Company Overview - Volato Group, Inc. is a technology-driven private aviation company that offers innovative solutions in aviation software and on-demand flight access, utilizing its proprietary Mission Control software to enhance operational efficiency [2] - M2i Global, Inc. specializes in developing and executing a complete global value supply chain for critical minerals, aiming to ensure access to essential minerals and metals for national defense and economic security [3] Strategic Initiatives - M2i Global plans to establish a Strategic Mineral Reserve in partnership with the U.S. Federal Government to create a resilient supply chain addressing the global shortage of essential minerals and metals [3] - The upcoming Lithium & Strategic Minerals Forum will feature discussions on Strategic Capital & Supply Security, focusing on the importance of assured sourcing and strategic reserves for U.S. national and economic security [2][5] Industry Challenges and Solutions - The industry faces risks related to supply chain security, necessitating a focus on midstream processing capabilities and the development of a critical minerals exchange to stabilize the marketplace [5] - Emphasis on responsible mining practices is crucial to prevent abusive practices that lead to artificially low prices for mineral commodities, ensuring environmental and labor standards are upheld [5]

Core Insights - M2i Global President & CEO Major General (Ret) Alberto C. Rosende will address Strategic Capital & Supply Security at the Lithium & Strategic Minerals Forum in Nevada on September 18-19, 2025 [1][2] Company Overview Volato Group, Inc. - Volato is a technology-driven private aviation company that offers innovative solutions in aviation software and on-demand flight access [2] - The proprietary Mission Control software enhances operational efficiency and supports various services including fractional ownership and charter [2] - The Vaunt platform connects travelers with available private flights, providing flexible options for on-demand travel [2] M2i Global, Inc. - M2i Global, through its subsidiary U.S. Minerals and Metals Corp., focuses on ensuring access to critical minerals and metals for national defense and economic security [3] - The company aims to establish a Strategic Mineral Reserve in collaboration with the U.S. Federal Government to create a resilient supply chain addressing global shortages of essential minerals [3] Industry Insights - Supply chain security is emphasized, requiring assured sourcing and strategic reserves of minerals critical for U.S. national and economic security [5] - There is a focus on enabling midstream processing capabilities by reducing capital investment risks [5] - Development of a critical minerals exchange is proposed to stabilize the mineral commodities marketplace and reduce dependency on current exchanges controlled by the PRC [5] - Responsible mining practices are advocated to prevent abusive practices that lead to artificially low prices for mineral commodities [5] - Domestic incentives announced since January 2025 aim to stabilize investments in extraction and processing [5]

Core Insights - DiamondLake Minerals, Inc. has partnered with FlyJetr to launch the DLMI Private Aviation Division, aiming to revolutionize private jet acquisition and management through tokenization [1][2] - The collaboration will introduce a hybrid token that combines utility and security features, providing unique benefits to holders while streamlining compliance [1][2] - The strategic goal is to enhance service offerings in private aviation, making luxury travel more accessible and transparent for a broader range of clients [1][2] Company Overview - DiamondLake Minerals, Inc. is a multi-strategy operating company founded in 1954, specializing in digital assets and SEC-registered security tokens [7] - The company aims to innovate responsibly by combining traditional businesses with digital assets, focusing on sustainable growth and strong earnings [7] - FlyJetr is transforming luxury travel by providing personalized private jet experiences, with access to a fleet of 15,000 jets and 12,000 airports [8] Strategic Developments - The Private Aviation Division plans to purchase up to ten large business jets, specifically the Gulfstream 450, enhancing global travel capabilities [3] - The partnership is expected to eliminate middlemen, maximizing efficiencies and creating real-time value for token holders [2] - Advisory board member Brandon Fugul, a real estate mogul, will provide substantial industry experience and insights to the Private Aviation Team [2] Technological Integration - DiamondLake is launching consulting services that focus on AI Optimization for Token Investor Relations, aiming to adapt to the evolving digital landscape [4] - The company is exploring Generative Engine Optimization (GEO) and Artificial Intelligence Optimization (AIO) to enhance visibility in AI-driven search environments [4][6]

