Stock Advice Thread

[megablue]

@megablue you beautiful genius my METC is up 75% since you told me to buy. My only regret is not buying more!

Thanks for the kind words, but I am clearly ANYTHING but a genius !! Yes, Ramaco has been an excellent performer in the mining sector, no doubt, riding on the strength of being the first critical materials mine to open in over 70 years in this country. It certainly has the potential for more price appreciation from this point forward, imho. I am a long-term holder, with costs of $9.86 and $9.69 in METC and METCB, respectively, and have yet to sell the first share of either. So, I am committed to seeing the REE development through to full-production and marketing. Plus, for me, it's so cool to know Ramaco is headquartered in Lexington !!! Nineteenth (19th) floor of the Big Blue Fifth Third Tower on Main Street.
Welcome to the 47s/48s to anyone who is a holder in METC !! I may be wrong, but I think this uptrend is nicely taking higher floors with it.

More promising news announced this morning:

https://finance.yahoo.com/news/ramaco-chairman-ceo-randall-atkins-120000205.html

Recent events:

https://finance.yahoo.com/m/4ee30ae9-199f-3949-9f13-e84a3e07b674/china-moves-to-limit-rare.html

Ramaco Resources' Randall Atkins to Address Global Energy Leaders at IEA-IEF-OPEC Symposium in Paris

https://finance.yahoo.com/news/martin-van-wyk-join-ramaco-120000958.html

Here are recent technical and production updates posted on Ramaco website. REE production is being significantly expanded.

https://ramacoresources.com/wp-content/uploads/2025/09/6441_BrookMine_TRS_FINAL.pdf

https://ramacoresources.com/wp-content/uploads/2025/09/Final-Shareholder-Letter-re-expansion-9.17.pdf

"Earlier this year Ramaco was requested by various arms of the Administration to consider both the expansion and acceleration of the Brook Mine rare earth (REE) and critical mineral (CM) project. It has been called the largest unconventional rare earth deposit in North America by the Department of Energy's National Energy Technology Laboratory. Acting upon this request, the Company’s Board of Directors this week authorized management to initiate all necessary steps to significantly upsize the Brook Mine to produce at a base coal production level of 5 million tons per year from a previous 2-million-ton level. In line with that feedstock increase, the proposed commercial rare earth and critical mineral oxide annual production levels will rise to approximately 3,400 tons per year from the previous level of 1,240 tons as referenced in the Summary of Fluor’s Preliminary Economic Assessment (PEA). Summary internal projections reflecting this production expansion are shown below at steady state production, beginning in 2029. Also shown are changes from the original Summary of Fluor's Preliminary Economic Assessment (PEA) released in early July."

Good Luck to anyone who is holding METC stock or looking into it, via direct purchase or utilizing options strategies.
Due diligence is advised, as always, but Ramaco certainly seems to have a bright future, combining its mature Met Coal operation with the fast-development of the Brook Mine in Wyoming to produce RRE and critical minerals. CEO Randall Atkins proudly calls the Brook Mine "America's Mine" ... so I hope he's right and shareholders will enjoy the rewards of owning it.

Lastly, there is speculation and rumor that Cramer will soon have CEO Randall Atkins on Mad Money as a guest to provide information and a deep dive into the REE development part of the Company. The contention is that many investors out there are still unaware that Ramaco is more than just a metallurgical coal-mining company. As everyone knows, REE is a very hot topic right now ... so Atkins may get more word out through an appearance on Cramer. If I see or hear anything definite, I'll try to post here. If he does appear, I'm sure there will be YouTube availability of his interview available for anyone who doesn't see it live.

 

[megablue]

I got back into METC in July, mainly for the dividend, wasn’t expecting the big rare earth jump!

Congratulations !! In my humble opinion, you've jumped on a fast-moving train !! GOOD LUCK to you along the way !!

