American Rare Earths Ltd
American Rare Earths Ltd is a mining company focused on the exploration and development of rare earth elements, a critical component in various high-tech and green energy applications.
Business. American Rare Earths Ltd (ARR.AX) is a mining company operating in the Non-Gold Precious Metals & Minerals industry within the Basic Materials sector. The company is listed on the Australian Securities Exchange. Specific details regarding operating segments and geographic presence are not available.
Analyst recommendations
1 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
American Rare Earths Ltd (ARR.AX) is a mining company operating in the Non-Gold Precious Metals & Minerals industry within the Basic Materials sector. The company is listed on the Australian Securities Exchange. Specific details regarding operating segments and geographic presence are not available.
American Rare Earths Ltd operates with a fully diluted share count of 574.6 million shares, with no additional dilution observed in the current financial snapshot. The company has not provided liquidity metrics such as cash reserves or debt levels, which limits the ability to assess its short-term financial flexibility.
Profitability and return metrics are not available in the current valuation snapshot, making it difficult to compare the company's performance against industry benchmarks or to evaluate its operational efficiency. Without disclosed revenue or EBITDA figures, it is not possible to determine whether the company is generating returns in line with its peers.
The company's revenue concentration and geographic exposure are not disclosed in the available data. As a mining company, it is likely that its operations are concentrated in specific regions, but the exact breakdown of revenue by segment or geography is not available for analysis.
The company's growth trajectory is not quantifiable at this time due to the lack of historical revenue data and forward-looking guidance. Analysts have provided a mean price target of 0.65 AUD, with a single "buy" recommendation and no "strong buy" or "hold" ratings, suggesting limited optimism about near-term performance.
Risk factors include the inability to assess liquidity risk due to the absence of balance sheet data and the lack of going-concern language in source documents. The company is also subject to the inherent risks of the mining industry, including regulatory changes, commodity price volatility, and environmental concerns. Dilution risk is currently assessed as low, with no additional shares outstanding beyond the basic share count.
Recent events and filings have not been disclosed in the available data, so it is not possible to evaluate any recent developments that may impact the company's operations or strategic direction.
- American Rare Earths Ltd is a mining company focused on rare earth elements, a key input for green energy and high-tech applications.
- The company's financial flexibility is difficult to assess due to the lack of liquidity and balance sheet data.
- Analysts have provided a single "buy" recommendation with a mean price target of 0.65 AUD, indicating limited near-term optimism.
- The company's profitability and return metrics are not available, making it difficult to evaluate performance against industry benchmarks.
- Revenue concentration and geographic exposure are not disclosed, limiting the ability to assess diversification risk.
- The company is subject to the typical risks of the mining industry, including regulatory and commodity price volatility.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Co-Chief Investment Officer · Phantom Stock → Common StockAcquired 50 000grant · 2026-06-16
- Director, CEO · Phantom Stock → Common StockAcquired 150 000grant · 2026-06-16
- Co-Chief Investment Officer · Phantom Stock → Common StockAcquired 50 000grant · 2026-06-16
- CFO · Phantom Stock → Common StockAcquired 75 000grant · 2026-06-16
- Director, Chairman of the Board · Phantom Stock → Common StockDisposed 1 900exercise · 2026-05-21
- Director · Phantom Stock → Common StockDisposed 1 900exercise · 2026-05-21
- Director · Phantom Stock → Common StockDisposed 1 900exercise · 2026-05-21
- Director · Phantom Stock → Common StockDisposed 1 900exercise · 2026-05-21
- Director · Phantom Stock → Common StockDisposed 1 900exercise · 2026-05-21
- Director · Phantom Stock → Common StockDisposed 1 900exercise · 2026-05-21
- Director · Phantom Stock → Common StockDisposed 1 900exercise · 2026-05-21
- Director · Phantom Stock → Common StockDisposed 480exercise · 2026-05-21
- Director, Chairman of the Board · Phantom Stock → Common StockDisposed 480exercise · 2026-05-21
- Co-Chief Investment Officer · Phantom Stock → Common StockDisposed 1 500exercise · 2026-05-21
- Co-Chief Investment Officer · Phantom Stock → Common StockDisposed 1 500exercise · 2026-05-21
- Director, CEO · Phantom Stock → Common StockDisposed 3 380exercise · 2026-05-21
- CFO · Phantom Stock → Common StockDisposed 4 000exercise · 2026-05-21
- Director · Phantom Stock → Common StockAcquired 17 140grant · 2026-05-19
- Director · Phantom Stock → Common StockAcquired 17 140grant · 2026-05-19
