Theme · live manifest · live theme JSON
Rare Earths '25: Rare Earth Refining
7 tickers · $14.21B total market cap
Group: Rare Earths
Rare Earths '25: Rare Earth Refining tracks 7 publicly listed stocks in this theme: ILU.AU, NEO.TO, SOLB.BR, TMC, UAMY, USAR, VNP.TO. See the constituent table for details.
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Solvay S.A.SOLB.BR | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 4.36% | -8.40% | 2.28% | -4.79% | $3.07B | 14.2857 |
5N Plus Inc.VNP.TO | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 4.10% | 5.58% | 18.85% | 11.22% | $2.71B | 14.2857 |
Iluka Resources LimitedILU.AU | 02/17/2026 (BMO) | — | 2.73% | — | 39.98% | — | $2.35B | 14.2857 |
TMC the metals company Inc.TMC | 05/14/2026 (AMC) | 05/14/2026 (AMC) | 0.00% | -3.90% | 33.72% | -7.56% | $2.17B | 14.2857 |
USA Rare Earth IncUSAR | 05/13/2026 (AMC) | 05/13/2026 (AMC) | 4.01% | -2.82% | 71.76% | -19.59% | $1.93B | 14.2857 |
United States Antimony CorporationUAMY | 05/14/2026 (AMC) | 05/14/2026 (AMC) | -10.43% | -13.64% | 17.28% | -13.59% | $1.07B | 14.2857 |
Neo Performance Materials Inc.NEO.TO | 05/12/2026 (BMO) | 05/12/2026 (BMO) | -13.71% | 8.06% | 45.29% | -5.69% | $919.8M | 14.2857 |
| Average | -1.28% | -2.52% | 32.74% | -6.67% | $2.03B | 14.2857 | ||
| Median | 2.73% | -3.36% | 33.72% | -6.63% | $2.17B | 14.2857 | ||
| Std Dev | 7.02% | 7.50% | 21.02% | 9.49% | $739.4M | 0.0% | ||
| Min | -13.71% | -13.64% | 2.28% | -19.59% | $919.8M | 14.2857 | ||
| Max | 4.36% | 8.06% | 71.76% | 11.22% | $3.07B | 14.2857 | ||
| % Positive Tickers | 57.14% | 33.33% | 100.00% | 16.67% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.