 

[Monday Nitro]

2 of the investment sites with comments I frequent are basically unreadable with all the A.I. generated comments. Many investors are going to lose their shirt thinking A.I. is the way to invest. It's created quite a few "know it alls", though! #Lazy

 

[megablue]

Okay ... I've hesitated to even mention this stock, as it is a huge longshot in the REE sector, to say the least. I am heavily invested and believe in METC and METCB, as I've posted a lot about them here in this thread. However, I was intrigued, if not bored in my retirement, to take a shot at AMRRY, based on the University of Kentucky's research and involvement with the Company's Halleck Creek mine in Wyoming. This may well be like betting on a 100-1 longshot horse, but I bought 400 shares at $12.50 (looks like I bought in too high), so I have an even $5,000 in it, as I wait for the results of their recent excavation. I may lose every cent of it, but if they find enough REE mineral elements that are substantial in quantity and economically feasible to mine, the stock should respond very handsomely. If not ... it will probably go to pennies. I may have been better off just buying lottery tickets at Speedway, but what the hell.
One (1) share of AMRRY is equivalent to fifty (50) shares of ARRNF, fyi. AMRRY is a way to avoid Australian tax considerations and consequences.

When you look at the current excavation, scraping the ground with only two (2) excavators, it looks like they're building a foundation for a home or a swimming pool ... so feel free to laugh at me. Like I said ... it's just a shot, but I'm hoping they find something. If they do, I look for the stock to run and I'll get my $5,000 cost back and just let the rest run. If it's just dirt, with nothing much there ... I'm OUT pretty much all of it. It is basically something like panning for gold right now, but like I said, I was drawn to it by the University of Kentucky's connection. I am a graduate of UK and love my University.

"DENVER, Aug. 15, 2025 (GLOBE NEWSWIRE) -- American Rare Earths Limited (ASX: ARR | OTCQX: ARRNF | ADR: AMRRY) (“ARR” or “the Company”) announced today that the University of Kentucky (“UK”) produced a heavy rare earths oxide concentrate and light rare earths oxide concentrate from Halleck Creek’s allanite-based ore. These concentrates are precursors to separated rare earth element (“REE”) oxides and this is the first time that they have been produced from Halleck Creek ore."

https://finance.yahoo.com/news/american-rare-earths-announces-test-120300237.html

https://finance.yahoo.com/news/american-rare-earths-announces-synbree-123000957.html

https://finance.yahoo.com/m/6470713a-d355-3e1b-a570-986c1cdc5dd6/washington-is-jumping-into.html

https://finance.yahoo.com/news/project-optimization-underway-clear-path-150500594.html

In follow-up, here is an update, posted today 10/13/25, on the first stage of testing for the Halleck Creek Mine in Wyoming for American Rare Earths Limited (ASX: ARR | OTCQX: ARRNF | ADR: AMRRY) (“ARR” or “the Company”) ...

https://finance.yahoo.com/news/allanite-rare-earths-processing-breakthrough-120300860.html

The REE and Critical Minerals sector continues to be very HOT this morning and trending upward ... fwiw.

https://finance.yahoo.com/news/u-rare-earth-miners-surge-103245179.html

Symbol	Current Price	Time	Change	Open	High	Low	Volume
CRML	21.94	11:30 EDT	6.955	17.23	22.08	16.95	35663214
LYSDY	15.67	11:15 EDT	1.820	14.15	16.08	13.85	436018
ARR.AX	0.59	16:16 AEDT	0.090	0.58	0.635	0.575	9696336
LYC.AX	20.26	16:21 AEDT	0.450	21.2	21.5	20.26	10215415
AMRRY	23.96	11:06 EDT	4.320	21.2	23.96	21.2	3689
METCB	20.50	11:27 EDT	2.180	19.74	20.69	19.475	100939
METC	52.57	11:30 EDT	5.365	49.77	53.24	49.6934	1464198
NB	10.96	11:30 EDT	0.565	10.835	12.58	10.01	21227797
UUUU	23.86	11:30 EDT	3.522	24.34	25.69	22.71	27160052
ARRNF	0.51	11:14 EDT	0.110	0.46	0.5487	0.4511	894368
MP	96.92	11:30 EDT	18.580	86.8	98.97	85.5	31073086
IDR	47.93	11:30 EDT	4.080	49.86	51.39	47.53	754669
UCU.V	8.33	15:59 EDT	0.620	7.86	8.99	7.83	2189550
REEMF	1.74	11:15 EDT	0.400	1.41	1.78	1.41	1583893
AREC	4.64	11:30 EDT	0.560	4.405	4.7	4.12	13306527
SETM	29.57	11:30 EDT	2.935	28.5883	29.77	28.27	262811
USAR	40.69	11:30 EDT	8.080	38.57	43.98	37.5	28166734
SBSW	11.78	11:30 EDT	0.825	11.8	11.84	11.52	3706032
MTRN	126.20	11:29 EDT	8.100	123.04	126.415	122.135	36887
TMRC	2.16	11:15 EDT	0.380	1.84	2.2	1.84	565152
PICK	46.16	11:28 EDT	1.860	46.03	46.2599	45.47	115160
REMX	79.32	11:30 EDT	9.850	75	80.2466	74.31	2133999

https://www.wsj.com/opinion/investments-for-national-security-e954411c

 