Core Viewpoint - Volato Group, Inc. and M2i Global, Inc. are launching a public-private initiative to establish the United States' first Strategic Minerals Reserve (SMR) to secure critical minerals essential for national defense and clean energy [2][4][5] Group 1: Strategic Minerals Reserve Overview - The SMR will be located at the Hawthorne Army Depot in Mineral County, Nevada, focusing on the storage, refining, and distribution of critical minerals such as gallium, graphite, and copper [3][6] - The initiative aims to address the U.S. supply chain for critical minerals, which are vital for defense systems, semiconductors, electric vehicles, and battery technology [3][5] Group 2: Economic and National Security Implications - The project is expected to revitalize the Hawthorne region, create high-quality jobs, and attract federal investment, thereby enhancing national security through a localized supply chain [6][7] - Nevada's rich resources in critical minerals present an opportunity for innovation and economic growth, while also addressing threats from international market manipulation [5][9] Group 3: Public-Private Partnership Model - The SMR is supported by federal agencies including the Department of Defense, the Defense Logistics Agency, and the Department of Energy, and is engaging with private-sector partners to enhance domestic refining and recycling capabilities [8][10] - This initiative serves as a model for how state governments can align with national priorities to foster innovation and attract long-term investments in emerging sectors [9][10]

Core Viewpoint - Volato Group, Inc. and M2i Global, Inc. are launching a public-private initiative to establish the United States' first Strategic Minerals Reserve (SMR) in Mineral County, Nevada, aimed at securing the supply of critical minerals essential for defense, clean energy, and industrial leadership [2][3]. Group 1: Strategic Minerals Reserve Overview - The SMR will be located at the Hawthorne Army Depot in Nevada and will focus on storing, refining, and distributing critical minerals such as gallium, graphite, and copper, which are vital for defense systems, semiconductors, electric vehicles, and battery technology [3][4]. - The initiative is backed by a report from the Hoover Institution advocating for a U.S.-led multilateral critical minerals stockpile and involves collaboration with federal and state agencies, including the Nevada Governor's Office of Economic Development [4][5]. Group 2: Economic and National Security Implications - The SMR is expected to revitalize the Hawthorne region, create high-quality jobs, and attract federal investment, thereby enhancing national security through a localized supply chain [6]. - The initiative is described as a strategic capability rather than a mere stockpile, emphasizing the importance of innovation, industry, and infrastructure in securing the U.S. economic and national future [7]. Group 3: Public-Private Partnership Model - The SMR is supported by federal agencies such as the Department of Defense, the Defense Logistics Agency, and the Department of Energy, and is actively engaging with private-sector and international partners to enhance domestic refining and recycling operations [8][9]. - This initiative serves as a model for how state governments can align with national priorities to foster innovation, attract long-term investment, and lead in emerging sectors [9]. Group 4: Operational Capabilities - The SMR will feature secure storage and logistics at a federally controlled site with access to rail and intermodal infrastructure, refining and recycling capabilities to address domestic processing gaps, and ethical sourcing from U.S.-allied nations [10]. - The initiative will also incorporate AI forecasting tools to predict future material needs and optimize inventory, alongside workforce development through partnerships with local universities and training centers [10].

Core Insights - Wheels Up Experience Inc. has sold three non-core services businesses for approximately $20 million, aiming to reinvest the proceeds into fleet modernization and general corporate purposes [1][2] - The divestiture is part of a broader strategy to enhance operational performance, streamline business operations, and strengthen the company's balance sheet, with an estimated $50 million in cost efficiencies expected from recent initiatives [2] Company Overview - Wheels Up is a leading provider of on-demand private aviation in the U.S., featuring a diverse fleet and a global network of safety-vetted charter operators, emphasizing safety and service [3] - The company offers charter and membership programs, along with commercial travel benefits through a partnership with Delta Air Lines, and also provides cargo services to various clients, including government organizations [3]

Core Insights - M2i Global has appointed Jon Najarian to its Advisory Board, bringing significant expertise in capital markets and trading [1][3] - The collaboration aims to establish a complete global value supply chain for critical minerals, reducing reliance on foreign sources, particularly China [3] - The appointment coincides with M2i Global's merger with Volato Group, creating a dual-platform growth company focused on critical minerals and aviation software [3] Company Overview - M2i Global specializes in developing and executing a global value supply chain for critical minerals, ensuring access for national defense and economic security [9][10] - Volato Group is a technology-driven private aviation company that offers innovative solutions in aviation software and on-demand flight access [8] - Both companies are working towards creating a Strategic Mineral Reserve in partnership with the U.S. Federal Government to address global shortages of essential minerals [10] Leadership Background - Jon Najarian has extensive experience in trading and capital markets, having founded Mercury Trading and co-founded optionMONSTER and tradeMONSTER [4][5][6] - He has been a prominent media personality, contributing to various financial news programs and is recognized as an options trading expert [7][6]

