Stocks / $LGO
$LGO first mention in our archive Jan 25, 2026 · latest 2mo ago
Price · Mention timeline 2 mentions since Jan 2026 Loading price chart…
Who's mentioning $LGO - (rare earths refinery): rare earths refinery for Australia
- (ASX): "Ore-to-oxide" NdPr facility 2. Structural Metallurgy (Niobium, Vanadium, Titanium, Beryllium)
- Dominant US producer of high-performance titanium and specialty alloys required for robotic joints.
- US supplier of specialty structural alloys, including the high-strength steels, titanium, and magnetic
$FCX
- World's largest producer of Molybdenum, which is strictly necessary for the structural steel in planetary roller screws.
$NB
- Critical pure-play company developing the Elk Creek project in Nebraska, aimed at supplying domestic Niobium, Scandium, and Titanium
$MTRN
- Major global processor of Beryllium
- Leading publicly traded processors of Vanadium
- Onshore supply and processing for like Germanium and Gallium
- Gallium, Germanium, and Indium for advanced sensors and electronics
$TECK
- Most significant producer of Germanium outside of China
- Lithium extraction
- High-purity Graphite for battery anodes
- Western lithium required to supply the batteries
- Balama mine for Graphite
$FCX
- Humanoid requires up to 6.5 kilograms of copper
(ASX): Advancing the West Desert project in Utah, for domestic geological sources for high-grade Gallium and Indium
I'm aware of a lot of more... It's just some are a little dangerous to mention geopolitically in case I broadcast vulnerabilities to geopolitical adversaries reading this (looking at you
)
If you're going long on a western one 5n my favorite.
Image source: Crossdock Insights, Visual Capitalist
FYI this is not the pandoras box stuff.
Just name dropping some interesting names informally before finishing up some research on a specific long idea.
Critical elements required for semiconductor packaging and others close to near-total import reliance
-> so prob influx of funding going toward it.
Just informal thoughts
Critical metals are already facing shortages, & this will continue to worsen until 2030…
These stocks below will be directly benefited.
Copper:
- Freeport McMoRan ~ $FCX
- Hudbay Minerals ~ $HBM
- Southern Copper ~ $SCCO
- BHP ~ $BHP
- Rio Tinto ~ $RIO
- Ivanhoe Electric ~ $IE
- Ero Copper ~ $ERO
Graphite & Antimony:
- NovoNix ~ $NVX
- Nouveau Monde ~ $NMG
- Westwater resources ~ $WWR
- Nova Minerals ~ $NVA
- U.S. Antimony ~ $UAMY
Gallium:
- Rio Tinto ~ $RIO
- Alcoa ~ $AA
- American Resources ~ $AREC
- Element 25 ~ $ELMTF
Rare Earths, Separation, & Magnets:
- MP Materials ~ $MP
- USA Rare Earth ~ $USAR
- Idaho Strategic Resources ~ $IDR
- Energy Fuels ~ $UUUU
- Materion ~ $MTRN
- Texas Minerals ~ $TMRC
Cobalt:
- Glencore PLC ~ $GLNCY
- Electra Battery ~ $ELBM
Vanadium:
- Largo ~ $LGO
Tungsten:
- Alamonty Industries ~ $ALMTF
This is your chance to catch the wave, & benefit from the ongoing metal supply issue…
