Rare Earth ElementsThe firm’s strategic entrance into the rare earths market has paid off as UUUU has successfully transformed its NdPr oxide into high-quality magnets.
Strategic ExpansionAn initial valuation of $400 million has been added for the planned expansion of the White Mesa Facility, assuming a feasibility study with an NPV of $500-700 million.
Valuation And Price TargetThe company's valuation increase is considered sticky, leading to an increased price target from $7.25 to $11.50.