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MP Materials: Rare Earth Powerhouse

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  • MP Materials Corp. leads rare earths mining outside China, with robust existing operations and ambitious expansion targets.
  • MP targets $650 million adjusted EBITDA, driven by scaling NdPr and magnet capacity, with upside from higher NdPr prices and recycling.
  • The stock is more attractive on dips to $50, equating to 15x EBITDA targets, though execution risks remain significant.
MP Materials Corp. (MP) is a leader in rare earths mining outside of China. The company already has a sizable business, but the stock has already reached levels with a similarly sizable valuation for the opportunity in the near term. My investment thesis is more Bullish on the stock after the recent dip to $50 based on long-term valuation targets.


Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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