Nashaway retweeted
$UAMY next week could see a lot of eyes
Nashaway retweeted
A critical mineral in the ground isn't yet a business. As we've seen with lithium, America's “missing middle” is processing it into something customers will buy.
Lithium powers batteries. Antimony is critical to ammunition.
For our first antimony story, we ask @NYSE_UAMY's Gary Evans how a Pentagon contract worth up to $245M and a push upstream from smelting into mining could improve margins, create more predictable earnings and potentially earn $UAMY a defence industry multiple similar to MP Materials.
(00:00) Why Antimony Matters for Critical Minerals
(04:30) Gary Evans' Path From $1,000 to US Antimony
(09:19) Antimony Producers, Uses and China's Role
(13:20) How China Dominates and US Antimony Integrates
(17:58) Inside the $245M Defense Logistics Contract
(20:25) Commercial Customers and the 2027 US Sourcing Order
(22:01) Antimony Price Swings and Contract Margins
(24:07) Defense Multiple vs. Commodity Price Risk
(28:38) Why Ex-China Antimony Prices Collapsed
(31:29) Hydromet Joint Venture Targets 1,000 Tons Monthly
(34:16) Tungsten and Nolan Creek Expansion
(37:33) Why the Stock Fell Despite Growth
(42:03) Thin Margins and the Case for Government Backing
(49:50) Skills Shortage and Bringing Young Talent In
Nashaway retweeted
This guy just dropped a must-watch video that shows exactly how deep Islam has already infiltrated our colleges, our politics, and our everyday lives.
Most Americans are still blind to it.
Watch it. Then tell me if you still think this is just “diversity.”
#Islam #Colleges #WakeUpAmerica
Nashaway retweeted
CONCLUSION:
Pete Hegseth named the institutions in 37 seconds. The institutions responded with:
- Pre-positioned oppo research activated in 72 hours
- A regime change planning document citing him by name
- A legal predicate for military disobedience published the same week as the Seditious Six video
- A pipeline that produced the cohort
- A grand jury they couldn't win
- A replacement they CAN co-opt
- Braver Angels and MWEG sitting at the same table as the color revolution coordinators
- A physical barricade at the building where the playbook was written
They're not trying to get rid of a bad SecDef. They're trying to remove the one obstacle that makes their entire methodology fail.
Nashaway retweeted
🚨 THIS is the speech that should terrify every American.
Senator Tim Sheehy just dropped the most brutal, unfiltered truth about Iran you’ll ever hear.
For 47 years the Iranian regime has been hunting us — vaporizing Marines, skinning Americans alive on camera, cutting our troops in half with EFPs, and celebrating every death.
They don’t care who you voted for.
They don’t care where you live.
They want every single one of us raped, burned, and cut into pieces.
This isn’t politics.
This is a death cult that has been at war with America since 1979… and we’ve been pretending otherwise.
Watch the full speech.
Every. Single. Second.
Then share it.
Because the regime that did this to our brothers is still standing.
Iran has never paid the real price.
It’s time they do.
Nashaway retweeted
America now has 11 Muslim mayors, 98 Muslim city council members, 32 Muslim state representatives, 14 Muslim state senators, and 6 members of Congress.
This won't end well.
Nashaway retweeted
👀 6 DAYS AWAY
Unless China formally amends or extends the current suspension, these restrictions are set to take effect on November 10th, regardless of the broader U.S. x China trade truce.
We’re potentially six days away from a major global rare earth export controls, and barely anyone seems to be paying attention.
SCOOP: Reuters Warns China’s Rare Earth Export Controls Could Return November 10 Despite Trade Truce Extension $MP $USAR $UUUU $UAMY $AREC
As we know, the U.S. x China trade truce has officially been extended to January 10, 2027.
However, according to Reuters, China’s expanded rare earth export controls are still scheduled to take effect on November 10, 2026, two months before the broader trade truce expires.
What’s crazy is… no one is talking about this. Not a soul. Except… cek.
Now here’s where the November 10 deadline becomes interesting:
Reuters specifically argues that these expanded rare earth restrictions were NOT included in the new $30 billion-for-$30 billion tariff reduction framework, and that September’s summit did not extend their implementation deadline.
China’s original suspension notice, Announcement No. 70, still explicitly lists November 10, 2026.
