Added to YB: 2026-02-23
Pitch date: 2026-02-19
USAR [bullish]
USA Rare Earth, Inc.
-3.8%
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
$4.0B
Pitch Price
$17.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
-95.91
P/E
-4.69
EV/Sales
N/A
Sector
Metals and Mining
Category
special_situation
Show full summary:
Buying USA Rare Earth at $17: A Strategic Minerals Power Play
USAR: Bought at $17 after federal govt invests $1.6B (loan + up to 16% equity stake via 16.1M shares + 17.6M warrants at $17.17). Combined with $1.5B PIPE = $3.1B total capital. Pairs with MP position for rare earth exposure. Very speculative, tiny holding. Director Blitzer bought 100k shares at $21.44 on Jan 29th.
Read full article (1 min)