Journal
8-Ks, studies, votes, and FID prints — written up. Not the press release.
2026-08-24 · AREE
Automata is the rebrand. Oculus is an option on Labrador grabs. Burnt Pond is copper.
CMTNF used to be a $1m pink with no rare-earth project. That part of the skip is stale. The rest — no holes, no MRE, a VMS permit filed under a magnet-metals website — is the whole story.
2026-08-20 · TREO
Tactical listed as TREO on Thursday. Peak is a tailings pile two miles from Round Top. Nasdaq is not a resource.
Plum combo, 4-for-1, 13.6 million shares. 1.5 Mt of already-mined Sierra Blanca feedstock and an 88–93% leach on composites. The listing work is done. The 43-101 is not.
2026-08-23 · VLTA
Volta’s Nasdaq path is a sequence, not a filing. OTCQB and DTC are done. The $4 bid is the wall.
Usenmez has built a US tape on purpose — and has not said the word Nasdaq in the capital-markets PRs. That is more honest than most CSE uplist stories. It is also not an application.
2026-08-21 · USAR
USAR’s Serra Verde vote is August 28. The magnet plant is already running. The mine is the argument.
Stillwater printed first sintered metal. Round Top is permitted. The $2.8B Brazilian ionic-clay asset is the vote that rewrites the story — or the dilution that doesn’t.
2026-08-12 · UUUU
Energy Fuels cleared ASM. VAC is the magnet end. White Mesa is no longer the whole story.
Shareholders approved the Australian Strategic Materials scheme. The VAC purchase is still the larger rewrite — Hanau, Sumter, and a mill that already made US Dy and Tb.
2026-08-11 · VLTA
Volta stitched Springer into one block. The MRE is already top-10 North America. The PEA is the next print.
56.6 Mt indicated at 0.70% TREO, a high-grade carbonatite core, gallium on every hole, low thorium. OTCQB is live. This is what a Nasdaq-table looks like before the listing.
2026-05-21 · ARU
Arafura took FID on Nolans. Construction starts September. First oxide is mid-2029.
A $1.6B Australian NdPr mine with a critical-minerals reserve offtake. This is what a de-risked foreign name looks like when the government actually wants the tonnes.
2026-04-13 · ARA
Aclara filed Carina FS and a Louisiana separation scoping study. HREE ionic clay with a US plant attached.
156 t Dy and 27 t Tb a year is the product. Project Dynamo in Louisiana is the listing argument.
2026-07-16 · LYC
Lynas re-cut the Malaysian HREE plant to A$294m. Dy and Tb are real. Ex-China heavies are not cheap.
First commercial Dy and Tb outside China already printed in 2025. The capex jump is the tell that particle spec and non-China kit cost what they cost.
2026-02-18 · MP
MP sited 10X at Northlake. The DoD is the largest shareholder. The floor is the equity story.
$400m preferred, $110/kg NdPr, 100% magnet offtake for ten years. Mountain Pass is no longer a China-concentrate mine.
2026-08-08
TREO is not payable. MagREO is not cash. The desk prices the magnet basket, then discounts radioactivity and China kit.
A 2% TREO carbonatite and a 0.3% ionic clay are not comparable until you split NdPr/Dy/Tb, payability, and the crack-leach flowsheet.