $19-$20 is now in place as a bottom price, while operations begin to mature.
3) Ramaco is now viewed as a "Dual Pattern" mining operation, with both REE and Met Coal.
4) It appears that Federal price supports/tax credits may soon in be in place for both REE and Met Coal, as "Critical Minerals." GO Joe Manchin !!
5) Here is a transcript of the recent Conference Call on 08/01/25, pursuant to Q2 operating results:
 
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megablue

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Ya it’s been great, down 15% so far today and 19% since I took his rec and bought it a couple weeks ago 😂
To be clear, I never recommended it to anybody. All I recommended is that folks might take a serious look at it.
I am not qualified to give actionable investment advice. I have a lifetime of bad moves to prove it. :)
Seriously, I truly believe that this will be a pretty good investment over the long haul. Patience is required, however.
I am retired and my retirement portfolio currently consists of forty-two (42) different holdings, with forty (40) of them held for dividends to live on.
I have only two (2) stocks that I am holding for growth, but both investments are my biggest holdings: CLF and METC/METCB.
Because I got in early, I am up nicely in METC (103%) AND METCB (38%), but my biggest holding is CLF and I'm down 52% in it, unfortunately.
My portfolio is substantially ALL in dividend-paying stocks, principally REITS, ETFs, Preferred Stocks and Financials at roughly 2/3 of total.
So far, Ramaco has been a winner, but CLF is a real disappointment, to say the least. It is my fault, I had a chance to sell at $32 in March 2022 and held for what I thought would be higher ground. Too greedy ... and it has cost me. Pigs get fat, but hogs get slaughtered, as they say.
GOOD LUCK to anyone here who is a shareholder in Ramaco. Time will tell, but right now, it certainly seems to have a bright future. 🤞🤞
DUE DILIGENCE is advised, as always.
 
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To be clear, I never recommended it to anybody. All I recommended is that folks might take a serious look at it.
I am not qualified to give actionable investment advice. I have a lifetime of bad moves to prove it. :)
Seriously, I truly believe that this will be a pretty good investment over the long haul. Patience is required, however.
I am retired and my retirement portfolio currently consists of forty-two (42) different holdings, with forty (40) of them held for dividends to live on.
I have only two (2) stocks that I am holding for growth, but both investments are my biggest holdings: CLF and METC/METCB.
Because I got in early, I am up nicely in METC (103%) AND METCB (38%), but my biggest holding is CLF and I'm down 52% in it, unfortunately.
My portfolio is substantially ALL in dividend-paying stocks, principally REITS, ETFs, Preferred Stock and Financials at roughly 2/3 total.
So far, Ramaco has been a winner, but CLF is a real disappointment, to say the least. It is my fault, I had a chance to sell at $32 in March 2022 and held for what I thought would be higher ground. Too greedy ... and it has cost me. Pigs get fat, but hogs get slaughtered, as they say.
GOOD LUCK to anyone here who is a shareholder in Ramaco. Time will tell, but right now, it certainly seems to have a bright future. 🤞🤞
DUE DILIGENCE is advised, as always.

all good friend, just teasing. I do feel it should be a pretty good long term play honestly
 
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megablue

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Here is a five-minute short video worth watching, if you are following Ramaco:
 

rbs

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I reinvest some distributions, others I use to buy more stable stocks.

They do have some ROC but i think it's more tax related and not actual ROC like most people tend to think of.

I was up overall until the Friday crash for both of them.

Paydays are MSTY every 4 weeks and ULTY every Friday

I've got a little over 3000 shares of MSTY and nearly 11,000 shares of ULTY. I got $4,024 for MSTY and $939 for ULTY on Friday.

I reinvested it all back into ULTY on Friday afternoon. Moving forward, I'll reinvest ULTY back into itself but MSTY will go into MPLX, HTGC and maybe BEN.
That's an incredible cash payout on an approximate $100K investment ...
 
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That's an incredible cash payout on an approximate $100K investment ...
Yes, it is. Even if the pace slows down, I'm still good with it. It still beats 3% dividend stocks. After distrubtion on Friday ULTY up to 11,413 shares.

I sold my CVX shares for a nice profit and bought into almost 200 shares each of CLM and CRF.
 
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megablue

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Finally in the green with METC after today’s 6% bump - nice job megablue!
It is great to know that you are in the green after today !! It is very nice to see how well, so far, the market has digested the secondary offering of METC shares at $18.75 and moved upward from there. I am very pleased, encouraged and hopeful about this development and how Ramaco has a significant portion of the funding now in house to promptly continue developing the REE production plant. I'd like to think the recent, steady increases in share price are a solid indication that higher lows for the METC are being put into place. We'll see ... 🤞 🤞
 
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megablue

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Treasury Secretary Scott Bessent was a guest on the Kudlow Show on Fox Business today and conducted a lengthy interview.
For anyone interested in the Rare Earth mining investments, like Lexington-based Ramaco (METC/METCB), Bessent mentioned the recent Federal involvement with MP and also the possibility of 4-7 smaller companies being a point of focus by the government. Could Ramaco be one of them ?? If is very hard to know, of course, but it is not unreasonable to think the Federal Government might be working with Ramaco on some kind of a cooperative arrangement to help insure America's independence on mining and production of Rare Earth magnets and other Critical Minerals.
You can hear his brief comments regarding Rare Earth at the 7:30 mark into the interview:
 
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cordmaker 74

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CLF announced earnings this morning. Slight improvement, but still losing money. Q3 and Q4 will tell the real story. The stock is up nicely today.
There is some speculation that the Company might be up for sale, but signals are not clear.
-------------------
Comments from Goncalves leave some room for interpretation. He highlighted Nippon Steel's $29 billion investment in the U.S. steel sector, with a commitment to build a new mill on top of its U.S. Steel purchase.

He added that foreign companies looking for exposure to the attractive U.S. market provide new "optionality" for Cleveland-Cliffs in the wake of the Nippon Steel deal. He talked about foreign companies potentially making an "investment" in Cleveland-Cliffs. Would he entertain an investment that equates to an acquisition?

"We are an asset-rich company," Goncalves told analysts. "We believe that we are so undervalued at this point that the sum of the parts" is far greater than the market value.

He confirmed "active conversations" to sell noncore assets, but "everything else is possible."

-------------------
Due diligence is warranted, if interested. CLF has been struggling to find itself during the last several years, but it's a big player in steel.
I've been in it for a long while and am underwater, paddling to get back to my cost of $19.56, unfortunately.
My biggest regret is not selling in the $30s back in March 2022. I really screwed up ... geez.
Proceed with caution, but it might be worth researching a little bit. Like I said, Q3 and Q4 of 2025 will be KEY for CLF.
Have owned CLF, I go back to when it was AKS AK Steel, been in on some splits and it being sold. I bought my first stock ATO Atmos Energy back in the late 70’s paid I think $1.80, it’s now $150+! I have gifted my kids a stock and now I have gifted my grandchildren a stock! Have been blessed!
 

AustinTXCat

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Have owned CLF, I go back to when it was AKS AK Steel, been in on some splits and it being sold. I bought my first stock ATO Atmos Energy back in the late 70’s paid I think $1.80, it’s now $150+! I have gifted my kids a stock and now I have gifted my grandchildren a stock! Have been blessed!
I formerly owned ATO for my daughter in an UGMA account. Purchased in 1993 via DRiP as United Peoples Gas. ATO bought them out. Forced to sell in 2014 because of taxes.

Daughter blew all the $$. Really ticked me off.
 
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