Wednesday, October 15, 2025

Revenue vs. Empty Promises in the Rare Earth Rush

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Buy This, Not That: Revenue vs. Empty Promises in the Rare Earth Rush

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Shah Gilani

Shah Gilani
Chief Investment Strategist

The U.S. government just placed two massive bets on American rare earth miners.

Both stocks gapped higher on the news. Both have billion-dollar government backing. Both claim they're essential to breaking China's rare earth monopoly.

But here's where the similarities end...

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One miner has an operational facility pulling rare earths out of the ground right now - with $242 million in trailing revenue and government contracts guaranteeing purchase prices.

The other? Zero revenue. Zero production. Just a $2.26 billion loan and a joint venture that hasn't extracted anything yet.

In today's Buy This, Not That, I reveal which government-backed miner deserves your attention - and which one is riding pure speculation with execution risk at every turn.

Click here or on the thumbnail to see which is which.

Cheers,

Shah

Video - Buy This, Not That
 
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