USA

USA Rare Earth, Inc. Class A

Azione

Ticker: USAR

USAR

Price

Discussione su USAR

Messaggi

Aktien Stammtisch

@Aktien_Stammtisch

5Mes·

𝐔𝐒𝐀 𝐑𝐚𝐫𝐞 𝐄𝐚𝐫𝐭𝐡: 𝟏.𝟓𝐁 USD 𝐏𝐈𝐏𝐄, 𝟐.𝟖𝐁 USD 𝐒𝐞𝐫𝐫𝐚 𝐕𝐞𝐫𝐝𝐞 𝐃𝐞𝐚𝐥 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐞s

$USAR

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Adj. EPS: -$0.12 (Est. -$0.22) ✅

• Revenue: $5.7M (Est. $3.63M) ✅

• Net loss: $67.0M

• Cash used in operating activities: $18.6M

• Cash balance: $1.75B

⠀

📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Closed $1.5B PIPE financing in January 2026

• Signed definitive agreement to acquire Serra Verde for ~$2.8B

• Commissioned Phase 1A at Stillwater magnet facility

• Potential access to $1.6B in CHIPS funding plus $14.2M Texas grant

• Targeting 600 MTPA magnet manufacturing capacity by Q4 2026

⠀

💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“We have moved with precision to assemble a world-class leadership team and board capable of scaling this industrial operating system at global scale.”

Chris

@Multibagger

11Mes·

Protection?

As regular writers with many followers, we want to set a good example here, as we have already done today. @BamBamInvest I would like to inform you that today I have set SL or TSL prices for all positions that I consider vulnerable and that are more than 100% up.

These include

$IREN (-12,75%) TS limit 48€

$UUUU (-10,65%) Stop limit 18,5€

$ONDS (-8,47%) Stop limit 7$

$NBIS (-9,96%) TSL 93€

$USAR Stop Limit 28$

I have not used chart marks as a guide, as I believe that they are not meaningful after these brilliant rises.

Instead, I have set myself minimum profit levels that I would like to secure.

I am still convinced of all these stocks, but I don't want to end up empty-handed at some point.

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