High Gross MarginAn ~81% gross margin indicates the company earns high value per unit sold, reflecting pricing power or advantaged processing economics. Sustained high gross margins support long-term profitability potential once fixed costs and cash burn are controlled.
Proprietary ISR TechnologyOwning a proprietary rare-earth separation process (ISR) provides a durable competitive advantage in a concentrated supply chain, enabling licensing, processing partnerships, or capture of downstream margins if commercialized at scale.
Strong Revenue Growth TrendVery strong revenue growth off a low base demonstrates improving commercial traction and market acceptance of offerings. If sustained, this trend can support scale economics and justify further investment into production or tech commercialization.