MP

CivilizedSteve

Good advice. I told him basically that and his latest is * **VOO  42.5%**  * **QQQ  10%**  * **FMTM Momentum ETF 7.5%**  * **BRK.B  5%** * VXUS 5% * **MELI   MercadoLibre  5%**  * **RXRX  5%**  * **SOPH 2.5%**  * **MCK  5%**  * **MU  2.5%**  * **NU   2.5%**  * **AMZN    2.5%**  * **GOOGL  2.5%**  * **META 2.5%** * **MP   Minerals 2.5%** 

No_Presentation9490

* **QQQ  25%**  I'd wait for a discount on this especially if it's in a tax advantaged account. This isn't an index you want to buy when it's expensive if you're not actively monitoring your account and willing to de-risk. Nasdaq has dropped 60% three times in just the past 30 years * **FMTM Momentum ETF 15%**  This can become dead money in a bad market regime * **MELI   MercadoLibre  9%**  Latin America’s leading e-commerce, digital-payments, advertising and logistics ecosystem. 9% is way too big a position for a single stock with foreign currency risk. It also has to actually execute its expansion to grow into its valuation, which is anothe risk. It doesn't matter how well a company is doing or how big its potential is; what matters is stock price performance relative to your entry point. * **RXRX  7.5%** Uses automation, biological data and AI to discover and develop new medicines.  Way too speculative and risky for this position size. * **BRK.B  7.5%** Dead money, period. * **VOO  6%**  Way too small position size for a core index fund * **SOPH 5%** Provides software that analyzes genomic and clinical data for hospitals and laboratories.  Way too speculative and risky for this position size. * **KRE  5%**  Rregional real-estate markets ETF The entire world is having an interest rate problem and everything real-estate related is interest rate sensitive. Buying these only works if you time the market, I would pass * **MU  5%**  Cyclical industry companies are ones to trade, not invest in * **NU   5%** Rapidly growing digital banking and financial-services platform across Latin America. Way too speculative and risky for this position size. * **AMZN    2.5%**  Use this to buy VOO instead, Mag7 are not immortal. * **GOOGL  2.5%**  Use this to buy VOO instead, Mag7 are not immortal. * **TRV    2.5% Insurer** Appropriate position size for this kind of holding but I wouldn't expect too much performance from this. * **MP   Minerals 2.5%**  Appropriate position size for this kind of holding but I wouldn't expect too much performance from this. Don't get me wrong, I don't worship the S&P 500, but this is not a well thought out portfolio

Rock_or_Rol

AVAV - NDAA & 500 million contract in the works. Might pull back with class action headlines but it might reclaim a lot of their SCAR contract DAMD, USO and short everything - in case the war keeps up… we are escalating. We hit a desalination plant today. If refineries start blowing up again, we might not get out of this.. the oil shock is already bad news around the globe and that was during the MOU. It’s not a light switch and the market is entirely dependent on AI being worth trillions of dollars.. and then there are open source threats MP - benefits from the NDAA and they’re going to subsidize the frick out of magnets. LMT will probably get a double beat Crypto lobby has a lot of money and there’s a certain global leader who can’t get enough of it.. SMRs will probably get subsidized soon too. A lot of billionaires seem to own their own company of one… gates, bezos etc. CQQQ might be a bet too with their memory IPO

bilingualbunny

I like alot of nuclear and rare earth's, especially at these prices. UUUU, MP, CCJ, DML. URA for the etf, URNM for the miners Heavy in mostly MP and CCJ

Dudebobski

**TL;DR:** Several critical-mineral de-SPACs (including **MP, USAR, and CRML**) had strong runs during their lifecycle, with warrants often seeing larger percentage moves. **NOEM** is currently at the LOI stage, so significant execution risk remains. **Curious what everyone thinks:** Is **NOEM** or **NOEMW** more interesting at the LOI stage, or does it make more sense to wait for a definitive agreement before getting involved?

