$AREC American Resources ⏳

$AREC

No price floors -> $AREC / ReElement make a lot of money

Price floors -> $AREC / ReElement make a lot more money

Win-Win.

$AREC

Something to keep an eye on

We know that $AREC/ReElement has a deep relationship with POSCO, and this is a nameplate relationship that the US government emphases (it was named in the US-SK trade deal)

Why this matters for Argentina: POSCO is one of the largest investors

This is why I’m bullish on $AREC

They are building now. Not a few years down the line. Getting to market in 2026 enables them to secure the best tier 1 off-take agreements with the most value.

It’ll be hard to displace first movers once they’re entrenched into supply chains.

Let's do some quick math on this Germanium update from ReElement.

Germanium is used for fiber options, infrared optics, and high efficiency/space-grade solar cells. US consumption per year isn't a whole lot by quantity - likely in the tens of tons per year.

With Germanium

$AREC

It not only held premarket gains but exceeded them.

I’m convinced that yesterday was a major retail shakeout. Something must be coming and institutions want to scoop up some cheap shares.

They will never get me to sell. Long $AREC https://t.co/CruCBPRM1g

Vanguard Group Inc reports 31.54% increase in ownership of $AREC

On January 29, 2026 - Vanguard Group Inc filed a 13F-HR form disclosing ownership of 4,110,606 shares of $AREC as of December 31, 2025. The entity filed a previous 13F-HR on November 7, 2025 disclosing 3,124,973 https://t.co/TI7hODnr15

UBS Group AG reports 1,582.06% increase in ownership of $AREC

On January 29, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 630,722 shares of $AREC as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 37,497 shares of https://t.co/gELGczz0fV

$AREC

Vanguard Group Inc reports 31.54% increase in ownership of $AREC

On January 29, 2026 - Vanguard Group Inc filed a 13F-HR form disclosing ownership of 4,110,606 shares of American Resources Corporation valued at $10,194,303 as of December 31, 2025.

The entity filed a previous

$AREC

Business Overview

American Resources operates through its ReElement Technologies subsidiary, which focuses on refining and processing critical minerals including rare earths. The company's facilities in Indiana are designed to produce thousands of metric tons annually of

$AREC

There is already an established refining relationship. In February 2025, ReElement and American Resources (ReElement’s parent) secured a multi-million-dollar antimony purification contract, involving refining stibnite ore (antimony’s primary source) into ultra-pure

$AREC

The $AREC platform is the most misunderstood player in the rare earths/critical minerals industry.

They’re the dark horse that continues to be overlooked.

Even at a $443 million market cap, it’s criminally undervalued compared to a lot of other more popular names.

I’d argue

Electrified Materials (EMCO) will be a big player within the $AREC platform.

Lots of people overlook them, but if you're an $AREC shareholder, it's important to understand this increasingly important part of the platform in my opinion. 🫡

NEWS

$AREC

American Resources' Electrified Materials Commences Initial 2026 Shipments of End-of-Life Lithium-Ion Batteries, Advancing U.S. Circular Critical Minerals Supply Chain.

EMCO expands battery aggregation and conditioning activities to support domestic refining and

I personally think $AREC is +$20 by the end of the year.

Through ReElement, they're working alongside 7 defense primes. That's pretty substantial. Only a matter of time until product is shipped at scale, and those deals are publicly announced.

We're also seeing the EMCO

$AREC

Wow - pretty neat.

It's the things like this are why I am so bullish on $AREC.

NEWS

$AREC

ReElement Technologies and SAGINT Mint World's First Utility Token for Critical Minerals, Enabling DFARS-Ready Supply Chain Traceability

Blockchain-based utility token demonstrates end-to-end provenance, compliance readiness, and auditability for refined rare earth

It’s coming together beautifully 🥹🤩

$AREC