Key insights
- The author argues that USAR, a U.S. rare earth company, is undervalued due to its potential to break China's dominance in rare earth processing. They believe USAR is a critical national security asset that will benefit from tariffs and geopolitical tensions, leading to significant revenue growth and stock appreciation. However, this is a highly speculative and promotional piece.
China controls 85-90% of global rare earth processing. Every defense contract, every EV, every semiconductor runs through their supply chain. That’s not a risk, that’s a chokehold. Steve Austin baby. You can’t see me. Merica! All in one.
USAR is literally the only U.S. company building the whole thing end to end. Mining, processing, magnets. One roof.
Phase 1a is live at Stillwater. This stopped being a “trust us bro” story. Product is shipping.
Round Top covers light and heavy rare earths. They can feed defense and clean energyat the same time. The TAM is massive.
94% of permanent magnets come from China. There is no backup plan at scale. USAR is the backup plan.
Every time tariffs escalate or Beijing slow-walks an export license, Stillwater gets more valuable. The macro is doing their marketing for them.
The offtake pipeline is building. This is turning into a real revenue story fast.
Y’all that don’t understand keep telling me this is a mining stock. It’s not. It’s critical infrastructure. Government doesn’t prop up commodity plays. It props up national security assets.
USAR at $15.92 should be illegal, they are sitting on 1.2 billion cash and are debt free as of today. Hitting $30 by May or your money back. Consider that my HiThV guarantee (High Theoretical Value). Let’s get 🤑