Episode
Rare Earths Americas: Shiloh Drilling And Brazil Project Update (Don Swartz)
- Podcast
- Rock Stock Channel
- Published
- Jun 23, 2026
- Duration seconds
- 1532
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Summary
Rare Earths Americas (NYSE: REA) CEO Don Swartz joins Rock Stock Channel (Howard and Matt) for a post-IPO update on the company’s U.S. and Brazil rare earth portfolio. The discussion covers recent Shiloh project results, including select surface samples up to 44.5% TREO, the potential for a laterally extensive monazite-bearing sands system in Georgia, and the company’s Alpha ionic clay rare earth project in Brazil. Don also discusses analyst coverage, REA’s balance sheet, drilling plans, upcoming catalysts, heavy rare earth demand, and the strategic importance of rare earth supply chains across the Americas. REA Presentation Deck:https://d1io3yog0oux5.cloudfront.net/_f62d9682f949685388ebc9ebf68da5b1/rareearthsamericas/db/3576/34481/pdf/REA_June+2026+Marketing+Deck+vFINAL.pdf Follow Rare Earths Americas:Website - https://rareearthsamericas.com/LinkedIn (Donald Swartz) - https://www.linkedin.com/in/donald-swartz/ ___ Chapters (00:00) Intro(03:09) Analyst Coverage Themes(05:02) IPO Investor Feedback(07:53) Shiloh Drill Ramp-Up(09:28) Drill Results Explained(12:19) Monazite Sands Strategy(16:22) Alpha Project Assessment(17:40) Brazil Growth Pipeline(20:13) Upcoming Catalysts(21:12) Investor Materials(22:19) Critical Minerals Policy(24:35) Closing Outlook 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/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 INV…