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USAR
USA Rare Earth, Inc.·Other Industrial Metals & Mining·United States
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals in the United States. It explores for neodymium, dysprosium, terbium, gallium, beryllium, lith...
1 Total1 External0 In-site
USARUSA Rare Earth, Inc.
2026-02-19⛏️ Basic MaterialsPitch
Externalby @SayNoToTrading · X/Twitter
@SayNoToTrading on USA Rare Earth, Inc. (USAR)
主要经营地
Stillwater, Oklahoma（美国）
详细的生意模式
稀土矿+分离/加工+磁材供应链布局（国产化主题）
护城河
政策与许可壁垒；但工程落地与资本需求巨大
估值水平
FCF/EV=-0.6%；EV/EBITDA=-95.9x；P/E=-4.7x
EV/Market Cap
0.94x
网络观点
🟢 获政府投资与PIPE，受益“去中国化”；但仍早期、执行与capex是关键
AI的观点
⚠️政策主题+工程执行：里程碑驱动估值波动
✅核对：储量品位、分离工艺、capex预算与融资、承购协议
✅缺少可验证里程碑时不宜重仓
作者简介
专业❌否；顶级❌否；13F❌否；回报-3.8% (1 trades)；@SayNoToTrading