Update shared on19 Sep 2025
Fair value Increased 28%The analyst price target for Ramaco Resources has been raised from $21.67 to $27.67 due to the anticipated production boost and value potential from the upsized Brooks Mine project, which positions the company to better capitalize on rising demand for rare earths and critical minerals.
Analyst Commentary
- Upsized Brooks Mine project expected to increase production of rare earths and critical minerals.
- Project ramp-up seen as having "massive value potential".
- New price target could prove conservative due to increased output and potential profitability.
- Positive outlook on company’s ability to capitalize on critical minerals demand.
- Bullish analysts cite a possible upside scenario valuing shares as high as $77.
What's in the News
- Ramaco Resources completed a follow-on equity offering of $200 million, issuing 10,666,667 Class A common shares at $18.75 each with a $1.03 discount per share.
- Lock-up agreements were placed on 44,515,587 Class A and 10,714,900 Class B ordinary shares for 91 days from August 5 to November 4, preventing sales by company insiders and select shareholders.
- The company guided 2025 production and sales at the low end of 3,900–4,300 tons and 4,100–4,500 tons, respectively.
- Ramaco set a new quarterly production record for the second quarter of 2025 with approximately 1.0 million tons produced.
- The company was dropped from the Russell 2000 Defensive and Growth-Defensive Indexes.
Valuation Changes
Summary of Valuation Changes for Ramaco Resources
- The Consensus Analyst Price Target has significantly risen from $21.67 to $27.67.
- The Future P/E for Ramaco Resources has risen from 15.00x to 16.12x.
- The Discount Rate for Ramaco Resources remained effectively unchanged, moving only marginally from 7.49% to 7.57%.
Disclaimer
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