Idaho Strategic Resources Inc (IDR)

In the past six months, Idaho Strategic Resources' stock reached a new 52-week high of $44 as of October 12, 2025, supported by strong financial performance, including a record second quarter in 2025 with a 55% increase in quarterly revenue to $9.48 million and a net income of $2.77 million. In August 2025, IDR finalized a long-term lease agreement covering approximately 1,500 acres of land with rare earth mineral claims and the company's geologists made a carbonatite discovery at Lemhi Pass, with samples showing up to 6.14% Total Rare Earth Oxides (TREO). Earlier in May 2025, Idaho Strategic reported record Q1 2025 revenue of $7.28 million, a 23.39% increase year-over-year. In October 2025, the company reduced its sales commission in a new agreement with Roth Capital Partners, LLC, from 3% to 2.5%, with the potential to raise up to $20 million. Despite these positive developments, insider sentiment has been negative, driven by significant open-market selling from key executives, including John Swallow (President & CEO).

The provided information does not explicitly detail the demand seasonality for Idaho Strategic Resources, Inc.'s specific products and services. While general market trends for gold and rare earth elements can show some seasonality, the available search results do not specify how these broader trends directly impact IDR's sales or operations on a seasonal basis.

Idaho Strategic Resources, Inc. is a resource-based company focused on the exploration, development, and extraction of gold, silver, and base metal mineral resources, with significant rare earth element projects. Formerly New Jersey Mining Company, it was incorporated in 1996 and is headquartered in Coeur d'Alene, Idaho. The company's core business involves gold mining and exploration, with its flagship asset being the Golden Chest Mine. IDR has diversified into the exploration of rare earth elements and operates a mill near the Golden Chest Mine for processing ore and producing gold concentrates.

Idaho Strategic Resources' operations are concentrated in North and Central Idaho, with mineral properties in the Murray Gold Belt of North Idaho, including the Golden Chest Mine. The company also possesses rare earth element projects in the Idaho REE-Th Belt near Salmon, Idaho, and other early-stage exploration properties in Central Idaho. Its headquarters are in Coeur d'Alene, Idaho.

Idaho Strategic Resources has maintained a generally positive brand reputation over the past year, driven by its strong financial performance and strategic positioning. The company has received a consensus "Buy" rating from analysts, with an average rating score of 3.00 based on two buy ratings. MarketBeat's MarketRank™ scored Idaho Strategic Resources higher than 30% of evaluated companies. The company's stock has shown strong momentum, outperforming the S&P 500 with a 73.93% increase in the last year compared to the S&P 500's 14.71% rise as of July 2025. This positive sentiment is attributed to its dual focus on profitable gold production and significant rare earth element exploration.

Idaho Strategic Resources is owned by 27.23% institutional shareholders, 7.26% Idaho Strategic Resources insiders, and 65.51% retail investors. As of October 20, 2025, the company has 165 institutional owners holding a total of 4,491,146 shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Geode Capital Management, Llc, Citadel Advisors Llc, Punch & Associates Investment Management, Inc., JW Asset Management, LLC, State Street Corp, UBS Group AG, and Northern Trust Corp. The largest individual shareholder is John Swallow, the CEO, who owns 695,778 shares, representing 4.80% of the company.