Should You Buy This Small Cap Rare Earth Minerals Stock-USAR

Acrobull UK Advisory Services Ltd.

November 27			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
USA Rare Earth Inc.	USAR-NASDAQ	Basic Materials		$1.73 Billion	Medium

USA Rare Earth, Inc. is involved in the mining, processing, and supply of rare earth elements and other critical minerals within the United States. The company explores for minerals such as neodymium, dysprosium, terbium, gallium, beryllium, lithium, and others.

Recent Highlights

Business Highlights- The flow sheet for the Round Top development project has been meticulously developed and rigorously validated through both bench-scale and pilot-scale testing, providing a robust and data-driven foundation for the completion of a highly anticipated Pre-Feasibility Study. This critical study is now slated for completion in the second half of 2026, representing a key milestone in the project’s advancement.

At the same time, the state-of-the-art magnet production facility in Stillwater, Oklahoma, is on a trajectory for success, with the commercial-scale production set to begin commissioning in the first quarter of 2026. This will mark a transformative moment for the company as it moves forward with its plans to ramp up production and contribute significantly to the domestic supply of critical materials.

Third Quarter 2025 Financial Highlights

At the close of the quarter, the company reported a robust cash position of $258 million, with no significant debt obligations. In addition, a strategic $125 million common equity investment was secured at the end of the third quarter of 2025, providing essential capital to support the execution of the company's ambitious growth initiatives.

Following the close of the quarter, the company’s cash balance exceeded $400 million, reflecting the strength of its financial position. Furthermore, since the end of the third quarter of 2025, the company successfully raised an additional $163 million through the exercise of warrants.

On October 30, 2025, the company issued a notice of redemption for the remaining outstanding investor (USARW) warrants. Should these warrants be exercised, the company anticipates an inflow of approximately $123 million in additional cash, further bolstering its financial flexibility and capacity to drive future growth.

Stock Observation-At the close of the quarter, the company reported a robust cash position of $258 million, positioning it well to capitalize on upcoming growth opportunities. This strong financial foundation enables the company to confidently pursue its strategic initiatives, including the continued development of the Round Top project and the expansion of its production capabilities. With significant liquidity and no major debt obligations, the company is well-prepared to execute its plans and drive long-term value for shareholders.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull UK maintains Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull UK only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull UK would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull UK is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull UK does not guarantee returns.

Acrobull UK Recommendation Based on Evaluation

Current Market Price	$12.43 USD
Acrobull Recommendation	Buy
Target Price	$14.25 USD
RSI Level	31 RSI
Total Shares Outstanding	139.18 Million
Shares Held by Insiders Shares Held by Institutions Risk Factor Stop Loss	13.34% 28.65% Medium 5%