Article

Ucore Rare Metals is advancing the development of a rare earth separation facility in Louisiana, leveraging its RapidSX™ technology with funding from the U.S. Defense Department and a 10-year supply agreement from Greenland.

The project aims to decrease U.S. reliance on Chinese rare earths, with plans to install the first RapidSX machine by mid-2026, although the company faces execution and financing risks due to its pre-revenue status and dependence on equity financing. Fair value estimates for Ucore's stock range significantly, from C$2.46 to C$24.64, reflecting diverse investor expectations.