[megablue]

Ramaco CEO Randall Atkins on Bloomberg yesterday:

 

[Johnnie Africa]

My METC in the last 3 months went from -20% to +120% and is now at +34%

I mean good lord with the individual stocks - happy to have 90% in index funds

 

[megablue]

My METC in the last 3 months went from -20% to +120% and is now at +34%

I mean good lord with the individual stocks - happy to have 90% in index funds

Released today at 4:15PM.
Conference call tomorrow morning.

https://finance.yahoo.com/news/ramaco-resources-reports-third-quarter-201500564.html

REMX is an REE ETF … you may find it better-suited to your risk tolerance. Just a thought ...
Individual REE stocks are extremely volatile, as you know. I’ve been way up and way down, too. I have not sold a single share of METC or METCB. My timeline is 2 years out, when I expect the METC to be selling in triple-digits. There are no guarantees and I certainly could be wrong, but I think there is plenty of runway left. However, there is certainly nothing wrong with taking profits and moving along into something else… no question !!
GOOD LUCK in whatever you decide to do with your Ramaco shares.

 

[megablue]

For anyone following, or interested in, Ramaco Resources (METC & METCB), this was posted after hours today (10/30/25):

Ramaco and U. S. Department of Energy's (DOE) National Energy Technology Laboratory (NETL) Execute Far-Reaching Strategic Agreement on Rare Earths and Critical Minerals

 

[Gobigblue812812]

$MPLX just got a huge dividend raise.

 

[Monday Nitro]

Does anybody know a good free real time quote app? Mine is unreliable nbow.

 

[bluthruandthru]

Does anybody know a good free real time quote app? Mine is unreliable nbow.

WeBull

 

[vhcat1970]

Sell !!

 

[Monday Nitro]

WeBull

I'm going to look at that. I went to the apple app store and found Stock Master. I love it. I hit the Plus button and add the stocks I watch.

 

[Johnnie Africa]

@megablue you beautiful genius my METC is up 75% since you told me to buy. My only regret is not buying more!

Now up to -3% since making this post

 

[Monday Nitro]

Now up to -3% since making this post

OOOF. Never act on stock advice from The Paddock.

 

[LineSkiCat14]

Need some stock/tax advice.

Through inheritance, I was left about 100 shares of IBM in a brokerage account. The cost basis was stepped up to the price on August 23rd which was roughly $241/share. I need to dump a good portion of this stock but while I've purchased stock over the years, funded my retirement, etc... I've never actually SOLD any stock yet. So a few questions:

1. I was reading that inherited stock is immediately classified as long term stock, that true?
2. With the cost basis at $241 and the price today being roughly $305, would I just then have long-term gain tax on the difference ($64/share)? We would fall into the 15% long term capital gains tax. so if I sold one share, would I then owe roughly $9.60 on that one share? ($64 x 0.15 = $9.6)?
3. I imagine I get a statement of some sorts when I sell stock, and I pay the tax on it when I'm doing my taxes in early 2026? Or do you pay the tax at a different time.

 

[Gobigblue812812]

Need some stock/tax advice.

Through inheritance, I was left about 100 shares of IBM in a brokerage account. The cost basis was stepped up to the price on August 23rd which was roughly $241/share. I need to dump a good portion of this stock but while I've purchased stock over the years, funded my retirement, etc... I've never actually SOLD any stock yet. So a few questions:

1. I was reading that inherited stock is immediately classified as long term stock, that true?
2. With the cost basis at $241 and the price today being roughly $305, would I just then have long-term gain tax on the difference ($64/share)? We would fall into the 15% long term capital gains tax. so if I sold one share, would I then owe roughly $9.60 on that one share? ($64 x 0.15 = $9.6)?
3. I imagine I get a statement of some sorts when I sell stock, and I pay the tax on it when I'm doing my taxes in early 2026? Or do you pay the tax at a different time.