Dudebobski

**Weekend SPAC thought: critical-mineral cycles + warrant behavior** Looking back at several successful critical-mineral de-SPACs: • **MP Materials:** **MP** common reached roughly $51–52 in early 2021. Its former public warrants, **MP.WS**, appear to have traded near $40 based on their $11.50 strike, although the exact historical warrant print is difficult to independently verify after delisting. MP did not call the warrants until May 2021, after the common had already pulled back materially. The redemption was completed on a cashless basis. • **USA Rare Earth:** **USARW** reached a verified closing high around $20.25 on October 20, 2025. By October 29—one day before the redemption notice—**USAR** closed at $20.10 and **USARW** at $8.75. The warrants were called October 30 and redeemed December 1. • **Critical Metals:** **CRML** hit a $32.15 intraday high on October 14, 2025, while **CRMLW** reached $20.84 the same day. Unlike the others, CRMLW remains outstanding and recently traded near $2. The pattern is interesting: the biggest warrant moves generally happened during the underlying common’s major rerating—not because of the eventual warrant call. Once the common is deep above the standard $11.50 exercise price, warrants increasingly track intrinsic value, and redemption risk starts limiting the remaining optionality. That brings me to **CO2 Energy Transition Corp.** On July 17, **NOEM** announced a non-binding LOI with an unnamed Texas oil-and-gas operator planning to recover lithium and strontium from brines produced from its own leased wells. The proposed model combines natural-gas production, lithium recovery and strontium recovery, with a longer-term plan involving domestic strontium-ferrite magnet materials for defense applications. The parties are targeting definitive agreements by September 16, subject to diligence and approvals. Before the news, **NOEMW** closed around $0.11. It traded as high as roughly $0.20 Friday and closed near $0.16 on significantly higher volume. **NOEM commons:** potentially the more conservative way to watch the setup while it remains near trust value, although redemptions, extensions and deal terms still matter. **NOEMW warrants:** materially greater percentage upside if the definitive agreement identifies a credible, financeable target and the market assigns it a CRML/USAR-style narrative—but also a realistic path back toward pennies if the LOI ends, the deal disappoints or the SPAC liquidates. **Waiting for the DA:** removes some LOI failure risk, but likely means paying more if the target and valuation are well received. I’m not treating MP, USAR or CRML as direct valuation comps yet. NOEM currently has only a non-binding LOI, no disclosed target, valuation, audited financials or transaction financing. Still, the historical cycles show why cheap critical-mineral warrants can become interesting when the underlying business earns real market credibility. Would you rather take a small speculative position in **NOEMW**, hold **NOEM** near trust, or wait for the definitive agreement? Just want to hear some thoughts from anyone who investing in CRML, MP, or USAR - or their warrants. Thanks!

A55BAG

🥭 starting to focus on China again while rare earths like UUUU and MP are giving a decent entry now 🤔

Dude_HaHa

Very likely new Tariffs/sanctions coming for China in the next week/months. This is connected to rare earths. MP/USAR are years if not decades behind for what is needed right now.

ShittyUsernane1222

there are two candidates in clacton: \-a joke spoiler candidate \-Count binface, serious economics expert and MP of the people

ShittyUsernane1222

count binface will save the London stock exchange once he becomes MP

Mcariman

I’m deep in gold and MP. I’m losing it all, and it’s not even options. Disaster, why do they go in the wrong direction all the time?

Gunzberg

Reminder: Bargains to be had today. My picks include BE (just signed a new multi billion dollar deal) MP (near low, has price floor from US gov. Best placed US rare earths play) AVEX (drones, new big contract with USAAF)

diego27865

FYI - massive short interest in MP. Short squeeze incoming. Load up everyone. Lots of catalysts coming up. Don’t want to miss this boat.

Gunzberg

Whilst it's brutal today, some stocks offer good buy-in opps today at bargain prices, especially BE and MP. Stay away from Oracle though

Rock_or_Rol

If you have the income, just stop with the short term trades lol. You could just pop a few grand in OTM/ATM quarterlies for some high beta stocks with upcoming catalysts and then hedge with some puts A lot of bills are being pushed through congress for rare earths, defense/drones, quantum and aerospace right now. AVAV is likely to get the $500 million laser contract for drone defense before their next earnings. You might get lucky on SCAR news too INFQ is likely to benefit the most from sensor tech from the defense bill and then subsequent quantum bills, IONQ a close second. RIOT is building out a new data center and they’ll bring IMSR with them.. which has been pushing through regulation and permitting for their DOE pilot project They’re subsidizing the fuck out of rare earths. MP is probably the most to benefit. LMT will probably rock their earnings with a double beat next week Quit fucking with dailies, lol. Just get some good stuff at a good price and keep building it into their catalysts. This week and next week are the time to buy. Buy the stocks that usually win on their earnings like SMCI and APLD. Hedge with oil calls and speculative puts. Data centers look like they want to puke another 20%. OKLO might get back down to their 20s. This is the week to buy. Don’t give up now

