U.S.-Based Rare Earth Stock Sits Out Trade Deal Rally
Shares of MP Materials Corp (NYSE:MP), the U.S.' leading rare-earths producer, are down 7% to trade at $33.45 at last check after the U.S.-China trade deal.
MP Materials Corp. (MP) Presents at J.P. Morgan 2025 Energy, Power, Renewables & Mining Conference Transcript
MP Materials Corp. (NYSE:MP ) J.P. Morgan 2025 Energy, Power, Renewables & Mining Conference June 24, 2025 8:35 AM ET Company Participants James Henry Litinsky - Founder, Chairman, President & CEO Conference Call Participants Craig Jonathan Gilbert - Linden Advisors LP William Chapman Peterson - JPMorgan Chase & Co, Research Division William Chapman Peterson Good morning, and welcome to the first day of the JPMorgan Energy, Power, Renewables and Mining Conference.
MP Materials Corp. (MP) Presents at BofA Securities 2025 Commodities Conference (Transcript)
MP Materials Corp. (NYSE:MP ) BofA Securities 2025 Commodities Conference June 22, 2025 12:00 PM ET Company Participants Ryan S. Corbett - Chief Financial Officer Conference Call Participants Michael Widmer - BofA Securities, Research Division Operator Ladies and gentlemen, the program is about to begin.
MP Materials: Vertical Integration Unlocks Value In A Volatile Rare Earth Market
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 vertical integration position it as a strategic counterweight to China's dominance. My valuation model suggests a fair value of $33 per share, with long-term potential upside if strong operations and commodity price growth continue.
Buy Or Fear MP Materials Stock
MP Materials (NYSE:MP) stock appears very unappealing – making it a poor choice to purchase at its present price of approximately $27. We have identified several issues with MP stock, which contribute to its unattractiveness, especially considering its current valuation seems exceedingly high.
MP Materials: The Magnetic Opportunity Of US Reindustrialization
MP Materials is strategically vital as the largest rare earth producer in the Western Hemisphere, benefiting from US-China geopolitical tensions and national security interests. The company is transitioning from raw material sales to a vertically integrated supply chain, ramping up value-added processing and magnet production for higher profitability. Short-term margins are pressured by transition costs, but long-term prospects are strong due to first-mover advantage, robust reserves, and key partnerships like General Motors.
MP Materials - Onshoring The Rare Earth Supply Chain
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.
MP Materials & Maaden Ink Deal to Develop Rare Earths Supply Chain
MP and Saudi Arabia's miner Maaden have joined forces to develop rare earths supply chain in the Kingdom.
MP Slides 10% Following Q1 Earnings Miss: How to Play the Stock?
MP Materials falls 10% following Q1 results. We analyze its growth prospects to assess if now is a good time to scoop up the stock or exercise restraint.
MP Materials Corp. (MP) Q1 2025 Earnings Call Transcript
MP Materials Corp. (NYSE:MP ) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Martin Sheehan - Senior VP of Investor Relations Jim Litinsky - Chairman and Chief Executive Officer Ryan Corbett - Chief Financial Officer Michael Rosenthal - Chief Operating Officer Conference Call Participants David Deckelbaum - TD Cowen & Company Bill Peterson - JPMorgan Laurence Alexander - Jefferies Matt Summerville - DA Davidson Ben Kallo - Baird Corinne Blanchard - Deutsche Bank Operator Hello, and welcome to the MP Materials First Quarter 2025 Earnings Call. We ask that you please hold all questions until the completion of the formal remarks, at which time, you'll be given instructions for the question-and-answer session.
MP Materials Corp. (MP) Reports Q1 Loss, Misses Revenue Estimates
MP Materials Corp. (MP) came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of a loss of $0.10. This compares to loss of $0.04 per share a year ago.
MP Materials Corp. (MP) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
MP Materials (MP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
