Episode Details

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/

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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

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https://rkequity.com/

Questions:
rockstockchannel@rkequity.com

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https://www.patreon.com/rockstockchannel

Podcast  
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13

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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