AREC and ERI Collaborate to Enhance the U.S. Rare-Earth Supply Chain
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 01 2025
0mins
Source: NASDAQ.COM
Partnership Announcement: American Resources Corporation's ReElement Technologies has partnered with ERI to process rare-earth elements from recycled electronics, aiming to create a domestic supply chain for these materials.
Production and Demand: ReElement is already shipping high-purity rare-earth oxides to commercial and defense customers, with plans for large-scale production at a new facility in Marion, IN, set to begin in early 2026.
Stock Performance: Shares of AREC have surged 133.6% over the past year, significantly outperforming the industry average of 14.8%, and the company holds a Zacks Rank of #2 (Buy).
Earnings Estimates: Other companies in the Basic Materials sector, such as Equinox Gold, Barrick Mining, and CSW Industrials, are also showing strong earnings growth, with significant year-over-year increases projected for their current fiscal-year earnings.
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Analyst Views on B
Wall Street analysts forecast B stock price to rise
17 Analyst Rating
15 Buy
2 Hold
0 Sell
Strong Buy
Current: 43.130
Low
44.31
Averages
58.14
High
71.00
Current: 43.130
Low
44.31
Averages
58.14
High
71.00
About B
Barrick Mining Corporation is a gold and copper producer, which is engaged in the production and sale of gold and copper, as well as related activities, such as exploration and mine development. The Company has ownership interests in producing gold mines that are located in Argentina, Canada, Cote d’Ivoire, the Democratic Republic of Congo, the Dominican Republic, Papua New Guinea, Tanzania and the United States. Its copper mines are located in Zambia, Chile and Saudi Arabia. Its operations include Nevada Gold Mines, Bulyanhulu, Jabal Sayid, Kibali, Loulo-Gounkoto, Lumwana, North Mara, Porgera, Pueblo Viejo, Veladero and Zaldivar. Its Bulyanhulu operation is located in north-west Tanzania, over 55 kilometers (km) south of Lake Victoria and 150 km southwest of the city of Mwanza. The Jabal Sayid copper operation is located approximately 350 km north-east of Jeddah in the Kingdom of Saudi Arabia. The Lumwana copper mine is a conventional open pit operation.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong Cash Flow Support: This buyback authorization is based on the company's robust free cash flow and solid execution, which is expected to enhance investor confidence and shareholder value, reflecting the company's optimistic outlook on future market performance.
- Flexible Repurchase Methods: The buyback will be conducted through U.S. markets, including the New York Stock Exchange, utilizing various methods to ensure the company can adapt to market changes and maximize repurchase efficiency.
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- Buyback Program Initiated: Barrick Mining's Board of Directors has authorized a share repurchase of up to $3 billion, aimed at returning cash to shareholders at a time when the company perceives exceptional value in its own stock.
- Strong Cash Flow Support: This buyback authorization is based on the company's robust free cash flow and solid execution, which is expected to enhance investor confidence and shareholder value, reflecting the company's optimistic outlook on future market performance.
- Flexible Repurchase Methods: The buyback will be conducted through U.S. markets, including the New York Stock Exchange, utilizing various methods to ensure the company can adapt to market changes and maximize repurchase efficiency.
- Strategic Implications: This buyback plan not only serves as a reward for current shareholders but also lays the groundwork for the upcoming North American Barrick IPO, demonstrating the company's proactive positioning in the capital markets and confidence in future growth.
See More
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- Market Performance: The S&P 500 Index rose by 0.25% and the Nasdaq 100 Index increased by 0.17%, reaching all-time highs, reflecting strong corporate earnings and optimism around artificial intelligence, although rising oil prices and bond yields limited gains.
- Middle East Impact: The failure of the US and Iran to reach a peace agreement has led to rising global bond yields, with the 10-year T-note yield increasing by 3 basis points to 4.39%, raising concerns that elevated energy prices could force central banks to tighten monetary policy.
- Chinese Trade Data: China's April exports rose by 14.1% year-on-year and imports increased by 25.3%, both exceeding market expectations, indicating positive signals for global economic recovery that could benefit global markets.
- Earnings Reports: So far, 83% of the 446 S&P 500 companies that reported earnings have beaten estimates, with Q1 earnings projected to climb by 12% year-on-year, although excluding the technology sector, the growth is only 3%, marking the weakest performance in two years.
See More
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- Market Performance: The S&P 500 rose by 0.17% and the Nasdaq 100 reached an all-time high, reflecting strong corporate earnings and optimism around AI, although rising oil prices and bond yields limited gains.
- Middle East Impact: The failure of the U.S. and Iran to reach a peace agreement has led to rising global bond yields, with the 10-year Treasury yield increasing to 4.39%, potentially forcing central banks to tighten monetary policy, which could affect market liquidity.
- Chinese Trade Data: China's April exports rose 14.1% year-on-year and imports increased by 25.3%, both exceeding market expectations, providing a positive signal for global economic growth and potentially boosting international investment sentiment.
- Corporate Earnings Situation: So far, 83% of the 446 S&P 500 companies have exceeded earnings expectations, with Q1 earnings projected to grow by 12% year-on-year, demonstrating corporate resilience in the economic recovery, although growth in the tech sector has slowed to 3%.
See More
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- Share Buyback Initiative: The board approved a $3 billion share buyback plan aimed at repurchasing shares at 'prevailing market prices,' reflecting the company's confidence in its stock value, particularly ahead of the anticipated North American IPO.
- Production Guidance Reaffirmed: Barrick confirmed its full-year 2026 production targets, expecting gold output between 2.90 million and 3.25 million ounces and copper production between 190,000 and 220,000 tonnes, indicating stability in resource management.
- Investor Sentiment Shift: Following the strong Q1 results, retail investor sentiment on Stocktwits shifted from 'bullish' to 'extremely bullish,' reflecting optimistic market expectations for the company's future performance.
See More
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- Significant Profit Growth: Barrick Mining's Q1 profit reached $1.602 billion, translating to earnings per share of $0.96, a substantial increase from last year's $474 million and $0.27, indicating strong market performance.
- Adjusted Earnings Performance: Excluding special items, Barrick reported adjusted earnings of $1.648 billion, or $0.98 per share, further reflecting the robustness of its core business and enhanced profitability.
- Revenue Surge: The company's revenue rose 66.7% year-over-year to $5.218 billion, up from $3.130 billion last year, demonstrating strong demand in the mining sector that propelled rapid sales growth.
- Increased Market Confidence: Barrick's strong financial results not only boost investor confidence but may also provide funding for future expansions and investments, further solidifying its leadership position in the mining industry.
See More
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- Dividend Declaration: Barrick Mining Corporation has announced a dividend of $0.175 per share for Q1 2026, payable on June 15, 2026, to shareholders of record as of May 29, 2026, reflecting the company's commitment to returning value to shareholders amid stable cash flows.
- Dividend Policy: The company's dividend policy targets an annual payout of 50% of attributable free cash flow, consisting of a fixed quarterly dividend and a performance top-up based on annual cash flow, indicating a prudent financial strategy to navigate market fluctuations.
- Global Operations: Barrick operates in 17 countries across five continents, boasting a portfolio of world-class gold and copper assets, and as the largest gold producer in the U.S., the company aims to create long-term value through responsible mining and strong partnerships, enhancing its competitive edge in the global market.
- Future Outlook: Despite facing various external risks, including market volatility and regulatory changes, Barrick remains committed to sustainable growth through ongoing investments and strategic planning, ensuring its leadership position in the mining industry.
See More
