USA Rare Earth Expects US Govt Investment In Several Tranches Before Trump Leaves Office

USA Rare Earth Inc USAR.O:

• CEO BARBARA HUMPTON: US GOVERNMENT INVESTMENT WILL HELP COMPANY MEET 'URGENCY' OF RARE EARTHS DEMAND

• : PIPE TRANSACTION 'SIGNIFICANTLY OVERSUBSCRIBED'

• : US GOVERNMENT INVESTMENT SHOULD HELP COMPANY BE CASH FLOW BREAK-EVEN IN 2029, GENERATE $900 MILLION IN FREE CASH FLOW IN 2030

• CEO: GOAL TO MAKE COMPANY A 'NATIONAL ASSET THAT SECURES, RESTORES AND GROWS THE RARE EARTH MAGNET VALUE CHAIN' FOR USA

• : US GOVERNMENT FUNDING WILL BE DISPERSED ON MILESTONES STARTING THIS YEAR AND ENDING IN 2029 BEFORE TRUMP LEAVES OFFICE

• CEO: TRUMP ADMINISTRATION WANTED TO MAKE SURE 'THE AMERICAN TAXPAYER IS NEVER OVERCOMMITTED ON THIS PLAN'

• : PUTTING IN PLACE SUPPLY AGREEMENTS TO SUPPLY RARE EARTH OXIDES FOR MAGNET PLANT UNTIL TEXAS MINE BECOMES OPERATIONAL, EXPECTED LATER IN DECADE

• : OKLAHOMA MAGNET PLANT STILL SLATED TO BEGIN COMMISSIONING IN FIRST QUARTER 2026

• : OKLAHOMA PLANT WILL BE PRODUCING FINISHED MAGNETS THIS YEAR

• : CAPITAL COST FOR MINE, MAGNET AND RELATED FACILITIES EXPECTED TO BE $4.1 BILLION

• : COMPANY LIKELY TO NEED TO ISSUE $600 MILLION IN ADDITIONAL EQUITY TO FUND $4.1 BILLION CAPITAL COST FOR PROJECTS

• CEO: 'GETTING ACCESS TO TALENT IS KEY TO THE SUCCESS OF THIS INDUSTRY'

• CEO: HOPEFUL US GOVERNMENT INVESTMENT 'RAISES THE PROFILE AND MAKES PEOPLE AWARE OF THE (CAREER) OPPORTUNITIES IN THIS SPACE'

• : COMPANY DECLINES TO PROVIDE EBITDA FORECAST BREAKDOWN BY SEGMENT

• CEO: FEEL 'CONFIDENT' WILL HAVE ACCESS TO EQUIPMENT NEEDED TO HIT PROJECT MILESTONES

• CEO: 'TOO EARLY TO ACTUALLY IDENTIFY OFFTAKE AGREEMENTS AND MAKE COMMITMENTS FOR THAT LONG TERM'

• CEO: GOAL TO MODEL COMPANY AS A 'SAFETY STOCK' THAT WOULD PROVIDE CUSTOMERS 'WITH A RESILIENCE CAPABILITY' FOR RARE EARTH PRODUCTS

• CEO: 'QUIETLY WORKING WITH (CUSTOMERS) TO ASSURE THEM SUPPLY FOR OVERALL RESILIENCE'

• CEO: 'THIS IS A SMARTER WAY FOR US TO MOVE'

Source text: [ID:]

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