$SYENS (-0,86 %)
$UUUU (+3,7 %)
Everyone talks about mining Rare Earths to decouple from China. Few talk about refining them.
That’s where most retail investors get it wrong: the extracted rock is worthless without the complex chemistry to separate it.
Here is why $SYENS is on my radar (and why it should be on yours):
1. The European Tech Monopoly 🇪🇺
While the EU pushes the Critical Raw Materials Act, Syensqo holds the only industrial asset in Europe capable of separating rare earths at scale: the La Rochelle plant.
It’s not a bet on "if they find resources." It’s a bet on "whatever they find must pass through here."
2. Going "Heavy" 🏋️
The real alpha isn't just in standard Neodymium. The game changer is the upgrade to refine Dysprosium and Terbium.
Without these elements, permanent magnets fail at high temperatures.
Translation: No fighter jets, no high-performance EVs.
Syensqo is becoming a National Defense asset, not just a chemical stock.
3. The "New CEO" Factor 👔
As of Jan 1st, Mike Radossich has taken the helm. The market sees the stock as "flat" (€70-73 range), but I see an accumulation phase before the real execution kicks in. Less hype, more industrial margins.
📉 My Thesis:
I prefer owning the process technology (the "Refiner") over pure mining risk. In a fragmented world, whoever controls the chemistry commands the premium.
How are you positioning for the Supply Chain reset?
🇪🇺 Team Refiners ($SYENS)
⛏️ Team Miners ($UUUU / $MP)
⚖️ Or Both? (Owning the full value chain)
#Investing #RareEarths #Syensqo #StockMarket #Europe #Geopolitics #EV #Defense #ValueInvesting #uuuu