However, China’s September 28 statement extended the broader Kuala Lumpur arrangement to January 10, 2027, including an arrangement involving certain non-tariff measures.
That creates an important distinction: being excluded from the new tariff framework does not necessarily mean the rare earth controls were excluded from the broader truce extension.
As of October 20, I have not found an updated Chinese implementing notice explicitly moving the rare earth suspension deadline to January 10. If anyone can, please let me know.
If Reuters’ interpretation is correct, some of China’s most expansive rare earth restrictions could return in just three weeks, potentially affecting global semiconductor, AI, advanced manufacturing, and defense supply chains.
I’m particularly interested in hearing from anyone knowledgeable about Chinese trade regulations who has found a definitive government document resolving this discrepancy.
November 10 or January 10? The distinction matters.
Here’s what makes these restrictions particularly significant:
• 0.1% Threshold: Certain foreign-manufactured products containing Chinese-origin rare earth materials representing just 0.1% or more of the controlled item’s value could require Chinese export authorization.
• Global Reach: These restrictions could apply to qualifying products manufactured in the U.S., Europe, Japan, or elsewhere, even if the finished product never entered China.
• Technology Restrictions: The controls also target certain foreign-produced rare earth materials manufactured using Chinese-origin mining, separation, refining, magnet-making, or recycling technologies.
• Military Applications: Export licenses involving foreign military end users or military purposes would generally be denied under the original rules.
Source: Thomson Reuters Tax & Accounting
tax.thomsonreuters.com/blog/…
Nashaway retweeted
As an Iranian who has been closely following US politics from the outside over the past two years, let me tell you what was the reason behind the midterm election results in my opinion.
Many were blaming the Iran war.
The war in Iran was essentially a proxy war whose battlefield happened to be in Iran, but behind the scenes, a complex network of global powers was involved. China, Russia, Arab nations, the Democrats, and most importantly, the UK and European liberals were the lifelines and supporters of this regime, they had no intention of ever letting the Islamic regime in Iran go. The Islamic regime functioned as their tool, their financial cash cow, and their asset in the region, to entangle the US in the region and weaken it.
Trump confronted and stood against this entire network. He knew the regime was holding the Strait of Hormuz hostage, but he had the courage to step up, take the risk, and push forward. In response, they had no tools left except the narrative war.
A big sophisticated network started warmongering rhetoric and propaganda. Beyond the mainstream media, they even recruited right-wing podcasters like @TuckerCarlson , who suddenly flipped their positions and began spreading false narratives.
One of their primary tactics was stoking antisemitism and exploiting societal sensitivities, repeating lies until they were accepted as absolute fact. They kept claiming this was Israel’s war, which it simply wasn’t. I grew up in Iran and was forced to chant "Death to America" every morning at school, but I never once said "Death to Israel." This regime was obsessed with US, you are just so lucky you got Israeli intelligence in keeping you updated on the threat. Without Israel, you may had learned about it after a nuclear 9/11. This was America’s war, a fight against a system that was being weaponized to undermine the United States.
As for the necessity of this conflict, Trump had known for years (dating back to his first term) what needed to be done with this regime. Why this timing? Because the people of Iran rose up in January 2026. If you had paid attention, the military buildup started immediately afterward because any meaningful action had to tap into the energy and courage of the Iranian people.
No one in the media tells you that the Islamic regime massacred 75,000 people in Iran, and suddenly that horrific atrocity became a non-issue, completely brushed aside by those who are obsessed with Gaza.
The fearmongers constantly tried to claim that this is just another "forever war," when in reality, Trump was actively preventing a repeat of the Iraq and Afghanistan disasters. What happened back then was a sudden, uncalculated collapse with no plan for the aftermath, plunging those countries into chaos and trapping America in a quagmire. But this time, Trump was handling it in a very controlled manner, applying limited, gradual pressure to steadily weaken the regime so the people could take their country back themselves, without needing any American boots on the ground.
They knew full well that there were no boots on the ground in Iran and that their claims were baseless, yet they intentionally made mountains out of molehills to distort public opinion and hence bail out the regime.
But it changes nothing for @realDonaldTrump , he finishes what he starts, and this will become his lasting legacy. Sadly, by making these choices, Americans have deprived themselves of domestic progress Trump could have offered, and even worse, let the enemy within inside the Senate and the House.
