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MP Materials Corp. (MP)

NYSE - NYSE Delayed Price. Currency in USD
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36.39+2.28 (+6.68%)
At close: 4:00PM EDT
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  • J
    Jose Margarita
    We are eight days into into Q2 2021, and that means unreported Q1 2021 earnings are locked in. MP had great earnings in Q4 2020 due to rising concentrate prices. Rare earth prices increased even more in Q1 2021. I don't have rare earth tonnage prices, but from Jan 4 - Mar 30 PR was up 32%, and ND was up 33% according to Kitco. This guarantees that price realization for Q1 2021 will be significantly better than Q4 2020. I think sell through will be slightly lower than Q4 2020, as in Q4 2020 they talked about realizing a chunk of concentrate that just missed being realized in Q3 2020. Overall MP is heading for $.21-$.25 for Q1 2020, giving it a forward PE of about 30. This PE will drop as EPS grows due to stage two completion. When you consider all the factors, MP is inexpensive. We may have to work through warrants in May, but if you are playing the long game here, MP is going to be a big winner, and a no-brainer in hindsight.
    Bullish
  • p
    pal
    The youtuber "Meet Kevin" is interviewing MP material's CEO right now. Check out youtube if interested.
  • I
    Iron
    I believe soon this is heading to $40. Probably next week.
  • R
    RickA
    I got this when it was Molycorp, in again with MP Materials to see the implementation of Rare Earth bull case.
    With Phase II completed in 2022 revenues may be north of 600million
    With Phase III actually producing final product (magnets) revenues may be 1 Billion
    With Phase 1->3 complete if production just doubles = revenues 2 Billion
    Most likely production needed is much higher due to EVs eVTOL's etc
    Rare Earth Prices also have a good chance of increasing
    EBITDA at 30% would be 600million with just doubling of production and keeping Rare Earth prices as they are now.

    GLTA Go Longs!
    Bullish
  • D
    Dragan
    Greenland says no to China-backed rare-earth mine in election
    APRIL 7, 2021
  • M
    Mike
    I watched the MP CEO video on "Meet Kevin" last night. Wow, I was really impressed. Mr. James Henry Litinsky is a young, smart, and driven guy. His enthusiasm for MP is contagious.
  • C
    CJ
    Why would a ceo of a company sell 5 million shares of a company worth $160 million right after releasing great earnings! That’s one way to have investors lose confidence in your company! Putting greed ahead of shareholder interest! Wrong time to be greedy!
  • D
    DAWSON
    Cramer just pumped MP during lightning round. Said it’s vital for EV’s!
    Bullish
  • D
    Don
    Very amazing company, huge growth potential in the next 10 years.
    Bullish
  • J
    J
    Kramer is still a “Buy-Buy-Buy”! for MP In yesterday’s (4/6) Lightning Round. For what it’s worth, I hear & see what people are saying about MP but for now I’m at least sticking & may be buying more. Bottom line is US & world needs this stuff & supply is limited!
    Bullish
  • F
    Funky
    Volume comes down, shorts out, price rocket up 🚀
  • S
    Stephen
    MP materials just became even more valuable due to Greenland voting for the main opposition party, which is against an international mining project involving uranium and other metals on the Arctic island. It emerged as the biggest party according to initial results.
  • J
    Juan Carlos
    38.09 next target !!
  • J
    Johnny
    We need a short squeeze to make the shorties pay.
    Bullish
  • r
    robert
    My predict is that MP will roar higher after it finishes digesting the insider selling. This is pure consolidation right here. Insider selling doesn't change the fact that there is still a rare earths shortage and that MP is one of the prime companies that benefits from it. This stock goes back to the 40s then the 50s eventually. I'll only be truly concerned if something like a supply glut happens...right now we have the exact opposite. Economics is on the longs' side right now.
    Bullish
  • a
    aquaman
    I watch as all 3 markets are up big. MP is a top national security stock and heavily used in advanced tech and the only one in the Western Hemisphere. Apparently, many investors have no idea of the value of this stock and get gamed out of it by the institutions. They readily hand over shares at a lower price than yesterday's close, while the stock is valued price is closer to $50.
  • A
    Amateur Hour
    One day soon this will pop $20-25 and $50 will be the new floor.
  • E
    EddyGWins
    Mp is a guaranteed winner whoever doesn't see this I feel bad for your portfolio
    Bullish
  • C
    CrazyWookie
    Cramer says "buy". Critical piece of the EV industry.
  • C
    CJ
    Oh look after hour is up few cents, meaning it will be another red day tomorrow. Most predictable stock to trade!