mark jensen

Entrepreneur. Interested in solutions that work. Hate legacy naysayers that are unwilling to adapt. My personal thoughts not my companies. Long game

[American Resources Corporation (NASDAQ:AREC) @Amerresources]

Our updated corporate presentation has been uploaded to our website. Check it out here: https://t.co/gKOhtgAhD3

$AREC

[Electrified Materials Corporation (NASDAQ: AREC) @electrifiedmat]

Strength! We have seen significant inflows to our storage site of lithium ion batteries. With our partnership with @ReElementTech we have a full circular supply chain in the United States! @Amerresources $arec

[mark jensen @markcjensen]

https://t.co/2eVFWwKPe4

[mark jensen @markcjensen]

Beautiful day when you walk into @ReElementTech’s small 17,000 sq foot facility and team is producing high purity germanium, yttrium, gadolinium, neodymium, praseodymium, dysprosium and terbium at the same time. Marion coming soon. Then we can flip some of these columns in small facility to tungsten, antimony and others until we get larger orders and build additional production lines for customer contracted demand. @Amerresources @ReElementTech

I know for a fact nobody else in U.S. and probably in world can one facility do what we are doing.

Management, as the largest investor into the business which also has never sold stock in the business, I can it’s a pretty amazing day.
@royaltymgmtcorp @electrifiedmat

[Royalty Management Holding Corp (NASDAQ:RMCO) @royaltymgmtcorp]

Royalty Management Holding Corporation Announces Preliminary Inclusion to Russell Microcap® Index $RMCO

https://t.co/35TGO1wJa8

[mark jensen @markcjensen]

Weird when your strategy is attacking peers that want to help United States vs trying to compete and be better. I guess it’s about self profit over United States sovereignty. Writing is on the wall.

[Royalty Management Holding Corp (NASDAQ:RMCO) @royaltymgmtcorp]

Royalty Management Holding Corporation Congratulates its Portfolio Holding, Advanced Magnet Lab, on Recent Government Grant $RMCO

https://t.co/zv1UpPQ3IV

[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.

[mark jensen @markcjensen]

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.

[mark jensen @markcjensen]

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!

https://t.co/OZ2KqLVPhJ

@Amerresources @ReElementTech @electrifiedmat $AREC

[mark jensen @markcjensen]

If we take the gloves off a few particular people are going to look really stupid. I get they are both nervous we make them irrelevant. We instead wish they would focus on making their own bed. I haven’t built my businesses by being scared to call legacy out….

[mark jensen @markcjensen]

People tout NdPr like it’s unique. In fact it’s boring and an average commodity. It will be $60 a kg when Marion comes online as that’s my goal. We make money there and the other 10 products we produce there are high margin. This is great for industry. Our partners in Africa and South East Asia have an abundance of cost effective feedstock. I get this comment makes some nervous, well work harder and get better if it does. Let’s go!

[mark jensen @markcjensen]

Multi year transformation sets $AREC to be the largest economical producer of rare earths through its strategic investment model of low cost mines globally. https://t.co/IezQEk4jnx @Amerresources

[mark jensen @markcjensen]

Wild the manipulation in $rmco. Algos manipulating stocks is a real thing.

[mark jensen @markcjensen]

Significant progress!!! Finishing chemical distribution tank farm for @ReElementTech Marion facility with phase 1 being the largest capacity (magnitudes larger than any other U.S. producer at 16,000 metric ton output separated / purified elements) in the United States for diversified rare earth and critical minerals with significant capacity expansion capabilities w/ four production lines coming online this year. @electrifiedmat may help down the road on a fifth line for battery materials. @Amerresources $AREC

[Electrified Materials Corporation (NASDAQ: AREC) @electrifiedmat]

You have to love the battery business. Daily collection for our lithium carbonate deal with @ReElementTech @Amerresources $AREC

[Electrified Materials Corporation (NASDAQ: AREC) @electrifiedmat]

Our tipping fee for #lfp is the lowest in the industry because of our partnership with @ReElementTech we can make money off the #lithium so long as prices are about $7 per kg. Currently $29!

[mark jensen @markcjensen]

Looking at market events we are forecasting it is highly likely that Nd, Pr and NdPr prices will fall to around $60 to $70 per kg over the next two years. Business models need to be built with this in mind from low cost feedstock aggregation (diversified sourcing), refining and preparing for mentalization. A larger determining factor for this will be feedstock origin and co location globally.

Two to three years ago we saw lithium prices at $70 per kg. Today $28 per kg. We are now in the same cycle for rare earth prices with commodity type movements.

Great time to innovate to focus on cost structure, which is good for customers and industry expansion.

@ReElementTech @Amerresources