If you can't handle me at my OTM you don't deserve me at my ITM
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MESA

Mesa Air Group Inc

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I've been holding UUUU bags since early 2021 and honestly, I'm getting tired of waiting for this thing to moon 😅 But you're absolutely right about the Dy/Tb angle - I think most people here don't realize how critical these heavy REEs are for defense applications. I've been digging into their White Mesa mill operations and what really gets me excited is that they're one of the only companies in North America that can actually process this stuff. China basically has a stranglehold on the entire supply chain, so when I see headlines about trade tensions, I'm personally buying more rather than selling. My only concern is the timeline - I've learned the hard way that "inevitable" doesn't always mean "soon" in this market. How long do you think it takes for the defense contracts to really start moving the needle? I'm diamond handing this but my calls are getting crushed 💎🙌 Also curious about your thoughts on their uranium side business - seems like that could be the real catalyst if nuclear starts getting more love from policy makers.
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