Ramaco Resources

Persistent Demand Will Secure Brook Mine And Resilient Supply

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

20 Jul 25

Updated

21 May 26

Views

119

21 May

US$12.56

AnalystHighTarget's Fair Value

US$49.13

74.4% undervalued

1Y

-4.4%

7D

-6.3%

Loading

1Y

-4.4%

7D

-6.3%

Author's Valuation

US$49.1374.4% undervalued

AnalystHighTarget Fair Value

Shared on 21 May 26

Fair value Decreased 1.60%

METC: Brook Mine Rare Earths Execution Will Drive Future Semiconductor Materials Upside

Some analysts lower what they think Ramaco is worth after reviewing recent results, but the debate now centers on whether the Brook Mine plan can be delivered and financed smoothly. The upside case hinges on management hitting key steps in a new strategy aimed at supplying high-purity materials used in semiconductors, while a legal challenge adds another layer to watch.

10 views

Shared on 04 May 26

Fair value Decreased 0.14%

METC: Brook Mine Rare Earths Execution Will Drive Future Semiconductor Materials Upside

Narrative Update: Ramaco Resources The analyst price target for Ramaco Resources has shifted as fair value moves from about $50.00 to roughly $49.93. Analysts cite updated assumptions on the company’s Brook Mine discount rate, dilution from the November convert issuance, and execution timing around its rare earths flowsheet for high-purity semiconductor materials.

11 views

Shared on 20 Apr 26

METC: Brook Mine Rare Earths Execution Will Shape Future Semiconductor Materials Optionality

Analysts have reduced their price targets on Ramaco Resources, trimming one from $16 to $14 and another from $44 to $30. These changes are tied to adjustments in discount rates, dilution from a November convertible issuance, and a more execution focused timeline for the Brook Mine and rare earths strategy.

4 views

Shared on 05 Apr 26

METC: Brook Mine Rare Earths Execution Will Drive Future Semiconductor Materials Upside

Analysts have trimmed their average 12 month price target on Ramaco Resources by $2. The change is tied to mixed Q4 results, a modestly higher discount rate, expected dilution from the November convertible issuance, and a refocused rare earths plan that now carries more execution checkpoints.

5 views

Shared on 22 Mar 26

METC: Brook Mine Rare Earths Execution Will Drive Future Upside Potential

Analysts have trimmed their average price target on Ramaco Resources, with recent cuts to $14 and $30. These changes reflect a slightly higher discount rate, mixed recent results, and a greater focus on execution risks around the revised rare earths and Brook Mine plans.

8 views

Shared on 07 Mar 26

Fair value Increased 85%

METC: Brook Mine Rare Earths Execution Will Drive Future Upside Potential

Analysts have lifted their Ramaco Resources fair value estimate from $27.00 to $50.00. This reflects updated assumptions around Brook Mine risk, higher discount rates, and the shifted timeline and execution focus for the rare earths and semiconductor materials strategy highlighted in recent research.

10 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$49.13

74.4% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

19.19%

Historical revenue growth rate

15.39%

Metals and Mining revenue growth rate

59.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.10%

Calculation

US$89.32m

Earnings '29

x

57.74x

PE Ratio '29

=

US$5.16b

Market Cap '29

US$5.16b

Market Cap '29

/

79.84m

No. shares '29

=

US$64.60

Share Price '29

US$64.60 Share Price '29

Discounted to 2026 @ 9.94% p.a.

=

US$48.61

Fair Value '26