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ARAREC

American Resources Corporation

$AREC·$286M·Coal·Energy
$2.40-5.5%1Y+14.8%
Mentions · last 7 days
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Price updated 1d ago
ARAREC
$ARECAmerican Resources Corporation
$2.40-5.51%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AREC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-08-28

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

Essentially no revenue, negative book equity, and a Nasdaq filing-compliance problem — the story is entirely about a subsidiary.

American Resources Corporation mines and sells metallurgical coal for steelmaking from Kentucky and West Virginia operations, and holds ReElement Technologies, a rare earth and critical minerals refining subsidiary. The coal business has effectively stopped generating revenue: quarterly revenue was $31,927, $13,256, $50,165 and negative $95,349 across the last four reported periods — figures in the tens of thousands of dollars against a $286M market cap. Operating margins of -156%, -506%, -8,591% and -5,547% are the arithmetic consequence of near-zero revenue against fixed costs, and the reported gross margin of 15,814 and price-to-sales of -286 million are computation artifacts of dividing by a negative revenue base. Trailing ROE of -131.6% reflects negative book equity. Free cash flow was -$11.8M in the December quarter. The entire investment case rests on ReElement Technologies: participation in Philadelphia's inaugural Defense Industrial Base Accelerator, international critical-minerals conferences, and seven new executive hires in August. Analysts model revenue jumping from $9M in 2026 to $327M in 2027 and $1.27B by 2028 — a 140x increase over two years that depends entirely on ReElement commercialising rare earth refining at scale. On August 26 the company issued an update on its Nasdaq filing compliance process, meaning the Q2 Form 10-Q was not filed on time. That is the immediate risk: delinquent filings can lead to delisting.

Differs from X sentimentX posts from August 27 are confidently bullish, focused on ReElement's Defense Industrial Base Accelerator participation, new technical hires including a Purdue chemical engineering PhD, and holders reinvesting dividends into more stock — one describing half a portfolio in this name. The chatter treats the Nasdaq filing compliance issue as a limited concern; a delinquent 10-Q with negative book equity and near-zero coal revenue is a more serious matter than that framing allows.

What to watch: Whether the Q2 Form 10-Q is filed and Nasdaq compliance restored — that is the immediate binary risk. Any actual contracted rare earth refining revenue from ReElement would be the first evidence for the 140x analyst revenue ramp. The 2026-11-13 report is the next scheduled disclosure.

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

pre-revenue

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-08-29

American Resources chatter is bullish and thematic. Contributors highlight 99.99% gadolinium made-in-USA, ReElement Marion Facility late-stage commissioning with first clean room complete, participation at the Defense Industrial Base Accelerator (DIBX), and a starter-position dividend payout. A Nasdaq compliance notice for the Q2 10-Q is treated as procedural rather than a scare. Tone is critical-minerals bull.

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What it does

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

American Resources Corporation focuses on the entire supply chain for metallurgical coal, from its initial extraction and refinement to its transportation, distribution, and final sale, primarily serving the steel manufacturing sector. The company also supplies other essential raw materials and offers specialized coal for pulverized coal injection (PCI) applications. Its operational footprint includes facilities in Kentucky's Pike, Knott, and Letcher Counties, as well as Wyoming County, West Virginia. Established in 2006, American Resources Corporation is based in Fishers, Indiana.

Industry overviewAI analysisGenerated by AI from underlying data

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

Coal · Energy

Top industry ETF

$XLEEnergy Select Sector SPDR
+30.9%YTD
+39.4%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
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%
Q1 2025May 28, 2025$-0.09$-0.05-80.0%
Next earningsMon, Aug 31·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$2.40$2.40 – $2.401
FY30$1.4B$1.4B – $1.4B$2.51$2.51 – $2.511

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.0.6×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.19%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.+18.1%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.-2.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 85.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% 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.β1.165-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.

Recent news

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

American Resources Provides Update Regarding Nasdaq Filing Compliance Processaccessnewswire.com·3d agoFutures flat as traders brace for inflation data and Nvidiaproactiveinvestors.com·4d agoAmerican Resources to participate in defense and Africa critical minerals conferencesproactiveinvestors.com·5d agoAmerican Resources Corporation and ReElement Technologies Corporation to Participate in Defense and International Critical Minerals Conferences This Weekaccessnewswire.com·5d agoAmerican Resources' ReElement adds seven executivesproactiveinvestors.com·6d ago

In themes

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

Critical Minerals & Rare Earths

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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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