AMERICAN RARE EARTHS LIMITED (ARR)
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ARR

ARR - AMERICAN RARE EARTHS LIMITED

FNArena Sector : NONE
Year End: June
GICS Industry Group : NONE
Debt/EBITDA: -0.03
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.395

08 Jan
2026

-0.005

OPEN

$0.39

-1.25%

HIGH

$0.40

875,313

LOW

$0.39

TARGET
$0.65 64.6% upside
FNARENA'S MARKET CONSENSUS FORECASTS
ARR: 1
Title FY24
Actual
FY25
Actual
FY26
Forecast
FY27
Forecast
EPS (cps) xxx - 1.3 - 0.9 xxx
DPS (cps) xxx N/A 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

N/A

Estimated Dividend Growth
(Average Of Past Three Years)

Amount Invested

Tell Me The Dividend After This Many Years

Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
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Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-1.3
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx0.0 M
Book Value Per Share xxxxxxxxxxxxxxx5.9
Net Operating Cash Flow xxxxxxxxxxxxxxx-4.4 M
Net Profit Margin xxxxxxxxxxxxxxx-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-20.47 %
Return on Invested Capital xxxxxxxxxxxxxxx-20.41 %
Return on Assets xxxxxxxxxxxxxxx-19.79 %
Return on Equity xxxxxxxxxxxxxxx-20.47 %
Return on Total Capital xxxxxxxxxxxxxxx-19.89 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-4.4 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx0 M
Long Term Debt xxxxxxxxxxxxxxx0 M
Total Debt xxxxxxxxxxxxxxx0 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx9 M
Price To Book Value xxxxxxxxxxxxxxx4.13

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx6.2 M
Capex % of Sales xxxxxxxxxxxxxxx-
Cost of Goods Sold xxxxxxxxxxxxxxx0 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx6 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx1 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Bell Potter

18/12/2025

1

Initiation of coverage with Speculative Buy

$0.65

64.56%

Bell Potter has initiated coverage of American Rare Earths with a Speculative Buy rating and target price of 65c.

The company is seen as well-positioned to benefit from the US push to diversify rare earth supply, with Cowboy State Mine offering a long-term domestic source of heavy rare earths (DyTb) to reduce reliance on China. 

The mine is within the Halleck Creek project in Wyoming, and is one of the largest and most advanced US rare earth projects. It has over 100 years of theoretical mine life and potential to supply over 30% of US DyTb demand, supported by up to US$456m EXIM funding LOIs (letter of intent).

The broker's base case assumes 3Mtpa throughput from 2031 over a 20-year mine life, delivering an unrisked NPV at -10% discount of $302m, with upside to $876m at 6Mtpa.

Key catalysts are pilot plant development, PFS completion and mining permit applications expected by 2H2026.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.90 cents.
Bell Potter forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -0.90 cents.

EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

0

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

ARR STOCK CHART