Group 1 - UiPath Inc. will join the S&P Midcap 400, replacing Synovus Financial Corp., effective January 2, 2026, leading to a 6.8% increase in shares to $17.05 in after-hours trading [1] - Agios Pharmaceuticals Inc. received FDA approval for AQVESME™ for treating anemia in adults with alpha- or beta-thalassemia, but shares fell 1.4% to $24.59 [1] - Can Fite Biopharma announced a 1-for-3,000 reverse share split, resulting in a 28.8% drop in shares to $0.17 in after-hours trading [1] - Citius Pharmaceuticals reported a quarterly loss of 11 cents per share, better than the expected loss of 43 cents, causing shares to surge 22.1% to $1.27 [1] - Ramaco Resources announced a $100 million stock repurchase plan, leading to a 7.1% increase in shares to $18.09 in after-hours trading [1]

Group 1 - Ramaco Resources announced a stock buyback program worth up to $100 million for its Class A common stock over the next two years, leading to an 8.16% increase in its share price [2][6] - The company's CEO, Randall Atkins, indicated that the financial situation is strong enough to support this initiative, following a capital raise of over $600 million expected in the second half of 2025 [4][5] - The share repurchase program reflects confidence in the company's operational performance and financial strength [5] Group 2 - Ramaco specializes in metallurgical coal, which is closely tied to the steel industry; robust demand for steel is expected to benefit the company [7] - Although the steel market is currently experiencing an upswing, it may not be sufficient alone to justify investment in Ramaco [8] - The company is also involved in the development of rare-earth elements, owning a rare-earth mine in Wyoming, which presents high potential for investment [8]

Core Viewpoint - The Portnoy Law Firm has initiated an investigation into Ramaco Resources, Inc. for possible securities fraud, potentially leading to a class action lawsuit on behalf of investors [1]. Group 1: Investigation and Legal Actions - The Portnoy Law Firm is encouraging investors to contact them to discuss their legal rights and options for pursuing claims to recover losses [2]. - The investigation follows a report by Wolfpack Research, which alleged that Ramaco's Brook Mine project was a "hoax" and that the company manipulated data to misrepresent profitability [3]. Group 2: Stock Price Impact - Following the allegations from Wolfpack Research, Ramaco's stock price dropped by $3.81, or 9.5%, closing at $36.01 per share on October 23, 2025, resulting in financial harm to investors [3]. Group 3: Firm's Background - The Portnoy Law Firm has a history of representing investors in claims related to corporate wrongdoing, having recovered over $5.5 billion for aggrieved investors [4].

Core Viewpoint - Mulberry Industries and Ramaco Resources have entered into a non-binding memorandum of understanding to negotiate a partnership aimed at enhancing the domestic supply chain for rare earth elements and permanent magnets in the United States [1][6]. Group 1: Partnership Details - The MOU allows Ramaco Resources to negotiate a non-exclusive agreement to supply customized oxide blends containing rare earth elements such as samarium, NdPr, yttrium, gallium, and Dy/Tb to Mulberry Industries [2]. - Mulberry Industries plans to utilize this domestic feedstock to strengthen its existing 10-year rare earth stockpile for manufacturing advanced permanent magnets for various industries including defense, aerospace, automotive, and robotics [2][3]. Group 2: Strategic Importance - The partnership is intended to diversify rare earth sourcing for Mulberry Industries, ensuring long-term supply chain independence from China, which currently dominates rare earth mining and refining [3][6]. - The collaboration aims to establish a secure supply chain for permanent magnets within the U.S., thereby enhancing both economic and national security [3]. Group 3: Company Profiles - Mulberry Industries is a vertically integrated manufacturer of high-performance permanent magnets and advanced electrical systems, recognized as America's only end-to-end permanent magnet manufacturer [7]. - Ramaco Resources is a dual platform critical mineral company engaged in the production of metallurgical coal and the development of rare earth and critical minerals, with operations in Wyoming and West Virginia [8]. Group 4: Technological Advancements - Mulberry Industries has reported a 60% more streamlined production flow compared to industry peers, utilizing proprietary fifth-generation Grain Boundary Diffusion technology that reduces the use of costly heavy rare earths by 30% to 80% [4]. - This technology results in lighter and more powerful magnets suitable for demanding applications in aerospace and defense [4]. Group 5: Mining Developments - Ramaco Resources' Brook Mine in Wyoming is the first new rare earth element and critical mineral mine in the U.S. in over seventy years, focusing on the production of commercial oxides [5]. - Full-scale mining and the construction of a pilot processing facility are currently underway at the Brook Mine [5].

