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NASDAQ:METC10/23/2025

WolfPack Research Short Report on METC

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Ramaco Resources Inc. $METC

Wolfpack Research • Published October 23, 2025 • Brook Mine Is a Hoax and a Potemkin Fantasy

CORE INVESTMENT THESIS

Ramaco Resources (METC) is a modern day fraud that has manipulated key data to make its rare earths project, Brook Mine, appear profitable to investors when in reality it's a worthless hole in the ground that isn't even being actively dug.

After consulting 15 mining industry experts with over 400 years of combined experience—including 6 PhDs—not one believed Brook Mine was economically feasible. Some described it as a "pump and dump," "shit show," and "science project." Wolfpack concludes that METC shareholders will be sorely disappointed when it comes to light that Brook Mine "will never be viable."

COMPANY OVERVIEW

Company Name
Ramaco Resources Inc.
Coal mining company turned rare earths promoter
Headquarters
🇺🇸 United States
Wyoming & West Virginia operations
Current Business
Rare Earths "Mining"
Historically metallurgical coal, now promoting Brook Mine rare earths project
CEO & Control
Randall Atkins
Previously found liable for $32M in "conversion" (theft) in bankruptcy proceeding
Market Capitalization
$2.36 Billion
Stock price: $39.82 (up 5x since May 2025 on scandium hype)
Primary Risk
Fraudulent Economics
59% of revenue relies on selling scandium at 5x market price

CRITICAL RED FLAGS

Scandium Oxide Price Inflation
5x Overvalued

METC projects selling scandium oxide at $3,750/kg when Western-friendly sources offer it at <$700/kg. Market price has declined 84% since 2019, not increased as METC claims.

Phantom Market Demand
25x Global Market

METC projects $611M annual scandium sales when the entire global market is only $25M. They claim to sell 75x what the world needs (excluding Bloom Energy).

No Mining Activity
Zero Progress

Weekly drone footage reveals no active digging at Brook Mine since the July "grand opening." Ceremonial coal pile and traffic cones remain untouched. Pilot plant construction claimed to start "later this summer" only broke ground days before earnings call.

Ultra-Low Grade Ore
Below Earth's Crust

Brook Mine's rare earth concentrations are less than the average abundance of Earth's outer crust. Experts say grades are "exceedingly low" and "no rare earth mine in the world mines grades that low."

📊 METC's Scandium Fantasy vs. Global Market Reality

$611M
METC Projection
$25M
Global Market
$8M
Ex-Bloom Market

METC's projected scandium revenue exceeds the entire global market by 2,444%. Experts call this "fraud."

💰 Scandium Oxide Price Comparison (per kilogram)

$3,750
METC Claims
$1,100
Philippines
$1,000
Australia
$700
Market Reality

METC inflates scandium oxide price by 5x to make Brook Mine appear economically viable on paper.

KEY PLAYERS

Randall Atkins

CEO, Ramaco Resources

Previously found liable for $32 million in a bankruptcy proceeding for "conversion" (legal term for theft). Experts describe him as a "master manipulator" running a "long-term pump and dump." Purchased Brook Mine for $2 million in 2011 and has used it to repeatedly raise money through various failed initiatives.

Charlie Atkins

Brother of CEO, Former Executive

Convicted for tax fraud twice (1987 and 2017). Led METC's "Coal to Cars" initiative before being removed from the company after his second tax fraud conviction. Part of The Securities Group tax fraud scheme with brother Randall.

Chris Wright

U.S. Department of Energy Secretary

Attended the July 2025 "grand opening" of Brook Mine, ceremoniously shoveling coal with Randall Atkins. Proclaimed the event as "America answering the call" for rare earth independence from China. The heavy machinery shown at the event has since disappeared from the site.

Fluor Corporation

Engineering Firm

Produced the Preliminary Economic Assessment (PEA) Summary declaring Brook Mine economically viable. However, METC provided the pricing inputs (not Fluor), enabling the favorable conclusion. Former Fluor engineers warn "you can say anything" in a PEA and that companies have "final say" over consultants.

Yorktown Partners

Private Equity Investor

Long-time mining private equity backer of METC. Opportunistically dumped $30 million worth of stock following the company's scandium-driven stock pump in 2025. Classic insider exit behavior.

15 Industry Experts

Mining PhDs & Veterans (400+ Years Experience)

Wolfpack interviewed 15 experts (6 PhDs) with over 400 years of combined experience. Not one thought Brook Mine was economically feasible. Quotes include "fraud," "pump and dump," "shit show," and "science project." Consensus: "There's nobody I've talked to that thinks this is actually a legitimate effort."

🗣️ What The Experts Actually Said

"This looks, smells, and walks like fraud. It talks like fraud. It probably is fraud."

— Expert 9, U.S. Government Advisor on Rare Earth Policy

"The only value of this thing is a stock manipulation play. It's a pump and dump. That's what it's been ever since it began."

— Expert 1, 40+ Years Mining Experience, Rare Earth Authority

"They're exceedingly, exceedingly low grade…there is no rare earth mine in the world that even comes close to mining grades that are that low."

— Expert 2, 40+ Years Experience, Leading Rare Earth Expert

"The report they put out was not a report. It was the most incompetent pieces of paper assembled together with a staple I've ever read."

— Expert 11, Former C-Suite Rare Earth Executive, 40+ Years

TIMELINE OF DECEPTION

2011

Purchase

Randall Atkins purchases failed thermal coal mine (Brook Mine) for $2 million. Strange investment as thermal coal economics deteriorating due to natural gas.

2017

Failed Scheme #1

"Coal to Cars" initiative promoted—claiming Brook Mine coal suitable for carbon fiber feedstock. Led by Charlie Atkins before second tax fraud conviction. Debunked by 2023 study.

2023

Failed Scheme #2

Claims Brook Mine could supply U.S. with rare earths for 100 years. Wolfpack Research exposes that rare earth concentrations are below Earth's average crust. Stock falls from $16.78 to $6.68.

May 2025

Current Scheme

Suddenly "discovers" scandium, gallium, germanium—now 83% of projected revenue. Stock pumps 5x from $8 to $39. Experts call it "fraudium, scamium, and storium."

July 2025

Grand Opening Hoax

Theatrical "grand opening" with DOE Secretary Chris Wright. Heavy machinery leased for show. Weekly drone footage reveals no mining activity since event—ceremonial coal pile still untouched.

October 2025

Wolfpack Exposes

Wolfpack publishes damning report with 15 expert interviews. Reveals 5x scandium price inflation, phantom demand, zero mining progress, and that "this will never be viable."

Wolfpack Research's Verdict

According to Wolfpack Research, Ramaco Resources ($METC) is a modern day fraud that has manipulated key data to make its rare earths project appear profitable when 15 industry experts with over 400 years of combined experience—including 6 PhDs—unanimously concluded it is not economically feasible. Brook Mine projects 59% of revenue from scandium oxide sales at $3,750/kg when market reality is <$700/kg, creating a phantom $611 million annual market that is 25x larger than the entire global demand. Weekly drone surveillance reveals no active mining despite a theatrical July "grand opening," while competitors secure real government funding and joint ventures. Wolfpack Research concludes that shareholders will be "sorely disappointed" when it comes to light that Brook Mine "will never be viable," and that the only value is "a stock manipulation play—a pump and dump."

🔻 WOLFPACK RESEARCH SHORT POSITION
Stock Price: $39.82 | Expected Collapse: Return to coal business valuation of $8-12/share (70-80% downside)
Research published October 23, 2025 • Based on 15 expert interviews, weekly drone surveillance, and extensive due diligence