Member Info for schlemiel

Https://x.com/zerohedge/status/2046195907520053671

USA Rare Earth to Buy Brazil’s Serra Verde in $2.8 Billion Deal

500k at 4.245p

Takes 9.8% stake

4.0533-4.10

caveat - can of course change in an instant

Https://www.independent.co.uk/news/donald-trump-south-africa-china-joe-biden-heating-b2960493.html

Wot gives?

Warrants still flushing through :

Structure: As of March 2026, there are outstanding warrants including 50 million at 1.5p expiring in June 2028.

Impact: These exercises lead to increased shares in issue and provide dilution to existing holders, while providing necessary capital

E17

thanks for the L2 updates.

'xciting stuff...

A seller's appeared, ah well. that's the market

4.15p to buy now

4.26-4.278 - 100k either side. such a tight spread now

Yes, looking stronger and decent vol for early morn

This morn Zeus updated their TP at SML and look at what it's done to SML's price. What's the betting Zeus do the same with REE? More than likely

Building some momentum.

What a move

Increased their stake to +6%

USA Rare Earth is “scouring the globe” for potential acquisitions across the value chain for critical minerals, from mining and processing to the manufacturing of magnets, the mining company’s CEO Barbara Humpton said at Semafor World Economy.

As an example of the firm’s global ambitions, she cited last week’s deal to take an equity stake in Carester, a France-based processor of rare earths, alongside French Investor Infravia. “In very short order we’ll have a processing line in Europe that can help serve Europe as well as Asia,” Humpton said in Washington, DC on Monday.

“We’re focused on finding the absolute best assets we can find, whether they’re in the United States or whether they’re outside of the United States,” she said.

She said USA Rare Earth would soon begin metal making at its facility in Stillwater, Oklahoma, the first vertically integrated rare-earth metal and magnet manufacturing plant in the Americas.

https://www.semafor.com/article/04/13/2026/usa-rare-earth-hunts-for-acquisitions

300k x 4.19p

1m x 4.3p