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RareX Limited (AU:REE)
ASX:REE
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RareX Limited (REE) AI Stock Analysis

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AU:REE

RareX Limited

(Sydney:REE)

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Neutral 42 (OpenAI - 5.2)
Rating:42Neutral
Price Target:
AU$0.01
▲(0.00% Upside)
Action:Reiterated
Date:07/31/26
The score is held down primarily by weak financial performance—small/volatile revenue, sustained losses, and ongoing cash burn—despite low leverage. Technicals also indicate a weak longer-term trend with the price far below the 100- and 200-day moving averages. Valuation provides limited support because the company is loss-making (negative P/E) and no dividend yield is available.
Positive Factors
Very low leverage and balance-sheet flexibility
Extremely low debt reduces financial risk and preserves optionality for an exploration company. This balance-sheet flexibility supports funding future project appraisal or partnerships without onerous interest costs, aiding resilience across commodity cycles.
Negative Factors
Persistent negative operating cash flow
Consistent negative operating and free cash flow means the business consumes capital to operate and advance projects. This ongoing cash drain requires external funding, risks dilution, and constrains the company’s ability to self-fund development or weather adverse exploration outcomes.
Read all positive and negative factors
Positive Factors
Negative Factors
Very low leverage and balance-sheet flexibility
Extremely low debt reduces financial risk and preserves optionality for an exploration company. This balance-sheet flexibility supports funding future project appraisal or partnerships without onerous interest costs, aiding resilience across commodity cycles.
Read all positive factors

RareX Limited (REE) vs. iShares MSCI Australia ETF (EWA)

RareX Limited Business Overview & Revenue Model

Company Description
Incorporated in 2003 and based in Subiaco, Australia, RareX Limited is an Australian company focused on the exploration and development of various mineral assets. The firm's primary prospecting efforts target deposits of rare earth elements, nicke...
How the Company Makes Money
null...

RareX Limited Financial Statement Overview

Summary
Overall financials are weak: revenue remains very small and volatile and profitability is deeply negative (FY2025 EBIT ~-A$2.6m; net income ~-A$3.5m). Cash flow is persistently negative with ongoing operating cash burn (FY2025 operating cash flow ~-A$2.7m). The main offset is very low leverage, but equity has declined materially over time, reflecting continued losses.
Income Statement
12
Very Negative
Balance Sheet
58
Neutral
Cash Flow
18
Very Negative
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue0.001.01M43.33K0.002.00M0.00
Gross Profit-955.48K-620.18K-1.42M-136.75K-1.50M-48.86K
EBITDA-5.23M-2.64M-3.99M-10.75M-10.61M-5.33M
Net Income-2.41M-3.50M-3.28M-9.32M-11.23M-5.39M
Balance Sheet
Total Assets6.34M4.48M5.48M7.66M11.83M9.36M
Cash, Cash Equivalents and Short-Term Investments1.51M1.75M1.94M4.31M8.23M4.48M
Total Debt0.008.64K9.43K240.12K323.13K385.28K
Total Liabilities771.55K700.81K1.01M2.14M2.26M1.13M
Stockholders Equity5.57M3.78M4.47M5.52M9.56M8.24M
Cash Flow
Free Cash Flow-4.44M-2.71M-4.18M-7.58M-6.54M-4.19M
Operating Cash Flow-4.44M-2.71M-4.18M-7.39M-6.48M-3.42M
Investing Cash Flow499.15K0.00-1.01K-211.47K-50.78K-1.46M
Financing Cash Flow4.36M2.56M1.75M3.68M10.28M5.94M

RareX Limited Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.01
Price Trends
50DMA
0.03
Negative
100DMA
0.03
Negative
200DMA
Market Momentum
MACD
>-0.01
Positive
RSI
23.47
Positive
STOCH
-12.96
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:REE, the sentiment is Negative. The current price of 0.01 is below the 20-day moving average (MA) of 0.03, below the 50-day MA of 0.03, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 23.47 is Positive, neither overbought nor oversold. The STOCH value of -12.96 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:REE.

RareX Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
46
Neutral
AU$21.72M-0.62-104.93%-100.00%
46
Neutral
AU$6.24M-2.08-227.32%24.31%
45
Neutral
AU$12.77M-0.82-7.37%-34.88%
44
Neutral
AU$8.61M-2.05-73.44%-5.93%
42
Neutral
AU$12.17M-11.67-51.58%56.45%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:REE
RareX Limited
0.01
>-0.01
-44.44%
AU:GRE
Greentech Metals Ltd.
0.06
>-0.01
-6.45%
AU:GT1
Green Technology Metals Limited
0.01
-0.01
-48.15%
AU:HRE
Heavy Rare Earths Limited
0.03
>-0.01
-17.50%
AU:CMG
Critical Minerals Group Ltd.
0.07
-0.09
-56.88%
AU:AXL
Axel REE Ltd.
0.07
-0.02
-17.86%

RareX Limited Corporate Events

RareX Advances Cummins Range, Khaleesi and Mrima Hill in Push for Critical Minerals Growth
Jul 31, 2026
RareX reported significant progress across its critical minerals portfolio in the June quarter, including key de-risking milestones at the Cummins Range rare earths project in Western Australia. With a mining lease granted, heritage agreements sec...
RareX sharpens diversified critical minerals strategy as Cummins Range advances
Jul 22, 2026
RareX Limited is reinforcing a diversified critical minerals strategy as it enters FY2027, built around the advanced Cummins Range rare earth and phosphate asset, a growing exploration pipeline at Khaleesi and Piper, and potential acquisition of t...
RareX expands capital base with compliant share issue to support critical minerals projects
Jul 13, 2026
RareX Limited has issued 3,750,000 new ordinary shares, confirming to the market that the placement was conducted without a prospectus under the Corporations Act’s low-disclosure provisions and that it remains compliant with key reporting an...
RareX Seeks ASX Quotation for 3.75 Million New Shares Issued in Lieu of Cash Fee
Jul 13, 2026
RareX Limited has applied to the ASX for quotation of 3,750,000 ordinary fully paid shares to be issued on July 13, 2026. The shares are being issued in lieu of a cash fee, underscoring the company’s use of equity-based arrangements to settl...
RareX Metallurgy Boosts Cummins Range Rare Earths and Gallium Potential
Jul 12, 2026
RareX has reported its strongest metallurgical results to date from the Cummins Range project, with SGS Lakefield flotation testwork delivering a 9.5-times upgrade to a 25.15% total rare earth oxide grade from high-grade feed. The rougher concentr...
RareX Issues 90.9 Million Unquoted Options in Funding Move
May 8, 2026
RareX Limited has notified the market of the issue of a large tranche of unquoted equity securities in the form of options. The company is issuing 90,909,072 options exercisable at $0.045 and expiring on 8 May 2029, which were previously flagged t...
RareX Corrects Meeting Result Notice as Placement Resolutions Pass
May 8, 2026
RareX Limited has issued an amended notice on the results of its 6 May general meeting, clarifying that a typographical error affected the description of Resolution 2 concerning approval to issue placement options. The correction does not alter th...
RareX shareholders back prior placements and approve expanded capital-raising capacity
May 6, 2026
RareX Limited reported the outcomes of its 6 May 2026 general meeting, where shareholders voted on several capital-related resolutions. All items were decided by poll and received strong support, reflecting investor backing for the company’s...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 31, 2026