DFC
DESJARDINS CANADIAN MULTIFACTOR CONTROLLED VOLATIL
stock TSE

Quick recap for those just seeing this:
NdPr prices up 138% YTD.
China just penalized unauthorized rare earth production.
RARE's Peak asset, an operating quarry with massive stockpiles of REE-mineralized tailings - next door to USAR (U.S. Rare Earths) Round Top project.
USAR announced a $2.8B acquisition last week. And RARE is still sitting at \~C$6, hardly trades at a $50m market cap, waiting for its Nasdaq listing.
Last year REE stocks moved 250-1000%.
I think the second wave will be bigger.
The difference this time: the government is backing producers with real capital and resources.
RARE is about to walk onto the Nasdaq into this environment.
C$6.00. Barely trades. Nobody is watching.
Here's what you are getting for $50m.
Tactical Resources (TSXV: RARE / OTC: USREF). 8.3M shares outstanding.
Nasdaq listing via SPAC this summer.
Every share you hold converts \~4.24:1.
Owns 1.5M tons of REE feedstock with access to 4M+ tons.
Active Texas quarry producing new tailings daily.
88-93% extraction via direct leach.
36-month option to buy the entire quarry for US$29M (stock/cash deal).
All SPAC closing conditions met.
The rare earth market around RARE is on fire and accelerating.
NdPr alloy hit $126/kg in April, up 138% since January. Dysprosium jumped 15.6% in April alone. China just unveiled detailed penalties for unauthorized rare earth production, tightening the supply noose further. Bloomberg reported it today.
Last week USAR, RARE's neighbor 2 miles down the road in the same geological complex, announced a US$2.8B acquisition of Serra Verde, the only scaled HREE producer outside Asia. The deal includes a 15-year offtake backed by U.S. government entities with guaranteed price floors. US$565M in DFC financing.
USAR's market cap is now pushing US$5B+. RARE's market cap: C$50M.
The U.S. government launched Project Vault, a $12B strategic critical minerals reserve. The FORGE tariff floor framework sets reference prices for NdPr to protect domestic producers from Chinese price manipulation.
Sprott launched the first ex-China REE ETF on the Nasdaq. CRML jumped 39% on a single headline and now trades at $12.89 with a $1.1B market cap.
Disclosure: Very long RARE. Do your own DD.

Quick recap for those just seeing this:
NdPr prices up 138% YTD.
China just penalized unauthorized rare earth production.
RARE's Peak asset, an operating quarry with massive stockpiles of REE-mineralized tailings - next door to USAR (U.S. Rare Earths) Round Top project.
USAR announced a $2.8B acquisition last week. And RARE is still sitting at \~C$6, hardly trades at a $50m market cap, waiting for its Nasdaq listing.
Last year REE stocks moved 250-1000%.
I think the second wave will be bigger.
The difference this time: the government is backing producers with real capital and resources.
RARE is about to walk onto the Nasdaq into this environment.
C$6.00. Barely trades. Nobody is watching.
Here's what you are getting for $50m.
Tactical Resources (TSXV: RARE / OTC: USREF). 8.3M shares outstanding.
Nasdaq listing via SPAC this summer.
Every share you hold converts \~4.24:1.
Owns 1.5M tons of REE feedstock with access to 4M+ tons.
Active Texas quarry producing new tailings daily.
88-93% extraction via direct leach.
36-month option to buy the entire quarry for US$29M (stock/cash deal).
All SPAC closing conditions met.
The rare earth market around RARE is on fire and accelerating.
NdPr alloy hit $126/kg in April, up 138% since January. Dysprosium jumped 15.6% in April alone. China just unveiled detailed penalties for unauthorized rare earth production, tightening the supply noose further. Bloomberg reported it today.
Last week USAR, RARE's neighbor 2 miles down the road in the same geological complex, announced a US$2.8B acquisition of Serra Verde, the only scaled HREE producer outside Asia. The deal includes a 15-year offtake backed by U.S. government entities with guaranteed price floors. US$565M in DFC financing.
USAR's market cap is now pushing US$5B+. RARE's market cap: C$50M.
The U.S. government launched Project Vault, a $12B strategic critical minerals reserve. The FORGE tariff floor framework sets reference prices for NdPr to protect domestic producers from Chinese price manipulation.
Sprott launched the first ex-China REE ETF on the Nasdaq. CRML jumped 39% on a single headline and now trades at $12.89 with a $1.1B market cap.
Disclosure: Very long RARE. Do your own DD.