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# ![@probzunknown Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1544642993281540097.png) @probzunknown Unknown 🦛

Unknown 🦛 posts on X about $arec, $mp, uzbekistan, just a the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1544642993281540097/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1544642993281540097/c:line/m:interactions.svg)

- X Week XXXXXX +13%
- X Month XXXXXX -XX%
- X Year XXXXXXX +16,532%

### Mentions: XX [#](/creator/twitter::1544642993281540097/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1544642993281540097/c:line/m:posts_active.svg)

- X Month XXX +9.90%
- X Year XXX +2,286%

### Followers: XXX [#](/creator/twitter::1544642993281540097/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1544642993281540097/c:line/m:followers.svg)

- X Week XXX +2.20%
- X Month XXX +25%
- X Year XXX +160%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1544642993281540097/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1544642993281540097/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks) 

**Social topic influence**
[$arec](/topic/$arec) #3, [$mp](/topic/$mp) #17, [uzbekistan](/topic/uzbekistan) #362, [just a](/topic/just-a), [$onds](/topic/$onds) #197, [investment](/topic/investment), [ndaa](/topic/ndaa) #151, [$14b](/topic/$14b), [elements](/topic/elements), [south korea](/topic/south-korea)

**Top accounts mentioned or mentioned by**
[@johhnywalkeraz](/creator/undefined) [@reelementtech](/creator/undefined) [@amerresources](/creator/undefined) [@rocketlab](/creator/undefined) [@markcjensen](/creator/undefined) [@polarizinglit](/creator/undefined) [@peterjbeck](/creator/undefined) [@cekdrew](/creator/undefined) [@sara35014313](/creator/undefined) [@sloxx](/creator/undefined) [@itschrisray](/creator/undefined) [@secscottbessent](/creator/undefined) [@baldeagle206](/creator/undefined) [@solbieos](/creator/undefined) [@att](/creator/undefined) [@starlink](/creator/undefined) [@cyberprincerwo](/creator/undefined) [@um87777](/creator/undefined) [@jackyphan009](/creator/undefined) [@jabrillpeppers](/creator/undefined)

**Top assets mentioned**
[MP Materials Corp. (MP)](/topic/$mp) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb)
### Top Social Posts
Top posts by engagements in the last XX hours

"Man I cant wait for $AREC and ReElement production news. Thats the final piece. Once its here the market will catch up. I love the story and platform that theyre building. Continue to keep your heads down and build. We got your back 🫡 @markcjensen @Amerresources @ReElementTech"  
[X Link](https://x.com/probzunknown/status/1996217690462056693)  2025-12-03T13:59Z XXX followers, XXX engagements


"Absolutely fair. I thought the same way before I caught $AREC. Alongside $MP they are the only companies where the government has a stake. They were apart of a recently announced $1.4b deal alongside Vulcan Elements with Department of War participation. They are also signed to a long term deal with POSCO (South Korea conglomerate) and just recently announced a deal with Uzbekistan. There is a lot that makes me confident in them but the biggest point that I would look into is the Vulcan/ReElement deal"  
[X Link](https://x.com/probzunknown/status/1996628653803717040)  2025-12-04T17:12Z XXX followers, XXX engagements


"@Campbell_Bri I have. I just prefer the nucleus of the $AREC platform - being $AREC. $CGRA will do well since they theyre all related 😎"  
[X Link](https://x.com/probzunknown/status/1998004053263991200)  2025-12-08T12:17Z XXX followers, XXX engagements


"3. Supply Chain Derisking: Securing Feedstock (The "Input" Risk) A processing facility is useless without raw materials. AREC/ReElement have mitigated the risk of inconsistent supply by securing diverse domestic feedstocks rather than relying on new mines (which take 10+ years to permit). ERI Partnership (Nov 2025): A strategic partnership with Electronic Recyclers International (ERI) allows them to mine "urban waste" (discarded electronics) for rare earths. This guarantees a steady stream of input material without mining permits. International Alliances: They forged a partnership with the"  
[X Link](https://x.com/probzunknown/status/1996637214747333036)  2025-12-04T17:46Z XXX followers, XX engagements


