I remain bullish on MP Materials. This time, my bull case is mainly driven by its vertical integration and shift from REO concentrate to higher value NdPr and magnets. The $500M Apple deal is positive ...
MP Materials is transforming from a niche miner to a fully integrated rare earth monopoly, controlling the only scaled U.S. supply chain. The company’s visionary management, strong balance sheet, and ...
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MP Materials accelerates U.S. supply chain integration, signals NdFeB magnet production by year-end 2025
CEO James Litinsky described the third quarter as "a game changer, a total acceleration of MP as a vertically integrated national champion with a transformed economic platform for long-term leadership ...
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