Rare Earths Americas: Shiloh Drilling And Brazil Project Update (Don Swartz)

Rare Earths Americas: Shiloh Drilling And Brazil Project Update (Don Swartz)

Author: rockstockchannel June 23, 2026 Duration: 25:32
Rare Earths Americas (NYSE: REA) CEO Don Swartz joins Rock Stock Channel (Howard and Matt) for a post-IPO update on the company’s U.S. and Brazil rare earth portfolio. The discussion covers recent Shiloh project results, including select surface samples up to 44.5% TREO, the potential for a laterally extensive monazite-bearing sands system in Georgia, and the company’s Alpha ionic clay rare earth project in Brazil. Don also discusses analyst coverage, REA’s balance sheet, drilling plans, upcoming catalysts, heavy rare earth demand, and the strategic importance of rare earth supply chains across the Americas. REA Presentation Deck:https://d1io3yog0oux5.cloudfront.net/_f62d9682f949685388ebc9ebf68da5b1/rareearthsamericas/db/3576/34481/pdf/REA_June+2026+Marketing+Deck+vFINAL.pdf Follow Rare Earths Americas:Website - https://rareearthsamericas.com/LinkedIn (Donald Swartz) - https://www.linkedin.com/in/donald-swartz/ ___ Chapters (00:00) Intro(03:09) Analyst Coverage Themes(05:02) IPO Investor Feedback(07:53) Shiloh Drill Ramp-Up(09:28) Drill Results Explained(12:19) Monazite Sands Strategy(16:22) Alpha Project Assessment(17:40) Brazil Growth Pipeline(20:13) Upcoming Catalysts(21:12) Investor Materials(22:19) Critical Minerals Policy(24:35) Closing Outlook Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:rockstockchannel@rkequity.com Patreon:https://www.patreon.com/rockstockchannel Podcast  Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13 _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com Intro and outro audio credit: Jamie Klein

Tune into Rock Stock Channel for a clear-eyed look at the investment landscape being reshaped by our electrified future. Hosts Howard, Rodney, and Matt steer conversations away from surface-level hype, focusing instead on the foundational materials that make this transition possible. Each episode connects you directly with the people on the ground-major project developers and seasoned analysts-who break down the realities and complexities of sourcing critical minerals. Their in-depth discussions delve into the markets for lithium, battery metals, and rare earths, while also exploring a wider range of specialty commodities essential to modern technology. This isn't about fleeting stock tips; it's about understanding the entire supply chain, from geological challenges to geopolitical factors, that defines the critical minerals thematic. For anyone interested in the tangible business of building a sustainable economy, this podcast offers essential context and expert insight you won't find in mainstream financial commentary. Listen to Rock Stock Channel to ground your perspective in the expertise of those defining the new resource economy.
Author: Language: English Episodes: 50

Rock Stock Channel
Podcast Episodes
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Fastmarkets 2026: AI, Defense And The Lithium Recovery [not-audio_url] [/not-audio_url]

Duration: 46:19
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