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Recorded on August 25 2026, at NRS Studios Jan Willhöft, Partner at AXINO Capital GmbH, joins Steve Yang of Natural Resource Stocks to discuss how AXINO approaches junior-mining investing across gold, silver, copper, uranium, and critical resources. Jan explains why he believes late-stage exploration and early-development companies may offer opportunity after larger producers captured much of the first wave of investor attention. He also lays out a contrarian framework built around buying sectors when sentiment is weak, including his views on silver, lithium and overlooked Mexican mining assets. The conversation examines how European industrial demand could drive more direct investment, equity participation and offtake agreements with mining projects. Jan also explains why management track record, permitting experience and meaningful personal capital invested by executives matter when evaluating a junior miner. Steve and Jan close by discussing valuation disconnects, commodity cycles and how investors can think about positioning before mainstream capital returns. #Millettian Key topics • AXINO Capital and junior-mining investing • Gold, silver, copper and uranium • Triple-digit silver thesis • Late-stage exploration and early development • European industrial demand for metals • Offtake agreements and strategic investment • Mexico and overlooked mining jurisdictions • Contrarian lithium positioning • Gold, debt, deficits and inflation • Evaluating mining CEOs and management teams • Management hard-dollar investment Jan Willhöft and AXINO Capital AXINO Capital https://www.axinocapital.de/ AXINO Corporate https://www.axino.com/ AXINO Academy https://axinoacademy.de/ Jan Willhöft LinkedIn https://www.linkedin.com/in/janwillh%C3%B6ft/ Jan Willhöft TikTok https://www.tiktok.com/@janwillhoeft AXINO Capital LinkedIn https://www.linkedin.com/company/axinocapital/ AXINO Capital YouTube https://www.youtube.com/@axinocapital AXINO Capital English YouTube https://www.youtube.com/@axinocapital-en AXINO Capital Instagram https://www.instagram.com/axinocapital/ AXINO Capital X https://x.com/axinocapital Host Steve Yang Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips X https://x.com/TheSteveYang X https://x.com/SteveYangStocks LinkedIn https://www.linkedin.com/in/thesteveyang/ LinkedIn https://www.linkedin.com/in/steveyangstocks/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 Buy it when everyone hates it 00:53 Steve introduces Jan Willhöft 01:12 Jan and AXINO Capital 02:26 European versus North American investors 04:45 The global competition for metals 05:24 Industrial capital moving into mining 07:03 Gold silver copper and uranium 07:46 Triple-digit silver and junior miners 08:49 US Canada Mexico and critical minerals 09:56 Mining jurisdictions 11:13 Why Jan is watching Mexico 11:57 Contrarian investing and silver 12:42 What people hate that Jan watches 15:21 Gold debt deficits and inflation 15:56 Why AXINO likes junior miners 18:15 Finding solvable valuation disconnects 19:56 Evaluating mining CEOs 21:31 Does management have its own money invested 22:55 The divorce investment test 23:33 Where to follow Jan and AXINO The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.
Recorded at NRS Studios In this edition of Another Look, Tiffany Georgopoulos examines how critical minerals are moving from a pure supply-and-demand story into a question of economic security, processing power, and geopolitical access. China’s dominance in refining, export controls on rare earths, and the concentration of copper smelting capacity show why owning a resource in the ground is not the same as controlling the supply chain. Tiffany looks at how the United States, allied countries, defense companies, and manufacturers are responding with domestic investment, stockpiles, financing, tariffs, processing capacity, and long-term supply agreements. She also explains why Canada, Australia, and other reliable jurisdictions can carry strategic value that a traditional commodity model may miss. For resource investors, the emerging question is no longer only what the world needs or what is cheapest to produce, but which projects can deliver secure supply from places governments and industry can trust. #Millettian Key topics Critical minerals and supply-chain security China’s refining and processing dominance Copper smelting, rare earths, nickel, scandium, and germanium Export controls and economic security U.S. critical-mineral and battery investment Defense supply chains and strategic stockpiles Free trade versus national security Canada and Australia as reliable jurisdictions Government financing, offtake agreements, and processing capacity How geopolitical value can change commodity investing Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube https://www.youtube.com/@naturalresourcestocks https://www.youtube.com/@NaturalResoureStocksWorld LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ TikTok https://www.tiktok.com/@natural.resource.stocks Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 The next commodity opportunity 00:32 The efficiency model starts changing 01:44 Where strategic power really sits 02:09 China’s refining and copper smelting dominance 02:37 Export controls become an economic security issue 03:41 U.S. critical-mineral investment and defense supply chains 04:35 Free trade meets national security 05:23 What happens if supply disappears 06:21 Why secure supply changes commodity investing 07:03 Which projects and jurisdictions matter more 07:49 Strategic value beyond scarcity 08:16 Geopolitical value changes the commodity math 09:02 The next major commodity opportunity The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.
