Unknown 🦛

23/yo tech analyst just around and investing into generational companies. nothing that I post is financial advice.

[Unknown 🦛 @probzunknown]

https://t.co/YFIutuUusR

[Unknown 🦛 @probzunknown]

@austinhodly @cekdrew I don’t have thoughts. I prefer $AREC. Far more long term potential and better economics at scale. ReElement is a one of one refining platform with world class tech that international industrial conglomerates are hunting for.

[Unknown 🦛 @probzunknown]

@BijeanF

[Unknown 🦛 @probzunknown]

$AREC: Did some quick math on Prism based on this update.

Take a look if you're interested - https://t.co/czibnChrTw

[Unknown 🦛 @probzunknown]

$AREC: New post from @markcjensen on LinkedIn today regarding @electrifiedmat

There is a new data point here - capacity and a date.

EMCO throughput is now targeted to be at 1.5 million pounds per month of input material by August 2026, with full mechanized support. That's ~680 MT/month, or ~8,160 MTPA of feedstock preprocessing.

Important to note.

[Unknown 🦛 @probzunknown]

@BijeanF 🤫 it’s almost time

[Unknown 🦛 @probzunknown]

@austinhodly @cekdrew For now.

[cek @cekdrew]

What happens to rare earth and critical mineral stocks if China decides to tighten restrictions even further?

The sector is already one of the most heavily shorted sectors. What if we’re staring at the ingredients for one of the largest short squeezes we’ve ever seen?

Imagine waking up on a Monday morning to an announcement of new Chinese restrictions that dropped overnight.

And what if those restrictions aren’t temporary? What if they’re permanent?

At some point, the market may begin assigning a strategic premium to domestic producers, processors, refiners, and recyclers like we’ve never seen before.

Without China, these companies don’t just serve one industry… they sit at the foundation of defense, energy, aerospace, semiconductors, EVs, robotics, and advanced manufacturing.

The question isn’t whether the world needs these materials. The question is what they’re worth when China is no longer a reliable supplier.

[Unknown 🦛 @probzunknown]

$AREC: let’s do it 🫡😈

[mark jensen @markcjensen]

We are moving to the 2nd inning of the critical mineral industry. About to get fun.

[Unknown 🦛 @probzunknown]

@markcjensen Let’s do it 😈

[Unknown 🦛 @probzunknown]

@MuddyLocker1 @markcjensen @electrifiedmat Likewise! 🤝

[Unknown 🦛 @probzunknown]

$AREC: New post from @markcjensen on LinkedIn today regarding @electrifiedmat

There is a new data point here - capacity and a date.

EMCO throughput is now targeted to be at 1.5 million pounds per month of input material by August 2026, with full mechanized support. That's ~680 MT/month, or ~8,160 MTPA of feedstock preprocessing.

Important to note.

[Unknown 🦛 @probzunknown]

@cekdrew

[Unknown 🦛 @probzunknown]

@WaltzDisneyz 🤝🤝

[Unknown 🦛 @probzunknown]

$AREC BOUGHT MORE

[Unknown 🦛 @probzunknown]

@TheNewDlee0213

[Unknown 🦛 @probzunknown]

@RADHardTech Likewise. This is a blip that won’t be remembered 6 months from now

[Unknown 🦛 @probzunknown]

Nibbling on some more 😈

Crazy market tho man. Sheesh!! Lot of names across the board are getting hammered.

What’s green in your port?

[Unknown 🦛 @probzunknown]

Nibbled on some more $AREC earlier this morning :)

[Unknown 🦛 @probzunknown]

@Elle77098382322 Interesting! It’s tough out there today

[Unknown 🦛 @probzunknown]

@thegresearch

[Unknown 🦛 @probzunknown]

Nibbled on some more $AREC earlier this morning :)

[Unknown 🦛 @probzunknown]

@Yungbooma Bought more