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Brook Mine Expansion Will Secure US Rare Earth Supply

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AnalystConsensusTarget
AnalystConsensusTarget
Not Invested
Published 18 Sep 2024

Update shared on06 Aug 2025

Fair value Increased 18%
Previous
AnalystConsensusTarget's Fair Value
US$21.67
0.02% overvalued intrinsic discount
07 Aug
US$21.67
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1Y
66.6%
7D
6.5%

The significant upward revision in Ramaco Resources’ price target is primarily driven by higher projected revenue growth and a substantial increase in the future P/E multiple, resulting in a new consensus fair value of $21.67.


What's in the News


  • Ramaco Resources set a quarterly production record for the second consecutive quarter, reaching approximately 1.0 million tons in Q2 2025.
  • Updated 2025 guidance expects production and sales at the low end of prior ranges: production at 3.9–4.3 million tons, and sales at 4.1–4.5 million tons, both lowered from prior forecasts.
  • The board scheduled a meeting to consider the Preliminary Economic Assessment of the Brook Mine by Fluor Corporation.
  • Ramaco was dropped from both the Russell 2000 Growth-Defensive and Defensive Indexes.
  • The quarterly cash dividend for Q2 2025 was set at $0.1811 per share for Class B common stock.

Valuation Changes


Summary of Valuation Changes for Ramaco Resources

  • The Consensus Analyst Price Target has significantly risen from $18.33 to $21.67.
  • The Future P/E for Ramaco Resources has significantly risen from 9.46x to 12.60x.
  • The Consensus Revenue Growth forecasts for Ramaco Resources has significantly risen from 10.4% per annum to 11.9% per annum.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.