Bansionboy

If you wanna play it safe XME... if you wanna play strong individuals MP, USAR... if you want longterm small cap with big gains LAC, TMC, UURAF

steem99

he already pumped and dumped it, he rarely revisits those positions for a second helping. Case in point: PLTR, DELL, INTC, MP. He makes his money and gets out. Any price action that happens after he sells, he could not care less about.

Mcariman

Does anyone know why MP and gold are going to zero? I’m so screwed

shadowalpha_ai

It already is. On my platform I see plenty of $CCXI / $AGLT, $OUST, $MP, $HSAI, $SYM and other tickers popping up with sentiment spikes.

silverfutes

Computers existed before the Apple II, MP3 players existed before the iPod, cell phones existed before the iPhone... How long does AI have to exist before Apple makes the fkn thing usable?! And why do they keep frozen with my spellcheck?!

burn_bridges

MP has DOD/Apple contracts?

BagHoldersOfAmerica

Bought 1000 shares of UUUU and 300 MP, i predict sometime late this year or next year China is going to do the rare earth threats again

ShittyUsernane1222

it would be extremely funny if count binface becomes MP and then multi term prime minister

SleepyJedi44

MP filed a lawsuit in May over intellectual property against USAR, but I'm still bullish on these and mining as a whole.

BagHoldersOfAmerica

Im going in on rare earths again, smaller this time but doing UUUU MP and maybe USAR tomorrow

BagHoldersOfAmerica

Bought some UUUU and MP, crazy cheap and unloved right now

JimmyLonghole

I do project development in mining. Greenland is about the worst play possible for rare earths. From a conceptual standpoint the cost of power in Greenland kills most deposits let alone the environment. MP and USAR could be legit plays in that the cost of power is 1/3 to 1/4 greenlands and in general is very very cheap at single digit cents per kWh.

amazingfishy

Us gov has a big steak in MP. Just like intel, I also bought tons of shares after the investment announcement last year

embraacethesuck

Well, the lawsuit is about USAR stealing proprietary magnet manufacturing and production secrets. If they win the lawsuit or settle, they would remain the only publicly traded company in the US to manufacture permanent magnets (and know how to do so efficiently) tldr MP go up

embraacethesuck

This makes me pretty averse to buying TMC shares. Execs have overwhelmingly done nothing but dump shares for the past 3 years. USAR and MP insider buying dont look too swell either, but considering the govt equity, I think it these two have a stronger bull case. https://preview.redd.it/2vwke67ug9ch1.png?width=1293&format=png&auto=webp&s=ec8dd2b3432a809906521ba8a6cdf327f9bc822e

mm_newsletter

MP is the cleaner version of this trade imo. USAR might work too, but rare earth projects have a long history of sounding great before the production timeline gets ugly. The magnet angle is the part I actually buy. Not because it’s some secret trade. But because the U.S. still needs the midstream stuff, not just we found rocks.

Flukyflopz

Yup at some point i tripled my money as a first timer then i went down around October 6? If im not wrong i sold almost all my positions but kept MP and Lynnas then this year sold both and buy back MP around 60 and dca till 50 ill keep MP for a while now

Flukyflopz

I got MP last year under 22 hold it for some time till almost 90 i should have sold… i sold around 70 then buy more around 50 i will buy more as it goes down i believe in the decay of Chinese-American relations

37902

MP Materials was a play 3 years ago. You are late. 

