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Critical Minerals

USA Rare Earth, Inc.

USARNASDAQpure-play
Market cap$3.5B
Conviction2/ 5
HQStillwater, Oklahoma, USA
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For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 1Y

$14.15

+49.9%

Thesis

USA Rare Earth is developing the Round Top deposit in Texas and a domestic magnet plant in Oklahoma. It is an early-stage bet on building a vertically integrated U.S. rare-earth magnet supply chain.

Catalysts

  • Commissioning of the Oklahoma magnet facility
  • Offtake and government supply agreements
  • Rare-earth pricing and decoupling policy

Recent events

Material filings, federal awards, and regulatory activity. Impact is scored against market cap.

  • Jul 24
    M&ASEC

    DEFM14A definitive proxy statement filed for proposed merger or acquisition.

  • Jul 20
    M&ASEC

    SEC Form 425 filing for business combination communications.

  • Jul 20
    LeadershipSEC

    8-K filing (items 5.02/7.01/9.01) disclosing officer or director changes.

  • Jul 17
    M&ASEC

    SEC Form 425 filing for business combination communications.

  • Jul 16
    OtherSEC

    8-K filed (items 1.01, 8.01, 9.01) disclosing material definitive agreement and other events.

  • Jun 29
    Securities offeringSEC

    Filed SEC Form 424B3 prospectus supplement.

  • Jun 23
    M&ASEC

    S-4/A amendment filed registering securities for proposed business combination.

  • Jun 18
    LeadershipSEC

    8-K discloses item 5.02 (director/officer change) with exhibits.

Not financial advice — research and opinion only. Disclosures