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[@Sean_Daly_](/creator/twitter/Sean_Daly_)
"$USAR $MP $UURAF $LYSCF $CRML Expecting REEs and a strategic reserve to be the focus of the US-Australia meeting today. Parsing Through the micro-cap beneficiaries of China's rare earths diplomacy:"  
[X Link](https://x.com/Sean_Daly_/status/1980274512588394956) [@Sean_Daly_](/creator/x/Sean_Daly_) 2025-10-20T14:06Z XXX followers, XXX engagements


"$PGEN Nice XX% breakout from a support established earlier in the week. Perhaps initial sales data from Papzimeos rollout is becoming visible and looking strong"  
[X Link](https://x.com/Sean_Daly_/status/1979236452065009840) [@Sean_Daly_](/creator/x/Sean_Daly_) 2025-10-17T17:21Z XXX followers, XXX engagements


"CEO of $USAR is being interviewed on CNBC. US refining of REEs ported from existing Australia rare earth mines will be central to the Trump - Albanese discussions today"  
[X Link](https://x.com/Sean_Daly_/status/1980294168577708522) [@Sean_Daly_](/creator/x/Sean_Daly_) 2025-10-20T15:24Z XXX followers, XXX engagements


"@pick1998_2 I agree. I see $MRK rolling up $PGEN within the year. As I explain below its new drug (and pipeline) synchs very well with Merck's Gardasil institutional expertise and broader franchise:"  
[X Link](https://x.com/Sean_Daly_/status/1980649954533339558) [@Sean_Daly_](/creator/x/Sean_Daly_) 2025-10-21T14:58Z XXX followers, XXX engagements