Long History With a New Idea
MP Materials (NYSE:MP) is a mining company prepared for the future. MP Materials began life as a mining company in Mountain Pass, CA. Throughout the years, MP Materials has evolved from broad rare
MP Materials: Indirect EV Investment
Summary
- MP Materials is preparing for the proliferation of electric vehicles.
- The electric vehicle market is expanding rapidly and will need NdPr to meet demand.
- Operations have been running efficiently and will continue to expand.
- Management has their eye on where macro trends are occurring.
- Valuation is quite high, however, this company presents a unique opportunity.
Value focused investor with a contrarian mindset. I seek oppurtunities where market pessism creates long-term upside, often in overlooked or misunderstood sectors. My approach combines fundamental analysis, margin of safety principles and a willingness to go against the grain when data supports it.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of MP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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