American Resources CEO on rare earth strategy following major turnaround episode artwork

EPISODE · May 21, 2026 · 5 MIN

American Resources CEO on rare earth strategy following major turnaround

from Proactive - Interviews for investors · host Proactive Investors

American Resources Corp (NASDAQ:AREC) CEO Mark Jensen tells Proactive's Stephen Gunnion that the company has completed a remarkable turnaround — moving from negative shareholder equity of $80 million to positive $93 million in a single year — by divesting legacy coal assets and separating ReElement Technologies while retaining a 17% strategic stake. The focus now is on securing ownership positions in low-cost rare earth mining projects across Southeast Asia and Africa. "We want to take ownership stakes in various mines that can feed into ReElement through our strategic partnership with them, but make sure that these are low-cost mines, steady mines," Jensen says. With $72.5 million in cash, no going concern qualification and a diversified sourcing strategy targeting germanium, gallium, yttrium and gadolinium, Jensen says American Resources is positioned to scale without needing to raise additional capital — while reducing Western dependence on China for critical minerals processing and supply. For more videos like this, visit the Proactive YouTube channel, give this video a like, subscribe to the channel and enable notifications for future content. #AmericanResources #MarkJensen #RareEarths #CriticalMinerals #ReElement #Mining #SupplyChain #DefenseIndustry #RareEarthElements #StrategicMetals #CriticalMaterials #MineralsProcessing #Investing #CleanTech #ProactiveInvestors

American Resources Corp (NASDAQ:AREC) CEO Mark Jensen tells Proactive's Stephen Gunnion that the company has completed a remarkable turnaround — moving from negative shareholder equity of $80 million to positive $93 million in a single year — by divesting legacy coal assets and separating ReElement Technologies while retaining a 17% strategic stake. The focus now is on securing ownership positions in low-cost rare earth mining projects across Southeast Asia and Africa. "We want to take ownership stakes in various mines that can feed into ReElement through our strategic partnership with them, but make sure that these are low-cost mines, steady mines," Jensen says. With $72.5 million in cash, no going concern qualification and a diversified sourcing strategy targeting germanium, gallium, yttrium and gadolinium, Jensen says American Resources is positioned to scale without needing to raise additional capital — while reducing Western dependence on China for critical minerals processing and supply. For more videos like this, visit the Proactive YouTube channel, give this video a like, subscribe to the channel and enable notifications for future content. #AmericanResources #MarkJensen #RareEarths #CriticalMinerals #ReElement #Mining #SupplyChain #DefenseIndustry #RareEarthElements #StrategicMetals #CriticalMaterials #MineralsProcessing #Investing #CleanTech #ProactiveInvestors

NOW PLAYING

American Resources CEO on rare earth strategy following major turnaround

0:00 5:55

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Proactive - Interviews for investors?

This episode is 5 minutes long.

When was this Proactive - Interviews for investors episode published?

This episode was published on May 21, 2026.

What is this episode about?

American Resources Corp (NASDAQ:AREC) CEO Mark Jensen tells Proactive's Stephen Gunnion that the company has completed a remarkable turnaround — moving from negative shareholder equity of $80 million to positive $93 million in a single year — by...

Can I download this Proactive - Interviews for investors episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!