Rare earth

Screening Filters

1. Market Cap ≥ 100,000,000 (USD)

   • Purpose: Focus on companies of at least small–mid size, avoiding the tiniest and most speculative micro-caps.
   • Rationale:
     • Many rare earth element (REE) companies are small and volatile. A minimum market cap helps filter out shell companies and ultra-early-stage explorers that may be more about speculation than viable operations.
     • For investment analysis (rather than pure speculation), you typically want companies with some scale, financing access, and disclosure standards, which are more common above this size.

2. Share Price ≥ 0.50 (USD)

   • Purpose: Exclude “penny stocks” that tend to be extremely illiquid and prone to manipulation.
   • Rationale:
     • A lot of junior miners and “story stocks” in rare earths trade at very low prices.
     • Setting a floor at $0.50 helps focus on companies that the market has at least partially validated, reducing noise from ultra-low-priced, highly speculative names.

3. Monthly Average Dollar Volume ≥ 20,000 (USD)

   • Purpose: Ensure a basic level of liquidity so positions can realistically be entered and exited.
   • Rationale:
     • Rare earth mining and related thematic plays can be thinly traded.
     • A minimum dollar volume helps avoid names where a small trade can move the price significantly, which is important for practical investability and more reliable price discovery.

4. Sector: Basic Materials, Mineral Resources

   • Purpose: Target companies directly involved in resource extraction and processing, where rare earth deposits and mining operations sit.
   • Rationale:
     • Rare earth elements are mined and processed within the broader materials / mining complex.
     • Limiting to Basic Materials / Mineral Resources focuses on miners, refiners, and related upstream players that are most directly exposed to rare earth prices and supply-demand dynamics.

5. Industry: Metals & Mining; Electronic Equipment & Parts

   • Purpose: Capture both:
     • Upstream exposure: miners and processors actually dealing with rare earth ores.
     • Downstream exposure: manufacturers using rare earths in key components (magnets, electronics, etc.).
   • Rationale:
     • Metals & Mining: This is where you find rare earth miners and developers (exploration, production, refining). These are the most direct pure-play or near-pure-play REE investments.
     • Electronic Equipment & Parts: Rare earths are extensively used in high-performance magnets, sensors, and components in electronics, EVs, and renewables. Including this industry lets you capture companies whose business models are significantly tied to rare earth-based components (e.g., magnet manufacturers, specialized component makers), giving you a more diversified way to play the REE theme.

6. Themes: Electronic Components, Mining

   • Purpose: Use thematic tags to refine the universe to companies whose business lines are functionally connected to rare earth demand and supply.
   • Rationale:
     • Mining theme aligns strongly with rare earth producers, developers, and resource holders. This directly targets firms likely engaged in exploration, extraction, or processing of rare earth deposits or related critical minerals.
     • Electronic Components theme focuses on the demand side—companies that incorporate rare earths into semiconductors, magnets, and other specialized parts, which are major end uses of rare earth elements.
     • Together, these themes ensure that, even within broad industries, you’re captured primarily those businesses where rare earths are economically relevant, not just generic metals or generic electronics.

Why Results Match the Rare Earth Elements Query

• The sector and industry filters zero in on the parts of the market where rare earths matter most: upstream miners/processors and downstream component manufacturers.
• The thematic filters “Mining” and “Electronic Components” further refine that to companies whose economics are likely tied to rare earth supply (miners) or demand (component makers).
• The size, price, and liquidity filters (market cap, price, volume) make the output more suitable for realistic investment analysis by excluding the most speculative, illiquid micro-caps that dominate many “rare earth” lists but are harder to analyze and trade.

Overall, these filters are designed to surface investable, liquid companies with meaningful exposure to rare earth elements, both on the supply side (mining) and demand side (electronics and components), which aligns directly with your interest in investment opportunities and analysis for rare earth elements.