Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Verde Agritech -- Ignore unavailable to you. Want to Upgrade?

To: LoneClone who wrote (16560)	10/6/2025 2:38:58 PM
From: toccodolce	Respond to of 16582

It’s like a merry go round of repurposing the company focus.

To: LoneClone who wrote (16560)	10/6/2025 3:04:40 PM
From: Sultan	2 Recommendations Recommended By Anchan ralfph Respond to of 16582

Let's see what they cook up since they are supposed to announce their strategy in a week or so.. May be we will be able to get off Verde within few months.. I for one am kind of tired of it.. :)

To: LoneClone who wrote (16560)

10/6/2025 9:17:44 PM

From: Sultan

Read Replies (1) | Respond to 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

Location	Primarily 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.
Geology	Ionic 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 Earths	Notable 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 Chain	Brazil 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 Importance	Represents 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.