Added to YB: 2026-02-27
Pitch date: 2026-02-26
ARA.TO [neutral]
Aclara Resources Inc.
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Aclara Resources Inc., a mining company, engages in the exploration and development of rare-earth mineral resources in Chile, Brazil and Peru.
Market Cap
CAD 537.2M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-60.33
P/E
-53.78
EV/Sales
N/A
Sector
Metals and Mining
Category
growth
Brazil Rare Earths: A Rare Opportunity - Aclara Resources Inc.
ARA.TO (deep dive): Vertically integrated heavy RE play from mine to magnet via Chile/Brazil ionic clay assets + Louisiana separation facility. Carina project holds 165.4M tonnes probable reserves, ~16% of China's 2023 Dy/Tb output. EBITDA+ 2028E, FCF turns positive 2029E. RBC NAV C$6.15 vs current price. Risks: 2028 production timeline, capital intensity, China pricing control. Not a buy yet at discount to NAV pre-production.
Read full article (9 min)