PriorityVegetable795

I agree 100%. But it's stock movement seems to show their is a thumb on the scale. If someone wants a reputable company to buy and hold, already in production, maybe $MP or $UUUU. But a meme stock that seems well connected at a time where that seems more important than anything else.... To get some quick cash. I had to check again if I was on WSB when you said "seriously"

SpunkySprinkle

I’m currently down -21.93% on USAR and -19.08% on MP. Pray for your fellow regard, regard.

embraacethesuck

Fair, to be completely honest I haven't looked into many of the companies in that ETF, USAR and MP intrigued me in particular and I prefer the small allocation of my portfolio I gamble with to have some lively price action. REXC has been pretty flat recently.

embraacethesuck

I don't like the other rare earth players in that ETF, I pick these two stocks specifically because of the govt stake and their exclusivity to Heavy Rare Earth Elements (USAR) and Permanent Magnet production (MP). The bull case for the other companies in that ETF become harder and harder to make, especially because most of them are outside the US. I would anticipate USAR or MP making acquisitions of some of these, USAR actually said in their most recent 10-K that they were planning on doing this.

GoodShitBrain

$MP bagholder I see

embraacethesuck

I think the probability of long term amicable US-China relations are pretty low, but yeah it's probably priced in. What you're buying when you buy USAR or MP shares is a % chance that US-China relations sour again long term

embraacethesuck

True, but I don't know enough about that sector to post about it. I've been following USAR and MP for awhile now

InformationVast2718

This is actually a pretty solid geopolitical thesis, not just a shiny rock play. You are basically front running the moment politicians realize they cannot posture about China and Taiwan while still relying on them for all the critical inputs in our toys and missiles. Only thing I would watch is execution and dilution on USAR since gov backing does not always equal tendies for commons, but pairing it with MP feels smart as hell. This is the rare WSB post where I do not instantly lose brain cells ngl.

Stevensays2

Also, US Govt owns 15% $MP.

embraacethesuck

Based. I think MP has the most upside, especially if they win the lawsuit against USAR or settle it.

General-Froyo-7498

Here’s my high level DD on TMC! $TMC — TL;DR: Only company in line for the first-ever US deep-sea mining permit. Decision \~Q1 2027. Trades at under 10 cents per dollar of its own NPV because one document is unresolved. The Pentagon has been deploying billions into minerals companies with equity stakes and price floors. I hold 3,100 shares @ $5.87 with exits pre-set at every level. AThe setup: One rock on the ocean floor contains copper, nickel, cobalt, and manganese. The US imports \~100% of its manganese and nearly all of its nickel and cobalt. China has restricted exports of 11+ minerals in three years, and the Hormuz closure just gave the world a live demonstration of what chokepoint warfare costs. Washington got the message: executive order, fast-track NOAA process, national security framing. The receipts: TMC filed its application the same week NOAA opened the fast-track lane. Every milestone since has landed on schedule. You don’t have a world-first application ready to file unless you knew the lane was coming. The board was built for access: Hess oil family money (the family patriarch gave $1M to the Trump super PAC weeks before the fast-track rule appeared — it’s in FEC records) and Elon Musk’s personal attorney, whom the company publicly credited with helping “work with the new Administration.” The Pentagon playbook already exists: $4.5B+ deployed into minerals companies. MP Materials got equity, a 10-year offtake, and price floors — and tripled. The DoD also owns 40% of the new refinery belonging to TMC’s own refining partner. Allseas — the company building the actual collection ships, and a \~14% shareholder — just accepted 7.3 million shares as payment for development work instead of cash. The contractor chose stock at $4.66 over invoiced dollars. The people building the machine are betting it works. Glencore has held rights to 50% of the flagship project’s nickel and copper for years. PAMCO in Japan has already smelted 2,000 tonnes of real nodules at a commercial facility. The customer chain exists before the mine does. Market cap: \~$2B. The company’s own project NPV: $23.6B. Under a dime per dollar, entirely because of one pending document. The bear case, stated honestly: The risk isn’t NOAA saying no — it’s the courts. Lockheed attempted this under the same statute and was stopped by litigation in 2015. Environmental groups have already signaled they’ll sue again. Filed lawsuits are expected and priced in; an injunction is the real kill shot. My honest odds of a permit that survives and works: 55–60%. This can go to zero with no soft landing. Size accordingly — I did. Position and plan: 3,100 @ $5.87. The ladder is set and non-negotiable: trim 10% at $6 (with tax-loss harvesting on my highest-cost lots), scale out at $15 and $18 — full cost basis recovered at $18, everything after is house money — sell a major tranche at $100, and hold \~1,000 shares permanently for the scenario where this becomes an established American industry with dividend potential. If it fails, I lose \~$18K at a size I planned for. Catalysts: 7/13 critical minerals trade report • 8/13 earnings + 8/14 13F filings (institutions hold only \~11% — if the permit lands, they build toward a normal 40%+ into a float that’s one-third locked by insiders) • Draft EIS in Q4 2026 — the one that matters most. For reference: the stock ran $1.72 → $11.35 on the executive order alone, with zero hard milestones achieved. The permit, a Pentagon deal, and the first production would each be larger events than the EO — landing on the same thin float.

