Ric retweetledi
Ric
156 posts
Uranium demand is structurally inflexible – consumption is "lumpy" due to refueling schedules but is completely predictable due to the baseload characteristics of nuclear generation.
Modeling this predictable demand gives incredible edge.
$URA $URNM $URNJ $CCJ $U.UN
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@probzunknown @BijeanF I mean no revenues, share price and 3 spin out kidnpped
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What do you mean?
They have signed two major international conglomerates (Mitsubishi & POSCO) to JVs, feedstock & offtake agreements within the past few months alone, let alone all of the unannounced deals that we aren't even aware of. They managed to fully transition a coal business into, what seems like, the US' premier REE refiner and backed by the WH, State Dept, DoW, etc.
Those are results.
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🫡Salute! $AREC
mark jensen@markcjensen
What matters: Talk, plans or product being in the hands of our defense and commerical customers that need real solutions. The balance of this year and next year we believe certain companies will succeed and certain will fail and the playing field will be redefined. @ReElementTech, @Amerresources, @electrifiedmat and @royaltymgmtcorp look forward to the competition. For our country, despite the childish behavior of a few of our peers, we hope they work harder to make it a competition. MySpace didn’t do anything but say “we were first” and we all know their fate.
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@probzunknown @BijeanF You know it is my first position, but I do not see Mark backed by results to brag so much
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Ric retweetledi
$AREC: Some thoughts on the news this week that China cut off Japan from HREEs. Take a look! 🫡
Unknown 🦛@probzunknown
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@probzunknown I was on ReElement's LinkedIn and saw this comment under Mark's post...🫢 More prospects??
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Just a little taste! I see you Mark! Death to the shorts by a 1000 cuts! $AREC
GIF
Unknown 🦛@probzunknown
$AREC: HUGE Germanium Production Has Started! ReElement has commenced high-purity germanium dioxide production at Noblesville, Indiana. 7+ MT/year capacity. Mark pegged market value at $56M annually. Noblesville is now producing. Marion is next. And the product mix is broader and higher-value than most market models are capturing. Wow.
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Ric retweetledi
@KostadinMedarov Yeah you’re right all luck not the thousands of hours spend reading government contracts when they were sub 10 lol
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Ric retweetledi
American Resources, POSCO form Joint Venture for US Rare Earth supply chain @Amerresources proactiveinvestors.com/companies/news… #proactiveinvestors #americanresourcescorporation #nasdaq #arec #ReElementTechnologies
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@probzunknown You're right, but it's incredible how easily they can manipulate a company
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Ric retweetledi
I hope retail doesn't fall for the bait on $AREC today.
There are shorts in control right now, wanting you to sell your stock. There are entities who are utterly TERRIFIED of Marion coming online. Both domestic competitors and international ones. They want to try and destroy $AREC. I am convinced. They know who they are.
Marion WILL be coming online. I truly believe this. So does Mitsubishi. So does POSCO.
Do not let them try and destroy the stock price before this ultimate catalyst comes into fruition.
Long $AREC
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Ric retweetledi
$AREC: Shoutout to @otskarerice for the find but take a look at these MMC slides - wow!
A few things jump out from this deck:
1. The ReElement deal is explicitly highlighted as a major FYE 2026 milestone. On slide 12, it appears as announcement #6 under "Initiation and Progress of Fundamental Structural Reforms," alongside the Elemental USA E-Waste acquisition. For a company of this size to single out a small US rare earth startup as a named corporate action in investor day materials is meaningful signal.
2. The Japan feasibility study is now formally on the roadmap. Slide 17 says explicitly: "Plan to conduct a feasibility study for joint commercialization in Japan in FYE 2027." That's a deliverable baked into their operating plan for the year ending March 2027. This JV is seeming to be materializing faster than expected.
3. The capital allocation picture is useful context. Slide 13 shows ~¥500B total cash deployment over FYE 2027–2029, with 30% going to growth investment (¥64B in FYE 2027 alone) and 70% of that skewed to the Materials Business Area. The ReElement investment sits squarely in the resource circulation bucket that MMC is explicitly front-loading. This isn't a passive minority investment - it's part of the structural transformation they're pitching to their own shareholders.
4. The language on rare earths and rare metals is notably prominent for a company that wasn't in this space two years ago. "Securing of critical minerals" is one of five external environment drivers on slide 6. The entire Americas segment slide (p. 17) is built around two investments - Elemental USA and ReElement - positioned under "Shift to Secondary Smelting and Creation of New Materials." MMC is framing this as the future of the business, not a financial investment.
ir.mmc.co.jp/en/ir/news/aut…
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If i was concerned about my business i would trash my competitors, try to hire their talent and sell my stock monthly.
Instead I am hiring talent, buying stock in my companies and focusing on executing for our country.
Two different mindsets.
What I wouldn't do is stick behind a mine that's not profitable and a technology that doesn't work and require bailouts from the government to stay alive.
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Ric retweetledi
$AREC: I am genuinely more bullish on the company after this supposed "bad news". Wow.
