1.
$ALOY – $501M MC. Rare earth metals and permanent magnets for EVs, defense, grid storage, and AI data centers. CEO holds 5M shares. Selected by the U.S. Army for exclusive negotiations at Tooele Army Depot, with a DLA contract and an EXIM letter of interest for up to $200 million.
2.
$USAR – $3.95B MC and $13.16M TTM revenue. Developing the Round Top heavy rare earth project, a Stillwater NdFeB magnet plant, and a U.S. mine to magnet supply chain.
3.
$MP – $7.15B MC and $305.38M TTM revenue (+26%). Owns the Mountain Pass rare earth mine and is expanding into magnet manufacturing through its Independence facility.
4.
$UUUU – $2.24B MC and $105.76M TTM revenue (+63%). U.S. uranium production, rare earth processing at White Mesa, and expanding magnet and critical minerals operations.
5.
$LAC – $991M MC and $0 TTM revenue. Pre-production lithium developer advancing Thacker Pass, backed by a GM joint venture and a DOE-supported loan for Phase 1 construction.
Thank me later.