American Resources Corporation, ReElement Technologies Exposed with $72M Cash But Zero Revenue

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07/09/2026

Value investor focused on mining opportunities. Commodities trader, macro & data analyst.

American Resources Corporation (NASDAQ: AREC) is repositioning from legacy coal into a critical minerals and rare earth supply chain powerhouse. With $72.5M cash, a 19% stake in ReElement Technologies, and its Electrified Materials platform, AREC offers high-upside exposure to U.S. supply chain security. We break down the balance sheet, risks, catalysts, and valuation in this deep dive. Watch to find out.

Presentation slides:

Full analysis at the original article here:

https://www.rocketeller.com/american-resources-263m-market-cap-19-reelement-stake-from-coal-to-critical-minerals/

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RT

We spent more than a decade as a forex trader before discovering a simpler truth: macro thinking beats trading noise. That the exact date we became a value investor. Our investing framework focuses on fundamentals, cycles, ratio charts, and technical timing. If you want to understand markets without the Wall Street jargon, follow along.