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Equity Research · Realized Position

USA Rare Earth

USAR · · Rare-Earth Supply Chain

Rating

Realized — Closed at Target

Entry

$17.00

Exit

$25.00

Realized Return

+47.1%

Holding Period

Feb – Apr 2026

Quan Pham, Senior Analyst · M’Squared Capital Research · Closed 22 Apr 2026

Reshoring the rare-earth supply chain is policy, not preference.

Summary

We owned USA Rare Earth as a direct play on Western supply-chain reshoring. Tariff and strategic-stockpile headlines re-rated the space and we realized $25 from $17 into the momentum.

Business Overview

USA Rare Earth is developing domestic rare-earth and magnet supply — the magnet-to-mine vertical critical to defense systems and electric vehicles.

Investment Thesis

  1. 01

    A policy imperative

    Rare-earth independence is a bipartisan national-security priority. Capital, tariffs, and offtake follow policy, not the other way around.

  2. 02

    The magnet vertical

    Owning the magnet step, not merely the mine, captures the value-added scarcity in the chain.

  3. 03

    A catalyst-rich tape

    Tariff and stockpile headlines provided a clear re-rating window we sold into.

Valuation & Price Target

We realized $25, roughly +47%, into a policy-driven momentum spike.

Catalysts

  • Tariff and export-control headlines
  • Strategic-stockpile announcements
  • Offtake agreements

Key Risks

  • Rare-earth commodity-price volatility
  • Project-execution risk
  • Policy reversal

Bottom Line

A policy-tailwind trade, realized into strength. +47.1%.

This note is the opinion of M’Squared Capital and is provided for informational purposes only. It is not investment advice, nor an offer or solicitation to buy or sell any security. Price targets and entry and exit levels reflect the firm’s proprietary views and realized transactions; they are not forecasts of future results. The firm may hold, add to, reduce, or close any position at any time without notice. Past performance is not indicative of future results.