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Posted by
Two Blokes May 26 -
Filed in
Stock
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3 views
MP Materials is the only non-China fully integrated mine-to-magnet rare earth producer, uniquely positioned for U.S. supply chain security and margin capture. Strategic GM offtake agreement, U.S. policy incentives, and a critical rare earth supply gap support robust long-term demand and margin expansion. Despite a 40% stock pullback after halting China-bound shipments, I see this as a buying opportunity given MP's downstream shift and undervalued premium positioning.
