Épisodes

  • Why Consistent Mineralization Is a Game Changer for Rare Earth Mining
    Feb 23 2026

    Ranjeet Sundher explains why uniform mineralization at the Peak Project is a major technical advantage.

    Processing facilities are engineered for specific grades and product types. When mineral grades vary widely across a site, processing becomes more complex, more expensive, and higher risk.

    Peak’s homogenous mineralization means:

    • More predictable processing

    • Lower operating costs

    • Reduced technical risk

    • Smoother scale-up to commercial production


    Disclaimers:

    The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The SPAC Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice.

    Michael J. Blankenship is a licensed attorney and is a partner at Winston & Strawn LLP. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization.

    Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.

    Let’s Connect on LinkedIn:

    👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/

    👉 ...

    Afficher plus Afficher moins
    1 min
  • Guest Spotlight: Ranjeet Sundher
    Feb 20 2026

    Ranjeet Sundher, CEO of Tactical Resources, explains what makes the Peak Project fundamentally different from early-stage rare earth developments in the United States.

    Unlike projects that require a decade of exploration and billions in capital before proving viability, Peak already has materials on site, existing infrastructure, and decades of groundwork completed. The focus now shifts from exploration risk to commercial application and scale.


    Disclaimers:

    The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The SPAC Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice.

    Michael J. Blankenship is a licensed attorney and is a partner at Winston & Strawn LLP. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization.

    Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.

    Let’s Connect on LinkedIn:

    👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/

    👉 ...

    Afficher plus Afficher moins
    2 min
  • Why Nuclear’s Supply Chain Is the Real Opportunity
    Feb 19 2026

    Chris Sorrells shares the through-line connecting NuScale and Eagle Energy Metals. From his early exposure to nuclear markets in 1998 to helping build nuclear simulation platforms and supporting NuScale through licensing, Chris explains why first-mover advantage in SMRs mattered and why the next opportunity lies deeper in the supply chain.

    With SMRs advancing toward commercialization, fuel and uranium supply have become the critical, tech-agnostic bottlenecks. Eagle Energy Metals represents that next layer of exposure.


    Disclaimers:

    The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The SPAC Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice.

    Michael J. Blankenship is a licensed attorney and is a partner at Winston & Strawn LLP. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization.

    Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.

    Let’s Connect on LinkedIn:

    👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/

    👉 ...

    Afficher plus Afficher moins
    2 min
  • The Real Bottleneck in the U.S. Rare Earth Supply Chain
    Feb 18 2026

    Why is feedstock the true bottleneck in the U.S. rare earth supply chain?

    In this clip, Kanishka Roy breaks down the “mine to magnet” ecosystem and explains why magnet manufacturing is expanding faster than rare earth production. The real constraint isn’t building magnets, it’s developing and scaling rare earth feedstock. Tactical Resources aims to address that bottleneck with an operational mine and surface level tailings ready for processing.


    Disclaimers:

    The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The SPAC Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice.

    Michael J. Blankenship is a licensed attorney and is a partner at Winston & Strawn LLP. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization.

    Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.

    Let’s Connect on LinkedIn:

    👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/

    👉 ...

    Afficher plus Afficher moins
    2 min
  • Why Tactical Resources Stood Out in the Rare Earths Race
    Feb 17 2026

    What made Tactical Resources different from other critical mineral opportunities?

    In this clip, Kanishka Roy explains why near-term execution, existing infrastructure, and 4 million tons of rare-earth-enriched tailings in West Texas made Tactical Resources uniquely positioned. With decades of operational history and a clear playbook similar to MP Materials, this opportunity offered scale, speed to monetization, and long-term runway without the need for multi-billion-dollar infrastructure builds.


    Disclaimers:

    The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The SPAC Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice.

    Michael J. Blankenship is a licensed attorney and is a partner at Winston & Strawn LLP. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization.

    Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.

    Let’s Connect on LinkedIn:

    👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/

    👉 ...

    Afficher plus Afficher moins
    3 min
  • How to Tell if a SPAC Deal Price Is Fair
    Feb 16 2026

    How do analysts determine if a SPAC deal price is fair? Ryan McGuire breaks down the valuation process, from income and market approaches to DCF models, explaining how fairness opinions assess whether shareholders receive appropriate value.
    Guest: Ryan McGuire: https://www.linkedin.com/in/ryanquinnmaguire/

    Let’s Connect on LinkedIn:
    👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/
    👉 Joshua Bruce Wilson - https://www.linkedin.com/in/joshuabrucewilson/
    To Contact Us or Collaborate:
    🎙️ https://www.TheSPACPodcast.com/contact/


    Disclaimers:

    The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The SPAC Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice.

    Michael J. Blankenship is a licensed attorney and is a partner at Winston & Strawn LLP. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization.

    Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.

    Let’s Connect on LinkedIn:

    👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/

    👉 ...

    Afficher plus Afficher moins
    1 min
  • NASDAQ vs. NYSE for SPACs; What Sponsors Should Consider
    Feb 13 2026

    Chris Cottone breaks down the key differences between listing a SPAC on NASDAQ versus the NYSE.

    He explains why most SPAC IPOs historically land on NASDAQ, how exchange preferences can vary depending on sponsor relationships, and why NASDAQ has become more stringent during the DESPAC phase.


    Disclaimers:

    The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The SPAC Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice.

    Michael J. Blankenship is a licensed attorney and is a partner at Winston & Strawn LLP. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization.

    Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.

    Let’s Connect on LinkedIn:

    👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/

    👉 ...

    Afficher plus Afficher moins
    1 min
  • Why Now Is the Moment for Rare Earths And Why Tactical Resources
    Feb 12 2026

    Kanishka Roy explains why Plum believes now is the right time to back a rare earths company like Tactical Resources.

    He breaks down the massive global demand across tech-enabled industries, the geopolitical supply constraints tied to China’s dominance, and why scale and near-term operational capability are critical differentiators in this sector.


    Disclaimers:

    The views, opinions, and statements expressed by the guest are solely their own and do not necessarily reflect the views of The SPAC Podcast, its hosts, or affiliated organizations. This content is for informational purposes only and should not be construed as investment, legal, tax, or accounting advice.

    Michael J. Blankenship is a licensed attorney and is a partner at Winston & Strawn LLP. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is intended for informational and educational purposes only and should not be interpreted as legal, financial, or compliance advice. The views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the official policies or positions of any regulatory agency, law firm, employer, or organization.

    Listeners are encouraged to consult their own legal counsel, compliance professionals, or financial advisors to ensure adherence to applicable laws and regulations, including those enforced by the SEC, FINRA, and other regulatory bodies. This podcast does not constitute a solicitation, offer, or recommendation of any financial products, securities transactions, or legal services.

    Let’s Connect on LinkedIn:

    👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/

    👉 ...

    Afficher plus Afficher moins
    2 min