Reasonable security

I feel like we’re reasonably well placed to deal with this volatility in the markets as rare earth and energy are likely the next bottle neck 📈

Entry point

Just opened a small position but I wreck on we might see $18 before the next leg up so am gonna hold back a little until then , but am still in incase im wrong 📈

Ok I don’t understand this

So fluctuated mans and women’s omg

Back to 25 tomorrow ?

Was quick recovery tbh

Production!

(USAR) commissioned a hydrometallurgical demonstration facility in Wheat Ridge, Colorado, targeting first production of separated rare earth oxides in the third quarter of 2026. The facility aims to produce heavy rare earth oxides including dysprosium, terbium and yttrium. The company states this would position it among few Western companies capable of producing these materials at commercial quality. The demonstration program will test three processing methods: ore from the company’s Round Top deposit in Texas, third-party mixed rare earth carbonate feedstock including material from Serra Verde’s Pela Ema mine in Brazil, and rare earth magnet recycling. The Wheat Ridge plant features automated operations with real-time monitoring across all processes. A team of 28 engineers, scientists and technicians will operate the facility in rotating shifts. The company plans to use process data for a digital twin development program with the U.S. Department of Energy’s National Energy Technology Laboratory. "Very few companies outside China have proven they can produce separated oxides of neodymium and praseodymium, dysprosium, terbium and yttrium at commercial quality," said Dr. Alex Moyes, senior vice president of mining and processing. USA Rare Earth operates across the rare earth value chain through its ownership of Less Common Metals, magnet manufacturing in Oklahoma, and mining operations. The company expects oxide production to supply its downstream operations including permanent magnet manufacturing. The demonstration facility’s results are expected to support the Round Top Definitive Feasibility Study, scheduled for completion in the fourth quarter of 2026 and publication in the first quarter of 2027......... 🤔

I think we will have deal soo $USAR

Then will be see $40

New Acquisition

I am glad to have invested here. If I had used the money I invested in Metals One to invest in USA Rare Earth, I would have been okay. Well, learnt by lesson. Only invest in companies with serious activities.

🚀

STILLWATER, Okla. - USA Rare Earth, Inc. (NASDAQ:USAR) announced today a definitive agreement to acquire Serra Verde Group, owner of the Pela Ema rare earth mine in Goiás, Brazil, for $300 million in cash and 126.849 million newly issued shares. At USAR’s closing share price of $19.95 on Friday, the transaction implies an equity value of approximately $2.8 billion for Serra Verde. The total consideration amounts to roughly $3.1 billion. The acquisition is expected to close in the third quarter of 2026, subject to customary closing conditions and regulatory approvals, according to a press release statement. Serra Verde operates the Pela Ema mine and processing plant, which entered production in 2024 following more than $1.1 billion in capital investment. The operation produces all four magnetic rare earth elements: neodymium, praseodymium, dysprosium and terbium, along with yttrium. The company has secured a 15-year offtake agreement with a special purpose vehicle capitalized by various U.S. government agencies and private capital sources for 100% of its Phase 1 production of the four magnetic rare earths. The agreement includes guaranteed minimum floor prices for each element. Serra Verde has obtained $565 million in financing from the U.S. International Development Finance Corporation to fund optimization and expansion initiatives. At Phase 1 nameplate capacity, expected by the end of 2027, Serra Verde is projected to produce approximately 6,400 metric tons of total rare earth oxide per year. Based on separated oxide sales, Serra Verde is expected to achieve annualized run-rate EBITDA of $550 million to $650 million by the end of 2027. The combined company is projected to generate approximately $1.8 billion of EBITDA by the end of 2030. Sir Mick Davis, Chairman of Serra Verde, and Thras Moraitis, CEO of Serra Verde, will join USA Rare Earth’s board. Moraitis will also become President of USA Rare Earth. Moelis & Company is acting as financial advisor to USA Rare Earth, while Goldman Sachs is advising Serra Verde. In other recent news, USA Rare Earth, Inc. has announced several key developments. The company has appointed Chaitan Kansal as Chief Commercial Officer, a newly created role aimed at overseeing global commercial strategy. Additionally, USA Rare Earth’s subsidiary, Less Common Metals Ltd., has completed its first commercial production of yttrium metal in the United Kingdom, achieving purity levels between 99% and 99.5%. This production milestone places the company among a limited number of non-Chinese producers of commercial-grade yttrium metal. In strategic investment news, USA Rare Earth has made a significant move by acquiring a 12.5% stake in the French rare earths processing company Carester for €40 million. This investment is expected to bolster the company’s European supply chain and provide access to rare earth oxides. Benchmark, Canaccord Genuity, and William Blair have all reiterated their positive ratings on USA Rare Earth following this investment. Benchmark and Canaccord Genuity have maintained Buy ratings, with price targets of $45.00 and $29.00, respectively. William Blair has reiterated an Outperform rating, highlighting the strategic benefits of the Carester investment.. 🤔.... 🤔

