MP

Every_Clothes_7463

Maybe too serious talk for this subreddit but that is the only way a Western company can compete with China given current state of play in the space. China owns 90% of reserves + refining capacity and keep prices artificially low. For once taxpayer money shores up capabilities that are essential for all the 'muh AI muh datacenters'. As of today (when the guaranteed price kicks in) MP is profitable. That's a pretty decent win.

livingbyvow2

Welcome to the reality of the EU. There may be dozens of lobbyists for each European MP in Brussels. Common sense cannot prevail under such circumstances - it's a pay to play system, it's rigged and I can confidently say that no lobbyist is there defending your interests.

Outrageous_Truths

I don’t think so…look at the run MP had when the government (DOD) officially announced an equity stake…from the $20s to $70. I think we see LAC easily go double digits over the next month.

Confident_Potato_714

Pfizer drugs will be prominently offered on trumpRX. Pfizer income will blow up. Just buy and get paid. MP, intel, LAC. Just throw your money where Donald says to yalll

SignificantStuff5446

INTC, MP, and X would like a word....

SignificantStuff5446

Do you think MP shareholders lost? MP's stock has had a nice run. INTC, X, and NVDA stocks also gained a lot.

SignificantStuff5446

GM still needs to confirm their part of the deal. LAC has offtake agreements with GM for 100% of production volumes from Phase 1 for 20 years, plus 38% of Phase 2 production volumes for 20 years, and a right of first offer on the remaining Phase 2 production volumes. The US requested guarantees for those. Today's announcement is just the first part of the deal like MP, NVDA, INTC, X, PFE, etc. Hope that helps a bit.

smoop86

What does shutdown mean for govt owned Intel, MP, LAC?

Waiting4Reccession

Because they will overpay for the minerals to pump their insider trade like for MP materials.

sbthrowawayz

Keeping it for a while seeing that MP and INTC is getting contracts, it might (should) happen here too. It’s in their best interest to make profit from this stake. Logically lol but they are anything but logic

Waiting4Reccession

Haha. Like the shitty MP materials deal where they offered a base price for the minerals that is WAY above market rate? We'll be losing, just on the back end thats paid by our taxes.

Massive_Biscotti_850

Watch Intel and MP if you want an idea on what these do. I DCA'd at noon today and so glad I did.

ahajakl

If I were only getting in now I would look at graphite. WWR and GPHOF, though I will be surprised if UUUU doesn’t get a deal like MP did

GiantRussianBear_

How many shares are you sitting at? I'm holding 2000. Hope to see the same thing we saw with MP materials. Crazy gain after confirmed government partnership. Send the article please. We got this 😏

blemdemman

some mfs gonna try to sell at open, but seeing how MP shot up in weeks after gov stake, I’m HOLDING tf out of LAC

Emere59

So will government shutdown effect stock prices guys? I'm a foreign investor and I don't really know what happens to stocks during shutdowns. I got Amazon, Chevron and MP Materials calls expiring in 3 weeks. What should I do?

Crazeefoolz

Just when I think MP has fucked me enough, it pushes in an inch deeper

Temporary_Daikon4503

MP稀土

Fantana

The real sleeping giant here is GMET on the LSE. Will be launching on NYSE soon also, if it does anywhere close to MP etc. it has a lot of head room.

AFWUSA

MP materials is set up for success, pretty big moat and government backing.

Sensitive-Owl8987

Many problems with rare earths: 1. The US rare earth market is quite small, <200M (Million), for perspective that is roughly 1/20th of what we import in avocados(\~3.9B) 2. It's a dirty polluting business 3. China can just stop the restrictions and crush the pricing for any business that has grown to fill the gap. This has already happened with the Mountain Pass mine that MP runs. It has gone bankrupt TWICE already. 4. With above, US companies are purely profit motivated and generally place no value on stable supply and so they will not pay a higher price for locally produced stable supply. The US military might, but still the market is so small that the investment thesis really doesn't work. All that said I've held a tiny piece of UCU.V(UURAF) for years that supposedly has a better rare earth extraction procedure and it's been blasting higher.