Recorded on August 21 2026 at NRS Studios Rick Rule joins Steve Yang of Natural Resource Stocks for a wide-ranging discussion on gold, silver, uranium, junior mining stocks, resource investing, and the 2026 Rule Symposium. Rick explains why the remainder of 2026 could remain difficult for resource equities while saying he is incredibly bullish over a three-to-five-year horizon. He lays out his long-term thesis for declining U.S. dollar purchasing power, higher nominal commodity prices, and continued opportunity created by decades of underinvestment in natural resources. Rick then walks through eight mining companies and explains what attracts him, what concerns him, how he evaluates management, and why some speculative situations offer asymmetric upside despite significant uncertainty. The discussion covers Banyan Gold, Riverside Resources, West Red Lake Gold, Magna Mining, i-80 Gold, Homeland Uranium, Aya Gold & Silver, and First Majestic Silver. Rick also explains the prospect-generator model, the mathematics of exploration speculation, potential mining-sector consolidation, Rule Investment Media, Rule Classroom, and the Rule Natural Resources Investment Symposium. #Millettian Key topics: • Rick Rule's outlook for gold, silver, uranium and resource stocks • Why Rick expects continued deterioration in U.S. dollar purchasing power • Junior mining valuations and potential mining-sector M&A • How Rick evaluates management teams and geological opportunities • Banyan Gold — TSXV: BYN | OTCQB: BYAGF • Riverside Resources — TSXV: RRI | OTCQB: RVSDF • West Red Lake Gold — TSXV: WRLG | OTCQX: WRLGF • Magna Mining — TSX: NICU | OTCQX: MGMNF • i-80 Gold — TSX: IAU | NYSE American: IAUX • Homeland Uranium — TSXV: HLU | OTCQB: HLUCF • Aya Gold & Silver — TSX: AYA | NASDAQ: AYA • First Majestic Silver — NYSE: AG | TSX: AG • Prospect generators and exploration speculation • Rule Symposium and investor education Rick Rule Investment Media https://ruleinvestmentmedia.com/ Rule Classroom https://ruleclassroom.com/ Rule Symposium — 2026 Registration https://events.ringcentral.com/events/2026-rule-symposium/registration Rick Rule Investment Newsletter https://realrickrule.substack.com/ Rick Rule Investment Media — YouTube https://www.youtube.com/@RuleInvestmentMedia Host Steve Yang — Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips X https://x.com/TheSteveYang X https://x.com/SteveYangStocks LinkedIn https://www.linkedin.com/in/thesteveyang/ LinkedIn https://www.linkedin.com/in/steveyangstocks/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters: 00:00 Rick Rule's U.S. dollar and gold outlook 01:13 Steve Yang introduces Rick Rule 02:08 2026 Rule Symposium 08:35 Why not to blindly follow Rick's investments 12:20 Gold, silver, uranium and junior mining outlook 16:37 Banyan Gold 22:43 Riverside Resources 29:40 West Red Lake Gold 31:55 Magna Mining 36:21 i-80 Gold 39:23 Homeland Uranium 43:53 Aya Gold & Silver 49:04 First Majestic Silver 50:58 Rule Investment Media 51:46 Rule Classroom and Rule Symposium 53:26 Value of the Symposium recordings The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.