USA rare earth news

STILLWATER, Okla. - USA Rare Earth, Inc. (NASDAQ:USAR) and InfraVia have entered into an investment term sheet to each acquire approximately 12.5% equity interests in Carester SAS, a French rare earth processing and separation company, according to a press release statement. The announcement comes as USAR shares trade at $16.78, giving the company a market capitalization of $3.66 billion, though the stock has declined roughly 46% over the past six months. InfraVia is acting through its Critical Metals Fund, which has the French State as an anchor investor alongside private institutional capital. The transaction is subject to customary conditions including due diligence and execution of definitive documentation. The partnership provides USA Rare Earth and its subsidiary Less Common Metals (LCM) Europe the right to purchase oxide output from Carester’s Caremag facility and access to Carester’s engineering capabilities and intellectual property. Carester will receive long-term access to heavy rare earth feedstock from USA Rare Earth’s Round Top deposit in Texas, which is expected to begin commercial operation in late 2028.According to InvestingPro analysis, USA Rare Earth holds more cash than debt on its balance sheet and maintains a strong current ratio of 10.17, indicating solid short-term liquidity as it pursues this expansion strategy. The platform’s Fair Value analysis suggests the stock is currently overvalued relative to its fundamental metrics, with comprehensive insights available through USAR’s dedicated Pro Research Report. Founded in 2019, Carester specializes in rare earth processing and separation technologies. The company is building a magnet recycling and heavy rare earth separation facility in Lacq, France, scheduled for commissioning in late 2026. USA Rare Earth, through LCM Europe, is developing a 3,750 metric tons per annum metal and alloy production facility at the same location. The French government has expressed interest in providing financial support to LCM Europe’s metallization and alloy facility, including direct credits under the C3IV program of up to 45% of eligible equipment and real estate up to €130 million. Bpifrance Assurance Export is considering eligibility for a state guarantee supporting 50% of commercial debt financing for project capital expenditures. "This transaction advances and enhances USA Rare Earth’s integrated rare earth value chain," said Barbara Humpton, Chief Executive Officer of USA Rare Earth. USA Rare Earth will host a conference call today at 8:30am ET to discuss the investment. In other recent news, USA Rare Earth reported its fourth-quarter 2025 results, emphasizing that it remains on track for magnet production after commissioning its production line in Stillwater, Oklahoma. The company has begun commercial magnet production at this facility, enabling it to fulfill customer orders for sintered neodymium-iron-boron permanent magnets by the second quarter of 2026. Additionally, USA Rare Earth entered a mutual sales and distribution agreement with Arnold Magnetic Technologies Corp., allowing both companies to offer and distribute each other’s products while maintaining quality and liability responsibilities. Analysts have also made adjustments regarding USA Rare Earth’s stock. Roth/MKM reduced its price target for the company from $35 to $25, citing changing market valuations, while maintaining a Buy rating. Similarly, Canaccord lowered its price target from $33 to $29, due to concerns about anticipated dilution from U.S. government funding and the recently announced TMRC acquisition. In leadership news, USA Rare Earth appointed three senior executives: Valerie Ford Jacob as Chief Legal Officer, Gregory Bowman as Chief Global Policy Officer and Head of External Relations, and J.B. Lowe as Vice President, Head of Investor Relations.... 🤔