Inherited Stock: Definition, How It Works, and Example

Inherited stock are shares of a company that are inherited from someone who has passed away.

www.investopedia.com

 

[vhcat1970]

Need some stock/tax advice.

Through inheritance, I was left about 100 shares of IBM in a brokerage account. The cost basis was stepped up to the price on August 23rd which was roughly $241/share. I need to dump a good portion of this stock but while I've purchased stock over the years, funded my retirement, etc... I've never actually SOLD any stock yet. So a few questions:

1. I was reading that inherited stock is immediately classified as long term stock, that true?
2. With the cost basis at $241 and the price today being roughly $305, would I just then have long-term gain tax on the difference ($64/share)? We would fall into the 15% long term capital gains tax. so if I sold one share, would I then owe roughly $9.60 on that one share? ($64 x 0.15 = $9.6)?
3. I imagine I get a statement of some sorts when I sell stock, and I pay the tax on it when I'm doing my taxes in early 2026? Or do you pay the tax at a different time.

1. Didn't know this, but what I read says that's true.
2. You're correct on the 15% FEDERAL LTCG TAX. But.... you will also owe whatever your state capital gains tax rate is. KY treats CG like ordinary income, so you'd owe another 4% tax in 2025, or 3.5% in 2026.
3. Broker that handles the transaction will send you a 1099-DIV with the sales amount and capital gain, probably in February. But, the broker likely needs the death certificate to establish the date of the step up basis cost and thus the gain afterwards. Talk to him as to how this is done. Also, you may want tax withholding on the gain by the broker to avoid a tax penalty. Yes, there's work to be done by you.

 

[megablue]

There is no way of knowing whether Ramaco (METC & METCB) will receive any of this funding, but this was released yesterday.
As ALWAYS, due diligence and research are warranted, as there are no guarantees, especially in REE & critical materials sectors.

Energy Department Announces $355 Million to Expand Domestic Production of Critical Minerals and Materials

The U.S. Department of Energy today announced $355 million for two notices of funding opportunities to expand domestic production of critical materials essential for advancing U.S. energy production, manufacturing, transportation and national defense.

www.energy.gov

The application deadline for both NOFOs is December 15, 2025, by 5:00 PM ET.

Here is a summary sheet of twenty-nine (29) selected stocks in the REE & Critical Materials Sectors, ranked by percentage gain since 08/08/25, based on yesterday's close. They comprise a reference portfolio that I follow on a regular basis. It helps to understand daily activity. I own METC, METCB and AMRRY.

Symbol	11/14/25	08/08/25	Gain	Gain %
UCU.V	7.330​	2.790​	4.540​	162.72%​
PLS.AX	3.820​	1.930​	1.890​	97.93%​
CRML	9.100​	4.630​	4.470​	96.54%​
AREC	3.020​	1.610​	1.410​	87.58%​
LTR.AX	1.465​	0.845​	0.620​	73.37%​
ARA.TO	2.390​	1.460​	0.930​	63.70%​
LAC.TO	6.260​	3.840​	2.420​	63.02%​
UUUU	15.550​	9.550​	6.000​	62.83%​
ALB	115.140​	75.480​	39.660​	52.54%​
IDR	35.130​	24.630​	10.500​	42.63%​
SQM	54.550​	42.220​	12.330​	29.20%​
REMX	70.210​	54.790​	15.420​	28.14%​
SETM	26.145​	20.630​	5.515​	26.73%​
SBSW	11.110​	8.840​	2.270​	25.68%​
NB	5.880​	4.740​	1.140​	24.05%​
PICK	46.190​	39.740​	6.450​	16.23%​
METCB	15.615​	13.840​	1.775​	12.83%​
LYC.AX	14.180​	12.620​	1.560​	12.36%​
LYSDY	9.320​	8.360​	0.960​	11.48%​
MTRN	116.400​	106.470​	9.930​	9.33%​
ARR.AX	0.400​	0.370​	0.030​	8.11%​
ARRNF	0.309​	0.300​	0.009​	3.15%​
AMRRY	13.100​	13.290​	-0.190​	-1.43%​
METC	21.590​	22.550​	-0.960​	-4.26%​
IPX	34.160​	37.650​	-3.490​	-9.27%​
USAR	14.490​	16.260​	-1.770​	-10.89%​
MP	58.640​	74.320​	-15.680​	-21.10%​
REEMF	0.930​	1.190​	-0.260​	-21.85%​
TMRC	0.900​	1.210​	-0.310​	-25.62%​

These stocks are very volatile. METC, the stock that I heavily own and am holding through Brook Mine development and production, has ranged from $20.83 to as high as $55.05 during this time period. My cost is $9.86, so I am still up, but the volatility certainly tests commitment and patience. The sector is very hot and talked about, with heavy shorting activity beating some stocks down, along with movement from the inconsistency of the Trump administration relative to tariffs with China for Rare Earths and Critical Minerals. Patience, commitment and due diligence are required for this sector ... if you are a long-term investor.