Recorded on July 27 2026 at NRS Studios Energy Fuels NYSE American: UUUU TSX: EFR Curtis Moore, Senior Vice President of Marketing and Corporate Development at Energy Fuels, joins Steve Yang to explain how the company is evolving beyond its position as a leading U.S. uranium producer. Curtis outlines how the White Mesa Mill gives Energy Fuels a specialized platform for processing uranium-bearing monazite into separated rare earth oxides while supporting its broader uranium business. The conversation covers Pinyon Plain, the La Sal Complex, Nichols Ranch, the Donald Project, Vara Mada, the Bahia Project, and the company’s strategy for securing long-term monazite feedstock. Curtis also discusses the planned acquisitions of Australian Strategic Materials and VAC, which are intended to extend Energy Fuels from mining and oxide separation into rare earth metals, alloys, and permanent magnet manufacturing. He explains why vertical integration matters in rare earths, where the company sees a competitive advantage, and which milestones investors should watch over the next year. Like, subscribe, and ring the bell for more mining, commodities, and critical-materials interviews from Natural Resource Stocks. #Millettian KEY TOPICS Energy Fuels’ uranium production and U3O8 outlook White Mesa Mill and rare earth separation Pinyon Plain and low-cost U.S. uranium Monazite and heavy mineral sand feedstock Donald, Vara Mada, and Bahia projects NdPr, dysprosium, and terbium oxides Australian Strategic Materials and the Korean Metals Plant VAC and permanent rare earth magnet manufacturing Share structure, institutional ownership, and valuation Near-term rare earth and acquisition catalysts ENERGY FUELS Website https://www.energyfuels.com/ Investor information https://investors.energyfuels.com/ HOST STEVE YANG — NATURAL RESOURCE STOCKS Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/JustSteveYang NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ CHAPTERS 00:00 Energy Fuels’ mine-to-magnet strategy 00:59 Steve Yang introduces Curtis Moore 01:18 Energy Fuels tickers and website 01:34 From uranium producer to critical materials 04:19 How heavy mineral sands and monazite fit 06:49 White Mesa and the company’s major assets 09:00 Donald Project and heavy rare earth feedstock 10:28 Building a mine-to-magnet supply chain 12:21 Could the businesses eventually be separated 12:55 Uranium company or critical-materials company 14:53 China’s dominance and supply-chain diversification 17:00 Share structure and institutional ownership 18:21 Energy Fuels’ competitive advantage 19:14 Acquiring scarce metals and magnet capacity 20:24 Three things investors should know about rare earths 24:49 Catalysts for the next 12 months 26:22 Valuation and long-term cash-flow potential 28:01 Closing remarks The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.
Recorded on July 24 2026 at NRS Studios Jeff Phillips, Co-Founder and VP of Business Development at Geomorphic AI, joins Andy Millette to discuss opportunity across junior mining stocks, prospect generators, royalty companies, and AI-assisted mineral exploration. Jeff explains why summer weakness can create attractive entry points in well-funded resource companies and shares his views on Bravo Mining, Aldebaran Resources, Revival Gold, Latin Metals, Headwater Gold, Kincora Copper, and Empress Royalty. He breaks down the prospect generator model, where partners fund exploration while the generator retains project interests or royalties. The conversation then turns to Geomorphic AI and how specialized geoscience agents can analyze large public and private datasets, accelerate technical work, uncover overlooked historical information, and help mining teams prioritize exploration. Jeff also explains why experienced people, fieldwork, and boots on the ground remain essential even as AI compresses months of work into days. Like, subscribe, and ring the bell for more mining, commodities, and natural resource investing interviews. #Millettian Key Topics Junior mining stocks and summer market weakness Bravo Mining and Aldebaran Resources Revival Gold and United States gold development The prospect generator investment model Latin Metals, Headwater Gold, and Kincora Copper Empress Royalty and royalty deal origination How specialized AI agents support mineral exploration Geomorphic AI and overlooked geological data Why human geologists and fieldwork still matter Jeff Phillips Co-Founder and VP of Business Development, Geomorphic AI Official Website https://www.geomorphic.ai/ Official Contact info@geomorphic.ai Company Websites Mentioned
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Home of Headwaterhttps://www.kincoracopper.com/ Host Andy Millette Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/theandymillette LinkedIn https://www.linkedin.com/in/andymillette/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 Nine Months to Nine Days 00:55 Jeff Phillips Joins Andy Millette 01:27 The Rule Symposium and Investor Energy 03:22 Summer Weakness in Mining Stocks 04:31 Resource Companies Jeff Is Watching 05:29 Bravo Mining 06:30 Aldebaran Resources 07:33 Revival Gold 11:08 Latin Metals and Prospect Generators 13:46 Headwater Gold 14:06 Kincora Copper 15:29 Empress Royalty 20:18 Artificial Intelligence in Mining 22:06 The Origins of Geomorphic AI 23:49 A Three-Day Geological Analysis 25:25 Geomorphic AI as a Prospect Generator 26:54 Specialized AI Agents and NI 43-101 28:31 Finding Overlooked Geological Data 30:09 Why Mining Companies Could Be Left Behind The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.