"$AREC Back above $X. Lets see if it holds"  
[X Link](https://x.com/probzunknown/status/1996591833191752042)  2025-12-04T14:46Z XXX followers, XXX engagements


"2. The Players & The Setup for 2026 $MP MP Materials: The Heavyweight The 2026 Driver: $MP is currently the only scaled producer in the Western Hemisphere but their real value unlock arrives in 2026. That is when they expect to begin significant production of separated heavy rare earths (Dysprosium/Terbium) and finished magnets from their Texas facility. Why it wins: They are timing their vertical integration perfectly with the ban. Defense contractors need finished magnets not just ore. $MPs ability to offer a "mine-to-magnet" solution on U.S. soil makes them the path of least resistance for"  
[X Link](https://x.com/probzunknown/status/1997781783039938711)  2025-12-07T21:34Z XXX followers, XXX engagements


"$AREC Interesting to note - AREC's enterprise value (EV) is $XXXXXX M which equates to around a $5.00/share. Roth Capital's PT is $X. Around XX% upside from today's $XXXX close. I scooped up a lot in the $X range and will continue to do so. NFA"  
[X Link](https://x.com/probzunknown/status/1996741658256306358)  2025-12-05T00:41Z XXX followers, XXX engagements


"Bought a bit more $AREC today. Just a dabble"  
[X Link](https://x.com/probzunknown/status/1995530469811552333)  2025-12-01T16:28Z XXX followers, XXX engagements


"Bought more $ONDS and $AREC this morning"  
[X Link](https://x.com/probzunknown/status/1995891639097983135)  2025-12-02T16:23Z XXX followers, XXX engagements


"Imo $AREC and its subsidiary ReElement Technologies have substantially "derisked" themselves as an investment opportunity by moving from a speculative "lab-scale" concept to a commercially validated government-backed industrial operation over the past few months. Here's how:"  
[X Link](https://x.com/probzunknown/status/1996637206526767183)  2025-12-04T17:46Z XXX followers, XXX engagements


"Overall I personally like that everything that $AREC/ReElement have done over the past year and change to get to where they are to de-risk themselves. Government participation alongside elite firms like Citadel certainly helps. This isn't financial advice as well. Just personal opinions - dyor"  
[X Link](https://x.com/probzunknown/status/1996637219407159454)  2025-12-04T17:46Z XXX followers, XXX engagements


"1. The Catalyst: NDAA Section XXX This isn't just a tariff; it is a procurement ban. The law specifically targets: Rare Earth Magnets: Neodymium-iron-boron (NdFeB) and Samarium-Cobalt (SmCo). Strategic Metals: Tantalum Tungsten and others. The "China-Free" Premium: Currently global spot prices are dictated by Chinese supply. However starting in 2026 a bifurcated market will emerge. There will be the "Global Price" (cheap Chinese material) and the "Defense Compliant Price" (Western material). U.S. producers will effectively have pricing power because they are the only option for billions of"  
[X Link](https://x.com/probzunknown/status/1997781780871463415)  2025-12-07T21:34Z XXX followers, XXX engagements


"$AREC De-Risking Analysis of American Resources & ReElement Technologies X. Executive Summary American Resources Corporation (AREC) and its subsidiary ReElement Technologies have achieved a significant "de-risked" status through a convergence of high-value commercial partnerships and unprecedented government backing. The announcements of a $XXX billion funding package involving the Department of Wars Office of Strategic Capital (OSC) and Vulcan Elements alongside commercial offtake agreements with global giants like Posco International serve as powerful external validations. These deals imply"  
[X Link](https://x.com/probzunknown/status/1995240267264241848)  2025-11-30T21:15Z XXX followers, XXX engagements


"$AREC Does it last"  
[X Link](https://x.com/probzunknown/status/1995507311394406687)  2025-12-01T14:56Z XXX followers, XXX engagements


