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Gold/Mining/Energy : Verde Agritech
NPK.TO 1.290-7.9%3:59 PM EDT

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To: LoneClone who wrote (16560)10/6/2025 9:17:44 PM
From: Sultan  Read Replies (1) of 16582
 
Any idea how meaningful their numbers are ? Personally, I have no clue but move in share price suggests this may be business changing event for Verde ?

Any case, since I am clueless here is what AI spit out.. Again, not sure if I am comparing apples to organges, but only company I know that is US listed and has gone nuts this year is MP Material Corp.. Not sure if the question I posed was accurate or not. But here it is..

compare High-Grade Magnetic Rare Earths Discovery in Minas Gerais, Brazil to resources held by MP Materials Corp.

MP Materials' Mountain Pass mine is a mature, hard-rock deposit with higher ore grades, primarily of light rare earths, while recent Brazilian discoveries are ionic clay-hosted deposits that have greater tonnage potential and higher concentrations of high-value heavy rare earths. Though different in their geology and composition, both resource types are critical to the global rare-earth supply chain.

Resource characteristics

Feature Brazilian Rare Earth Discoveries (Meteoric, Verde)

MP Materials' Mountain Pass Mine

LocationPrimarily in the state of Minas Gerais, Brazil, with Meteoric's Caldeira project and Verde AgriTech's discoveries among the most prominent.

Mountain Pass

, California, is the only active rare-earth mine in the United States.

GeologyIonic adsorption clay deposits, which are softer and easier to mine and process than hard-rock deposits.Carbonatite hard-rock deposit, with a more complex mining process than ionic clays.

Ore Grade (TREO)Reported at thousands of parts per million (ppm), with

Meteoric's Caldeira

resource at 2,413 ppm and Verde AgriTech's samples averaging 3,532 ppm.

Exceptionally high ore grade for a hard-rock deposit, averaging 6% (60,000 ppm) total rare-earth oxides (TREO).
High-Value Rare EarthsNotable for their enrichment in magnetic rare-earth oxides (MREO), including heavy rare earths like dysprosium and terbium.Primarily a source of light rare-earth elements (LREEs) such as neodymium-praseodymium (NdPr).
Tonnage and Scale

Meteoric's Caldeira

is the world's largest ionic clay deposit by tonnage, with a resource of 1.1 billion tonnes.



Mountain Pass

has a significant resource base, estimated at 1.9 million metric tons of contained rare-earth oxides.
Processing and Supply ChainBrazil is building a domestic processing and magnet manufacturing supply chain, with support from miners and tech companies.

MP Materials

is a fully integrated rare-earth producer with capabilities from mining and processing to magnet manufacturing.
Strategic ImportanceRepresents an emerging and potentially significant alternative source for rare earths outside of China.A cornerstone of the United States' strategy to restore its rare-earth supply chain dominance and reduce reliance on foreign suppliers.
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