I truly hope this serves as a wake-up call so that by 2028, these lies won’t work on you anymore.
Nashaway retweeted
As someone whose family fled Iran, watching America elect jihadis is truly disturbing.
Nashaway retweeted
The Republican Party ain’t perfect.
But the Democrat Party is run by godless demons who want to outlaw Christianity, mutilate your children and will kill you for disagreeing with them.
Weak Christians should recognize that war is upon us whether we like it or not.
Better engage in politics now or politics will be used to end everything you love.
Nashaway retweeted
I hate to say it, but America is over. The communists and jihadists are going to open our borders and replace our votes with votes from illegals aliens. We now have reps who openly speak about their hatred of America, their love of communism and their support for sharia law.
We won’t be able to undo the damage they cause on our country come 2028.
America 250 was a funeral.
The American Dream is dead.
Nashaway retweeted
Please listen to this man. He is an immigrant from Iran now living in New York and he’s begging Americans to Vote Red during midterms. He says America is being taken over like Iran was
“In my country, in Iran — when we go to school, we had to walk over American flag. That's how we were brainwashed. Walk over American flag and stay in the courtyard and the principal says, Death to America. We had to say death to America 10 times
This is how we start our life in Iran. So I see it in New York City, it's same thing happening now under Zohran Mamdani, the mayor. People bring US flag to burn it and say death to America, which is Maghbar America in Arabic and in Farsi.
— Like, why do we let this happen in New York City, the most beautiful city in the world that people would die to be here for just one day to experience it? Do you know why? Because Zohran Mamdani is Democrat
Mamdani is running the office and he's not loving this country — He's here for Muslim Brotherhood. He wants to bring the Sharia law to United States, and Democrats, they allow him to do that”
“So me, who've been in Middle East, Vote Red and Vote Republican, I want to stop that here right now. I don't want to spread in other states or in other cities. I think it's my duty to be here — I guess it's my mission to protect America. My kids, your kids. So think about it.
Tell your neighbors, tell your family, Vote Red is very important”
Everyone has to vote Red to stop the Islamic takeover of America
We will all be living under Sharia Law if we don’t stop Democrats. People need to understand how serious this is
Nashaway retweeted
JUST IN: New Report Exposes U.S. Military's Mineral Dependence on China $MP $USAR $EQR.ax $UAMY
Well, this is quite the report to drop just weeks before some major critical-mineral deadlines…
A new November 2 report from The War Zone highlights a defense supply-chain assessment that puts some pretty eye-opening numbers behind something I’ve been talking about for a long time.
The United States has a massive dependency problem when it comes to the critical minerals needed to manufacture its own military equipment.
According to the report, researchers analyzed nearly 9 MILLION parts across approximately 3,000 U.S. military weapons systems. What did they find?
More than 28,000 unique components across roughly 1,400 weapons systems contain at least one of four strategically important minerals:
• Antimony
• Gallium
• Germanium
• Tungsten
All four are materials where China holds significant influence over global supply chains. And we’re not talking about some obscure pieces of equipment nobody has heard of…
• Virginia-class nuclear submarines: More than 300 distinct critical components involving these materials, including 190 containing germanium.
• B-2 stealth bombers: 782 components involving the four minerals.
These materials support everything from advanced electronics and sensors to military manufacturing and specialized defense applications.
Remember: November 27 is just 25 days away. That’s when China’s separate suspension of additional U.S.-specific export restrictions involving gallium, germanium, and antimony is currently scheduled to expire.
And on January 1, 2027, expanded DFARS sourcing restrictions are scheduled to take effect for certain defense contracts, including requirements involving tungsten and rare-earth magnets.
So while we’re watching the November 10 rare-earth deadline, there’s another critical-mineral deadline approaching later this month that deserves just as much attention.
Let’s think about what this report is telling us for a second… The U.S. military depends on thousands of components containing materials whose global supply chains are heavily influenced by its largest strategic competitor… big yikes.
Meanwhile, Washington is trying to rebuild domestic mining, processing, refining, and manufacturing capabilities while tightening restrictions on sourcing certain materials from countries like China.
That’s a pretty difficult situation to navigate when the supply chains you’re trying to replace are deeply embedded in your existing weapons systems.
And this is exactly why I’ve been so focused on the processing and refining side of the critical-minerals industry.
