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*USAR CEO: IN CLOSE COMMUNICATION WITH THE TRUMP ADMINISTRATION

USAR

New buy on the opening range highs. Doing highest volume ever on the all time high breakout today.

New CEO and recent LCM acquisition. Also, part of the rare earth theme and has "USA" in the name...

USA Rare Earth Acquires Less Common Metals in Cash and Stock Deal

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06:39 AM EDT, 09/29/2025 (MT Newswires) -- USA Rare Earth (USAR) said Monday it entered into a definitive agreement to acquire UK-based Less Common Metals for $100 million in cash and 6.74 million shares of its stock.

Less Common Metals is a producer of both light and heavy rare earth permanent magnet metals and alloys, and offers an established supply chain of raw materials outside of China.

The acquisition secures access to high-quality rare earth metals and strip cast alloy for its global customers and the development of USA Rare Earth's Oklahoma magnet facility.

The transaction is expected to close in the fourth quarter of 2025.

USA Rare Earth shares were up more than 8% in recent pre

Https://www.pressviewer.com/ViewEmail.asp?b=3026&id=365886&p=2402674&I=1264778-o8H8N8O3t7

Https://www.foxbusiness.com/video/6380096757112

Reuters reports G7 countries are weighing price floors to support non-Chinese rare earth production and reduce reliance on Beijing, which controls 60–70% of mining and over 80% of refining. Sources say taxes on China’s exports were also discussed, though no decision yet.

Electrified Materials Secures Industrial Equipment to Immediately Scale Preprocessing Output

FISHERS, IN / ACCESS Newswire / September 8, 2025 / American Resources Corporation (NASDAQ:AREC) ("American Resources") today announced a major advancement in rare earth element material recycling through its wholly owned subsidiary, Electrified Materials Corporation (EMCO). The company has developed a low-cost, scalable method to extract rare earth elements from everyday e-waste - including speakers, power tools, and hard drives, even those previously shredded during data destruction.

This mechanical process separates materials based on physical properties like density and hardness, producing a clean mixed rare earth powder. That powder is then supplied to and refined by ReElement Technologies Corporation (ReElement) to achieve ultra-high purity (99.5%-99.999%) separated oxides, unlocking premium-grade rare earth oxides for domestic commercial and defense manufacturing.

Strategic Footprint & Expansion

EMCO controls more than 135 acres of industrial property across Indiana and Eastern Kentucky. These sites will anchor its expansion into disposition services and recycling rare earth magnets, lithium-ion batteries, and defense metals - critical inputs for advanced technologies in national security, hyper-scalers and the electrified economy.

Mark Jensen, Chairman & CEO of American Resources commented, "We're scaling up rare earth oxide production to meet surging demand from the U.S. magnet and defense sectors. Our approach is simple, cost-effective, and deployable nationwide. By combining EMCO's novel recycling methods with ReElement's leading refining capabilities, we're building a vertically integrated circular solution for critical mineral recovery."

Worried about their ability to attract serious money . Such a shame Mkango could not do a deal now , can you imagine the deep pocketed partners they could choose from. Hope to have my fears proved wrong . Long and exited but CoTec look a bit out of their depth in the States

USAR MP UUUU NB

CHINA RARE EARTH STOCKS JUMP AFTER NEW RULES

Shares of China’s rare earth producers rallied Monday after Beijing laid out stricter controls on the industry. The new plan requires companies to send regular output data to the government and strengthens oversight of production and supply chains, according to the Ministry of Industry and Information Technology.

JL-Mag Rare-Earth rose as much as 18% in Hong Kong, while China Northern Rare Earth gained 10% on the mainland. Other big movers included China Rare Earth Resources (+8.5%) and Zhejiang Zhongke Magnetic (+12%).

Beijing’s tighter grip comes after it already put most rare earth exports under heavier supervision in response to Trump’s tariffs. The sector, critical to EVs, wind turbines, semiconductors, and defense, is heavily state-dominated and now facing even closer monitoring.

