MP Materials stocks have attracted lots of investor interest, not just because it's a SPAC that's actually trading above its offering price. The bull thesis for MP stock is quite simple. The Western world relies on China for rare earths, and only a few companies are able to help remove that dependency, one being MP Materials. The company now wants to become vertically integrated in two stages. In the meantime, the prices of rare earths are soaring because of demand from growing themes like renewable energy. $MP stock provides an investor's pure-play exposure to the story, but they need to remember this. MP Materials output has been roughly stable for the past three years, and those impressive gross margins are hinging on the volatile price of commodities. For investors in MP Materials, or those thinking about investing in MP stock, this video is a must-see.
RESEARCH PIECES USED IN THIS VIDEO:
1. Rare Earth Stocks | Bull Thesis Explained
• Rare Earth Stocks | Bull Thesis Expla...
CHAPTERS:
Intro
MP Materials bull thesis
What MP Materials does
MP Materials: Two stages
Key metrics for MP stock
MP is printing cash. Here's why.
The latest MP earnings deck
Conclusion
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