"$AREC Something to absolutely keep an eye out for 👀"  
[X Link](https://x.com/probzunknown/status/1995528721168576518)  2025-12-01T16:21Z XXX followers, XXX engagements


"$AREC is very risky as is any investment but it has the potential to 2x to 20x (maybe more) my money"  
[X Link](https://x.com/probzunknown/status/1995581499794673748)  2025-12-01T19:51Z XXX followers, XXX engagements


"$AREC This is a major value add that many might miss. Jensen himself says that ReElement has a significant amount of defense companies as customers that require traceability and trust for their sourced REEs and this partnership enables AREC/ReElement to provide that. This is a unique attribute that AREC/ReElement can now use as an added benefit of working with these defense companies and governments will likely go a long way in speeding up deals and simplifying up front due diligence timelines"  
[X Link](https://x.com/probzunknown/status/1995884994825257091)  2025-12-02T15:57Z XXX followers, XXX engagements


"Defense companies like $ONDS space companies like $RKLB will need unprecedented amount of REEs and permanent magnets. Domestic production requirements will NEED a traceable and secure REE supply chain. Vulcan ReElement and $AREC will be able to fill this gap at scale"  
[X Link](https://x.com/probzunknown/status/1996237690132418710)  2025-12-03T15:18Z XXX followers, 1147 engagements


"what a beast I'm deep in $AREC. My thesis is simple. These companies need material to build the next gen sats drone etc. American companies will be barred from buying Chinese REEs and materials. There needs to be a scalable tracable and resilient supply chain. $AREC and its subsidiary ReElement are doing it. I've posted a bunch about the company already but reach out if you have questions if it piques your interest"  
[X Link](https://x.com/probzunknown/status/1996627098090590361)  2025-12-04T17:06Z XXX followers, 1554 engagements


"4. Liquidity Derisking: Access to Working Capital While the massive government loan covers long-term building short-term cash flow has historically been AREC's weakness. They have addressed this with shorter-term credit facilities: $20M Equipment Lease (Sept 2025): Secured from Maxus Capital to fund immediate machinery needs. $5M Credit Facility (Dec 2025): Secured with Old National Bank specifically to buy feedstock. This signals that traditional banks (not just high-risk lenders) are now willing to lend to them - a major vote of confidence in their creditworthiness. Also - it's important to"  
[X Link](https://x.com/probzunknown/status/1996637217406521671)  2025-12-04T17:46Z XXX followers, XXX engagements


"2026 will be the year for rare earths. Were in the midst of a generational shift in dependence. $AREC $NB $MP"  
[X Link](https://x.com/probzunknown/status/1997657596581314560)  2025-12-07T13:21Z XXX followers, 1012 engagements


"@PolarizingLit 2026 will be the year for $AREC. The contracts that have been announced - Vulcan and POSCO - get ReElement to $500m in revenue at scale in 12-24 months. Only a matter of time before the dots on $AREC are connected I think"  
[X Link](https://x.com/probzunknown/status/1997761938718335042)  2025-12-07T20:15Z XXX followers, XXX engagements


"On Jan X 2027 the U.S. prohibition on purchasing Chinese-origin rare earth magnets and critical minerals for defense applications (Section XXX of the NDAA) goes into full effect. This creates a "Compliance Cliff." Defense primes (Lockheed Raytheon General Dynamics) cannot wait until 2027 to secure supply; they must audit and lock in non-Chinese feedstock during 2026 to ensure their 2027 deliveries are compliant. We are about to see a scramble for "compliant tons" - supply that is verified to be mined refined and separated outside of China"  
[X Link](https://x.com/probzunknown/status/1997781777520501207)  2025-12-07T21:34Z XXX followers, 1917 engagements


"$AREC Alright alright 😮"  
[X Link](https://x.com/probzunknown/status/1997853343566483604)  2025-12-08T02:18Z XXX followers, XXX engagements


"$AREC Really wondering how quickly the Uzbekistan business ramps up. Clearly lots of demand"  
[X Link](https://x.com/probzunknown/status/1998050916596158862)  2025-12-08T15:23Z XXX followers, XXX engagements