American Resources' ReElement Secures Long-Term REE Supply Deal With Vulcan Elements For U.S. Magnet Production

Benzinga

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29m ago

American Resources Corporation (NASDAQ:AREC) ("American Resources") along with its holding in ReElement Technologies Corporation ("ReElement"), a leading U.S. innovator in rare earth element (REE) and critical mineral refining, today announced a binding, long-term supply agreement with U.S.-based magnet manufacturer Vulcan Elements ("Vulcan"). Under the agreement, ReElement will supply magnet-grade high-purity heavy and light rare earth oxides - specifically neodymium (Nd), neodymium - praseodymium (NdPr), and dysprosium (Dy) - to support Vulcan's domestic rare earth magnet manufacturing operations.

$NB $MP $USAR | The U.S. Energy Department announced new steps to secure America’s critical minerals and materials supply chain, including $1 billion in funding for mineral security. - RTRS

Morgan Stanley’s Adam Jonas says 1 humanoid robot at $5/hour could replace 2 humans at $25/hour, with an NPV of ~$200K per unit.

A robot car could cut rideshare costs to

78.8 dollars .... ( 10 percent )unbelievable USAR up 4 percent as is NB

Can MKA deal with other companies with regard to recycling in the States? Just wonder if the fact Co Tec are Canadian might restrict some deals what with sanctions ect ? I just feel they might be a little out of their league just looking at how big this opportunity is and whether they are up to it .I can only imagine bigger companies would be queuing up now for a similar deal and would have a balance sheet top move faster.

BRAZIL PRESIDENT LULA SAYS HE PLANS NEW POLICY TREATING STRATEGIC MINERALS AS A MATTER OF 'NATIONAL SOVEREIGNTY'

Net Positive for NB:

Brazil, through CBMM, supplies roughly 75-80 % of the world’s niobium and is a meaningful (though smaller) source of heavy rare earths. If President Lula starts labeling those minerals “national sovereignty” assets, two things usually follow: tougher export terms (taxes, quotas, or mandatory local-processing rules) and louder talk of state equity stakes.

$GM has struck a multi-year supply deal with Noveon Magnetics for sintered neodymium-iron-boron magnets used in its full-size SUVs and trucks. Deliveries began in July. With China tightening export rules on rare earths, GM is securing U.S.-based supply as Noveon remains the only operational maker of these magnets in the country.

Https://carboncredits.com/rare-earth-demand-to-triple-by-2035-can-the-u-s-catch-up-with-china/?utm_source=CarbonCredits.com&utm_campaign=b5375f9ae0-EMAIL_Carbon+Recap+02%2F11%2F2024_COPY_02&utm_medium=email&utm_term=0_-d11ead5afd-276414122

Recycling gets a mention . It’s just So obvious this is the beet solution . Cheaper/ cleaner and perhaps most important quicker .

Software company FIG listed yesterday. I know its ridiculous comparing the tech BUT imagine if Songwee was listing today on the nasdaq with current tail winds and a ( possible percentage of the company bought by the US or European govt) Imagine where it could go in this market. Worth a thought if you are thinking of selling, its tough to hold but could this be a true life changer?

If they can get just a sniff of central bank money into this IPO it will make an enormous difference. Mkango... KNOW THIS

Good morning everyone especially for those who are aware of the risk in investing in $FIG at current levels.

IPO price : $33

Closing price : $115.5

P/E Ratio: -76.33

EPS -$1.50

P/S Ratio: 68.7 ( I never see a high valuation number like this before).

A P/S ratio of 68.7 is…

TRUMP ADMINISTRATION'S PRICE SUPPORT FOR MP MATERIALS WAS NOT A 'ONE-OFF' AND WILL BE EXTENDED TO OTHER COMPANIES

USAR, , UUUU, NB

TRUMP TRADE ADVISER NAVARRO: WE ARE FOCUSED ON RARE EARTHS SUPPLY FROM OUTSIDE CHINA.Y