Proactive Investors
30 Sept 2026, 02:51 UTC · 2h ago
Verdict
Headline leans bullish. We score ARR +0.80 across four claims.
Score confirms the headline.
Leans bullish
From its wording — no explicit rating
+0.80strongly bullish
What the story claims
4 claims · scored −1 bearish … +1 bullish · 4 new · 0 priced in
American Rare Earths updated its Cowboy State Mine Scoping Study to estimate an after-tax NPV of approximately US$1.07 billion.
Newpublished 30 Sep 2026
So whatThe 21% IRR suggests the project is viable, but the US$900 million initial capex will likely require significant external financing or dilution.
More positive than 99% of claims this week
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More positive than 89% of ticker scores this week
Scored by the NIS engine · methodology.
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The updated mine plan increases annual processing to 4.5 million tonnes, up 50% from the previous 3 million tonne case.
Newpublished 30 Sep 2026
So whatThis scale-up drives the forecast NdPr oxide production to 2,500 tonnes annually, a 36% increase over the 2025 base case.
More positive than 87% of claims this week
The company is targeting the production of separated rare earth oxide from its pilot and demonstration program by late Q2 2027.
Newpublished 30 Sep 2026
More positive than 79% of claims this week
The Cowboy State Mine project has an estimated operating life of 26 years, extended from 20 years in the previous study.
Newpublished 30 Sep 2026
So whatThe extended 6-year window improves the long-term asset value but pushes the payback period to 6.9 years.
More positive than 66% of claims this week
Which stocks this story touches
More positive than 89% of ticker scores this week
The company outlined a larger development case for its Cowboy State Mine with a US$1.07 billion NPV and increased production forecasts.
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Proactive Investors
5h ago
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ARR hasn't traded since this ran. Last close $14.01 (Sep 29); the reaction starts at the next open.
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