American Resources Corp
NASDAQ:AREC
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American Resources Corp
American Resources Corp. engages in the extraction, processing, transportation, and distribution of metallurgical coal to the steel industry. The company is headquartered in Fishers, Indiana and currently employs 10 full-time employees. The company went IPO on 2015-08-03. The firm operates through two segments: ethanol and byproducts and refined coal. The company invested in three ethanol production entities, which include One Earth Energy, LLC (One Earth), NuGen Energy, LLC (NuGen) and Big River Resources, LLC (Big River). The firm also owns an interest in an entity that owns and operates a refined coal facility. Its ethanol operations are focused on commodity, which includes corn, ethanol, distillers’ grains, non-food grade corn oil and natural gas. The firm has a portfolio of operations located in the Central Appalachian basin of eastern Kentucky and southern West Virginia, where metallurgical carbon and rare earth mineral deposits are concentrated.
American Resources Corp. engages in the extraction, processing, transportation, and distribution of metallurgical coal to the steel industry. The company is headquartered in Fishers, Indiana and currently employs 10 full-time employees. The company went IPO on 2015-08-03. The firm operates through two segments: ethanol and byproducts and refined coal. The company invested in three ethanol production entities, which include One Earth Energy, LLC (One Earth), NuGen Energy, LLC (NuGen) and Big River Resources, LLC (Big River). The firm also owns an interest in an entity that owns and operates a refined coal facility. Its ethanol operations are focused on commodity, which includes corn, ethanol, distillers’ grains, non-food grade corn oil and natural gas. The firm has a portfolio of operations located in the Central Appalachian basin of eastern Kentucky and southern West Virginia, where metallurgical carbon and rare earth mineral deposits are concentrated.
ReElement Spin-Off: American Resources is spinning off ReElement Technologies, with the distribution record date set for late December 2024 and plans to have it listed as a public company from day one.
Revenue Growth Outlook: Management expects substantial revenue growth for ReElement, particularly from the Marion facility, with strong acceleration anticipated by mid-2025.
Operational Progress: The Marion facility renovation is complete and installation of equipment is underway, with preprocessing moving from Noblesville to Marion to support higher production volumes.
Capital & Financing: A combination of convertible debt and a bond offering is being used to fund the Marion facility expansion, aiming for nondilutive financing.
Other Spin-Offs: Novusterra and American Infrastructure (formerly American Carbon) are also targeting public listings in early 2025, though the process has been delayed by required subsidiary reaudits.
Customer Base & Demand: ReElement is building a diversified customer base in battery and magnet materials, with demand described as "substantial," and new partnerships expected to be announced soon.
American Resources Holdings: Post-spin, American Resources will retain around 19% of ReElement and continue to own stakes in other subsidiaries, collecting royalties from American Infrastructure.
Mining & Royalty Streams: The mining business is expected to restart imminently, providing royalty income to American Resources, and management is optimistic about profitability due to favorable commodity markets.
