Highlights
- Royalty Management Holding Corp claims REE (rare earth elements) discovery in Jamaican mining lease.
- Lacks substantive technical evidence for the REE discovery claim.
- Confirmed presence of titanium, iron, and vanadium in the 213 million-ton deposit.
- Potential industrial mineral value in the deposit.
- Company's strategy focuses on building market perception.
- Aims to leverage U.S. strategic interest in rare earth elements.
Proactive Investors (opens in a new tab) published a paid content release touting that Royalty Management Holding Corp (opens in a new tab) (NASDAQ: RMCO) has โuncoveredโ rare earth elements (REEs) in a Jamaican mining lease held by its portfolio company, TR Mining & Equipment. The piece, laced with optimistic quotes from CEO Thomas Sauve, frames the discovery as a game-changerโpromising low-cost feedstock for magnetite, titanium, vanadium, and now REEs. But is this discovery grounded in technical rigor or marketing sheen?
American Resources Corporation is a 12% shareholder (opens in a new tab) in RMCO, according to Investing.com.
Whatโs Real: The Iron, Titanium & Vanadium Angle
Itโs plausible that TR Miningโs Jamaican lease contains titanium, iron (as magnetite), and vanadium. These are not rare earth elements, but industrial minerals with established use cases and extractive paths. Prior technical reports have already affirmed their presence in the 213 million-ton deposit. The companyโs goal of local processing and employment also aligns with ESG-forward junior mining narrativesโa commendable if still aspirational plan.
Enter the RareEarths: Promising or Premature?
The real pivotโand the marketing hookโis the expanded โsampling programโ allegedly revealing โmeaningfully high concentrationsโ of REEs. No assay data, concentration grades, or even which rare earths were identified are disclosed. Without that, this remains speculative. In REE exploration, context is everything: Which elements? How much? In what mineral host? Can it be economically separated?
Until those questions are answered with a NI 43-101โstyle technical report, the REE claim should be treated as an investor teaserโnot a validated resource.
Royalty Play or Paper Value?
Royalty Managementโs 10% royalty stake on any mineral sales from the project could become valuableโif extraction becomes commercially viable. But thatโs a long road. The company's current monetization strategy appears to rely on perception: build market enthusiasm, enhance asset narrative, and ride the tailwinds of U.S. strategic interest in REEs. Thereโs no indication yet of downstream partners, refining plans, or offtake interestโelements essential to translating rocks into revenue.
This may be a promising story-in-the-makingโbut for now, itโs just that: a story. Investors should hold off the โnext Lynasโ headlines until the assays speak louder than the marketing.
ยฉ Rare Earth Exchangesโข 2025
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