Advanced-Prototype

This is blackmail to coerce movie studios to hand over controlling ownership to the US Government, just like he did with Intel, Lithium Americas, US Steel, Nvidia, AMD, and MP Materials. I would never have imagined that the GOP would allow Soviet-style state-ownership of private businesses but here we are.

codewolf

* MP Materials Corp. (ticker: MP) * Energy Fuels Inc. (UUUU) * Lynas Rare Earths (OTC: LYSDY) * VanEck Rare Earth and Strategic Metals ETF (REMX) * Sprott Critical Materials ETF (SETM)

casey-primozic

MP Materials careers https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=2025028d-7acd-4c20-b3da-c49a0d760dac&ccId=19000101_000001 Unforch, no dishwasher positions are open

expatcoder

Thanks for the clarification, did the same for MP which was down 11% on the day. We shall see tomorrow if there's a correction in the works in the critical minerals sector, or if the ridiculous seemingly never ending rally continues :)

Waiting4Reccession

I wouldve sold all. I dont think the LAC deal is like the MP materials deal but idk.

nceyg

Another way of saying it is MP closed 2.65% lower on Friday then the open of Thursday, all while staying within the same trading range as Thursday. What is your definition of "dump?"

croissant_and_cafe

I have some MP in my basket.

SuspiciousStress1

MP took a 10% dump on Friday 🤷‍♀️

Dull_Wrongdoer_3017

Thesis is compelling. An ideal entry point may have been earlier this year, the current geopolitical climate continues the strategic importance of non-Chinese rare earth supplies. From a technical perspective, the VanEck Rare Earth/Strategic Metals ETF (REMX) is demonstrating a strong bullish trend. It is trading well above a rising 200-day moving average, supported by a positive MACD histogram, and is up over 68% year-to-date. This performance is largely driven by its core holdings, such as MP Materials (MP), which has surged more than 340% this year, highlighting the market's conviction in the re-shoring narrative.

francis-02

So far I've written about: \- Bond basics (coupon rate, maturity, face value, MP) \- Par, discount or premium market prices and how they converge to face value overtime \- Current yield formula (yes I know it has flaws but trying to stick to the basics) \- Inverse relationship between bond prices and yields \- combing current yield formula + prem/par/disc (example) \- Secondary market \- how a change in interest rate affects new bonds (the inverse relationship between bond prices and interest rates) \+ risks + other caveats of bonds \*This is all in order.

fredandlunchbox

Only one company in the US mines rare earth, and the govt just invested $400M in them.  MP Materials. 

JamestotheJam

Well, the only famous one I've heard of recently is MP Materials. But, it is already trading at or near new ATHs. So that was is currently a hold, not a buy. The other is Lynas Rare Earths ADR, which is an Australian company based in the mining city of Perth. But it is also ATH. Not many value buys right now.

xeemyy

MP had quite a run already...

cinJESUS

is MP a buy? it dipped 11% on Friday 👀

Traditional-Will-893

Have a look at METC, ARRNF, MP and UURAF. METC is my largest RE holding.

xcits

I mean look at MP 📈

mathprodcalc

Is it too late to by mineral stocks like UUUU, UURAF, ABAT, LAC, MP and METC. Found out about it recently but they are all up like 300%?

Massive-Text647

MP 👌🏼

MethodicPlea

Bought a lot of MP and chinese stocks today, good day for accumulation

worldspawn00

I just got the 7 and I have to say that I'm extremely impressed, the performance, battery life, and UI are all good (battery needs some settings tweaks for it to behave, out of the box it's very power hungry). The inner screen and cameras are just amazing, showing documents to others, and the 200MP camera, fantastic.

Odd-Block-2998

Start shorting rare earth mineral stocks today. Targeting MP, USAR and UUUU. Next week's plan will still be more shorting! Thank you for your attention to this matter.