Recorded on July 24 2026 at NRS Studios Keith Weiner joins Steve Yang for a wide-ranging discussion about gold, money, credit, interest rates, and the changing global monetary system. Keith explains why short-term pressure on gold can come from dollar liquidity needs, margin calls, energy-market dislocations, and shifting trader psychology even when the longer-term monetary case remains intact. He examines central-bank demand, reported gold holdings, the cultural divide between gold ownership in India and the United States, capital controls, import restrictions, and the loss of purchasing power in paper currencies. The conversation also covers the history of gold confiscation, Federal Reserve policy, corporate zombie debt, and why rising interest costs can destabilize heavily indebted companies. Keith then explains his definition of gold as money, why he views the dollar as credit, and how gold holders can potentially earn a yield without selling their metal. The interview closes with storage costs, liquidity, physical redemption, retirement-account considerations, and how to identify Keith’s official online profiles. KEY TOPICS Gold’s pullback and the larger monetary cycle Dollar liquidity, margin calls, and forced selling Central-bank gold demand and reported holdings Gold ownership in India, Turkey, China, and the United States Capital controls and restrictions on gold imports The history of gold confiscation Federal Reserve policy and corporate zombie debt Gold as money versus the dollar as credit Gold yield, leasing, storage, and physical redemption Retirement-account considerations and online impersonators KEITH WEINER Website https://www.monetary-metals.com/ X https://x.com/RealKeithWeiner LinkedIn https://www.linkedin.com/in/weinerkeith/ HOST STEVE YANG Natural Resource Stocks https://www.NaturalResourceStocks.net YouTube https://www.youtube.com/@naturalresourcestocks X https://x.com/JustSteveYang NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ CHAPTERS 00:00 Gold without selling 01:00 Introduction 01:38 What changed in gold 04:19 Dollar liquidity and margin calls 08:38 Central-bank bids 10:33 China and reported gold data 14:01 Gold ownership in India and America 18:48 Import controls in Turkey and India 24:01 Could gold be confiscated again 28:02 Gold ownership and investor behavior 30:09 Why gold yield appeals 32:50 Trust, inflation, and alternatives 35:06 Federal Reserve policy and rates 37:05 Corporate zombie debt 39:22 How gold yield works 43:13 Is gold still money 47:44 Liquidity and bank deposits 48:54 Yield, selling, and redemption 51:37 Retirement accounts and official profiles 53:20 Closing Like, subscribe, and ring the bell. #Millettian The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.
Recorded on July 23 2026 at NRS Studios Ionic Rare Earths Limited ASX IXR OTCQB IXRRF Steve Yang speaks with Tim Harrison, Managing Director of Ionic Rare Earths, about the company’s strategy to build secure Western supplies of magnet and heavy rare earths. Harrison explains how wholly owned Ionic Technologies is commercializing patented rare earth separation and magnet recycling technology developed in Belfast. The discussion covers the company’s demonstration plant, recycled rare earth oxides tested through a Ford-linked supply chain, and plans to expand commercial deployment into the United States, Europe and other strategic markets. Harrison outlines why recycling may offer a faster route to revenue and non-Chinese supply than developing new primary rare earth mines and refineries. He also explains the company’s solvent extraction process, technology readiness level, government support and potential commercial financing path. The interview examines the Makuutu rare earth project in Uganda, current corporate priorities, ownership, institutional interest and the company’s expected transition as commercialization advances. #Millettian KEY TOPICS Ionic Technologies and magnet recycling Belfast demonstration plant Rare earth separation and solvent extraction Heavy rare earths and permanent magnets Western and non-Chinese supply chains Ford-linked recycled magnet validation United States commercialization opportunity Government support and strategic investment Technology readiness level eight Makuutu rare earth project in Uganda Share ownership and institutional support Potential commercial inflection point IONIC RARE EARTHS Website https://ionicre.com/ Tim Harrison https://ionicre.com/people/tim-harrison/ Ionic Technologies https://ionicre.com/ionic-technologies/ Investor announcements https://ionicre.com/investors/asx-announcements/ HOST STEVE YANG NATURAL RESOURCE STOCKS Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips X https://x.com/TheSteveYang X https://x.com/SteveYangStocks LinkedIn https://www.linkedin.com/in/thesteveyang/ LinkedIn https://www.linkedin.com/in/steveyangstocks/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ CHAPTERS 00:00 Western magnet recycling supply chain 01:14 Steve Yang introduces Tim Harrison 02:05 Ionic Technologies and Ionic Rare Earths 03:24 Why rare earth separation matters 05:42 Magnet recycling and production waste 09:01 Ionic Technologies’ competitive edge 11:32 Customers and government support 14:20 Makuutu project and corporate priorities 16:27 Technology readiness and commercialization 18:05 Ownership and the investment thesis 20:20 Leadership and strategic investors 22:53 How investors can follow the company 23:51 Could Ionic Rare Earths change its name 24:31 Closing comments The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.
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