Core Viewpoint - MP Materials and Idaho Strategic Resources are pivotal in enhancing U.S. critical mineral independence and national security through domestic resource development [1][2][3] Group 1: Company Overview - MP Materials is the only fully integrated rare earth producer in the U.S., with a market capitalization of $3.22 billion [1] - Idaho Strategic Resources is a gold producer with a market capitalization of around $190 million and holds the largest rare earth elements land package in the U.S. [2] Group 2: Market Context - Rare earth elements (REEs) are essential for clean-tech applications, including electric vehicles and defense, with the market currently dominated by China [3] - There is a growing emphasis on developing domestic REE capabilities in the U.S. to reduce reliance on foreign sources [3] Group 3: MP Materials Performance - MP Materials reported a 25% year-over-year revenue increase to $60.8 million in Q1 2025, with NdPr production soaring 330% to 563 metric tons [6] - The company experienced a 33% decline in sales volumes of rare earth concentrate, leading to a $10 million revenue drop in that segment [7] - MP Materials halted rare earth concentrate shipments to China due to tariffs, which previously accounted for approximately 50% of its revenues in Q1 2025 [9] Group 4: Idaho Strategic Resources Performance - Idaho Strategic Resources achieved a 23% year-over-year revenue increase to $7.3 million in Q1 2025, driven by a 44.7% rise in average realized gold prices [16] - The company reported earnings of 12 cents per share, a 29% decline year-over-year, attributed to increased exploration costs [16][17] - IDR plans to execute its largest exploration program at the Golden Chest Mine and other properties in 2025 [19] Group 5: Future Outlook - MP Materials expects to ramp up production of separated rare earth products, which will lead to higher costs in 2025 [10] - Idaho Strategic Resources is focusing on thorium mining and has signed a MoU with Clean Core Thorium Energy to advance a domestic supply chain [18] Group 6: Valuation and Investment Considerations - MP Materials has a forward price-to-sales ratio of 9.85X, while Idaho Strategic Resources has a lower ratio of 6.55X [25] - Despite near-term earnings pressure, MP Materials is viewed as a strong investment due to its integrated supply chain capabilities [27]

Idaho Strategic Resources, Inc. IDR reported first-quarter 2025 results on May 8, with revenues rising 23% year over year to $7.3 million, its highest quarterly revenues on record. Despite this feat, IDR shares declined 10% as earnings of 12 cents per share lagged the Zacks Consensus Estimate of 20 cents and marked a 29% year-over-year decline.Along with the weaker-than-expected results, the IDR stock’s decline appears to have been influenced by the recent dip in gold prices. After a strong run earlier this ...

Idaho Strategic Resources, Inc. (IDR) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.20 per share. This compares to earnings of $0.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -40%. A quarter ago, it was expected that this company would post earnings of $0.16 per share when it actually produced earnings of $0.18, delivering a surprise of 12.50%.Over the last four quarters, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to ____________ Commission File No. 001-41320 IDAHO STRATEGIC RESOURCES, INC (Name of small business issuer in its charter) (State or other jur ...

In this article, we give a “Buy” rating to NYSE-listed shares of Idaho Strategic Resources, Inc. (NYSE: IDR ), consistent with our previous article dated December 11, 2024. We consider this rating fair asAlberto holds a Master's degree in Business Economics. During his academic career he acquired an extensive managerial and economic background, with a solid quantitative basis. He covers all sectors and the different types of stocks. Essentially describes a useful investment strategy that fits the profile of ...

NEW YORK, April 30, 2025 (GLOBE NEWSWIRE) -- Fitch Ratings (Fitch) yesterday announced that it has revised the outlook of Marex Group plc’s Long-Term Issuer Default Rating (IDR) to positive from stable, and has affirmed its Long-Term IDR at ‘BBB-’. The revision of the outlook reflects Marex’s strong and growing earnings across variable market conditions, expansion and diversification of the franchise both organically and through bolt-on acquisitions, well-managed liquidity and adequate buffer over regulator ...

Idaho Strategic Resources, Inc. (IDR) reported adjusted earnings per share of 18 cents in the fourth quarter of 2024, which beat the Zacks Consensus Estimate of 16 cents. Compared with earnings per share of two cents in the fourth quarter of 2023, it marked a surge of 800%, reflecting higher production and gold prices. Find the latest EPS estimates and surprises on Zacks Earnings Calendar. IDR reported revenues of $7.59 million in the quarter, representing a 101% year-over-year surge. The top line beat the ...

Idaho Strategic Resources, Inc. (IDR) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.02 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 12.50%. A quarter ago, it was expected that this company would post earnings of $0.21 per share when it actually produced earnings of $0.15, delivering a surprise of -28.57%. Over the last four quar ...

Forward-Looking Statements and Risks - The company emphasizes that forward-looking statements are based on management's estimates and assumptions, and actual results may vary significantly from those anticipated[11]. - Risks include global economic uncertainties, operational difficulties in mining activities, and potential inability to comply with government regulations, which could adversely affect financial performance[12]. - The company warns that interruptions in production capabilities and fluctuations in commodity prices, particularly gold, could impact cash flows and market price of securities[13]. Strategic Objectives and Internal Controls - There is a potential inability to grow revenues and attract key personnel, which may hinder the company's strategic objectives[27]. - The company highlights the importance of maintaining effective internal controls over financial reporting to mitigate risks associated with financial obligations[27].

Company Overview - Idaho Strategic Resources, Inc. (IDR) shares increased by 6% to close at $12.99, following a notable trading volume compared to typical sessions, despite a 4.7% loss over the past four weeks [1] - The company announced additional high-grade drill highlights from its Golden Chest Mine, intersecting high-grade gold in six separate veins near the current underground infrastructure [2] Earnings Expectations - The upcoming quarterly earnings for Idaho Strategic are projected at $0.16 per share, reflecting a year-over-year increase of 700% [2] - Revenues are expected to reach $7 million, which is an 85.2% increase from the same quarter last year [2] Market Trends - Trends in earnings estimate revisions are strongly correlated with near-term stock price movements, indicating potential strength in the stock [3] - The consensus EPS estimate for Idaho Strategic has remained unchanged over the last 30 days, suggesting that the stock's price may not continue to rise without changes in earnings estimates [4] Industry Context - Idaho Strategic Resources is part of the Zacks Mining - Gold industry, where another company, Kinross Gold (KGC), saw a 3.4% increase to $12.02, with a 3.2% return over the past month [4] - Kinross Gold's consensus EPS estimate has decreased by 3.8% over the past month to $0.17, representing a 70% increase from the previous year [5]