@Doug0307@TrizzyPhD Not from Tennessee, TN is a ninkname for my dog shown in my profile pic….who is a Portuguese Water Dog. Hope to get down to Nashville someday though….
@TrizzyPhD Glad your back! Enjoy your posts as well as Probz and hoping we all see some moves with $AREC as a lot of catalysts I feel are coming our way. Need these 10Qs posted with next 1.5 weeks. Anyway welcome back!!
@otskarerice@probzunknown@SagintInc Running on production since January per CEOs own words! Looking forward to seeing the 10Qs and what the numbers reflect for starting of sales this year!
$AREC
@SagintInc 의 홈페이지에서 가져온 ReElement CEO의 언급을 살펴보자.
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국방 고객이 가장 먼저 묻는 질문은 [해당 광물의 '출처'] 이라는 것이다.
Project Mardian같은 프로젝트가 최근에 시행되었다.
미국이 확보해야 할 핵심 역량과 무기 체계 발굴에는 희토류를 미국에서 '생산'하고 '증명'까지 해야한다.
ReElement는 국방 고객들이 찾는 공급처가 되기에 적합하다.
The refining opportunity starts upstream.
American Resources’ EMCO (@electrifiedmat) has signed a binding LOI to acquire Blackion, strengthening the pathway from battery recycling and feedstock sourcing to advanced critical mineral refining.
Together, Blackion + EMCO + ReElement (@ReElementTech) can help move battery-derived materials—including LFP—through processing, separation and purification and back into domestic and allied supply chains.
The goal: recover more lithium and other critical minerals at high purity while building a stronger, more integrated U.S. supply chain.
#ReElement #CriticalMinerals #Lithium #BatteryRecycling #LFP #AREC
$AREC
Marion 공장, Phase1의 두 번째 생산라인에 대한 업데이트다.
(속도가 생각보다 빠르다)
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금속 칩, 하드 드라이브, 전기차 모터, 풍력 터빈 및 산업 폐기물을 포함한 다양한 출처에서 자석 등급의 희토류 원소를 가공
대상 : Nd,Pr,NdPR,Dy,Tb을 생산
생산 능력 : 연간 최대 7,000톤, 순도 99.5% 이상
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가장 현금흐름을 만들기 좋은라인이다.
올해에 가동을 시작하게 된다면 회사의 실적 기반을 담당할 라인이라고 추정된다.
@probzunknown@XCPRIC Very smart of them to attend and meet with institutional investors to market their business and hopefully get some more large investors. Timing is perfect with RE coming on line to full Phase 1 production, I'm sure they are excited to share where company is headed!
$AREC: I think that it's safe to say that Marion is in late stage commissioning now that the first clean room is complete.
Based on everything that we've seen over the past few quarters, here's my representation of where I think things currently stand:
→ Initial site buildout and refurb
→ equipment delivery
→ feedstock delivery and stockpiling
→ first commercial column for Germanium
→ air permit to turn on Phase 1 lines
→ centrifuge installation
→ clean room buildout for sizing and packaging (we're currently here)
→ integrated full-process run
→ finished oxide
→ Certificate of Analysis (ICP-MS/OES, particle-size testing, moisture/spec testing, etc.)
→ customer acceptance
→ shipment
→ repeat production
→ remaining lines
→ full Phase I ramp
The first half of this list contained a majority of the major heavy lifting. We're not in the latter half of things, so I expect the pace of progress to only speed up.
The next things we should watch for could be finished oxide from Marion and/or a COA of Germanium.
Exciting times ahead!
Bravo @ReElementTech
@probzunknown Thanks for your insight. I’m excited and grateful to see this story evolve with weekly progress shared by $AREC and your deep dives to help explain it to us shareholders to understand it better. They have come so far and glad this is a large part of my portfolio. Thanks again!
@probzunknown Great snooping! You make a great private eye for our $AREC! I also believe you nailed in on your Corning write up…..time will tell but I’m with you as well on that! Definitely makes sense for sure.