Core Viewpoint - Glancy Prongay & Murray LLP has initiated an investigation into Ramaco Resources, Inc. regarding potential violations of federal securities laws affecting investors [1] Group 1 - The investigation is on behalf of investors who may have incurred losses related to Ramaco Resources, Inc. (NASDAQ: METC) [1] - The law firm is encouraging affected investors to inquire about pursuing claims to recover their losses [1]

Company Overview - Ramaco Resources operates a portfolio of mining assets across key Appalachian regions, supplying metallurgical coal to major steel producers in the U.S. and abroad. The company generates revenue primarily through the extraction and sale of coal to domestic and international steel producers and coke plants [6] - As of the latest financial data, Ramaco reported a total revenue of $579.5 million and a net income of -$32.9 million, with a dividend yield of 2% [5] Recent Developments - On November 14, Beck Capital Management disclosed a new position in Ramaco Resources, acquiring 151,835 shares valued at approximately $5 million, which accounts for 1.2% of the fund's $433.8 million in U.S. equity holdings [2][3] - The shares of Ramaco Resources were priced at $14.41, reflecting a 34% increase over the past year, outperforming the S&P 500, which increased by 15% during the same period [4] Financial Position - Ramaco's third-quarter results indicate record liquidity of $272 million and a net cash position of over $77 million, marking its strongest balance sheet on record. Cash costs remained competitive at $97 per ton, with adjusted EBITDA reported at $8.4 million despite declining benchmark coal prices [10] - The company is transitioning beyond coal, with plans to accelerate the development of its Brook Mine in Wyoming, aiming to produce approximately 3,400 tons per year of rare earth and critical mineral oxides, representing a 175% increase from prior expectations [11]

Core Viewpoint - The Law Offices of Frank R. Cruz is investigating Ramaco Resources, Inc. for potential violations of federal securities laws, following a report published by Wolfpack Research on October 23, 2025 [1] Investigation Details - The investigation is initiated on behalf of investors who may have incurred losses related to their investments in Ramaco Resources, Inc. (NASDAQ: METC) [1]

Core Thesis - Ramaco Resources, Inc. is facing skepticism regarding its rare-earth ambitions, particularly in scandium oxide, which is projected to generate over US$500 million in EBITDA by 2028, despite the current coal business providing steady cash flow [2][4] Financial Projections - The company's model anticipates scandium oxide sales at US$3,750/kg with annual production of 179 tons, leading to projected revenues of US$611 million, which are deemed unrealistic given the global market conditions [3] - Current market prices for scandium are around US$600–700/kg, with total annual production under 40 tons, suggesting that Ramaco's revenue projections are significantly inflated [3] Operational Status - The rare-earth project is still in the pilot stage, lacking current output or revenue diversification beyond coal, and there are no binding customer contracts or significant government funding to support the ambitious projections [2][3] - The full-scale facility for the mine is years away, and any deviations in price or yield could drastically reduce projected returns [4] Valuation Insights - Ramaco's coal operations generated Q3 2025 revenue of US$121 million and adjusted EBITDA of US$8.4 million, with a standalone coal valuation estimated at US$12–15 per share, plus an additional US$8–10 for the rare-earth venture [4] - The fair value of the stock is suggested to be between US$20–25 per share, contrasting with current market prices that may overstate speculative upside [4] Market Performance - The stock price of Ramaco Resources has appreciated approximately 4% since previous bullish coverage, indicating some realization of the growth trajectory and rare-earth optionality, but valuation risks remain due to unrealistic assumptions about scandium [5]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for energy as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9][10] Strategic Advantages - The company is involved in large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, which is crucial for America's future power strategy [7][8] - The current political climate, particularly the push for onshoring and increased U.S. LNG exports, positions this company favorably to capitalize on these trends [6][14] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, making investments in AI a strategic move for future growth [12] - The potential for significant returns is emphasized, with projections suggesting over 100% upside within the next 12 to 24 months [15]

Group 1 - Ramapa Ramco Resources is collaborating with the government to establish a strategic critical minerals terminal in Wyoming aimed at facilitating the discovery and marketplace for rare earths in the United States [1][2] - The company plans to create a physical warehouse and storage terminal for rare earths, which currently does not exist in the U.S., to store and sell these materials to third parties [2][3] - The initiative is likened to a "Fort Knox for rare earths," with the company working alongside Goldman Sachs to develop this facility [3] Group 2 - The company has raised approximately $600 million for building the commercial facility, which is expected to take about a year or more to complete [4][5] - The timeline for the U.S. to challenge China's dominance in rare earth production and sales is projected to be several years [5][6] - The recent meeting between the presidents of the U.S. and China has led to some restrictions on rare earth sales from China, particularly for military purposes, but the long-term implications remain uncertain [7]