Episode Details

Rare Earths Americas (NYSE: REA) CEO Don Swartz discusses the company’s exploration progress in Georgia and Brazil, including drilling at the Foothills Rare Earth District, Homer and Alpha. He also explains why management is focused on execution, resource development and project de-risking despite broader volatility across rare earth and critical minerals stocks.

The discussion covers REA’s drilling program, Homer’s 6.5 km anomaly, its expanding Georgia land position, capital allocation, upcoming resource milestones and the outlook for Western rare earth supply chains.

REA Presentation Deck:
https://d1io3yog0oux5.cloudfront.net/_648fc9d8b957f3772c30184785969b7c/rareearthsamericas/db/3576/34488/pdf/REA_August+2026+Marketing+Deck+vFINAL+FINAL+.pdf

Follow Rare Earths Americas:
Website - https://rareearthsamericas.com/
LinkedIn (Donald Swartz) - https://www.linkedin.com/in/donald-swartz/
LinkedIn (Company) - https://www.linkedin.com/company/rare-earths-americas/

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Chapters

(00:00) Company Update And Context
(04:14) Post-IPO Progress
(08:24) Homer Exploration Program
(10:29) Niobium Potential
(11:43) Foothills District Expansion
(14:15) MRE Timing
(14:31) Processing And Supply Chains
(16:36) Capital Allocation And Alpha
(18:42) Market Valuation Disconnect
(23:53) Mining Talent And Policy
(26:02) Six-Month Milestones

Links

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Podcast  
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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