shindaniel

[shindaniel @shindaniel_]

I had a similar reaction when I first saw the vision.
It looked like a complete game changer if executed properly, so I’ve followed the company closely for years.

Mark has made some aggressive timeline calls over the years, but he’s also continued moving the business forward step by step toward what many viewed as unrealistic.

Now we finally seem close to seeing whether the thesis truly plays out. I remain very optimistic here. Let’s see😎

[shindaniel @shindaniel_]

Rigorously analyzing the risk/reward from both the bull and bear side is always valuable. Different perspectives and criticism often lead to better intuition and more rational investing decisions.

I genuinely think AREC is one of those companies that deserves that level of deep analysis right now. Would love to see more sharp analysts digging into it and sharing their thoughts.

[Chrispy @RADHardTech]

Exactly what I see in this stock, need to learn a bit more about the corp restructure to really move in weight. $AREC remains interesting, but there’s work to be done before I see the parabolic move.

[shindaniel @shindaniel_]

@probzunknown Completely agree. The scalability here is honestly insane.

[shindaniel @shindaniel_]

$AREC
According to the CEO, LFP refining is expected to begin on the 5th or 6th production line installed after the initial four-line Phase 1 buildout.

That suggests commercialization may start much sooner than many expected.

Increasingly bullish on $AREC.

[Proactive @proactive_x]

$AREC American Resources' EMCO unit procures battery shredding line to target LFP recycling market https://t.co/tk07Y58Qsb @Amerresources #AREC

[shindaniel @shindaniel_]

This is exactly why I am keeping a close eye on $AREC, particularly its Marion refining facility slated to come online this summer.

There is growing discussion around ~16,000 tons of annual refining capacity, followed by aggressive expansion plans if ramp-up progresses successfully.

Expansion capital also appears to already be in place.
If production scales as expected, cash flow generation could accelerate additional expansion and deeper market penetration.

Its chromatography-based refining platform is attracting attention for lower CAPEX requirements, higher recovery yields, and flexibility across volatile mineral feedstocks.

If the technology achieves successful commercial scale, Marion could become one of the first examples of genuine industrial-scale substance emerging inside the U.S. critical minerals sector.

[shindaniel @shindaniel_]

$AREC
I’ve followed and invested in the rare earth and critical minerals refining sector for six years.

Ultimately came to one conclusion:

Until now, the U.S. critical minerals sector lacked real industrial substance.

Very few companies were capable of meaningfully taking market share from China’s refining and manufacturing dominance.

As a result, the sector mostly traded on political headlines and supply chain narratives rather than true industrial competitiveness.

In the end, only one thing matters:
How quickly companies can replace China’s market share with real production capacity.

[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

[shindaniel @shindaniel_]

@BijeanF 🫡🫡

[shindaniel @shindaniel_]

@probzunknown Checking your tweets is faster than checking my inbox 😂 Appreciate it every time!

[shindaniel @shindaniel_]

The market still has no idea what's coming. Once the Marion facility is fully operational, you'll start seeing $AREC everywhere - even in local newspapers.

This won't be a story about a billion-dollar market cap.
It'll be a story about billions in revenue.

[Unknown 🦛 @probzunknown]

$AREC: This is a major platform expansion proof point.

But to be honest, it's not surprising for those of us who've been watching the company for a while now.

This is LAD doing what LAD does. The chromatography platform isn't REE-specific - it separates and purifies across the periodic table. Tungsten validation reinforces the fact that AREC/ReElement are truly one of one.

A multi-feedstock, multi-mineral platform is something that the market hasn't yet understood. They will in due course.

This announcement is an extension of last year's U.S. x Uzbekistan deal, particularly TMK. AREC holds exclusive brokerage rights for TMK (Uzbekistan) tungsten feedstock. This press release appears to describe ReElement actually refining tungsten concentrate from "international mining partners" (likely TMK-sourced), which is a step beyond pure brokerage. It's the first public confirmation that the LAD platform can handle tungsten at production-relevant concentration grades.

This is a wonderful announcement that will bear major fruit in Phase 2 buildout. That tungsten business will be amazing.

Long $AREC

[shindaniel @shindaniel_]

Germanium is only one of many products within the broader portfolio of American Resources Corporation, reinforcing a highly bullish long-term outlook on its critical minerals platform.

[shindaniel @shindaniel_]

Korea Trade-Investment Promotion Agency (KOTRA) reports that ReElement Technologies is developing chromatography-based refining technology for the separation of rare earths, germanium, and other strategic minerals from recycled feedstocks, mine waste, and coal byproducts.

[Unknown 🦛 @probzunknown]

$AREC: HUGE

Germanium Production Has Started!

ReElement has commenced high-purity germanium dioxide production at Noblesville, Indiana. 7+ MT/year capacity. Mark pegged market value at $56M annually.

Noblesville is now producing. Marion is next. And the product mix is broader and higher-value than most market models are capturing. Wow.

[shindaniel @shindaniel_]

ReElement Technologies has demonstrated germanium production with purity exceeding 99.9% in the United States and is advancing toward commercial-scale production at its Marion, Indiana facility.
https://t.co/t7Vugz3nU9

[shindaniel @shindaniel_]

China’s LFP recycling hit 60%, proving market reality.

$AREC (ReElement) owns proprietary chromatography tech with lower Capex and higher yields, securing a dominant cost advantage.

Phase 1 starts this year, with full NCM/LFP recycling in Phase 2.

[shindaniel @shindaniel_]

$arec

[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!

[FonsieTrader @FonsieTrader]

$AREC quietly delivered one of the more dramatic balance sheet transformations in the critical minerals space.

What stands out:
• $72.5M cash + short-term investments
• $32.4M strategic investments
• stockholder equity swung from NEGATIVE ($80.9M) to +$93.2M
• fully transitioned away from legacy coal exposure
Meanwhile the company is aggressively positioning around:
rare earths,
critical minerals,
recycling,
defense supply chains,
and domestic feedstock sourcing.
As AI, electrification and geopolitical tensions accelerate, the market continues placing higher strategic value on secure critical mineral infrastructure.
Interesting transformation story developing here.

[Phoenix Global Investments @scuff_peg]

Lithium is becoming one of the most important commodities of the next decade.

The market used to focus only on EV batteries. Now the real demand surge is coming from energy storage, AI data centers, and global electrification.

Battery-grade lithium prices have already rebounded to around $24,000 per ton in 2026 as supply tightens and demand accelerates. Analysts are now warning of a potential lithium supply deficit ahead.

That’s why lithium stocks are moving sharply higher again, this is no longer just a battery story, it’s a global infrastructure story.

https://t.co/fi24GyeFdR

[cek @cekdrew]

Processing + Recycling plays have been hit hard: $AREC $UURAF $MTM.ax $MTMCF + $ALOY all down significantly, even as most rare earth and critical mineral names have bounced nicely off the March lows.

At the same time, the government is now calling processed critical minerals a national security issue.

We already know the real bottleneck isn’t supply: it’s processing.

If you believe any of these companies can execute, there’s significant upside from here.