Core Insights - Wheels Up Experience Inc. reported a focus on improving financial performance and customer experience through strategic realignment of its product, fleet, and operations, particularly in collaboration with Delta Air Lines [4][6][8] Financial Performance - Revenue for Q2 2025 was $189.6 million, a decrease of 3% year over year [7][9] - Total Gross Bookings for Q2 2025 were $261.9 million, consistent with the previous year [6][7] - Private Jet Gross Bookings decreased by 4% to $208.3 million compared to Q2 2024 [6][7] - Gross profit improved by $13.2 million year over year, reaching $2.2 million [7][8] - Adjusted Contribution was $23.1 million, with an Adjusted Contribution Margin of 12.2%, up 4 percentage points year over year [7][9] Operational Metrics - Live Flight Legs decreased by 7% to 11,971 in Q2 2025 [6][9] - Private Jet Gross Bookings per Live Flight Leg increased by 3% to $17,403 [6][9] - Utility increased by 10% to 41.1 hours [6][9] - Completion Rate remained stable at 98% [6][9] - On-Time Performance decreased to 88% from 91% in the previous year [6][9] Strategic Initiatives - The company is modernizing its fleet, with premium jets comprising approximately 20% of the controlled fleet [8] - Plans to add three Challenger 300 aircraft into revenue service in Q3 2025 [8] - Sold or completed lease returns on 31 legacy aircraft in the first half of 2025 [8] - Corporate membership fund sales exceeded expectations, increasing over 25% year over year [8] - Initiatives are expected to drive approximately $50 million in annual cash cost savings through efficiency and productivity improvements [8] Cash Flow and Balance Sheet - Net cash used in operating activities was $110.8 million for the six months ended June 30, 2025 [22] - Cash and cash equivalents at the end of the period were $107 million, down from $216.4 million [21][22] - Total assets decreased to $1.005 billion from $1.158 billion [21][22]

Group 1 - Wheels Up Experience Inc. will release its second quarter 2025 financial results on August 7, 2025 [1] - Earnings materials will be accessible on the Wheels Up investor relations website [1] Group 2 - Wheels Up is a leading provider of on-demand private aviation in the U.S. with a diverse fleet and a global network of safety-vetted charter operators [2] - The company offers charter and membership programs along with commercial travel benefits through a partnership with Delta Air Lines [2] - Wheels Up also provides freight, safety, security, and managed services to various clients, including individuals and government organizations [2] - The Wheels Up app and website facilitate easy searching, booking, and flying for members [2]

Core Viewpoint - The proposed business combination between Volato Group, Inc. and M2i Global, Inc. aims to create a public company that enhances U.S. mineral independence and diversifies Volato's industrial platform, integrating aviation technology with critical minerals supply chain solutions [1][2][6] Company Overview - Volato is a technology-driven private aviation company focused on innovative solutions in aviation software and on-demand flight access, with a proprietary Mission Control software that enhances operational efficiency [19] - M2i Global specializes in developing a complete global value supply chain for critical minerals, aiming to establish a U.S. Strategic Mineral Reserve in partnership with the government [20] Transaction Details - Volato will acquire 100% of M2i Global's outstanding shares, with M2i Global shareholders expected to own approximately 85% of the combined company, while Volato shareholders will own about 15% [4][17] - The transaction will be structured as a reverse triangular merger, allowing M2i Global to become a wholly-owned subsidiary of Volato [17] Leadership Changes - Following the acquisition, Matt Liotta will transition from CEO of Volato to President of its aviation technology business lines, while Major General (Ret.) Alberto Rosende will assume the role of CEO of Volato [5][9] Strategic Rationale - The combination is positioned to capitalize on the increasing demand for domestic sourcing of critical minerals, driven by national security concerns and geopolitical pressures [7][8] - The merged entity will leverage Volato's operational discipline and M2i Global's expertise in government and private sector channels to accelerate growth and deliver value [8][22] Financial Highlights - Volato reported Q1 2025 revenue of $25.5 million with a net income of $0.5 million, and expects Q2 2025 revenue between $25 million and $4 million in net income [16] - M2i Global has secured an exclusive offtake agreement for 88,000 tonnes of copper, valued at approximately $850 million based on current market prices [16]