John Emont
speaker
99 appearances
4 recordings
2 series
first heard May 2025
last heard 18 Aug
John Emont’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
The CEO of Rare Earth Americas was recently the CEO of American Rare Earths.
I asked him whether that was confusing for him.
He said that he was able to keep it straight.
But it's hard for the rest of us.
One of the funny examples I was told was this company, the CEO was speaking to investors and an investor told him, No, no, no, your deposit isn't there, it's here.
And the CEO said, What?
And basically he figured out that the investor was confused because in addition to there being a critical metals core, there's also a critical metals PLC, which is a UK-based company, and whereas Critical Metals Core has a deposit in Greenland, Critical Metals
P L C has a project in the Democratic Republic of Congo, so it's
You know, you can pity the investor, honestly.
Yeah, well, things have really been tough for Nike over the past few years, going back about five years now.
So Nike was huge in China.
There was a growing sports market and Nike really owned it to a great degree.
And so Nike sponsored Chinese athletes and it really made itself known.
a brand that was associated with athletic prowess.
And the NBA, which, of course, Nike's very associated with as well, is very popular, was very popular for a very long time in China, too.
So Nike just had this great position, and they enjoyed double-digit growth for many years.
And it became a real cash cow for the company and a reason that investors were very excited about Nike's prospects.
But that hasn't been true recently.
Nike's situation in China has gotten so bad that revenue over the past three quarters was nearly 30% lower than in the same period five years ago.
And the company has said that they're estimating that this current quarter, that revenue will drop by about 20%.
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