As I have said before in this thread, if you are looking at Ramaco, a Lexington-based Company, please know that it opened the first REE mine in over 70 years back in July. It is currently developing its pilot plant and recently announced plans to expand production. It has recently sold stock and issued convertible debt to build out their main plant (see news releases for details). If interested in this company, a person should go to their website and read the various news releases about study results, new management hires and production estimates, most especially the 09/18/25 Letter to Shareholders. There are NO GUARANTEES, of course, but it appears Ramaco has a workable plan to becoming a solid domestic producer of rare earth and critical minerals. https://ramacoresources.com/

Lastly, as part of due diligence, interested persons might want to look at this recent piece (11/16/25) that is very critical of and skeptical about the REE prospects for Ramaco's Brook Mine in Wyominig. Follow-up review of Wolfpack Research is warrated.
https://cowboystatedaily.com/2025/11/16/ramacos-rare-earth-claims-draw-fierce-scrutiny-from-geologists-short-sellers/

 

[Gobigblue812812]

Is it time for the market correction to happen? It feels like it's near.

 

[Johnnie Africa]

Is it time for the market correction to happen? It feels like it's near.

It at least seems to be filtering slowly out of AI, which I think is really needed. Lots of huge earnings reports this week which should give an idea of how the year will end. Right now it seems there is no pricing in of a rate cut in December. Hard to say with the massive influx of retail investors post COVID how big of a correction we’ll get or for how long. “Buying the dip” seems like a way of life regardless of earnings for some.

 

[American Dragon]

Are there any stocks, index funds, mutual funds, etc. that haven't gone to **** or heading there?

 

[Johnnie Africa]

Are there any stocks, index funds, mutual funds, etc. that haven't gone to **** or heading there?

What time frame? I’m up 26% on the year. The Ramaco METC stock that mega blue recommended has been absolute dogshit. Down 36% on that one

 

[American Dragon]

What time frame? I’m up 26% on the year. The Ramaco METC stock that mega blue recommended has been absolute dogshit. Down 36% on that one

I'm up big for the year too (28.62%) but everything I normally invest in other than Apple is seemingly going down hill quickly as I'm down 15.6% of what the peak was back in October.

And that AI bubble potentially popping probably isn't going to be kind to Apple, so not exactly looking to get more invested into it at this moment.

 

[Johnnie Africa]

I'm up big for the year too (28.62%) but everything I normally invest in other than Apple is seemingly going down hill quickly as I'm down 15.6% of what the peak was back in October.

And that AI bubble potentially popping probably isn't going to be kind to Apple, so not exactly looking to get more invested into it at this moment.

Ya I think we’re having a needed correction and investments spreading out of tech a little bit

 

[megablue]

What time frame? I’m up 26% on the year. The Ramaco METC stock that mega blue recommended has been absolute dogshit. Down 36% on that one

1) I have never recommended a stock to buy to anyone in my life. What I have definitely done many times is recommend stocks for review and consideration as investment possibilities, always with the caveat of no guarantees and due diligence is warranted. It is always up to the individual investor to make their own decisions, either on their own or with help from trusted financial advisors. Ramaco is a speculative investment.

2) Regards the frustration of seeing how volatile the REE and critical minerals sector has been, including Ramaco in particular, I share yours.
As of yesterday's close for both METC and METCB, although I am still up in both because of purchases costs in each below $10.00, I have seen my investments decline $307,200 (METC) and $28,250 (METCB) in value. But, I had the chance to sell some, or all, every day to take profits and play with "house money" and failed to do so. That's on me. This decline has tested my commitment to see the Brook Mine to full production. That is certain.

