Rare Earths Americas, Inc. reported a net loss of $40.411 million for the nine months ended September 30, 2026, versus $5.414 million a year earlier. Nine-month operating expenses were $33.202 million as exploration and corporate costs expanded; the company has not generated mining revenue. Net cash used in operations was $17.108 million versus $1.496 million. At September 30, 2026, cash, cash equivalents and short-term investments totaled approximately $68.3 million; management believes these resources will cover anticipated cash needs for at least 12 months.
Exploration continued in Brazil and Georgia. Alpha testing announced in November reported approximately 40% rare-earth leach recovery, excluding cerium, versus the 27% assumption in the project's Technical Report Summary, under different test conditions; the Alpha Initial Assessment was over 80% complete and targeted for the first quarter of 2027. The company was conducting a 13,400-meter reverse-circulation program at Alpha to test below historical auger depths. Constellation's Initial Assessment began in October and is targeted for mid-2027. On November 4, the company issued 689,239 shares to certain executive officers and directors upon settlement of vested RSUs, withheld 240,600 shares for taxes, and paid $1.978 million in related taxes.
Rare Earths Americas, Inc. (REA) CEO and President Donald S. Swartz had 183,298 shares of common stock withheld by the issuer on November 4, 2026, to satisfy tax withholding obligations connected with the settlement of vested restricted stock units. The reported price was $8.22 per share; Swartz held 235,928 shares directly after the transaction.
Rare Earths Americas, Inc. (REA) withheld 57,302 Common Stock shares from COO, GC and Secretary Jennifer S. Grafton on November 4, 2026, at $8.22 per share to satisfy tax withholding obligations tied to settlement of vested restricted stock units. Grafton directly held 73,756 shares after the transaction.
Rare Earths Americas, Inc. asks shareholders at its November 12, 2026 annual meeting to elect six directors to serve until the 2027 annual meeting and ratify BDO USA, P.C. as independent registered public accountant for fiscal 2026. The board recommends voting FOR both proposals. Holders of 20,512,381 common shares outstanding as of September 21, 2026 are entitled to vote.
The company reports $814,057 in BDO audit fees for 2025. Total 2025 compensation was $3,733,249 for CEO and President Donald S. Swartz, II; $1,365,568 for COO, General Counsel and Secretary Jennifer Grafton; and $321,005 for Joseph Dwyer, who resigned as CFO effective February 1, 2026. REA agreed to assume AMBPL’s R$6,105,000.00 loan obligation to Brazil Royalty Corp Participacoes E Investimentos Ltda.; REA’s repayment obligation is conditional on an IPO or a transaction involving its shares raising more than AUD$20,000,000. BRC may elect cash or shares and may convert all or part at $6.55 per share. Director Hugo Schumann is a shareholder of the lender’s parent.
Rare Earths Americas, Inc. (REA) reports that DITM HOLDINGS PTY LTD, as trustee for the DITM Family Trust, together with Todd William Hannigan and Vivienne Frances Hannigan, has filed as a beneficial owner of 2,024,311 shares of common stock, representing 9.9% of the outstanding class.
The reporting persons have shared voting and dispositive power over all 2,024,311 shares and no sole voting or dispositive power. The securities are held directly by DITM HOLDINGS PTY LTD and indirectly by Todd and Vivienne Hannigan, who each own 50% of DITM.
Rare Earths Americas, Inc. (REA) disclosed that its wholly owned subsidiary, Foothills Rare Earths, LLC, entered into an Assignment and Assumption of Lease with Southeast Metals LLC on August 20, 2026. Under this Assignment, Foothills Rare Earths acquired all of Southeast Metals’ rights and interests in a mining lease with Weyerhaeuser Forest Holdings, Inc. and assumed lease obligations required to be performed on or after that date.
Closing consideration consisted of $375,000 in cash and 165,153 shares of REA common stock, representing $2,000,000 in stock consideration, issued in a private placement exempt from registration under the Securities Act of 1933. The Weyerhaeuser lease covers approximately 1,662.8 acres in Harris and Talbot Counties, Georgia, and provides for annual rental payments of $75,000 beginning in year four and a 5% royalty on rare earth products and byproducts produced from the lease area.
Rare Earths Americas, Inc. (REA) reported that CEO and President Donald S. Swartz vested and exercised 135,000 Restricted Stock Units into an equal number of shares of common stock on August 22, 2026. Each unit represented a contingent right to one share of common stock, subject to a one-year service condition and a Liquidity Event.
The company’s initial public offering, which closed on May 7, 2026, satisfied the Liquidity Event condition, and the one-year service condition was satisfied on August 22, 2026, triggering vesting of all such units. Following this derivative exercise, Swartz holds 419,226 shares of REA common stock directly. Under lock-up agreements related to the IPO underwriting, the vested shares will not settle to him until the lock-up period expires.
Rare Earths Americas, Inc. (REA) reports that reporting person Jennifer S. Grafton, COO, GC and Secretary, had 30,000 Restricted Stock Units vest and be exercised into 30,000 shares of Common Stock on August 22, 2026. These RSUs were subject to a one-year service condition and a Liquidity Event satisfied by the company’s initial public offering, which closed on May 7, 2026. Following the conversion, her directly held Common Stock position is 131,058 shares, and the reported RSU award has been fully converted; settlement of the vested shares is delayed until expiration of IPO-related lock-up agreements.
Rare Earths Americas, Inc. (REA) announced the schedule and key deadlines for its first annual meeting of stockholders. The 2026 Annual Meeting will be held virtually on November 12, 2026, with the close of business on September 21, 2026 set as the record date for determining stockholders entitled to notice and to vote.
Stockholder proposals under Rule 14a-8 must be received by the Corporate Secretary by the close of business on September 4, 2026. For other business and director nominations under the Bylaws, written notice must be delivered between the close of business on July 15, 2026 and the close of business on August 29, 2026. Stockholders intending to use the universal proxy process under Rule 14a-19 must also notify the Corporate Secretary by the close of business on August 29, 2026.