10 Rigs, 50,000m: Can Rare Earths Americas Turn Drilling Into Resources?

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/ ___ 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 Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/ Questions: [email protected] Patreon: 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 Ben: https://x.com/benjihammond _________________________________________________ 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