Crazeefoolz

Jesus christ, MP got fucking slaughtered, bought at $73 and decided that it needed -11% today

Fauster

I didn't miss it. I won ORCL, MP, and INTC weightings in that order. I bought a small stake in LAC AH with the announcement and it is still up, though selling off. USAR started to sell off today, so I bought a small starting position to monitor, and may pick up dunks. But to clarify, a max of 10% of my portfolio is reserved for really speculative or hedge-like bets.

thePebble13

Buying MP on the dip!

expatcoder

Cramer, just [dropped the bomb](https://finance.yahoo.com/news/jim-cramer-energy-fuels-stock-151808397.html) on UUUU. Incredible that this PoS actually has the power to move markets (or maybe just sway retail into dumping). Regardless, just diverged from MP, ABAT et al on the news. Let's see where we go from here, hopefully the market does the sensible thing and follows the maxim "ignore Cramer" :)

no_reddit_for_you

MP has been skyrocketing all year. Currently in a big down day but still up huge YTD. Buy the dip

Scary-Ad5384

Well I got out of MP with a 40% gain..basically while they are now supported by Trump and a AAPL investment it’s still a commodity..meaning it’s not like China stops producing rare earth or magnets.. It was a smart move backing them but will they ever turn a profit? More supply of anything lowers the price of the product.. Hope it surges…I’m just giving my reasons I got out

Crazeefoolz

https://preview.redd.it/wfp8t8ygmjrf1.jpeg?width=696&format=pjpg&auto=webp&s=101211f7c15f2ca39e441ce852ea6480c753c82b MP currently forming the Jeff Hardy pattern 🤟

DrElkSnout

So apparently you can swing trade MP Materials Corp. now lol

Crazeefoolz

LMT, UUUU, MP, INTC, PLTR, AXON Can't beat the Mango ETF index

Crazeefoolz

wake me up in a week's time when MP reaches new ATH's

met_art

lol I caught amazing timing on MP and USAR today😂 Both tickers are already 5% down after I bought.

thePebble13

Just opened a position in MP now after today’s drop

Prince_Chunk

MP Materials it’s a roller coaster

theonepercent15

MP materials has to the most GUH stock on the market.

Remarkable-Crow-3459

I hope this is the next $MP

SentenceLoose2629

It’s about all I trade, love it. Not fun today tho MP and USAR

outoftime29

Holy fuck, the mineral and gemstone pretty rock stocks are on an absolute tear. Our commie govt bought huge stakes in MP and LAC. Whats next? PPTA, UAMY, IONR, NB, so many options....

Crazeefoolz

Get on the MP train before it leaves the station, the V is starting

Crazeefoolz

MP below $74? We like the stock 📈

newintown11

Wow the critical mineral and rare earth element stocks are the gift that keeps on giving with this socialist government that keeps placing stakes in them. First MP, then LAC. I wonder whats next. PPTA is up big today too

nemodigital

For MP the investment was new news, for LAC that loan was already agreed, now the terms changed for a stake in the company.

MeggaMortY

Uhh my honor magic v5 foldable has plenty of new: - huge 5800mah carbon sillicon battery while still light as a normal phone - 4.2mm thick when in tablet mode - charges full day battery in 16 minutes - 4000+ pwm displays, no eye strain at night - anti-reflective coating on inner display - 50MP/50MP/64MP camera setup

Remarkable-Crow-3459

imagine trump says he wants Lithium only to be extracted in America $LAC will pull a $MP

SnooEagles2610

Got even and bailed…. No thanks. MP… maybe

CADD9950

Why? US is largest shareholder of MP Materials and they had a run up similar to this how is this different

Remarkable-Crow-3459

That shits gonna pull a $MP leaps still look good

Sick0h

Can we get a GSF ETF, stands for government selected fund. INTC, MP, ORCL, LAC, whatever else is around the corner

Remarkable-Crow-3459

$LAC will make me rich it will be the next $MP

octopus_serenader

whoever pumped MP today so i could print and gtfo, thank you bless you i will name a child after you

YoungZion101

USAR is the next MP. Buy stock long term and thank me later

ProofByVerbosity

Think you're bang-on. One person I follow highligted this shift a couple months ago, and a couple were screaming buy on MP months ago, a solid month before it exploded.

AI-Bull

Sold my 300 MP material calls for 65k this morning, about a 100% gain. 20 minutes later, they were worth 250k. Feels bad

SentenceLoose2629

USAR usually double whatever MP does

tripstermcgee808

Bro MP what the fuck

MarginCalled_inMars

LAC will make me or break me but not missing another MP. 

tripstermcgee808

It’ll go back to sub 6 in a week. Same shit happened with MP with the equity stake

Virtual_Fuel_6372

Same, few day ago I heard about additional gov funding in rare metals. I remembered and entered MP and LAC . MP was up that day but didn't know LAC would pop.

