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6-K ·Filed Sep 22, 2026

IMC

IMC Rare Earths Ltd
BULLISH
Impact 5/10
Horizonmonths Processed1mo ago SEC0001493152-26-043651
Notable filing: 6-K
Actionable Insight ▲ Bullish

Monitor for results of hydrogeological testing and field-scale pilot testing, which will determine whether laboratory recovery rates translate to commercial viability. The company's ability to secure permits and funding for next-stage field work is critical.

DirectionBullish
Confidencemedium
Horizonmonths
Latest settled — T+20d
IMC ▼ -16.67% at T+20d
LONG call ✗ call lost -16.67% · α vs SPY -16.11% · entry $8.04 → $6.70
Next anchor: T+60d in 7w
Latest observation: T+23 +32.02% FF3 residual α
Entry = T+0 close
Sep 22, 2026
via day close
T+1d
-11.94%
call -11.94% · α -11.22%
$7.08
settled 5w ago
T+5d
-9.70%
call -9.70% · α -8.51%
$7.26
settled 27d ago
T+20d
-16.67%
call -16.67% · α -16.11%
$6.70
settled 6d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

IMC Rare Earths announced metallurgical test results from the University of Brighton showing 73% in-situ recovery of total rare earth elements (excluding cerium) from its Itarantim Project in Brazil, with 71.4% recovery of terbium and 70.5% of dysprosium. The results support further evaluation of in-situ recovery (ISR) as a potentially lower-capital, lower-impact development pathway, but remain at the laboratory stage with field testing, engineering studies, and permitting still required.

Key Facts

  • Laboratory testing recovered 73% of total rare earth elements (excluding cerium) using acidified magnesium sulphate.
  • Recovery of high-value magnet rare earths: 71.4% terbium and 70.5% dysprosium.
  • Column leaching produced solutions containing 4,000-8,000 mg/L total rare earths.
  • Downstream processing produced a mixed rare earth carbonate with up to 86.6% recovery from solution, further processed to a mixed rare earth oxide containing approximately 41% total rare earths.
  • Uranium and thorium remained below detection limits in column leachate solutions under tested conditions.
  • Itarantim hosts approximately 1.1 billion tonnes of Inferred Mineral Resource containing neodymium, praseodymium, dysprosium, and terbium.
  • Next steps include hydrogeological testing, field-scale injection and recovery pilot testing, and continued engineering studies.

Financial Impact

No financial figures reported; results are preliminary metallurgical testwork at laboratory scale. Potential de-risking of ISR pathway could reduce future capital requirements, but no economic assessment provided.

Risk Factors

  • Resource is entirely Inferred — no demonstrated economic viability.
  • ISR concept unproven at field scale for this deposit; fluid flow and fine clay movement remain key uncertainties.
  • No timeline or budget provided for next-stage testing; exploration-stage company with no operating history.
  • Permitting, environmental, and community risks in Brazil.

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001493152-26-043651
Document: form6-k.htm0001493152-26-043651
Document: 0001493152-26-043651-index-headers.html0001493152-26-043651
Document: 0001493152-26-043651-index.html0001493152-26-043651
Document: 0001493152-26-043651.txt0001493152-26-043651
9 reports for IMC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for IMC — sortable, filterable
TypeNow
Oct 8, 2026
18d ago
6-K
BULLISH ★ 5/10
$7.15 $7.20▲ +0.70%▲ +0.10%$10.50 (+46.85%)
Sep 22, 2026
4w ago
6-K
BULLISH ★ 5/10
$8.04 $7.08▼ −11.94%▼ −11.22%$10.50 (+30.60%)
Sep 10, 2026
6w ago
6-K
NEUTRAL ★ 4/10
$7.18 $6.81▼ −5.15%▼ −6.01%$10.50 (+46.24%)
Aug 14, 2026
10w ago
F-1
BEARISH ★ 6/10
$8.50 $9.91▼ −16.59%▼ −17.26%$10.50 (−23.53%)
Aug 6, 2026
11w ago
Press Release
NEUTRAL ★ 4/10
$7.68 $7.84▲ +2.08%▲ +2.11%$10.50 (+36.72%)
Jul 28, 2026
12w ago
Press Release
NEUTRAL ★ 5/10
$5.13 $5.07▼ −1.17%▼ −2.85%$10.50 (+104.68%)
Jul 28, 2026
12w ago
3
NEUTRAL ★ 2/10
$5.13 $5.07▼ −1.17%▼ −2.85%$10.50 (+104.68%)
Jul 14, 2026
14w ago
F-1/A
NEUTRAL ★ 5/10
—awaiting T+1——
Jul 13, 2026
15w ago
F-1/A
MIXED ★ 6/10
—awaiting T+1——
Showing 9 of 9

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Report published Sep 22, 2026