- Director · Phantom Stock → Common StockAcquired 17 140grant · 2026-05-19
- Director · Phantom Stock → Common StockAcquired 17 140grant · 2026-05-19
- Director · Phantom Stock → Common StockAcquired 17 140grant · 2026-05-19
- Director · Phantom Stock → Common StockAcquired 17 140grant · 2026-05-19
- Director, Chairman of the Board · Phantom Stock → Common StockAcquired 17 140grant · 2026-05-19
- Director · Phantom Stock → Common StockDisposed 1 043exercise · 2026-02-24
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- American Rare Earths Ltd Market data — financials · 2026-05-27
- American Rare Earths Ltd Market data — analyst estimates · 2026-05-27
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,01 %$11M
- Investment Managers · as of 2026-03-310,00 %$9M
- Institutional Investor · as of 2026-03-310,00 %$20M
- Funds · as of 2026-03-310,00 %$30M
- Investment Managers · as of 2024-06-300,00 %$164M
- Investment Managers · as of 2026-03-310,00 %$8M
- Investment Managers · as of 2025-12-310,00 %$211M
- Investment Managers · as of 2026-03-310,00 %$45M
- Investment Managers · as of 2026-03-310,00 %$18M
- Investment Managers · as of 2026-03-310,00 %$15M
- Investment Managers · as of 2026-03-310,00 %$19M
- Investment Managers · as of 2026-03-310,00 %$69M
- Institutional Investor · as of 2026-03-310,00 %$12M
- Investment Managers · as of 2024-12-310,00 %$5M
- Investment Managers · as of 2026-03-310,00 %$20M
- Brokerage Firms · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$2M
- Institutional Investor · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Brokerage Firms · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
Insider activity
- Director · Common Stock, par value $0.001 per shareOther 945 @ $17,45$16K · 2026-07-01
- Director · Common Stock, par value $0.001 per shareOther 945 @ $17,45$16K · 2026-07-01
- Director · Common Stock, par value $0.001 per shareOther 1 900 · 2026-05-21
- Director · Common Stock, par value $0.001 per shareOther 950 @ $16,47$16K · 2026-05-21
- Director · Common Stock, par value $0.001 per shareOther 1 900 · 2026-05-21
- Director · Common Stock, par value $0.001 per shareOther 950 @ $16,47$16K · 2026-05-21
- Director · Common Stock, par value $0.001 per shareOther 1 900 · 2026-05-21
- Director · Common Stock, par value $0.001 per shareOther 1 900 · 2026-05-21
- Director · Common StockOther 760 @ $16,47$13K · 2026-05-21
- Director · Common StockOther 1 900 · 2026-05-21
- Co-Chief Investment Officer · Common StockOther 281 @ $16,47$5K · 2026-05-21
- Co-Chief Investment Officer · Common Stock, par value $0.001 per shareOther 1 500 · 2026-05-21
- Director, Chairman of the Board · Common StockOther 480 · 2026-05-21
- Director, Chairman of the Board · Common StockOther 1 900 · 2026-05-21
- Director · Common Stock, par value $0.001 per shareOther 480 · 2026-05-21
- Director · Common Stock, par value $0.001 per shareOther 1 900 · 2026-05-21
- Co-Chief Investment Officer · Common Stock, par value $0.001 per shareOther 389 @ $16,47$6K · 2026-05-21
- Director, CEO · Common Stock, par value $0.001 per shareOther 3 380 · 2026-05-21
- Director, CEO · Common Stock, par value $0.001 per shareOther 1 352 @ $16,47$22K · 2026-05-21
- CFO · Common Stock, par value $0.001 per shareOther 4 000 · 2026-05-21
- CFO · Common Stock, par value $0.001 per shareOther 1 321 @ $16,47$22K · 2026-05-21
- Co-Chief Investment Officer · Common StockOther 1 500 · 2026-05-21
- Director · Common Stock, par value $0.001 per shareOther 989 @ $16,68$16K · 2026-04-01
- Director · Common Stock, par value $0.001 per shareOther 989 @ $16,68$16K · 2026-04-01
- Director · Common Stock, par value $0.001 per shareOther 1 043 · 2026-02-24
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 53.8%Derived (calculated)
- Debt-to-equity (FY 2025-12-31): 8.29xDerived (calculated)
- Return on assets (FY 2025-12-31): 1.5%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 2,341.8%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 747.1%Derived (calculated)
- Return on equity (FY 2025-12-31): 14.3%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 749.0%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -6.9%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 55.0%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 66.1%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): -52.5%Derived (calculated)
- Shares outstanding (annual): 111.92MSEC XBRL filing
- EPS (basic) (annual): USD-PER-SHARES 3SEC XBRL filing
- Shareholders' equity (annual): USD 2.26BSEC XBRL filing
- Cash & equivalents (annual): USD 63.27MSEC XBRL filing
- Total operating expenses (annual): USD 61.35MSEC XBRL filing
- Net income (annual): USD 322.69MSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES 3SEC XBRL filing
- Total assets (annual): USD 21.01BSEC XBRL filing
- Total liabilities (annual): USD 18.74BSEC XBRL filing
- Operating cash flow (annual): USD 124.2MSEC XBRL filing
- Return on assets (FY 2024-12-31): -0.1%Derived (calculated)
- EPS (basic) (YoY) (2024-12-31 vs 2023-12-31): 72.6%Derived (calculated)
- Debt-to-equity (FY 2024-12-31): 8.95xDerived (calculated)