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ARAREC

American Resources Corporation

$AREC·$170M·Coal·Energy
$1.20-1.6%YTD-52.8%1Y-76.0%
Price updated 5h ago·X counts updated 4d ago
ARAREC
$ARECAmerican Resources Corporation
$1.20-1.64%105 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AREC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

105X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AREC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

American Resources presents at the UBS Global Materials Conference alongside ReElement Technologies with critical-mineral processing and germanium supply-chain framing. Kenya banning raw-mineral exports and Corning's germania-doped fiber demand tie into the constructive story.

Read what X is saying about $AREC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AREC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellSelling offAI verdict · as of 2026-10-03

Falling on heavy selling — points lower unless it turns around.

American Resources is pre-revenue in critical minerals with a Nasdaq delinquency notice — the ReElement rare-earth pivot is the whole story.

American Resources is a critical-minerals and rare-earth-focused company pivoting from legacy metallurgical coal — ReElement Technologies subsidiary is the rare-earth-processing lever. The stock has lost 42% TTM with a Nasdaq filing-deficiency notice adding to the operational concerns.

  • Revenue is essentially zero and declining: Q4 2025 revenue of -$95K (negative!), prior quarters at $50K and $13K — this is pre-commercial economics with no visible path to meaningful revenue in 2026.
  • The Nasdaq delinquency notice (Aug 27, failed to timely file Q2 2026 10-Q) is the specific operational red flag — this is late-filing risk that could trigger delisting if unresolved, piling on the normal small-cap concerns.
  • The ReElement rare-earth-processing narrative is real: Kenya banning raw-mineral exports, Corning's germania-doped fiber demand for AI-data networks, Blackion critical-materials deal, UBS Global Materials Conference presentation — tangible positioning in a hot thematic area.

Resolving the Nasdaq filing deficiency plus a confirmed commercial ReElement revenue ramp is the only credible re-rating path; another filing delay or a dilutive raise before scale and the stock continues breaking down.

Agrees with X sentimentX correctly frames the UBS Global Materials Conference presentation and the critical-mineral processing / germanium supply chain story — real thematic positioning. The Kenya raw-mineral-export ban and Corning fiber-demand framing is honest. The crowd under-weights the Nasdaq delinquency notice as a near-term risk.

What to watch: Resolution of the Nasdaq filing deficiency, Q3 earnings release timing (Nov 13), ReElement commercial-contract disclosures, and any dilutive capital raise. A commercial rare-earth-processing contract re-rates it; another filing delay or a going-concern-level event extends the breakdown.

On the calendar: 2026-11-13 — Q3 2026 earnings

Read the AI verdict on $AREC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

US metallurgical coal miner and rare earth materials supplier serving steel producers and EV battery supply chains.

Industry overviewAI analysisGenerated by AI from underlying data

Where Coal sits in its cycle right now — and what that implies for $AREC.

Coal · Energy

Seaborne thermal coal demand from India and Southeast Asia sustains export volumes as US and European utilities wind down coal generation, creating a structural geographic shift in the customer base. Met coal remains resilient on steelmaking demand from infrastructure build-out in developing markets; regulatory risk in Western markets is the key long-cycle headwind.

What this means for $AREC

Partial — US metallurgical coal miner and rare earth materials supplier serving steel producers and EV battery supply chains.

Top industry ETF

$XLEEnergy Select Sector SPDR
+39.5%YTD
+54.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
4.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-9.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10714834%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
-285613296.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-132%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
1581484%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 31, 2026$-0.06$-0.08+27.9%
Q1 2026May 20, 2026$-0.06$-0.07+17.0%
Q3 2025Nov 14, 2025$-0.07$-0.12+41.7%
Q2 2025Aug 19, 2025$-0.10$-0.05-100.0%
Next earningsFri, Nov 13·consensus EPS $-0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$-95K-291.9%-75.3%-5547%$0.86$-11.8M
Q3 FY25$50K-78.7%7.1%-8591%$-0.05$475K
Q2 FY25$13K+223.8%-11334%-50625%$-0.10$0
Q1 FY25$32K-66.0%-484%-15609%$-0.08$0

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.0M$9.0M – $9.0M-$0.32-$0.41 – -$0.222
FY27$327.0M$327.0M – $327.0M$0.29$0.29 – $0.291
FY28$1.3B$1.3B – $1.3B$2.14$2.14 – $2.141
FY29$1.4B$1.4B – $1.4B$2.41$2.41 – $2.411
FY30$1.4B$1.4B – $1.4B$2.52$2.52 – $2.521

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-44.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-51.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 86.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.175-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KListing / delisting noticeOct 78-K — Item 3.01: Listing / delisting notice
8-KAcquisition completedOct 58-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed
8-KListing / delisting noticeAug 268-K — Item 3.01: Listing / delisting notice
AI summary

American Resources Corporation (AREC) received a written deficiency notice from Nasdaq on August 27, 2026, for failing to timely file its quarterly report on Form 10-Q for the period ended June 30, 2026. Nasdaq also referenced the company's previously delinquent Q1 2026 10-Q. AREC has until October 15, 2026 to cure both delinquent filings and must submit an amended compliance plan to Nasdaq by September 4, 2026. Failure to meet these deadlines could result in delisting proceedings, representing a meaningful risk to continued listing on Nasdaq.

8-K/AEarnings restatement (amended)Jul 298-K/A — Item 4.01 · Item 4.02: Earnings restatement
AI summary

American Resources Corporation (AREC) filed an amendment to its auditor change 8-K, clarifying the precise timeline: GreenGrowth CPAs was dismissed on June 30, 2026, and UHY LLP was appointed as the new independent registered public accounting firm effective July 11, 2026. The amendment confirms there were no disagreements with GreenGrowth CPAs on accounting principles, financial statement disclosure, or audit scope. The company also reaffirmed that material weaknesses in internal control over financial reporting (ICFR) had been previously disclosed. This is a technical clarification filing, not a new disclosure of adverse circumstances.

8-KEarnings restatementJul 248-K — Item 4.01 · Item 4.02: Earnings restatement
AI summary

American Resources Corporation (AREC) disclosed an auditor change: GreenGrowth CPAs was dismissed effective June 30, 2026, and UHY LLP was appointed as its new independent registered public accounting firm effective July 11, 2026. There were no reported disagreements with the outgoing auditor on accounting matters, financial statement presentation, or audit scope. The change was approved by the Audit Committee. Auditor changes at small reporting companies are relatively common and can reflect cost, service quality, or capacity considerations.

8-KPress release / Reg FDJun 48-K — Item 7.01: Press release / Reg FD
8-KListing / delisting noticeApr 308-K — Item 3.01: Listing / delisting notice
+ 5 other (2 routine 8-Ks · 1 13G · 1 10-K · 1 NT 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

American Resources Corporation Appoints Datuk Wira Mark Ling as CEO of Newly Formed American Resources Indo Pacific to Lead Rare Earth Supply Chain Development in Malaysiaaccessnewswire.com·2d agoAmerican Resources Corporation, ReElement Technologies and Electrified Materials Announce October Conference Participationaccessnewswire.com·11d agoAmerican Resources Corporation (NASDAQ:AREC) Stock Has Average Target Price of $6.00defenseworld.net·11d agoAstraBit Adds Institutional Markets and Digital-Asset Leaders Lisa Wade and Josh Hawes to its Advisory Boardglobenewswire.com·17d agoAREC Expands Critical Materials and Battery Supply With Blackion Dealzacks.com·18d ago

In themes

Explore the broader themes this ticker is being talked about under.

Critical Minerals & Rare Earths

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Voices on X · last 7 days

No standout posts about $AREC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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