# Rare Earths Americas IPO: Don Swartz On The Big Rare Earth Opportunity Page: https://stenobird.com/podcast/rock-stock-channel-633474/rare-earths-americas-ipo-don-swartz-on-the-big-rare-earth-opportunity Text version: https://stenobird.com/podcast/rock-stock-channel-633474/rare-earths-americas-ipo-don-swartz-on-the-big-rare-earth-opportunity.md Podcast: [Rock Stock Channel](https://stenobird.com/podcast/rock-stock-channel-633474) Published: 2026-05-07T21:00:00+00:00 Episode link: https://rockstockchannel.podbean.com/e/rare-earths-americas-ipo-don-swartz-on-the-big-rare-earth-opportunity/ Audio file: https://mcdn.podbean.com/mf/web/9nv2c4tdmb4jhsz3/5-rea.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/rare-earths-americas-ipo-don-swartz-on-the-big-rare-earth-opportunity Duration seconds: 1785 ## Resource Rare Earths Americas CEO Don Swartz joins Rock Stock Channel to discuss the company’s oversubscribed IPO, its US and Brazil rare earth projects, and the strategy behind building a Western supply chain for heavy rare earths. The conversation covers the Shiloh project in Georgia, ionic clay assets in Brazil, monazite sands, project economics, and why Rare Earths Americas chose a US listing. Follow Rare Earths Americas (NYSE: REA)LinkedIn - https://www.linkedin.com/company/rare-earths-americas/ Chapters (00:00) IPO And Company Overview(05:31) Asset Portfolio Overview(08:38) Shiloh Project Potential(10:23) Sands Economics Explained(14:39) Constellation Project Overview(15:50) Alpha Project Plans(17:11) Homer Project Potential(18:48) Team And Board(21:34) Brazil Valuation Context(24:13) Why Go Public Now(26:05) Why List In The US Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:rockstockchannel@rkequity.com Patreon:https://www.patreon.com/rockstockchannel Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13 _________________________________________________ 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 ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/rare-earths-americas-ipo-don-swartz-on-the-big-rare-earth-opportunity/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/rock-stock-channel-633474/rare-earths-americas-ipo-don-swartz-on-the-big-rare-earth-opportunity.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.