In short: Recipient of a $50M U.S. DFC equity stake in its Phalaborwa project (South Africa) on April 19 — one of the two government-backed deals showing how global the ex-China push has become.
Rainbow Rare Earths is a smaller developer whose South African project (Phalaborwa) just received a $50 million equity investment directly from a U.S. government agency, the DFC. Prins isn't rating the stock; she's using the deal as one of the two examples (alongside USA Rare Earth) of how fast and how globally U.S. capital is now flowing into rare earths outside China.
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