General-Froyo-7498

Love this! Here’s my high level TMC DD **$TMC —** **TL;DR:** Only company in line for the first-ever US deep-sea mining permit. Decision \~Q1 2027. Trades at under 10 cents per dollar of its own NPV because one document is unresolved. The Pentagon has been deploying billions into minerals companies with equity stakes and price floors. I hold 3,100 shares @ $5.87 with exits pre-set at every level. **AThe setup:** One rock on the ocean floor contains copper, nickel, cobalt, and manganese. The US imports \~100% of its manganese and nearly all of its nickel and cobalt. China has restricted exports of 11+ minerals in three years, and the Hormuz closure just gave the world a live demonstration of what chokepoint warfare costs. Washington got the message: executive order, fast-track NOAA process, national security framing. **The receipts:** TMC filed its application **the same week** NOAA opened the fast-track lane. Every milestone since has landed on schedule. You don’t have a world-first application ready to file unless you knew the lane was coming. The board was built for access: Hess oil family money (the family patriarch gave $1M to the Trump super PAC weeks before the fast-track rule appeared — it’s in FEC records) and Elon Musk’s personal attorney, whom the company publicly credited with helping “work with the new Administration.” The Pentagon playbook already exists: $4.5B+ deployed into minerals companies. MP Materials got equity, a 10-year offtake, and price floors — and tripled. The DoD also owns 40% of the new refinery belonging to TMC’s own refining partner. Allseas — the company building the actual collection ships, and a \~14% shareholder — just accepted **7.3 million shares as payment** for development work instead of cash. The contractor chose stock at $4.66 over invoiced dollars. The people building the machine are betting it works. Glencore has held rights to 50% of the flagship project’s nickel and copper for years. PAMCO in Japan has already smelted 2,000 tonnes of real nodules at a commercial facility. The customer chain exists before the mine does. Market cap: \~$2B. The company’s own project NPV: $23.6B. Under a dime per dollar, entirely because of one pending document. **The bear case, stated honestly:** The risk isn’t NOAA saying no — it’s the courts. Lockheed attempted this under the same statute and was stopped by litigation in 2015. Environmental groups have already signaled they’ll sue again. Filed lawsuits are expected and priced in; an *injunction* is the real kill shot. My honest odds of a permit that survives and works: **55–60%.** This can go to zero with no soft landing. Size accordingly — I did. **Position and plan:** 3,100 @ $5.87. The ladder is set and non-negotiable: trim 10% at $6 (with tax-loss harvesting on my highest-cost lots), scale out at $15 and $18 — full cost basis recovered at $18, everything after is house money — sell a major tranche at $100, and hold \~1,000 shares permanently for the scenario where this becomes an established American industry with dividend potential. If it fails, I lose \~$18K at a size I planned for. **Catalysts:** 7/13 critical minerals trade report • 8/13 earnings + 8/14 13F filings (institutions hold only \~11% — if the permit lands, they build toward a normal 40%+ into a float that’s one-third locked by insiders) • Draft EIS in Q4 2026 — the one that matters most. For reference: the stock ran $1.72 → $11.35 on the executive order alone, with zero hard milestones achieved. The permit, a Pentagon deal, and the first production would each be larger events than the EO — landing on the same thin float.

Difficult_Jelly9389

What's MP?

Ill-Influence-1979

If only MP had the courage we would have found 4 more goals.

jay370gt

I still have PTSD from them cancelling MP.