Extreme-Island-5041

Been sitting on LAC for about 4 months. Hoping it behaves like MP did when the fed gave them MP a boost. If it does, LAC should jump nicely tomorrow. I'll sell my initial buy in +10% and the just let the rest ride.

Powerful_Network

MP spiked like this and held fairly strong levels. Why would this be different? Isn't their Thacker pass project quite significant for lithium supply over the coming decades?

Synergiex

Well many people in reddit all knew about this too. The guy who recommended MP here before it went up; he also recommended this too. I got in… but it was not moving much and yesterday news came out indicating he is reconsidering the loan that was given during Biden admin for LAC. Stock went down 8-10% and of course I thought it might be negative too and sold all. It skyrocketed few hours later… so yeah I among many others who didnt know about the actual deal; got tricked by manipulation

nemodigital

After MP and LAC, my eyes are on Fireweed Metals as a strategic resources play with tungsten, gallium and germanium prospects.

nemodigital

In hindsight the TACO admin equity stake wasnt unusual, esp after MP Materials. Thacker Pass is possibly the worlds largest lithium deposit.

PollenBasket

Yes, looks to be following in the footsteps of MP but you know what they say? Everything is bigger in Texas. I got in at $11 and bought more at $18 today.

Lofulamingo-Sama

For real, been buying up PPTA for a while now.  No one talking about it at all.  Everyone is obsessed with MP and tech, but when the AI bubble pops I think critical minerals will retain value.  The federal government is clearly very interested in making sure PPTA succeeds.  I even had the privilege of visiting the site a couple years back and can say that the management is really competent and results-focused.  Strong local sentiment for the mine as well. 

MuffinLoverEd

LAC similar to MP? How normal is this for the U.S? Granted I get it we will need the resources long term

Will_Full1933

I’m guessing you read the DD from u/Steve_Zissouu2 (https://stevezissouu.substack.com/) I’m in a bunch of REE stocks (mainly Aus/Canadian), just be warned - mining is a fickle industry and fuckery abounds. I think MP is the only one with a price floor agreement so far, so just have a think about what happens if China lifts the critical minerals export ban and floods the market. Not trying to talk you out of it btw just be prepared for volatility

nemodigital

I was fortunate as this strategy worked for my MP Materials play, after the govt took a stake we had apple also invest.  Something similar can happen here.

Kachowxboxdad

I think PPTA could easily get an MP / Intel / LAC deal and they have an 🍊 connected investor w heavy ownership

luv2block

So you've got a mix of profit takers (downward pressure) and short sellers covering (upward pressure). No one can tell you how that dynamic is going to play out. My guess is the short sellers are going to take whatever chance they can to grab a lower price (which will then start to drive the price up once a short squeeze gets going). MP materials popped 40% the first day on similar Trump news. But then over the coming month it went up 300%+. As those shorts get destroyed the price then is free to run wild to the upside. That's my 2 cents. I could be wrong, but we'll see.

IllBuyYourCar

I just looked at the MP chart after 🥭investment. Safe to say I won’t be selling leaps anytime soon

Ok_Battle_4082

Is everyone on board with the mineral thing ABAT UUUU and MP perchance

Dude_HaHa

Y'all should be buying puts on MP here, very overvalued.

nemodigital

Yeah I'm thinking the same regarding LAC and I was on the MP train as well (sold and got back in again on the dip).  This is the largest lithium mine in the world and now it's got the most powerful nation in earth backing it.  While it's tempting to cash out on open I'm wondering if it's more wise to hold.

nemodigital

Sure, if you can mine it! All the stupid shit that we know TACO is into was an easy play at the start of his term. Hudbay with their copper world site in USA, MP Materials with rare earth, Gold, Crypto, CLF with steel and lastly LAC with the biggest and best lithium mine in USA.. USA USA USA.  God I hate him...

builtdiff3r3nt

Been holding shares in $LAC for a while now and pleasantly surprised to see a nice pop. Planning to continue holding for a bit longer and see if it runs a bit more like $MP did after an investment was announced

bubbawears

UUUU MP MATERIALS UURAF ABAT I wont touch OKLO right now. That 30% rally was absurd

sbthrowawayz

MP?

Aggravating_Fig6288

LAC and MP minerals guy is going to be a billionaire at this rate. Please tell me UUUU is next