3) The thesis for this stock, outside of its met coal operations, for anyone who chooses to accept the risks of uncertainty associated with it, is that Ramaco will complete the Brook Mine pilot plant in mid-to-late 2026, hopefully with favorable results and meeting expectations, and then move speedily on to construction of the commercial oxide plant in 2026. with commercial operations starting in 2028. Capex requirements through 2029 are estimated at over $1,120,000. So, with the mine opening on 07/11/25, it is clear that Ramaco is in the very early stages of the overall project. Commitment, time and patience are required for anyone holding this as a long-term investment. There has never been any doubt about that and nothing about that has changed. This long-range mission will either be a success or it will be a failure. It's impossible to know right now.

4) Your frustration indicates that you are not interested in holding through this mission and the price swings bother you. So, my recommendation is to CONSIDER getting out now, or holding until you reach your cost, which I assume is in the $25.00 range. As volatile as METC and the entire sector are, any kind of positive catalyst will create upward movement. When, what, how, etc ... those catalysts might occur, or even if they will, I don't know. These are the uncertainties of speculative stocks, obviously.

5) Regards Ramaco, there have been a flurry of recent critical pieces and analyst downgrades. Shorting the stock has been taking place. The short % of float was 17.58% as of 10/31/25 and has certainly risen since then. The downward pressure has been brutal, no question. The pieces hinge on the uncertainty of Ramaco's mission, despite the independent research firms that Ramaco has hired to look into the rare earth potential. Some certainty will be known, it seems to me, when the pilot plant is completed and ores are processed. Projections will be compared to those results, with possible revisions warranted.

Lastly, speaking solely for myself, knowing when to sell a stock is very difficult. Buying a stock is always easier. Pigs get fat, but hogs get slaughtered. I have often struggled with watching successful investments lose value without taking profits and reducing risk. I've done that with Ramaco this time, but I am committed to seeing this thing through, recognizing that it has always been a speculative investment from the day I first bought it.

GOOD LUCK in whatever you decide to do. Reading articles, both pro and con, should help you decide what to so. That I DO recommend.

For starters ... here are some very recent critical pieces to review. Typically, the positive news is releases from the Company.

https://www.investing.com/news/investment-ideas/ramaco-resources-investingpros-fair-value-model-predicted-48-stock-decline-93CH-4374082

https://www.nasdaq.com/articles/goldman-sachs-initiates-coverage-ramaco-resources-metcb-sell-recommendation

https://seekingalpha.com/news/4524082-ramaco-resources-started-at-sell-by-goldman-sachs-on-brook-mine-skepticism

Ramaco’s Rare Earth Claims Draw Fierce Scrutiny From Geologists, Short-Sellers

Ramaco’s Brook Mine project in Wyoming, touted as a rare earth bonanza, is drawing fierce scrutiny from geologists and short-sellers. The company stands…

cowboystatedaily.com

Once again ... here is Ramaco's website. For updates on their REE mission, you might start be clicking on BROOK MINE PROJECT OVERVIEW.

Home - Ramaco Resources

ramacoresources.com

 

[Johnnie Africa]

1) I have never recommended a stock to buy to anyone in my life. What I have definitely done many times is recommend stocks for review and consideration as investment possibilities, always with the caveat of no guarantees and due diligence is warranted. It is always up to the individual investor to make their own decisions, either on their own or with help from trusted financial advisors. Ramaco is a speculative investment.

2) Regards the frustration of seeing how volatile the REE and critical minerals sector has been, including Ramaco in particular, I share yours.
As of yesterday's close for both METC and METCB, although I am still up in both because of purchases costs in each below $10.00, I have seen my investments decline $307,200 (METC) and $28,250 (METCB) in value. But, I had the chance to sell some, or all, every day to take profits and play with "house money" and failed to do so. That's on me. This decline has tested my commitment to see the Brook Mine to full production. That is certain.

3) The thesis for this stock, outside of its met coal operations, for anyone who chooses to accept the risks of uncertainty associated with it, is that Ramaco will complete the Brook Mine pilot plant in mid-to-late 2026, hopefully with favorable results and meeting expectations, and then move speedily on to construction of the commercial oxide plant in 2026. with commercial operations starting in 2028. Capex requirements through 2029 are estimated at over $1,120,000. So, with the mine opening on 07/11/25, it is clear that we in the very early stages of the overall project. Commitment, time and patience are required for anyone holding this as a long-term investment. There has never been any doubt about that and nothing about that has changed. This long-range mission will either be a success or it will be a failure. It's mpossible to know right now.