TheLuminary

Wooooooosh. Haha. I'll give you a hint. If they cancel stuff that is not making money. Its because the income is less than the expense. The problem is rarely that the income is too low. Its that the expense was too high for the target audience. You can make good TV without spending as much money as they spent on MP. Spending as much as they did, was the problem. We loved TV before it was 8 films in a trench coat. Or as another Redditor once said. >...making money isn't necessarily the same as keeping a loyal audience and making good TV.

Longjumping_Wolf_912

It seemed pretty clear to me, I was being rhetorical. What is the point of making “good tv, which by the way is a subject measure, when no one is watching it? See that is the problem with these comment and threads like this. Just because you think it is good, doesn’t mean everyone or enough people do. For the record I loved MP, but even I didn’t hear about it or start watching it until it was cancelled. I also never heard anyone ever mention it. These are common circlejerk comments on Reddit. Just because you, or I, or a small suspect of the population thinks a show is “good” doesn’t mean it actually is, again subject. To quote you, that seemed pretty clear to me.

Sufficient-Scale3693

MP makes me mad to this day

BabooTibia

Same. I often think about MP and get mad all over again.

reddit_names

MP is the OG fuck up by Netflix. I lost any faith in Netflix series after that. I just treat everything like a singular season show. 

Significant_Speed854

MP materials (rare earths) on 60 minutes rn

OK_Computer10101

Brazil’s national anthem sounds like a song they play in Squid Game before the MP5s come out…

i_Love_Gyros

Weird I actually had MP at like 18 for so long. Sold at 22.20 in Jan 2025. Made me realize I need to hold stuff for longer than I had been

flortny

I got MP IPO for $13, still feel pretty good at that, but I'm still a buffett guy, just keep getting plates from the buffet and holding them... maybe I'll eat them.....one day

MangoTwistedMetal

Good eye. MP is rare earth metals. Magnets and such.

expatcoder

Not sure what MP has to do with nuclear, but yeah, UUUU and CCJ are solid plays in the uranium sector.

waterpup99

MP is up over 100% since last April wtf are you talking about.

leahey69

I'm 75% port in MP, 2218 shares. Will throw in the other 25% if it dips more. Average price is $53.60.

Legitimately-Broken

They didn’t burn a single C.D. or download not one MP3 so how could it be piracy?

j4c11

Why. You just have to look at history. If you look back in the dial-up days when bandwidth was a huge issue, the first thing they did was come up with MP3, to reduce music files about 100x in size compared to WAV. Resource constraints always spur innovation in the search for solutions, especially when it's a costly resource constraint.

aliosmtl96

I just bought 1800 shares of USAR, by Q2 earnings this will be some of the easiest money Ill make. As production expands, this will see growth as big as semiconductors since we're still so early. Even China is scared placing MP and USAR on a ban list, confirming they are strong competitors and a threat to the chinese critical mineral industries. We're not even talking just america, but a global need for alternatives to a monopoly. Theres a reason the government took a 10% stake in USAR.

aliosmtl96

I just bought 1800 shares of USAR, by Q2 earnings this will be some of the easiest money Ill make. As production expands, this will see growth as big as semiconductors since we're still so early. Even China is scared placing MP and USAR on a ban list, confirming they are strong competitors and a threat to the chinese critical mineral industries. We're not even talking just america, but a global need for alternatives to a monopoly. Theres a reason the government took a 10% stake in USAR.

aliosmtl96

Crazy how a stock like USAR goes to 22$ or MP after receiving so many government contracts and being the front runners to alternatives to china for rare earth minerals. These stocks should be double the price at this point.. market making no sense and people only buying the same 5 stocks

pineapplekiwipen

MP is such an easy buy us govt has no choice but to help the company no matter who is the president

zerowaitestate

China is just trolling. The most recent thing looks mostly symbolic and is in retaliation to a US ban that was also mostly symbolic. US military doesn't use Alibaba and MP Materials doesn't have mines in China AFAIK.

TheNextBigWhale

Fraud? MP is already mining and processing rare earth O_o

Total_Schedule591

Anyone else looking at MP? 🐒

Sober_Alcoholic_

MP earlier

E_Riot

Was lucky enough to buy $10k (shares) each on MP and USAR premarket.

borkdpasito

Lynas >>>> MP

StarkSupremacy

Jan 1 USA no use chinese magnets. MP makes US magnets.

