Tier 1 Mp Materials

  • [UNVERIFIED] The US government acquired the largest equity position in MP Materials, signaling direct state investment in domestic rare earth magnet production.

    the US government goes in and takes the largest equity position in it

  • [UNVERIFIED] The US has invested $400 million in MP Materials under the Defense Production Act to reopen the Mountain Pass rare earth mine

    we gave them $400 million okay to get this up and running utilizing the fence production act

  • [UNVERIFIED] MP Materials (USA) owns intellectual property for Mountain Pass Mine refining and supplies the Pentagon.

    MP Materials USA owns intellectual property for Mountain Pass Mine Refinering and supplies the Pentagon.

Bull Case

  • [UNVERIFIED] A floor price of $110 per kilogram for specific rare earth products has been established as part of a government co-investment structure.

    and then $110 a kilogram floor price okay and that’s important.

Investment Structure

  • [UNVERIFIED] The US government has committed $400 million to MP Materials, alongside $500 million from Apple, to develop rare earth production capabilities.

    we gave them 400 million and then Apple gave them 500 million to invest so they can get this stuff.

Performance Record

  • [UNVERIFIED] MP Materials stock traded at approximately $13 when the channel first covered it and subsequently rose to approximately $77.

    When we came out with MP materials first time, it was $13. I just looked today. I was shocked. It’s $77.

    • Correction: To verify properly, the claim needs: (1) the specific name of the channel that first covered MP Materials, (2) the date of that coverage relative to the December 2020 IPO, and (3) verified price data on specific dates. The general price trajectory (from ~$13 IPO to substantially higher) is plausible but the specific figures and attribution remain unverified.

Price Guarantee Analysis

  • [UNVERIFIED] The US government guaranteed MP Materials a minimum price of $110 per unit for rare earth output, while Chinese rare earth material can be sourced for approximately $30.

    we guaranteed the price of what they produced at four $110… you can buy it from China for 30 bucks.

The Thesis

  • [UNVERIFIED] The U.S. Department of Defense (DoD) holds a 15% equity stake in MP Materials.

    And the DoD owns 15%.