Here are some thoughts I wanted to share from this article:
The most important line in the piece
"Two of the people familiar with the matter said pulling funds from ReElement wouldn't affect Vulcan's deal." That's the Pentagon's own people saying the two deals are largely independent. Which cuts directly against the framing that this is an existential problem for the Vulcan partnership or that ReElement is uniquely exposed.
Jensen's quote is exactly right
Jensen said the company is going ahead with the Indiana facility and stated: "Nobody else in the country can or has produced the products we produce today at ReElement which are needed for defense, commercial and the energy transition." He didn't get defensive about the loan, didn't make promises about disbursement timing, and kept the focus on the operational story. That's the correct posture - I love that. Great professionalism.
Navarro publicly defended ReElement by name
Peter Navarro called ReElement "exactly the kind of asymmetric bet we should be making" and criticized the OSC's due diligence approach as penalizing "small innovative emerging companies." Having the White House senior counselor for trade go on record defending your company by name to Bloomberg is not a bad day. This, to me, is the greenest flag we could've gotten. The WHITE HOUSE knows what ReElement has and how important they are.
The TEP/State Department deal flow is interesting
The State Department cited the DoW deal as having "crowded in" an additional $200 million in private funding for ReElement - a likely reference to TEP's equity facility. This is actually a meaningful admission: the government is publicly on record acknowledging that their conditional loan announcement was a catalyst for private capital formation. Nothing crazy here, just interesting. That dynamic doesn't reverse if the loan ultimately gets restructured or delayed.
What remains genuinely uncertain
It was unclear whether the Pentagon ever received warrants for ReElement or Vulcan. If warrants were never formally issued, that's a sign the due diligence process stalled early - worth monitoring but not necessarily catastrophic. My guess is that it's all really just politics. The same stuff $USAR and $MP are going through regarding their government funding.
Bottom line - we now have the White House at bat for ReElement and AREC. Wow. This should tell you everything that you need to know - ReElement, much to what I've been saying - is critical for national security and the US' domestic ability to refine a robust variety of rare earths domestically and at scale.
Man oh man!
Long $AREC
Unknown 🦛@probzunknown
$AREC: The administration has employed a variety of financial tools in the effort including offering loans and taking equity stakes and warrants to buy stock in many of the companies involved. It’s emphasized the need to move fast and make big bets given the severity of the problem. The desire to act quickly and conduct rigorous vetting has spurred tension with the White House. Shortly after Bloomberg News contacted ReElement for comment, Peter Navarro, the White House senior counselor for trade and manufacturing, reached out independently to Bloomberg to criticize the Pentagon’s handling of the deal. “The due diligence cops within OSC with a private equity background have no experience how to manage a crisis at warp speed,” Navarro said, referring to the Pentagon’s Office of Strategic Capital. “Their over-burdensome due diligence disproportionately penalizes small innovative emerging companies,” he said. “ReElement represents exactly the kind of asymmetric bet we should be making.” Pentagon spokesman Sean Parnell called the team overseeing the agreements “the finest private equity dealmakers in the world, professionals whose unmatched expertise and qualifications stand second to none.” The Office of Strategic Capital “expertly balances lightning speed with rigorous diligence to close high-impact deals that directly strengthen America’s defense and empower our warfighters,” Parnell said. The critical-minerals effort is being overseen by Deputy Defense Secretary Stephen Feinberg, the private equity billionaire who co-founded Cerberus Capital Management. A White House official, speaking on condition of anonymity, said the administration is working together — as well as with private industry — on the matter. The official praised ReElement as one of many great emerging companies working with the government. Mark Jensen, ReElement’s chief executive officer, declined to address questions about the loan but said the company is proud to partner with the government. He said the company is going ahead with a facility in Indiana to refine critical minerals and produce rare earths oxides. “From ReElement’s perspective, we confirm that our work with the US government is ongoing,” Jensen said. “Nobody else in the country can or has produced the products we produce today at ReElement which are needed for defense, commercial and the energy transition.” mining.com/web/pentagon-d…
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Ric retweetledi
Couldn’t be more excited about real progress for the U.S. rare earth industry with our partners at POSCO! We have spent years validating the relationship, technology and feedstock to unlock the commerical and defense industry from our Marion site and now our JV site with POSCO!
asiae.co.kr/en/article/202…
@Amerresources @ReElementTech @electrifiedmat $AREC
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WTF? $INFQ Government Stake!
+26% Pre-Market.
GIF
cek@cekdrew
Down 25% on $INFQ in 3 trading sessions. I’d love to eventually get to 1000 shares over the next year if we see more downside.
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@probzunknown yeap, but beside getting the feedstock, cleaning the coal waste might be huge if this is promote as a "eco-requirement"
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@GuisadoPepe Lo confundía con mirlos, pero notaba que tenían un tonoespecial, yo los llamaba "mirlos espectrales"... ese tono suena a una dimensión paralela
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Despertar con un hermoso trino, conoces el canto de la Oropéndola? Aflautado, un canto tropical, por eso viene desde allí para alegrar nuestras riberas, sotos e incluso como en este caso pinares de montaña, un lujo escucharla y por supuesto observarla de esta guisa #pajarisiaco
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