Target
— → $2.54
Current stock research snapshot · 8/28/26 Fresh
UURAFUcore Rare Metals Inc.
Investment conviction○○○○○0 of 5 · current snapshot
Research target$2.54Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/28/26
Market cap$294MSnapshot value · 8/28/26
Research history
See all UURAF changes ↗What changed
Last reviewed
Not reviewed → 8/28/26
Coverage
— → Added to coverage
Ucore - RapidSX heavy-REE separation; sub-scale (~600 tpa) Western heavy-REE play.
Louisiana SMC engineering report (Ucore PR 2026-05-28): RapidSX config Machine A ~600 tpa TREO + three trains targeting ~9,600 tpa; Machine A partially funded by US$18.4M DoW Phase 2. Next catalyst is Machine A install/commission at Alexandria SMC (still pre-revenue at commercial scale). Parked pending panel.
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
needs primary source validation — no X/Reddit signal yet
Snapshot · 8/28/26🟡 Mixed · 13F 1+/0-×0.0
Snapshot · 8/28/26