MP Materials Corp. reported fourth quarter revenue of $52.7 million and net income of $9.4 million, or $0.05 per diluted share, yesterday reflecting a sharp year-over-year improvement driven largely by price floor protection under its agreement with the U.S. Department of War.Full year revenue rose 10% to $224.4 million as the company ramped separated product output and began generating magnetic precursor sales. MP said in a press release yesterday that operationally, 2025 marked a step-change in upstream a ...

MP Materials (NYSE:MP) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker8assumptions and caveats. Factors that may cause the company's actual results to differ materially from these statements are included in today's presentation, earnings release, and in our SEC filings. In addition, we have included some non-GAAP financial measures in this presentation. Reconciliations to the most directly comparable GAAP financial measures can be found in today's earnings release and the appendix to today's sli ...

REalloys: Heavy rare earths (HREEs) include elements such as Dysprosium (Dy) and Terbium (Tb), whereas light rare earths (LREEs) are typically dominated by Neodymium (Nd) and Praseodymium (Pr). While both groups are critical to modern magnet technologies, their roles and strategic importance are fundamentally different.James Stafford: What are heavy rare earths, and why has REalloys decided to focus on heavy rare earth production rather than light rare earth production?What success looks like if this part o ...

Rendering of the 10X facility in Texas. Credit: MP Materials MP Materials (NYSE: MP) has selected a 120-acre site in Northlake, Texas, as the location of its proposed billion-dollar rare earth magnet manufacturing campus.The project — dubbed “10X” — represents a key pillar of MP’s public-private partnership with the US Department of War, which was established in July 2025 to accelerate America’s rare earth magnet independence.The US currently relies heavily on foreign supplies of magnets, which are essentia ...

Core Viewpoint - MP Materials is significantly increasing its production of rare-earth magnets, contributing to the U.S. efforts for rare-earth independence [1] Company Summary - MP Materials' stock has risen nearly 150% over the past 12 months, indicating strong market performance [1] - The company is expanding its 10X Magnet Manufacturing Facility located in Northlake, Texas, which is a key part of its growth strategy [1] Industry Summary - The U.S. is making rapid progress towards achieving rare-earth independence, with MP Materials playing a crucial role in this transition [1]

DALLAS, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Blackboxstocks Inc. (Nasdaq: BLBX) (“Blackboxstocks”) today announced the successful closing of its previously announced merger with REalloys Inc. (“REalloys”) following the close of market on February 24, 2026. Effective at the open of trading on Wednesday, February 25, 2026, the combined company will operate under the name REalloys Inc. and its common stock is expected to trade on the Nasdaq Capital Market under the ticker symbol “ALOY.” The transaction marks the ...

Core Insights - Ucore Rare Metals Inc. is experiencing significant price increases for rare earth elements, particularly heavy rare earths, due to export controls imposed by China, which have created a bifurcation in pricing between China and the rest of the world [1][2][3]. Pricing Dynamics - Dysprosium oxide prices in China have risen to over $200 per kg, while ex-China prices exceed $1,000 per kg. Terbium oxide has increased to $900 per kg in China, with prices over $4,500 per kg outside of China [3]. - Light rare earth oxides, such as praseodymium-neodymium oxide, have seen prices increase to around $120 per kg in China and as high as $140 per kg in North America [4]. Strategic Positioning - The price differentials for heavy rare earth elements highlight the importance of developing a North American supply chain, which Ucore is focusing on with support from the US Department of War [5]. - Ucore is advancing its RapidSX™ separation technology and plans to establish commercial processing facilities in North America, targeting both heavy and light rare earths, as well as Samarium and Gadolinium, which currently have negligible supply outside of China [5]. Company Performance - Ucore has been ranked second overall on the 2026 TSX Venture 50, reflecting a 1,109% increase in market capitalization, indicating heightened investor recognition of the company's advancements in rare earth separation and refining capacity [6][7]. - Ucore also ranked number 1 on the OTCQX Best Market's list of top-performing companies based on total return and average daily dollar volume growth, showcasing increased trading activity and market capitalization growth [9]. Future Development Plans - Ucore aims to disrupt China's control over the North American rare earth supply chain by developing processing facilities in Louisiana and subsequent sites in Canada and Alaska, along with the Bokan-Dotson Ridge Rare Heavy REE Project in Alaska [11].

