Ramaco Resources: Brook Mine Optionality Makes It A Viable Rare Earth Play

Myriam Alvarez3.34K FollowersFollow5ShareSavePlay(13min)Comment(1)SummaryRamaco combines metallurgical coal royalties and infrastructure income with Brook Mine rare earth optionality.This is why I consider METCB a dual-platform play on coal and rare earth minerals. Ramaco’s Brook Mine has gallium, germanium, scandium, and magnet rare earths.As such, I see Ramaco’s long-term bull case relying on the US’s need to secure its strategic supply chain for these minerals.However, remember that Ramaco’s Brook Mine remains speculative because bringing it to commercial-scale production will require time and CAPEX.But, on balance, I think METCB’s current valuation is too cheap relative to its peers and inherent strategic value with rare earth minerals. pingingz/iStock via Getty Images Ramaco Resources, Inc. (METCB) is a natural resource developer company with a dual platform. The core is their metallurgical coal extraction in the Appalachian region, but they also have an emerging Wyoming rare earth and criticalThis article was written byMyriam Alvarez3.34K FollowersFollowMy name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Business Management from Universidad Andina Simon Bolivar, Quito, Ecuador, and the Ph.D. degree in computer applications from the University of Alicante, Spain.Disclosure: I collaborate professionally with Edgar Torres H, who is also an author on Seeking Alpha. Our analyses are conducted independently, and we adhere to Seeking Alpha's Shared Association Guidelines.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.