Atlas Critical Minerals (ATCX)
Develops Brazilian rare-earth, graphite, and uranium projects.
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Develops Brazilian rare-earth, graphite, and uranium properties at the exploration stage. Its business centers on advancing pre-commercial projects rather than mineral sales, with progress tied to exploration results, permits, financing, and mineral-specific technical work.
Advances Brazilian mineral properties across rare earths, graphite, and uranium, with activity centered on exploration and project development rather than mining or selling mineral products. The portfolio is concentrated in Brazil and has no documented commercial product, producing mine, processing plant, offtake contract, or recurring customer-revenue model.
Operates across mineral categories that each involve different geology, metallurgy, end markets, and permitting pathways. Project progress depends on exploration, resource definition, technical studies, permitting, financing, construction, and commissioning; the Nasdaq listing provides access to public equity capital while the portfolio remains pre-commercial.
Development is tied to Brazilian mineral-title, environmental, land-access, infrastructure, and regulatory processes.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Target |
|---|---|---|---|
| Jan 30, 2026 | Industrial Alliance Securities | Target | $42 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Dec 30, 2022Cash & short-term investments $5.8M · Total debt $504.3M · Total assets $487.4M · Shareholders' equity −$104.8M
- Revenue
- $151.0M
- Operating income
- $8.8M
- Net income
- −$4.2M
No dividends on record.
2.78M company shares as of Aug 21, 2026 · holders as of their latest filing
The share count is from the company's Mar 2023 annual report; nothing newer is on file here.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
AS&M Holdings LP1Strategic10 percent owner | — | — | Form 4filed Feb 8, 2021 ↗ |
Boxwood Sponsor LLC2Strategic10 percent owner | — | — | Form 4filed Feb 19, 2020 ↗ |
Lonnie Joe Boyer3Insiderdirector, officer: Chief Executive Officer | — | — | Form 4filed Apr 20, 2023 ↗ |
Gary M. Cappa3Insiderofficer: Chief Operating Officer | — | — | Form 4filed Jun 8, 2021 ↗ |
Marc Fogassa4Insiderdirector, 10 percent owner, officer: Chairman and CEO | — | — | Form 4filed Mar 18, 2026 ↗ |
| See all 25 → | |||
- The filed share classes (B) could not be matched to the company's, so no percentage.
- The filed share classes (F, A) could not be matched to the company's, so no percentage.
- The filed share classes (A, B) could not be matched to the company's, so no percentage.
- The filed share classes (COMMON) could not be matched to the company's, so no percentage.
Form 4 — an insider's transaction report
Insider tradesForm 4
Nothing filed in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Atlas Critical Minerals | $3.37 | +1.81% | $9.2M | — | — | 99.9 | — |
| Methode Electronics | $15.63 | −13.62% | $642.0M | — | — | 0.6 | +10.4% |
| Agora (ADR) | $4.16 | +0.97% | $372.2M | 36.0 | — | 2.5 | +18.0% |
| Median | 36.0 | — | 1.5 | +14.2% |