Core Insights - Defense Metals' Wicheeda Rare Earth Element Project has been selected as one of three promising projects by the British Columbia Critical Minerals Office for their Advanced Project Initiative, indicating strong governmental support and recognition of the project's potential [1] Group 1: Project Selection and Support - The Wicheeda Project will receive early coordination support from the B.C. Critical Minerals Office, which aims to assist in the regulatory process and environmental assessment [1] - Projects are selected based on criteria such as relationships with local First Nations, geological potential, project readiness, and commodity type [1] - The initiative reflects the province's acknowledgment of the project's advancement and its potential contribution to the critical minerals sector in British Columbia [1] Group 2: Company Overview and Future Plans - Defense Metals is focused on developing the Wicheeda Rare Earth Element Project, which is one of the most advanced undeveloped rare earth deposits in North America or Europe [1] - The company aims to become a reliable supplier of critical rare earths essential for modern defense systems, advanced manufacturing, and energy-efficient technologies [1] - The Wicheeda Project's Pre Feasibility Study (PFS) indicates strong economic potential, supporting future project development [1]

Core Insights - USA Rare Earth, Inc. (USAR) is advancing rare earth mining and magnet manufacturing in the U.S., particularly through the Round Top mining project in Texas and a magnet production facility in Oklahoma, but remains in the pre-revenue phase with ongoing operating losses since inception [1][8] Financial Performance - In Q3 2025, USAR's selling, general and administrative expenses rose to $11.4 million from $0.8 million year-over-year, driven by increased legal and consulting costs, workforce expansion, and additional overheads [2] - Research and development expenses increased to $4.45 million from $1.16 million in the same period due to higher employee-related costs linked to staff expansion, resulting in a loss of 25 cents per share for the third quarter [3] - The company anticipates that the Round Top project will commence commercial production in late 2028, two years earlier than previously planned, but expects substantial project development outlays and operating expenses to remain a short-term drag until revenue generation begins [4][8] Peer Comparison - Trilogy Metals Inc. (TMQ) maintains financial discipline while advancing its Upper Kobuk Mineral Projects, managing expenditures effectively amid significant investment requirements [5] - NioCorp Developments Ltd. (NB) is experiencing cost pressures, with total operating expenses significantly increasing year-over-year due to advancements in the Elk Creek Project, which may affect margin performance if not controlled [6] Market Performance - USAR shares have gained 72.1% over the past year, outperforming the industry growth of 47.3% [7] - The company is currently trading at a forward price-to-earnings ratio of negative 65.60X, compared to the industry's average of 15.85X, and holds a Value Score of F [10] Earnings Estimates - The Zacks Consensus Estimate for USAR's 2026 earnings has increased over the past 60 days, with current estimates showing a loss of $0.76 per share for the current year and $0.23 for the next year [12][13]

Group 1 - The U.S. government has shifted towards direct equity investments in strategic private companies to bolster national security and reduce reliance on foreign supply chains, particularly from China [1][2] - This approach has been compared to an informal "American sovereign wealth fund," leading to significant stakes in publicly traded firms, which may present compelling investment opportunities [1][2] - The focus of these investments includes sectors vital to defense, AI, electric vehicles, and energy independence, with all identified companies rated Buy by top Wall Street firms [1] Group 2 - Cameco Corp. is a leading uranium supplier with a small dividend and a significant deal with the U.S. Commerce Department to finance $80 billion in nuclear plant construction [1] - Intel Corp. has seen a government acquisition of a 10% stake through an $8.9 billion investment, positioning it as a major player in the semiconductor industry [1] - L3Harris Technologies Inc. received a $1 billion investment from the Pentagon to expand missile production, with a reliable dividend and a focus on national security technology solutions [2] - Lithium Americas Corp. is developing the Thacker Pass lithium project, which is considered a potential major investment opportunity due to its sought-after product [2] - MP Materials Corp. operates the only rare earth mine in the U.S. and secured a $400 million investment from the Department of Defense to enhance domestic production [2] - Trilogy Metals Inc. holds a 50% interest in the Upper Kobuk Mineral Projects in Alaska, with a government stake that could increase investor interest [2]