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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 41 (OpenAI - 5.2)
Rating:41Neutral
Price Target:
AU$0.01
▼(-45.00% Downside)
Action:Reiterated
Date:06/24/26
The score is held down primarily by weak financial performance (small/volatile revenue, negative margins, continued losses and cash burn) and bearish technical trends (trading below key moving averages with negative MACD). Low leverage modestly reduces balance-sheet risk, but negative earnings and no dividend support keep the valuation profile unattractive.
Positive Factors
Low Leverage
Very low debt-to-equity materially reduces solvency risk and preserves flexibility for exploration cycles. Over the next 2-6 months this balance-sheet conservatism supports continued project spending, partnership negotiations and lowers near-term bankruptcy risk versus highly leveraged peers.
Negative Factors
Negative margins
Persistently negative gross margins show core activities are not yet commercially viable. Without reliable margin recovery or step-change resource economics, the business will need recurrent funding to reach development stages, challenging sustainable profitability over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Low Leverage
Very low debt-to-equity materially reduces solvency risk and preserves flexibility for exploration cycles. Over the next 2-6 months this balance-sheet conservatism supports continued project spending, partnership negotiations and lowers near-term bankruptcy risk versus highly leveraged peers.
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
Operating fundamentals are weak: revenue is very small and volatile, gross profit is negative, and losses remain large (FY2025 net loss ~A$3.5m) with ongoing cash burn (FY2025 operating cash flow ~-A$2.7m). The main offset is very low leverage (debt-to-equity ~0.2%), though equity has declined materially over time, reflecting persistent 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 Price0.02
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 0.02 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%
48
Neutral
AU$28.85M-50.00-11.53%37.50%
45
Neutral
AU$26.38M-7.50-23.61%58.93%
44
Neutral
AU$26.87M-4.69-19.53%-8.74%
43
Neutral
AU$24.79M-3.62-5.94%-99.74%-22.67%
41
Neutral
AU$14.55M-13.33-51.58%56.45%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:REE
RareX Limited
0.01
>-0.01
-29.41%
AU:EVG
BlackEarth Minerals NL
0.04
0.02
111.76%
AU:VRC
Volt Resources Ltd
0.01
0.00
0.00%
AU:VML
Vital Metals Ltd
0.10
0.03
49.25%
AU:AR3
Australian Rare Earths Limited
0.11
0.05
101.92%

RareX Limited Corporate Events

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...
RareX Sets May General Meeting, Emphasises Digital Shareholder Engagement
Apr 2, 2026
RareX Limited has called a General Meeting of shareholders to be held in person in Subiaco, Western Australia, on 6 May 2026, with full meeting details and materials available via its website and the ASX announcements platform. The company is shif...
RareX Calls May 2026 Meeting to Ratify Capital Raising and Approve New Options
Apr 2, 2026
RareX Limited has called a general meeting of shareholders for 10.30 am on 6 May 2026 in Subiaco, Western Australia, setting a record date of 4 May 2026 to determine voting eligibility. The company is urging shareholders to lodge proxy forms ahead...
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: Jun 24, 2026