GreekStaleon

MP materials has an office in town. I’ve stopped by there a few times and the only person I have seen is the security guard working the desk. Literally no one else in the whole office. I asked him if anyone is ever there, he said “sometimes” might be a scam, might be good. So calls it is.

StarkSupremacy

Critical minerals back on the menu? MP

BadSMPTE

Rich folks got their shares a long time ago, they are just looking for bag holders now. Buy MP hold MP

Incorrect_Oymoron

He is what big J would have been if he was the son of an MP and started selling weed in grade 9

kinisonkhan

Doesn't support Kodi (plays my MP3s, MP4, DVR and local TV via HDHomerun). Doesn't support Smart Tube (alternative to Youtube, without ads) Doesn't support TiVimate (if you like paying 15 a month in bitcoin for all channels). Granted AppleTV doesn't support these apps either.

SnS2500

There are also the investments in Intel, MP and others.

sherwoodf99

Mkango Resources PLC Announces Filing of an Amended F-4 Registration Statement - NASDAQ rare earth listing Mkango Resources PLC #MKA to list rare earth mine/refine business on NASDAQ under#MKAR ticker valued at $400m. Mkango on LSE only valued at $233m! Plus Mkango own Hypromag magnet recycling, with one operational facility in UK and another in Germany. Plus they announced another acquisition in Germany for another plant to produce bonded and hot deformed magnets, which is in addition to existing sintered magnet plant. Hypromag patented HPMS tech is the cleanest recycling method and has lowest cost to recover RE material from end of life magnets. Hypromag USA (JV with Cotec Holdings) has funding in place for at least one plant with plans for another two in next 2 to 3 years, and plan to list on NASDAQ in next 12 months. Market is valuing Hypromag at less than zero! Compared to MP/USAR (mkt cap $billions) and others, #MKA and #CTH valuations are crazy!

sherwoodf99

Mkango Resources PLC Announces Filing of an Amended F-4 Registration Statement - NASDAQ rare earth listing Mkango Resources PLC #MKA to list rare earth mine/refine business on NASDAQ under#MKAR ticker valued at $400m. Mkango on LSE only valued at $233m! Plus Mkango own Hypromag magnet recycling, with one operational facility in UK and another in Germany. Plus they announced another acquisition in Germany for another plant to produce bonded and hot deformed magnets, which is in addition to existing sintered magnet plant. Hypromag patented HPMS tech is the cleanest recycling method and has lowest cost to recover RE material from end of life magnets. Hypromag USA (JV with Cotec Holdings) has funding in place for at least one plant with plans for another two in next 2 to 3 years, and plan to list on NASDAQ in next 12 months. Market is valuing Hypromag at less than zero! Compared to MP/USAR (mkt cap $billions) and others, #MKA and #CTH valuations are crazy!

gianmk

you mean like US gov buying intc, MP, USAR, LAC etc?

ScutumSobiescianum

Megaport (MP1) is a great inference infrastructure provider and it it’s only just begun

nss106

MP materials is currently the one I’m most excited about. The thesis hasn’t played out yet but I think it can 10x from here if the shift to robotics is as aggressive as people are prognosticating.

ch0c0l8cake

Right, it has already been seen with INTC, MP, DELL, and IBM to name a few

MoneyMonsterStudios

Brilliant parallels. MP Materials and Intel are textbook examples of how state intervention often yields bloated misalloccations rather than market efficiency. When Washington shifts from an enabling regulator to an active venture capitalist with questionable oversight, as you pointed out, political optics inevitably override corporate governance. HOWEVER, the key differentiator from the Greek model is the global reserve currency status. Greece couldn't print Euros to monetize its structural rot, but US can and will export its inflation globally to fund these state-backed monopolies. It’s not that the system won't collapse, it s just that the rest of the world will pay for the dynamic adjustments before Washington does.

