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"USA Rareear is a US-based mining and manufacturing company focused on rare earth elements. Their aim is a mine to magnet strategy. Given how many industries are chasing supply chain security and clean energy transition, USA Rareear is positioned as a domestic supplier in this critical segment. And if US AR can scale mining plus processing plus magnet manufacturing, which they've been doing, the margins could expand as they move away from selling ore towards higher value products. All of this suggests there could be substantial upside in the future for the stock for the patient."
The speaker outlines the potential of USA Rareear (USA) as a vertically integrated domestic rare earth play. The strategy to move from raw material sales to manufacturing high-value magnets is seen as a significant catalyst, making it an attractive long-term trade idea.
Sentiment
