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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

 

Date of Report (Date of earliest event reported): February 6, 2026

 

RARE ELEMENT RESOURCES LTD.

(Exact name of registrant as specified in its charter)

 

British Columbia, Canada  001-34852  Not Applicable
(State or other jurisdiction of
incorporation or organization)
  (Commission File Number)  (IRS Employer
Identification No.)

 

P.O. Box 80
Firestone, Colorado
  80520
(Address of principal executive offices)   (Zip Code)

 

Registrant’s telephone number, including area code: (720) 278-2460

 

Not Applicable
(Former name or former address, if changed since last report)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act: None

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

 

Emerging growth company ¨

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

 

 

 

 

 

 

Item 8.01Other Events.

 

On February 6, 2026, Rare Element Resources Ltd. (the “Company”) issued a press release announcing the commencement of a previously announced rights offering of non-transferable subscription rights to holders of record of its common shares as of January 30, 2026 to purchase up to 129,033,678 common shares of the Company. A copy of the press release is attached as Exhibit 99.5 to this Current Report on Form 8-K and is incorporated herein by reference.

 

In connection with the rights offering, the Company is filing items included as Exhibits 4.1, 5.1, 8.1 and 99.1 through 99.4 to this Current Report on Form 8-K for the purpose of incorporating such items as exhibits to the Company’s Registration Statement on Form S-3 (Registration No. 333- 286231), to which the prospectus supplement dated February 6, 2026, relating to the rights offering is a part. The Company expects to use the net proceeds from the rights offering (i) to support (A) the continuation of the operation of the rare earth processing and separation demonstration plant (the “Demonstration Plant”); (B) the advancement of projects for the as-constructed Demonstration Plant beyond the current neodymium/praseodymium (Nd/Pr) separation objectives, including applying the technology to the separation of heavy rare earth elements and to third-party feed sources; and (C) the completion of federal and state permitting and licensing for the Bear Lodge rare earth elements project; and (ii) for other general corporate purposes.

 

Item 9.01Financial Statements and Exhibits.

 

(d)Exhibits.

 

Exhibit
No.
  Description
4.1   Form of Subscription Rights Certificate
     
5.1   Opinion of Fasken Martineau DuMoulin LLP
     
8.1   Opinion of Davis Graham & Stubbs LLP
     
99.1   Form of Letter to Shareholders Who Are Record Holders
     
99.2   Form of Letter to Shareholders Who Are Beneficial Holders
     
99.3   Form of Letter to Clients of Shareholders Who Are Beneficial Holders
     
99.4   Form of Beneficial Owner Election Form
     
99.5   Press release, dated as of February 6, 2026
     
104   Cover Page Interactive Data File (formatted in Inline XBRL and included as Exhibit 101)

 

 

 

 

SIGNATURE

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

Date: February 6, 2026

 

  RARE ELEMENT RESOURCES LTD.
   
  By: /s/ Wayne E. Rich
  Name: Wayne E. Rich
  Title: Chief Financial Officer