WickOfDeath

A giant push like Intel or MP materials... then there are heavy concerns that too much gouverment influence could effectively lead to mismanagement and heavy losses as a result. Would you trust a gouveremnt blindly where a former cage fighter should be the state agency watchdog who should oversee the FBI, the CIA and some more agencies? MP materials is a company that was "rescued" but did the company do better after that US gouverment invest? At the end it would be the greek model before the credit crisis... where every 5th adult was a direct gouverment employee or employee of a 100% state run company. Greek was drained financially by that a lot till a collapse, that lead to 40% "haircuts" to gouverment bonds. But the USA is 20 years away from that. They would always invent something, and the system wont collaps from inside influence.

SoonToBeBanned666

There’s no shortage in China and companies don’t want to pay surplus for ideological reasons. Campine sits at a P/E of 6,4 with antimony prices soaring because it’s a cyclical business and they won’t stay elevated forever. Having said that, I’m looking for an in. I was in REMX, MP and UAMY until the war started and been out since. If they dip further on Monday I might use the 10% of cash I still have left.

Prior-Relative8442

Man I've been eyeing this stock for a while... Still a solid business that is growing internationally. The Americas being their biggest market, were hit hard by not performing well there. I've been to their stores here in Australia (in Sydney and Melbourne), and they were always packed and busy. Numbers are still pretty good, it's just that the expectations around LULU have been way too high given its track record. When you've historically traded at such a high multiple, you will get punished hard when your numbers aren't as good anymore... And this is what just happened to LULU. Don't confuse the stock movement with the company's economics. At face value, it's still a great company, putting out super solid numbers. I'm afraid the stock will keep dropping after these earnings. I'll definitely include it if it ever drops below $100, at 1% or 2% weight. Made plenty of $ on $APLD and ASX:MP1, so I need to redirect some of the gains towards something, LULU might be the perfect candidate.

Personal-Chemist535

some stocks im considering at this nice discount with yesterdays dump + exteded hours SMCI -13% CLS -13% USAR -12% DELL -8% MU - 6% MP -6% all stocks that move up just as fast

eisengard08

Same thought here. AI is now, I’ve been moving profits to rare earth and mining. Heavily invested on LAC, will eventually move some to MP. This is a multi year plays. Best time to buy when it’s not hot yet.

CalebMitchell840

I’m watching FCX, MP, NRED and a few grid names. Not saying they all run, but the theme makes more sense to me than buying a mega IPO at peak hype

Uniquename34556

Not FA ASTS MP INFQ

NAh94

Government ownership of corporate assets = communism. The intel shares, the U.S. steel golden share, MP, lithium Americas, Trilogy… All now have government ownership. And not small stakes, either. All in the name of “national security” (like fucking everything else 😂🙄)

SilverVikingTT

Iranian MP and member of Parliament's National Security bloc, Ebrahim Azizi: If the attacks on Lebanon do not stop completely, difficult days await the Israeli entity and US forces in the region.

_SirPunsALot_

As a fun thought experiment, I asked Google Gemini if it were a fund manager tasked with designing an ETF that could ONLY hold stocks that the Trump mentioned, what would the holdings (& percentage allocation) look like. And what would be the projected growth and dividend/distribution yield. The actual prompt was more specific, but leaving out extra details for brevity. It came up with the following: *Holdings* Tranche A: Sovereign Anchors (45%) 1] INTC: 25% 2] IBM: 20% Tranche B: Strategic Infrastructure & Disclosures (35%) 3] MP: 15% 4] MU: 10% 5] TMO: 10% Tranche C: Small-Cap Pure Plays (20%) 6] QBTS: 5% 7] RGTI: 5% 8] QUBT: 5% 9] RCAT: 5% *Projected Growth* * Projected Growth: 28% to 34% Total Return (12-Month Horizon) * Dividend & Distribution Yield: ~1.45% Blended Yield Obviously, this is a fun activity. I wouldn’t put any real money behind this (that also should tell you why I am not rich 😝).

Dependent-Goose8240

Anybody remember the name of that user who was up an insane amount from the MP/UUUU thesis? He was quite active last year during the rare earth frenzy. I wonder how he's doin now

fruitloop00001

Sold my ASTS calls today. Still holding shares, but at least I timed a top just right for once. Thus naturally means that everything else I own will dump tomorrow. Hope none of you regards are in MP, ENPH, or RDDT.