@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
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