{"date":"2026-10-12","headline":"[DRAFT] 2 A · 0 B · 6 C","summary":"Rule-generated draft. 46 graded names priced; 14 above and 32 at/below their report price (Aug 28, 2026 close). Editor commentary is added before this is sent to members.","lines":[{"grade":"A","ticker":"MERC","name":"Mercer International","move":"−50.0%","note":"−50.0% since report — the avoid/loser call is working."},{"grade":"A","ticker":"WHR","name":"Whirlpool","move":"−28.7%","note":"−28.7% since report — the avoid/loser call is working."},{"grade":"C","ticker":"USAR","name":"USA Rare Earth","move":"−34.3%","note":"−34.3% since report — thesis under review."},{"grade":"C","ticker":"UUUU","name":"Energy Fuels","move":"−34.2%","note":"−34.2% since report — thesis under review."},{"grade":"C","ticker":"UEC","name":"Uranium Energy Corp","move":"−28.8%","note":"−28.8% since report — thesis under review."},{"grade":"C","ticker":"CENX","name":"Century Aluminum","move":"−25.0%","note":"−25.0% since report — thesis under review."},{"grade":"C","ticker":"LEU","name":"Centrus Energy","move":"−23.0%","note":"−23.0% since report — thesis under review."},{"grade":"C","ticker":"MP","name":"MP Materials","move":"−22.8%","note":"−22.8% since report — thesis under review."}],"generatedAt":"2026-10-12T21:30:23.643Z"}