Added to YB: 2025-08-21
Pitch date: 2025-08-19
USAR [bearish]
USA Rare Earth, Inc.
-17.92%
current return
Author Info
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Company Info
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals in the United States.
Market Cap
$1.9B
Pitch Price
$14.45
Price Target
3.70 (-78%)
Dividend
N/A
EV/EBITDA
-43.27
P/E
-3.74
EV/Sales
N/A
Sector
Metals and Mining
Category
N/A
USA Rare Earth: “Mine to Magnet” Is A Pipe Dream. Round Top Is A Dead-End, Low-Grade Mine. Magnet Manufacturing Hasn’t Progressed in 5+ Years. 75% Downside
USAR short: Round Top project has critical flaws with only 0.06% TREO content (vs MP Materials' 6%). Magnet manufacturing stalled for 5+ years with outdated Hitachi equipment missing vital software. Optimistic production estimates for scarce minerals. Recent 150% stock rise driven by paid promotions. Major selling pressure as insiders cash out $35M.
Read full article (24 min)