I suspect the REE market will play out ok with sharp spikes in...

I suspect the REE market will play out ok with sharp spikes in demand required over upcoming years and given whats coming on to the market as supply. Its still rather limited. Depends on what gets approved.
REE restriction potential in China always possible to boost prices as the Chinese play out their control. China did recently become a net importer of REEs, So they are starting to feel the thirst.

Uranium well supported for continued upside. Ive read and agree I wouldnt expect an immediate jump in price (but you never know with uranium). But $60 in the next few years would be my hope and a huge valuation boost to GGG. Seems fair a price given demand overtaking supply and theres little supply left due to the last booms shut downs of which most unable to reopen until uranium hits above $60pp.

Either REE or uranium, Im conservative so I cant often gess at huge overnight gains. But Im hoping for both to continue their defiant plod into a counter cyclic upside.