AREC 체크 해야 할 것 들

10 October, 2024

 

When I first came across AREC it was a stock with contradictory components. I'm not investing in coal as an energy source. Anthracite coal, however, is a high quality product necessary to steel production. AREC has both coal products and the patent ownership for the recycling of rare earth materials to ultra pure lithium from recycled black mass and permanent magnet components. That was what piqued my interest in the stock. The management has since realized the contradiction imposed on investors in the green area of recycling versus the ownership of a coal producer. Inherently at odds with each other. With the spin offs completed management has turned it to a pure play lithium/rare earth recycling stock. The coal play is also being enlarged to include potential revenue from airport tarmac production as well as recycling the coal tailings for unmined rare earth materials using their proprietary process. I see it as a long term investment and not a meme stock.

 

제가 AREC를 처음 접했을 때 그것은 모순된 구성 요소를 가진 주식이었습니다. 나는 에너지원으로 석탄에 투자하지 않습니다. 그러나 무연탄은 철강 생산에 필요한 고품질 제품입니다. AREC는 재활용된 흑색 덩어리 및 영구 자석 구성 요소에서 희토류 물질을 초순수 리튬으로 재활용하기 위한 석탄 제품과 특허 소유권을 모두 보유하고 있습니다. 그것이 제가 주식에 관심을 갖게 된 이유였습니다. 이후 경영진은 재활용이라는 녹색 영역과 석탄 생산자의 소유권에 대해 투자자들에게 부과되는 모순을 깨달았습니다. 본질적으로 서로 상충됩니다. 분사가 완료되면서 관리가 완료되어 순수한 리튬/희토류 재활용 재고로 전환되었습니다. 석탄 사업은 또한 공항 활주로 생산의 잠재적 수익을 포함하고 독점 공정을 사용하여 미광 희토류 물질을 위한 석탄 광미를 재활용하도록 확대되고 있습니다. 밈주가 아닌 장기투자로 봅니다.

 

 

25 October, 2024

 

Read today a huge lithium brine deposit was identified in Arkansas. One issue will be how to process the brine to remove the lithium. AREC is already doing lithium processing in Indiana on their 42 acre campus. Seems like a perfect fit for the AREC technology to process the brine from one state away.

 

오늘 읽어 보세요. 아칸소에서 엄청난 양의 리튬 염수 매장지가 확인되었습니다. 한 가지 문제는 리튬을 제거하기 위해 소금물을 처리하는 방법입니다. AREC는 이미 인디애나의 42에이커 규모 캠퍼스에서 리튬 처리를 수행하고 있습니다. 한 주에서 멀리 떨어진 곳에서 염수를 처리하는 AREC 기술이 완벽하게 맞는 것 같습니다.

 

 

Supposedly 19 million tons of lithium. They could build one of their mobile units right on site. If AREC does not get involved there is something very wrong with this company.

 

오늘 읽어 보세요. 아칸소에서 엄청난 양의 리튬 염수 매장지가 확인되었습니다. 한 가지 문제는 리튬을 제거하기 위해 소금물을 처리하는 방법입니다. AREC는 이미 인디애나의 42에이커 규모 캠퍼스에서 리튬 처리를 수행하고 있습니다. 한 주에서 멀리 떨어진 곳에서 염수를 처리하는 AREC 기술이 완벽하게 맞는 것 같습니다.

 

 

21 September, 2024

 

The US Energy Department said Friday it plans to award $3 billion to 25 battery manufacturing sector projects in 14 states as the Biden administration works to shift the supply chain away from China. American Resources and ReElement Tech got zilch. Way to go Jensen and team. You’re running around Africa while other company execs are concentrating on the USA. That’s where the money is. Good luck getting a grant from an African strongman.

 

 

미국 에너지부는 금요일 바이든 행정부가 중국에서 공급망을 이전하기 위해 노력함에 따라 14개 주에서 25개 배터리 제조 부문 프로젝트에 30억 달러를 투자할 계획이라고 밝혔습니다.

American Resources와 ReElement Tech는 손실을 입었습니다. Jensen과 팀이 잘 지내요. 다른 회사 임원들이 미국에 집중하고 있는 동안 당신은 아프리카를 돌아다니고 있습니다. 거기가 돈이 있는 곳이에요. 아프리카 독재자로부터 보조금을 받는 행운을 빕니다.

 

 

30 August, 2024

 

I had hoped the company would succeed in spite of their amateur CEO but I was wrong. He took a mining company with a potential for millions in revenue and turned it into a 4 thousand dollar a quarter embarrassment. He’s a 99.9% failure. This stock is destined for the pink sheets

 

나는 아마추어 CEO에도 불구하고 회사가 성공하기를 바랐지만 내 생각은 틀렸다. 그는 수백만 달러의 수익을 올릴 수 있는 잠재력을 지닌 광산 회사를 인수하여 분기당 4,000달러의 당황스러운 회사로 만들었습니다. 그는 99.9% 실패자다. 이 주식은 핑크 시트용입니다