USA Rare Earth: Take Advantage Of Momentum Swings

Stone Fox CapitalInvesting Group LeaderFollow5ShareSavePlay(6min)CommentsSummaryUSA Rare Earth is aggressively ramping up production with government funding, targeting a vertically integrated rare earth supply chain.USAR's magnet and metal businesses are scaling rapidly, with sales forecast to reach $2.6 billion by 2030 and significant milestones in 2027–2029.The stock trades at less than 3x 2030 EBITDA targets, presenting a compelling long-term buy opportunity near yearly lows.The company faces execution and pricing risks, but current weakness offers attractive entry for investors willing to buy dips and sell sector-driven spikes.Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More » aprott/iStock via Getty Images USA Rare Earth, Inc. (USAR) is full-speed ahead now with government funding and plans to ramp up towards production in multiple areas. The rare earths miner and metal maker has been a solid buyThis article was written byStone Fox Capital55.32K FollowersFollowStone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct chat with Mark for questions. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in USAR over 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. The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.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.