Mining the material is one thing. Turning it into the specialized products that defense manufacturers actually need is an entirely different thing…
We’re now approaching multiple major regulatory deadlines, defense sourcing requirements are tightening, and new research is putting actual numbers behind America’s dependence on foreign-controlled critical-mineral supply chains.
You can announce all the domestic supply-chain initiatives you want. Eventually, somebody has to produce the materials.
And judging by these findings, there’s a whole lot of work left to do.
twz.com/news-features/these-…
Nashaway retweeted
November 10: The Rare Earth Deadline That Could Catch the Market Off Guard $MP $USAR $UUUU $UAMY $AREC
I’ve said it before, but I genuinely don’t think enough people are paying attention to what’s potentially about to happen.
Rare Earth and Critical-Mineral stocks have been getting hammered, sentiment across the sector (and market in general) is in the gutter, and short interest is reaching all time highs in some names.
Meanwhile, one of the biggest potential catalysts we’ve been waiting on for over a year is now just EIGHT DAYS away.
The U.S. and China announced an extension of their broader trade truce through January 10, 2027. Naturally, plenty of people assumed that meant all the Chinese export-control suspensions were extended along with it… not so fast.
As of November 1st, neither government had published the formal amendments needed to align several individual export-control suspensions with that January agreement… and that’s a pretty important detail considering what’s coming up.
• November 9: The U.S. suspension of its Affiliates Rule is scheduled to expire.
• November 10: China’s suspension of its expanded rare earth export controls is scheduled to expire. (These measures cover additional rare-earth elements, processing equipment, technology transfers, and even certain foreign-made products containing Chinese-origin materials).
• November 27: China’s separate suspension of additional U.S.-specific restrictions involving gallium, germanium, and antimony is scheduled to expire.
(Side Note: China’s April 2025 export licensing requirements on seven medium and heavy rare earths never went away. Those restrictions have remained in place throughout this entire trade truce).
So you’ve got companies across the domestic rare-earth and critical-mineral supply chain trading significantly below previous highs, bearish sentiment everywhere, and short interest adding pressure to certain names… yet the very geopolitical catalyst that helped put this entire sector on the map (remember October 2025?) could be approaching another major turning point in just eight days.
I’m not saying China is guaranteed to reactivate these restrictions. Beijing could publish another extension tomorrow, and that would change the situation… but nothing has happened so far.
So unless China formally extends the November 10 suspension, the existing notice sets that suspension to expire on November 10.
And that’s why I find the current market environment so fascinating…
While investors are focused on falling share prices and bearish positioning, we’re approaching a regulatory deadline that could have significant implications for global critical-mineral supply chains.
Maybe Beijing extends everything. Maybe we get an announcement at the last minute. Or maybe these restrictions are allowed to take effect.
Nobody knows yet.
I’ve been talking about these dates for weeks. Now more publications are starting to pay attention.
Watch what China actually publishes, because if they don’t publish anything and the clock hits November 10th… the restrictions officially go into place even though the world still thinks we’re in a truce.
🤖 Made with AI
Nashaway retweeted
Every American needs to hear this and understand what’s coming
This is from ‘The Muslim Student Association at the University of Chicago’
"The mission of Muslims in the West is to reject democracy and implement Islam”
“We have to reject anything that is not from Islam. Any secular idea, both here in the West and in the Muslim lands, we must reject it. We do not compromise on the deen of Islam. We do not compromise on the hukm of Allah. We have full conviction that the only justice and the only true victory will come when Allah's hukm is implemented.
But believe me, wallahi, when you do the work for the sake of Allah, you will be victorious, either in this life or the next”
For those who don’t know when he says “either in this life or the next” this means Jihad. This means in Islam if they die being a martyr to further the agenda of Islam they will be greatly rewarded
We have to start mass deportations while we still can
Nashaway retweeted
🚨JUST IN: Polish MEP Dominik Tarczyński STARES into the camera to drop this message for any American considering voting Democrat in 2026.
"Socialism is DEATH, slavery and lack of any freedoms. PLEASE don't do it — don't go through 70 years of occupation like Poland did."
"You know what socialism is? Everyone is equal...Equally HUNGRY. And that's what we went through. Please, don't do it. Do not vote socialist for your next generations for your children and grandchildren!"