ShareValue scores for IMC: Valuation 50, Quality 64, Growth 50, Health 34.
IMCNYSE American
IMC Rare Earths Ltd
$8.80
(-0.90%)
Updated
IMCNYSE American
IMC Rare Earths Ltd
Updated
Pulse
Pulse
Fundamental Rating
Value Trap Risk
If P/E met sector median
Rating
Trap Risk
P/E to median
Company Details
IMC Rare Earths Ltd engages in exploration and development of mineral properties in Brazil. It primarily explores ionic adsorption clay deposits of rare earth elements. The company's flagship project is the Itarantim Project consists of 27 mining exploration licenses covering approximately an area of 111,700 acres located in the States of Bahia and Minas Gerais, Brazil. IMC Rare Earths Ltd was incorporated in 2025 and is headquartered in São Paulo, Brazil. IMC Rare Earths Ltd operates as a subsidiary of International Mineral Corporation Holdings Ltd.
Score Analysis
AI Investment Thesis
Valuation is rated fairly valued versus sector, but with essentially no usable multiples the call rests on price at $10.80 against a $5.00 IPO price and $1.1B cap, roughly double the offer.
The most decision-relevant fundamental is that this is a pre-revenue explorer: the 1.1 billion-tonne Itarantim resource is only inferred, so there are no earnings, margins or cash flow to compare with producers.
On October 8, 2026 IMC reported a new high-grade, near-surface terbium zone at Block H, extending mineralization beyond the existing resource.