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USA Rare Earth
USA Rare Earth (USAR) investor relations material
USA Rare Earth Registration Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Registration Filing summary3 Feb, 2026
Company overview and business model
Mission is to establish a domestic rare earth magnet supply chain supporting U.S. energy, mobility, and national security priorities.
Developing a sintered neodymium iron boron (neo) magnet manufacturing plant in Stillwater, Oklahoma, with plans for vertical integration from mining to finished magnets.
Controls rights to the Round Top Deposit in Texas, rich in heavy rare earths and other critical minerals, and owns Less Common Metals Ltd. (LCM), a UK-based rare earth metals and alloys manufacturer.
Business plan includes three stages: initial magnet production using third-party feedstock, scaling production and partnerships, and eventual mining development at Round Top for full vertical integration.
Focuses on supplying a diverse set of industries, including defense, automotive, electronics, and renewable energy, with high-quality neo magnets.
Financial performance and metrics
No operating revenues to date; operations funded through equity and debt financings.
Net loss of $248.0 million for the nine months ended September 30, 2025, including a $216.8 million non-cash fair value loss on financial instruments.
Net loss of $16.4 million for the year ended December 31, 2024, compared to $8.5 million in 2023.
Cash and cash equivalents of $257.6 million as of September 30, 2025, with additional post-period warrant exercise proceeds.
Operating activities used $21.1 million in cash for the nine months ended September 30, 2025; investing activities used $13.4 million, mainly for plant improvements and equipment.
Auditors issued a going concern opinion due to recurring losses and negative operating cash flows.
Use of proceeds and capital allocation
Proceeds from recent PIPE financings ($1.5 billion in January 2026 and $125 million in September 2025) are intended for general corporate purposes.
No proceeds will be received from the resale of shares by selling stockholders; company bears registration costs.
Significant capital expenditures planned for completion and scaling of the Stillwater Facility and development of the Round Top Project.
Additional capital will be required to implement strategic plans, including acquisitions, equipment purchases, and inventory build-up.
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Next USA Rare Earth earnings date
Q4 202519 Mar, 2026
USA Rare Earth
Next USA Rare Earth earnings date
Q4 202519 Mar, 2026
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Frequently asked questions
USA Rare Earth Inc is a U.S. company focused on the development of domestic supply chains for critical minerals and rare earth elements. It engages in mining, processing, and advanced materials manufacturing to support technologies in defense, electronics, and renewable energy. The company emphasizes sustainable extraction and magnet production capabilities. It is headquartered in Tampa, Florida, and its shares are listed on the OTC Markets.
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