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Critical Minerals

Every analyzed stock in Critical Minerals — 22 companies. Each card shows price, our model's intrinsic value (IV), and how far price sits above or below it. Click any card for the full analysis. This is a research-triage view, not a buy/sell signal.

Educational use only — not investment advice. "Undervalued / fairly valued / overvalued" and every risk score reflect our models vs. price, which can be wrong or based on stale or incomplete data. Always review the company's own financials and SEC filings, and consult a licensed advisor, before acting.
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This week in Critical Minerals
Critical Minerals — Sep 7 – Sep 11, 2026 (Wk 37): Critical Minerals: Exploration, Geopolitics, and Market Sentiment Shape Week 2026-W37 →
This week saw critical minerals companies engaged in project acquisitions and exploration, particularly in Canada. Geopolitical developments, specifically hopes for a US-China thaw, influenced rare earth stock performance, while broader market sentiment affected materials stocks. Several…
AREC
American Resources Corp
Valuation N/A
Energy Risk 34 · Moderate
Price$2.14
Model IV—
P/IV—
Market implies +55.1%/yr vs model +4.0% · above model
B
BARRICK MINING CORP
Deeply overvalued
Basic Materials Risk 61 · High
Price$42.43
Model IV$10.05
P/IV4.35
Premium +322% Return to IV: -76.3%
Market implies +27.0%/yr vs model +7.8% · above model
CGAU
Centerra Gold Inc.
Valuation N/A
Basic Materials Risk 27 · Moderate
Price$22.63
Model IV—
P/IV—
Limited data — see page
CRML
Critical Metals Corp.
Valuation N/A
Basic Materials Risk 37 · Moderate
Price$6.43
Model IV—
P/IV—
Limited data — see page
EAF
GRAFTECH INTERNATIONAL LTD
Deeply overvalued
Technology Risk 74 · High
Price$6.58
Model IV$6.15
P/IV1.62
Premium +7% Return to IV: -6.5%
Market implies +3.2%/yr vs model +2.0% · in line
ELBM
Electra Battery Materials Corp
Valuation N/A
Basic Materials Risk 51 · Elevated
Price$0.52
Model IV—
P/IV—
Limited data — see page
GFI
GOLD FIELDS LTD
Valuation N/A
Basic Materials Risk 26 · Moderate
Price$45.10
Model IV—
P/IV—
Market implies +34.0%/yr vs model +6.8% · above model
LAC
LITHIUM AMERICAS CORP.
Valuation N/A
Basic Materials Risk 31 · Moderate
Price$2.91
Model IV—
P/IV—
Market implies +54.1%/yr vs model +5.0% · above model
LZM
Lifezone Metals Ltd
Valuation N/A
Basic Materials Risk 44 · Elevated
Price$3.93
Model IV—
P/IV—
Limited data — see page
MP
MP Materials Corp. / DE
Valuation N/A
Basic Materials Risk 44 · Elevated
Price$50.51
Model IV—
P/IV—
Market implies +56.0%/yr vs model +0.0% · above model
NMG
Nouveau Monde Graphite Inc.
Valuation N/A
Basic Materials Risk 55 · Elevated
Price$1.35
Model IV—
P/IV—
Limited data — see page
REA
Rare Earths Americas, Inc.
Valuation N/A
Basic Materials Risk 54 · Elevated
Price$10.87
Model IV—
P/IV—
Limited data — see page
RGLD
ROYAL GOLD INC
Valuation N/A
Financial Services Risk 59 · Elevated
Price$252.28
Model IV—
P/IV—
Limited data — see page
SA
SEABRIDGE GOLD INC
Valuation N/A
Basic Materials Risk 32 · Moderate
Price$29.30
Model IV—
P/IV—
Limited data — see page
SLSR
Solaris Resources Inc.
Valuation N/A
Basic Materials
Price$7.91
Model IV—
P/IV—
Limited data — see page
TMC
TMC the metals Co Inc.
Valuation N/A
Basic Materials Risk 27 · Moderate
Price$3.94
Model IV—
P/IV—
Market implies +65.5%/yr vs model +5.0% · above model
TMQ
Trilogy Metals Inc.
Valuation N/A
Basic Materials Risk 43 · Elevated
Price$3.27
Model IV—
P/IV—
Market implies +50.7%/yr vs model +5.0% · above model
USAR
USA Rare Earth, Inc.
Valuation N/A
Basic Materials Risk 30 · Moderate
Price$15.56
Model IV—
P/IV—
Market implies +91.2%/yr vs model +5.0% · above model
USAU
U.S. GOLD CORP.
Valuation N/A
Basic Materials Risk 62 · High
Price$15.20
Model IV—
P/IV—
Market implies +84.3%/yr vs model +5.0% · above model
UUUU
ENERGY FUELS INC
Valuation N/A
Basic Materials Risk 55 · Elevated
Price$12.95
Model IV—
P/IV—
Market implies +87.0%/yr vs model +5.0% · above model
WPM
Wheaton Precious Metals Corp.
Valuation N/A
Basic Materials Risk 38 · Moderate
Price$154.12
Model IV—
P/IV—
Market implies +45.4%/yr vs model +8.0% · above model
WWR
WESTWATER RESOURCES, INC.
Valuation N/A
Basic Materials Risk 62 · High
Price$0.56
Model IV—
P/IV—
Market implies +30.5%/yr vs model +5.0% · above model