And according to reports, the Rare Earth's own CEO publicly said that this deal originated in a November 2025 conversation between yourself and herself with no formal application, no public solicitation, and no competitive process. Is that accurate? USA Rare Earth has a mind to magnet integrated model. And that was interesting. It was presented to me by Ken Molis, and then I introduced them to the chips team to pursue the transaction. (05:07–05:13)
CLAIM
Asserts that USA Rare Earth has a mine-to-magnet integrated model.
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