you need to look at npk.to for rare earth Brazil exposure : Huge deposit, high PPM, no containments, low processing costs, easily accessible. Under the radar, but potentially the best resource in Brazil.
Verde AgriTech Reports New Best Intercept: 13.0 m at 0.83% TREO including 8.0 m at 1.01% TREO; 25% of Drilled Metres ≥0.40% TREO
Globe Newswire
jan 26, 2026
BELO HORIZONTE, Brazil / SINGAPORE – January 26, 2026 – Verde AgriTech Ltd. (TSX: NPK | OTCQX: VNPKF) (“Verde” or the “Company”) is pleased to report additional assay results from its ongoing drilling program at the Minas Americas Global Alliance Project (the “Project”) in Minas Gerais, Brazil.
“Our first drilling target (PT-34) is already delivering the combination that matters in rare earth discoveries: shallow thickness, repeated high grades, and a magnet‑rich rare earth basket,” said Cristiano Veloso, Founder and CEO of Verde. “With significant intercepts now extending across PT‑34 and multiple holes finishing in mineralization, we are prioritizing scale capture. Given the strength of results so far, the Board has approved expanding the resource definition footprint and drilling additional metres to better outline the district‑scale potential of the Project. Our objective is to define more tonnes of higher‑quality, magnet‑rich mineralization before finalizing scoping‑level economics.”
“In parallel, the Board has directed the Company to prepare the Project’s technical disclosure under Canadian NI 43‑101 and to develop U.S. SEC Regulation S‑K Subpart 1300 (S‑K 1300) aligned disclosure, including a Technical Report Summary as applicable,” added Mr. Veloso. “This dual‑track approach enhances comparability for global investors and preserves strategic flexibility as we advance the Project.”
This release reports assays from 24 additional holes totaling 244.7 m at the priority PT‑34 target, bringing drilling results reported to date to 27 holes totaling 279.8 m (280 assayed intervals).
Yes, it is super interesting - the stock is a three legged stool, large low grade potash reserve without chloride - better for crops, but need to apply more tonnage, an AI play, by spreading potash on the fields to produce carbon credits via enhanced rock weathering, 8 tons of potash sequester 1 ton of CO2 for over 1000 years and a large RARE earth holdings which are being proved up with off the charts high grades for brazil and no impurities, also very simply low cost sulfur leach to extract, everything at surface and super accessible and easy, no problems like other projects and the initial capex should be much lower than most others. CEO is very accessible.
Giant Red Flag for Aclara's Carina PFS was using price/revenue assumptions that are totally unrealistic and failing to use the current spot price as a scenario. I would only assume it is unprofitable at current prices.
Compare that to the Ionic Clay projects in Minas Gerais that are alluded to in the article, and more specifically the ASX listed Meteoric Resources (MEI) and Viridis Mining (VMM) which both were profitable when their PFS was released last July by using the then spot NdPr price of US$60/kg. Their capital intensities vs NdPr/DyTb output are also so much lower so banks would most likely prefer funding them. You could also buy both companies (US370m and US180m respectively) and still have change left over before you consider buying Aclara's market cap of US560m.
A table comparing all 3 companies with key attributes such as capex, opex, reserves, proposed start date, NdPr / Dytb annual production, NPV at various scenarios, downstream options being explored, current market caps, etc would be very interesting and informative.
you need to look at npk.to for rare earth Brazil exposure : Huge deposit, high PPM, no containments, low processing costs, easily accessible. Under the radar, but potentially the best resource in Brazil.
Verde AgriTech Reports New Best Intercept: 13.0 m at 0.83% TREO including 8.0 m at 1.01% TREO; 25% of Drilled Metres ≥0.40% TREO
Globe Newswire
jan 26, 2026
BELO HORIZONTE, Brazil / SINGAPORE – January 26, 2026 – Verde AgriTech Ltd. (TSX: NPK | OTCQX: VNPKF) (“Verde” or the “Company”) is pleased to report additional assay results from its ongoing drilling program at the Minas Americas Global Alliance Project (the “Project”) in Minas Gerais, Brazil.
“Our first drilling target (PT-34) is already delivering the combination that matters in rare earth discoveries: shallow thickness, repeated high grades, and a magnet‑rich rare earth basket,” said Cristiano Veloso, Founder and CEO of Verde. “With significant intercepts now extending across PT‑34 and multiple holes finishing in mineralization, we are prioritizing scale capture. Given the strength of results so far, the Board has approved expanding the resource definition footprint and drilling additional metres to better outline the district‑scale potential of the Project. Our objective is to define more tonnes of higher‑quality, magnet‑rich mineralization before finalizing scoping‑level economics.”
“In parallel, the Board has directed the Company to prepare the Project’s technical disclosure under Canadian NI 43‑101 and to develop U.S. SEC Regulation S‑K Subpart 1300 (S‑K 1300) aligned disclosure, including a Technical Report Summary as applicable,” added Mr. Veloso. “This dual‑track approach enhances comparability for global investors and preserves strategic flexibility as we advance the Project.”
This release reports assays from 24 additional holes totaling 244.7 m at the priority PT‑34 target, bringing drilling results reported to date to 27 holes totaling 279.8 m (280 assayed intervals).
Thanks Chris, u think we should write on it?
Yes, it is super interesting - the stock is a three legged stool, large low grade potash reserve without chloride - better for crops, but need to apply more tonnage, an AI play, by spreading potash on the fields to produce carbon credits via enhanced rock weathering, 8 tons of potash sequester 1 ton of CO2 for over 1000 years and a large RARE earth holdings which are being proved up with off the charts high grades for brazil and no impurities, also very simply low cost sulfur leach to extract, everything at surface and super accessible and easy, no problems like other projects and the initial capex should be much lower than most others. CEO is very accessible.
Will have a look bro for sure! And let i know after
Giant Red Flag for Aclara's Carina PFS was using price/revenue assumptions that are totally unrealistic and failing to use the current spot price as a scenario. I would only assume it is unprofitable at current prices.
Compare that to the Ionic Clay projects in Minas Gerais that are alluded to in the article, and more specifically the ASX listed Meteoric Resources (MEI) and Viridis Mining (VMM) which both were profitable when their PFS was released last July by using the then spot NdPr price of US$60/kg. Their capital intensities vs NdPr/DyTb output are also so much lower so banks would most likely prefer funding them. You could also buy both companies (US370m and US180m respectively) and still have change left over before you consider buying Aclara's market cap of US560m.
Never said to buy it at current prices… said it wasn’t cheap enough yet exactly bc of this Bill, but thanks for the clarifications and ideas!
A table comparing all 3 companies with key attributes such as capex, opex, reserves, proposed start date, NdPr / Dytb annual production, NPV at various scenarios, downstream options being explored, current market caps, etc would be very interesting and informative.
Yess I agree, could be a good idea for a new article for the paid subscribers.
Yep patience is key! Thanks Elias.