The article examines USA Rare Earth (USAR), a US mining company that owns the Round Top deposit in Texas and aims to become a vertically integrated rare-earth producer, from mining to permanent magnets. Round Top is not yet operating and commercial production is targeted for late 2028, while the company has a magnet factory in Stillwater, Oklahoma and has acquired Serra Verde and Less Common Metals. The company is still burning cash and barely generating revenue, although the White House has given it access to up to $1.6 billion in funding and it says it is in talks with over 100 potential customers. The author argues the stock is not empty hype, but calling it a millionaire maker seems premature because the company has not yet turned a profit or manufactured magnets at scale.
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