Added to YB: 2026-06-24
Pitch date: 2026-06-22
MP [bullish]
MP Materials Corp.
Author Info
No bio for this author
Company Info
MP Materials Corp., together with its subsidiaries, produces rare earth materials in the Western Hemisphere.
Market Cap
$10.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.5K
P/E
-147.09
EV/Sales
30.08
Sector
Metals and Mining
Category
growth
MP Materials: Positioned to 10X?
MP: Only scaled US vertically-integrated rare earth miner/magnet producer, countering China's 90% processing dominance. Q1'26 rev+PPA $132.9M, EBITDA $36.6M, record NdPr +63% YoY. '10X' $1.25B Texas campus targets 10k MT magnet capacity by 2028. Apple $500M deal, GM, DoD offtakes. Targets $30B+ TAM via EVs/robotics. Risks: commodity volatility, execution, capex intensity, customer concentration.
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