sid

banker takes 5%

[sid @cryptsid]

my DMs >>

[cek @cekdrew]

👀 1. Rare Earths Exposure: from Neodymium for motors to samarium-cobalt for high-temp applications as a critical vulnerability. $MP $USAR $UUUU $ALOY $AREC

[sid @cryptsid]

@markcjensen @ReElementTech It means youre stuck in Kentucky right? Your words?

[sid @cryptsid]

@probzunknown @markcjensen already gave the sell signal while complaining about Kentucky

[sid @cryptsid]

@markcjensen CEO said sell! Uh oh

[sid @cryptsid]

@markcjensen @SECGov bearposting

[Unknown 🦛 @probzunknown]

$AREC: Today the DFC formally launched the U.S.–Uzbekistan Joint Investment Platform in Tashkent. DFC CEO Ben Black joined EXIM Chairman John Jovanovic, Uzbek Investment Minister Laziz Kudratov, and the Executive Director of the Uzbekistan Fund for Reconstruction and Development for the signing ceremony, in the presence of President Mirziyoyev.

The structure matters of this matters a lot.

The platform aims to identify strategic investments in Uzbekistan for the U.S. and U.S. allies, with priority sectors that explicitly include critical minerals, and it will look to mobilize private capital and encourage investment from sovereign wealth funds, multilateral development banks, and other financial institutions.

Black framed the Trans Caspian region as one of the most strategically significant economic corridors in the world. Per Bloomberg, Uzbekistan plans to implement 120 critical-minerals projects worth $4.2 billion between 2026 and 2030.

So this is a government-backed financing rail (DFC + EXIM) explicitly built to push capital into Uzbek critical-minerals processing, with sovereign wealth and DFI participation invited.

This is an extraordinary opportunity and it sure is great that $AREC, alongside ReElement, are squarely at the center of this.

$AREC already has the asset that this platform is designed to finance.

Back on November 10, 2025, AREC and ReElement signed a strategic partnership with TMK LLC of Uzbekistan. The agreement establishes a framework to source, process, and refine critical minerals - tungsten, germanium, and rare earths - to strengthen bilateral economic and industrial cooperation between the U.S. and Uzbekistan, beginning with sourcing tungsten concentrates in Uzbekistan and refining them into high-grade tungsten in the U.S.

The mechanics line up almost perfectly with what DFC just stood up:

1) Under the deal, AREC brokers tungsten concentrate from TMK and its affiliates and supplies it to ReElement for refining into high-purity tungsten for the U.S. government and industrial base.

2) The agreement provides for future cooperation on germanium, lithium, and other rare earth elements.

3) Most importantly - the parties agreed to establish a Joint Working Group to develop technical and financial feasibility studies, define investment structures, and coordinate project implementation - anticipating participation from both U.S. and Uzbek financial institutions, sovereign wealth funds, and strategic investors.

That last clause is the connective tissue to today's announcement. The AREC/TMK framework explicitly called for U.S. and Uzbek financial institutions and sovereign wealth to fund the investment structures. Seven months later, DFC and EXIM just launched exactly that vehicle, with exactly that mandate (critical minerals), explicitly inviting exactly those participants (sovereign wealth, DFIs).

Keep an eye on this. Further state backing from a country looking to invest heavily in the sector is more than welcome.

[Unknown 🦛 @probzunknown]

$AREC: What.

Please take a look at who $AREC/ReElement CFO Kirk Taylor will be on a panel with at the Commodities Innovation Forum: Mining + Metals NYC 2026 event...

#1. Akihiko Sunami, General Manager, Resource Circulation Div., Mitsubishi Materials USA Corp

and interestingly

#2. Seth Levey, Head of US Corporate Affairs, Glencore

The fact that MMC is there is really awesome to see. That relationship is clearly going phenomenally and I can't wait to see it progress.

But I had my tinfoil thesis on $AREC that I posted a few weeks back on $AREC becoming the Glencore for rare earths. It's rather interesting that we're now on a panel with Glencore at a major industry event...

Very interesting

Source: https://t.co/MabO6sGJhI

[sid @cryptsid]

Not blocked in Canada, worth a 2-5x if they advertise during the games.
$SEGG

[SEGG Media Corporation @lotterydotcom]

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[sid @cryptsid]

10x in the next 48 hours

[SEGG Media Corporation @lotterydotcom]

🏆 The 2026 FIFA World Cup kicks off, and so does https://t.co/UMLTKd5Gxr Predict! 🎮 Engage in real-time fan participation through our industry-leading platform. Plus, we're now the... https://t.co/NAOtQHjMxG

[mark jensen @markcjensen]

Producing NdPr is one thing. Problem is every magnet customer needs specific ratio of nd and pr. Being able to produce pure nd and pr or very specific ratios of NdPr is imperative. @ReElementTech

In Noblesville facility this week we are also running MREC (ore based feedstock) from south east Asia along with germanium, gadolinium and yttrium from recycled materials.

@Amerresources $AREC

Also thankful for the patent work that @royaltymgmtcorp has done for @ReElementTech $rmco to continually dig this moat.

[sid @cryptsid]

$AREC leaps

[Magus @TraderMagus]

"Called this"

"Called that"

Bro call your mom

Don't you guys get tired of telling everyone about your calls?

Post a trade typeshit

[sid @cryptsid]

$AREC leaps

[sid @cryptsid]

Meme potential on $KRUS is insane if Trump bought the wrong stock

Organic lore don’t fade

[sid @cryptsid]

dont think you need luck here
$SEGG

[sid @cryptsid]

18 views, polymarket partnership $11MM mcap. Hate that im back in

$SEGG

[SEGG Media Corporation @lotterydotcom]

SEGG just activated something most companies never get:

👉 A 750M+ monthly audience

Now the focus shifts to what matters:

Monetization.

Here’s what’s happening 👇 https://t.co/hV877zOeWT

[sid @cryptsid]

Happy to be on the flipside of this sentiment #bozo

[Chamath Palihapitiya @chamath]

Nuclear will continue to go sideways while solar and wind continue to go parabolic. The reasons are a) technological and then b) NIMBY-ism and local regulation.

The critical question, as this continues for a while, is when the marginal cost of solar and wind becomes effectively zero (next few years), and the ramp up time for a new MW then also becomes zero what the economics, energy density and time to market of nuclear will have to be to remain competitive.

In other words, when will far-field nuclear (ie solar) eat near-field nuclear (ie SMRs and such).

[sid @cryptsid]

petawatt? better than a petaphile

[sid @cryptsid]

Gold 7000