Unknown 🦛

With today's news that Mitsubishi Materials (MMC) is now an equity investor into ReElement, I do question how it affects the supposed value that EMCO held. EMCO was designed to be the e-waste supplier to ReElement through their partnership with ERI, Blackion, etc. MMC will likely pump their own e-waste into ReElement, for cheap, who will then sell purified oxdies to MMC - fully circular. EMCO will still scale, but I wonder how it stacks up compared to what we expect with this new MMC feedstock deal. I will need to try and figure it out, but this is not bad news. This news largely is majorly positive for $AREC so I bought a bit more this morning. Looking to purchase more after it cools off a bit.

$AREC

$AREC just inked a strategic collab + investment with Japan’s Mitsubishi Materials. The deal advances circular supply chains for rare earths and critical minerals, combining U.S. feedstock sourcing/preprocessing with high-purity refining. Focus: reducing reliance on China via domestic + allied (US-Japan) production from end-of-life magnets, batteries, tailings, etc. Big for defense/tech supply security. Facility in Indiana ramping this year.

$AREC American Resources (NASDAQ:AREC), via its minority holding ReElement Technologies, announced a strategic collaboration and equity investment from Mitsubishi Materials Corporation on March 31, 2026. The partnership targets integrated, scalable rare earth and critical mineral refining across the United States and Japan, emphasizing feedstock sourcing, tolling, offtake, and commercialization of ReElement's chromatography-based refining platform. The agreement aims to expand domestic refining capacity, leverage MMC's recycling infrastructure in Japan, and advance a modular, lower-impact alternative to conventional solvent-based refining.

@sovereignsense Huge news. Stock at these prices is a gift 😈

@Sandeman52 Man I miss this place. Beautiful. Enjoy it bro

ST Maarten from my balcony!

All this $AREC news got me like

$AREC BREAKING Mitsubishi Materials Corporation (the "Company") hereby announces that it has decided to make an investment in ReElement Technologies Corporation ("ReElement"), a company headquartered in Indiana, the U.S., engaged in the recycling of rare earth elements and other critical resources, through the acquisition of preferred shares of ReElement (the "Investment"), and has executed a Memorandum of Understanding (the "MOU") concerning Japan-U.S. collaboration in the field of rare earth and rare metal recycling. This matter constitutes a strategic investment made with a view to accelerating the global expansion of the Company's secondary smelting business, while also considering the creation of new resource circulation businesses in Japan, under the basic policy of becoming a company committed to "creating the future through resource circulation," as set forth in the Company's Mediumterm Management Strategy (FYE March 2027-2029). THIS IS HUGE 🚀 mmc.co.jp/corporate/en/n…

@markcjensen @Amerresources I knew it! Let’s gooooo

Regarding the Acquisition of Shares in ReElement Technologies Corporat… | News | Mitsubishi Materials Corporation mmc.co.jp/corporate/en/n…

@KeungTyler Yea it just doesn’t make any logical sense. I don’t think that’s happening. At this point he has to finish what he started. Such an unfortunate situation because it will lead to more lives lost

@probzunknown Classic taco 🌮. Then again, leaving the Strait in the hands of Iran would not end well for the west

Realistically, though, I don’t think that this is true. And even if it was a leak, I think it’s a distraction from the fact that he’s probably going to be putting boots on the ground in a matter of time. You don’t put 50,000 troops into the Middle East just to back out for no reason. You also don’t consume massive amounts of munition stockpiles to achieve very limited objectives. The administration pretty much told us that the casus belli was because Iran was close to developing a nuclear weapon so I don’t believe that this will end until that is dealt with.

@cekdrew Then what was the point 😭 ports got nuked for no reason

I’m getting tired boss…

@RocketLab LET'S. GO.

Rocket Lab has received regulatory approval to acquire Mynaric ✅ The transaction has been approved by Germany’s Federal Ministry for Economic Affairs and Energy. As a result we expect the transaction to close in April.

LESSSSSSGOOOOOOO $RKLB

As of today’s close, $AREC is trading in line (pretty much one to one) with its stake in ReElement (the stake is worth around $228M, and finished the day at a market cap of $228.13M). A full discount on its core business (coal hubs & TMK/tungsten brokering) as well as the entirety of EMCO. Buying at these prices is kind of like getting those assets for free now. Really interesting arbitrage play at work. NFA DYOR

Not confirmed yet - but if it's true, this is even more bullish for rare earths. China's response to this conflict, actions not words, are key.

@BaldEagle206 Yea I’m not worried about $AREC. The thesis is intact and only gets stronger. If it gets below $2 I’m loading up heavily

@probzunknown Hard times, in my opinion, will continue until the war ends, however, real income from the stock won't come until July, as you said before

Just checked my YTD 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🥲🥲🥲🥲🥲🥲🥲

@KeungTyler Brutal stuff fr. The only positive is that I have my tax return hitting soon. But I won’t be buying anytime soon. Long drop ahead I’m thinking

@probzunknown It looks sad 😔

Damn $MP The United States canceled the 10-year deal, price floors are gone, Apple pulled out, and China lifted all restrictions. Oh wait… none of that actually happened.