4) Your frustration indicates that you are not interested in holding through this mission and the price swings bother you. So, my recommendation is to CONSIDER getting out now, or holding until you reach your cost, which I assume is in the $25.00 range. As volatile as METC and the entire sector are, any kind of positive catalyst will create upward movement. When, what, how, etc ... those catalysts might occur, or even if they will, I don't know. These are the uncertainties of speculative stocks, obviously.

5) Regards Ramaco, there have been a flurry of recent critical pieces and analyst downgrades. Shorting the stock has been taking place. The short % of float was 17.58% as of 10/31/25 and has certainly risen since then. The downward pressure has been brutal, no question. The pieces hinge on the uncertainty of Ramaco's mission, despite the independent research firms that Ramaco has hired to look into the rare earth potential. Some certainty will be known, it seems to me, when the pilot plant is completed and ores are processed. Projections will be compared to those results.

Lastly, speaking solely for myself, knowing when to well a stock is very difficult. Buying a stock is always easier. Pigs get fat, but hogs get slaughtered. I have often struggled with watching successful investments lose value without taking profits and reducing risk. I've done that with Ramaco this time, but I am committed to seeing this thing through, recognizing that it has always been a speculative investment from the day I first bought it.

GOOD LUCK in whatever you decide to do. Reading articles, both pro and con, should help you decide what to so. That I DO recommend.

For starters ... here are some very recent critical pieces to review. Typically, the positive news releases from the Company.

https://www.investing.com/news/investment-ideas/ramaco-resources-investingpros-fair-value-model-predicted-48-stock-decline-93CH-4374082

https://www.nasdaq.com/articles/goldman-sachs-initiates-coverage-ramaco-resources-metcb-sell-recommendation

https://seekingalpha.com/news/4524082-ramaco-resources-started-at-sell-by-goldman-sachs-on-brook-mine-skepticism

Ramaco’s Rare Earth Claims Draw Fierce Scrutiny From Geologists, Short-Sellers

Ramaco’s Brook Mine project in Wyoming, touted as a rare earth bonanza, is drawing fierce scrutiny from geologists and short-sellers. The company stands…

cowboystatedaily.com

Once again ... here is Ramaco's website. For updates on their REE mission, you might start be clicking on BROOK MINE PROJECT OVERVIEW.

Home - Ramaco Resources

ramacoresources.com

First, don’t take anything I say too seriously, I talk a lot of trash both her and IRL, but IRL you can at least tell I’m messing around, I understand on the internet it’s impossible to tell tone, so no need for the fine print like fidelity it’s all good. Second, METC makes up .035% of my stock portfolio, I don’t care how it does, it was just a fun little bet I made on here, it’s a very small sum and I would never bet a stressful amount of money on advice from a Kentucky bball MB so again no worries I just like messing around (I almost got caught up when I was up 75% and put A LOT in but stuck to my principles and thought better of it thank god). Third, and most importantly, are you telling me you had over 1 million dollars in a single speculative stock at one point?! You are an absolute madman!! Are you like a massive multimillionaire badass or something? That is absolutely insane. You were up like over 200% and didn’t at least sell to recoup your original investment?? Wow, you are nuts! Much respect bro!!

 

[vhcat1970]

METC up 28% in last year. Down 61% in last month & more than that since peak. I may buy now.

 

[megablue]

METC up 28% in last year. Down 61% in last month & more than that since peak. I may buy now.

I do not know if you have followed the REE sector, vhcat1970, but it's EXTREMELY volatile. Part of the problem, in my humble opinion, has been the Trump Administration's vacillation on the desire to commit to and develop domestic REE and critical mineral sources. This last tariff turnaround with China, soybeans for critical minerals, has a lot to do (but certainly not all) with the recent downturn in the sector and METC. imho.

If you are just now looking into METC, due diligence and research are warranted, but there is potential for financial reward if their Brook Mine develops into what projections indicate. THAT, of course, is UNCERTAIN. If you have not already done so, be sure to read everything on the Ramaco website about the Brook Mine and their plans for it. From there, you can see how you feel about the associated risks. My only suggestion, just as I've mentioned to Johnny Africa, we're in the early innings of a 9-inning game ... maybe even the first game of a double-header.

