Added to YB: 2025-05-28
Pitch date: 2025-04-10
MP [bearish]
MP Materials Corp.
-145.92%
current return
Author Info
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Company Info
MP Materials Corp., together with its subsidiaries, produces rare earth materials in the Western Hemisphere.
Market Cap
$14.8B
Pitch Price
$23.04
Price Target
N/A
Dividend
N/A
EV/EBITDA
-218.03
P/E
-135.43
EV/Sales
62.12
Sector
Metals and Mining
Category
special_situation
Show full summary:
MP Materials Corp. - $MP (short)
MP short: Stage 2 refining is uneconomic at $60/kg NdPr with costs of $80-100/kg vs $27/kg target. China tariff loser not winner - 85% of sales go to China, facing potential 84% retaliatory tariff (-$160M EBITDA hit). Can't make Stage 3 magnets without DyTb, which China banned. $0 PT, 2-5yr bankruptcy timeline.
Read full article (7 min)