MP MP Materials Corporation

Finally Australian rare earths companies are ripping too. I hope we will have a great Friday. $MP $USAR $ALOY $UAMY $CRML

$MP 🧲 🇺🇸 *MP Materials Beats* MP Materials reported strong 3Q26 results, with adjusted EPS of $0.04 versus consensus of -$0.05, a $0.09 beat. Revenue surged 176% YoY to $147.7 million, exceeding $116.6 million consensus by 26.7%. Adjusted EBITDA reached $41.1 million versus $27.6 million expected, beating estimates by 49%. NdPr production increased 41% to 1,018 tons, while sales rose 94% to 1,020 tons. Importantly, GM magnet qualification is complete, with commercial deliveries beginning in 4Q26, reinforcing MP's integrated growth thesis.

$MP That earnings call was actually fire. Company is humming, CEO states the stock is undervalued, talks about their position as 'kingmaker' for the reindustrialized economy. Open road ahead

$MP the writing was on the wall here if you could read the signs. I will be fully transparent with you guys. I have been shorting this for the last couple of months. It’s been obvious to me that Democrats were gonna win Congress and that this propped up Trump stock would eventually sour. I actually see more downside ahead for this, but I closed my short position yesterday. Good luck, bulls and bears. Tip. Start migrating over to clean energy as a presidency will be blue in two years as well. Now is the time to get in early.

$MP if we look-back historically over the last year, you may have heard me say that our expectation is multiples of demand for 10x and just given the growth and the onshoring. interestingly, what I would say is, in recent months, really in this quarter, it started to accelerate. We have seen actually specific, what do we call RFQs or specific customer sizings that well exceed the 10x capacity we are bringing online now. And so I think what was sort of theoretical has become specific.….I try to be thoughtful about the words that we'll put out there but we do believe that we will be somewhat of a kingmaker in some of these new multi-trillion dollar opportunities. If you look at our platform, we're going to be able to enable a company or companies to be a number of years ahead of competitors. And so it's a very unique position that we're in. obviously, we're going to make sure that our shareholders are rewarded for that strategic value. -Jim Latinski

Yttrium oxide trades at about $9 a kilogram inside China and about $1,150 outside it, 179 times what it cost two years ago. It's used in jet engine coatings and chipmaking equipment, and in September China shipped Japan 4 tons of it, down from 51 tons a year earlier. Japan now says it is months from running out. US rare earth stocks barely moved, and they were right to: $MP, $USAR and $CRML are mostly magnet stories, MP expects its first heavy rare earth output by year end, and the US has no commercial yttrium plant. Scarcity is real, but almost nobody listed here can sell this element. $REMX holds the group. Who actually can?

Interesting article from Thomson Reuters Tax & Accounting that I think the market is overlooking. While the U.S.–China trade truce has been extended to January 10, 2027, China’s expanded rare-earth export controls are apparently still scheduled to return on November 10. That’s less than 3 weeks away. Reuters points out that there’s still no clear official confirmation that the rare-earth restrictions were included in the extension. If China lets those controls kick back in, I can’t see how this wouldn’t put U.S. rare-earth and critical mineral companies back in the spotlight. And even if they extend the suspension, the U.S. dependency on China isn’t going away. Definitely something worth watching closely. $MP $USAR $UUUU $UAMY $CRML

$MP 20 years of trading and this one has me actually baffled. This is one of those moments where you just have to stay true to your trade and thesis Absolutely no reason this hasn’t recovered 🤷‍♂️

$MP I do not enjoy people loosing money!! The best is for you to admit you are wrong close the short!! Do not fight me.

$MP I bought more. Why not? The demand for rare earth has not wane. Data centers need will be there. Now that they got Elected, Democrats will eventually change their narrative regarding data centers. Weapons still needed to be replenished. Europe still buying Patriots from US thru PURL.

Oil goes down Metals goes up Nasdaq goes up Treasury yields go down CRITICAL METALS GO DOWN! There is something wrong with this 🧐 $MP $USAR $UAMY $NB $TMQ

$MP Management MUST address concerns about the durability of the DoW contract tomorrow. YOU MUST ADDRESS THIS ISSUE!!!

$MP 1. The DoW contract seems secure. 2. Didn’t sound interested in a buy back. However, it seems they want to buy some potentially failing RE assets for pennies on the dollar. That sounds good to me. 3. Demand sounds amazing.

$MP we will see a short squeeze that will bring the attention of all day trading snipers

$MP Priced as though it was discovered that people can just dig up rare earths in their own backyard and make their own magnets. Ridiculous

$MP The wild thing is that this 10% drop follows two months of declining stock price for a company, which is crucial for the US strategic competition with China. The stock market is truly a crazy world

$MP May we bounce hard off that double bottom and never look back. It’s time, way past our time actually

$MP you all better hope that the Republicans stay in control of the Senate. If not things could change for these rare earth companies. The Democrats only care about reversing everything Trump is done.

$MP this is a well run company. No fluff, straight answers, no whatever the Pa is. This is a winner

$MP it has come upon you!! 🩸🩸🩸🩸🩸🩸 get out of my way!! Feel the pain of not knowing when to quit a short!!