GOOD LUCK to you in whatever you decide.

Here is Letter to Sharehiolders on 09/18/25:

https://ramacoresources.com/wp-content/uploads/2025/09/Final-Shareholder-Letter-re-expansion-9.17.pdf

Per the first page of the 09/18/25 Letter above ... fwiw:

Earlier this year Ramaco was requested by various arms of the Administration to consider both the expansion and acceleration of the Brook Mine rare earth (REE) and critical mineral (CM) project. It has been called the largest unconventional rare earth deposit in North America by the Department of Energy's National Energy Technology Laboratory.

Acting upon this request, the Company’s Board of Directors this week authorized management to initiate all necessary steps to significantly upsize the Brook Mine to produce at a base coal production level of 5 million tons per year from a previous 2-million-ton level.

 

[megablue]

First, don’t take anything I say too seriously, I talk a lot of trash both her and IRL, but IRL you can at least tell I’m messing around, I understand on the internet it’s impossible to tell tone, so no need for the fine print like fidelity it’s all good. Second, METC makes up .035% of my stock portfolio, I don’t care how it does, it was just a fun little bet I made on here, it’s a very small sum and I would never bet a stressful amount of money on advice from a Kentucky bball MB so again no worries I just like messing around (I almost got caught up when I was up 75% and put A LOT in but stuck to my principles and thought better of it thank god). Third, and most importantly, are you telling me you had over 1 million dollars in a single speculative stock at one point?! You are an absolute madman!! Are you like a massive multimillionaire badass or something? That is absolutely insane. You were up like over 200% and didn’t at least sell to recoup your original investment?? Wow, you are nuts! Much respect bro!!

1) I'm glad to know that you have less than 4% in Ramaco. In my view, that is very PRUDENT, given its speculative nature.
2) If you're like me, you're probably wishing you'd sold half when it was double your cost and then you'd have only "house money" in it.
3) I mention #2 above because you are RIGHT ... I should've taken enough profit to recover my initial investment. I got greedy and made the same mistake I've made a few times before. DNDN and CLF are examples. I guess I just never learn, honestly. I planned to sell some at $43.75, then raised it to $52.50 and then said $63.75 was my number. It was rising so fast, damn near every day, I thought I'd get to $63.75. But ... I've ridden it down ever since, although I am still up pretty good, thankfully, because of my low entry cost. Pigs get fat, hogs get slaughtered.
4) No, I never had $1,000,000 in it. I am not a massive multimillionaire. I am 73, retired and excited at the prospects of a Lexington-based Company becoming a prominent supplier to this country, if not the world, of REE and critical minerals. If they are successful in their mission and the estimated reserves prove to be there, it is not unreasonable to think this can be a very rewarding investment. Because they are an operating met coal company, they have a floor and all hopes are not pinned on the Brook Mine for survival. Maybe $16.00, or so, is the floor ... who knows ?? I sure hope so.
5) The only thing I've done that might deserve respect is to stay committed to my original plan. But, not selling some shares on the bull run to de-risk my investment was not only NUTS, as you said, it was pretty damn DUMB. Like I said ... it's much easier, for me at least, to know when to BUY, rather than when to SELL. This indecisiveness has cost me a lot of money over the years ... unfortunately, but nobody makes all the right moves all the time.
6) Right now, I want Ramaco's share price to weather the storm and eventually begin to reflect the potential cash flow that I think (and hope) is there. It is just a ways off, right now, hopefully, but there are NO GUARANTEES. I will be most interested in where the price is ... this time, next year. Hopefully, Ramaco will prove the shorts and the critics wrong. That is the key to the success of this investment. We just have to wait and see.
7) Immediately, I would like to see Ramaco get a a piece of the funding described on 11/14/25 below. Who knows if it will, but I think funding would be enough of a positive catalyst to move the stock up (even if only temporarily) high enough for you to get your cost back and get out. If that is your desire.

Energy Department Announces $355 Million to Expand Domestic Production of Critical Minerals and Materials

The U.S. Department of Energy today announced $355 million for two notices of funding opportunities to expand domestic production of critical materials essential for advancing U.S. energy production, manufacturing, transportation and national defense.

www.energy.gov

What is surprising, if not amazing, is how many people in Lexington and around the State have never heard of Ramaco Resources and the potential of its Brook Mine. It appears their story is not widely-known yet ... here and around country.