So...when are you going to sell MP?

[John]

So i'm up quite alot with MP.

And the fundamentals are out the door with MP. I mean....their operation only has about 1200 tpa of ndpr oxide...and their magnets is only about 1000 tpa....so the market cap of 13 billion....does not stack up.

BUT - come Oct 2025...and the report back to Trump will be released...and probably some more cash splashed about....maybe it will run some more?

What are others thinking?

Buy
Hold
Sell???

I'm thinking of holding till this report comes out....and then sell.

I think in time...the market might look at the business fundamentals of MP Materials......and see it is way over priced....

 

[ABELTR]

MP will be fine but it will need help to supply U.S. needs. That is where USAR will come in. Good luck.

 

[John]

Hi @ABELTR

Well the PE ratio (not the only thing to look at of course...but interesting)...is currently negative...but lets look forward...and it is about 70 in 2026 and 50 in 2027 (not my calcs...but look about right).

Most gold producers sit around 20-25 max.
Lynas was about 25 a year ago...now sits at about 40.....and is a significant producer (about 11,000 tpa - MP is about 1,200 tpa)...

So you are right....MP will need to increase its output by about x10 to catch up to a "reasonable" PE like Lynas (even that is high).

 

[ABELTR]

Hi @ABELTR

Well the PE ratio (not the only thing to look at of course...but interesting)...is currently negative...but lets look forward...and it is about 70 in 2026 and 50 in 2027 (not my calcs...but look about right).

Most gold producers sit around 20-25 max.
Lynas was about 25 a year ago...now sits at about 40.....and is a significant producer (about 11,000 tpa - MP is about 1,200 tpa)...

So you are right....MP will need to increase its output by about x10 to catch up to a "reasonable" PE like Lynas (even that is high).

MP is in a unique situation with government funding versus other mining and magnet producing companies. Government will need to do the same with other companies in order to satisfy it's needs. MP in my opinion will do well but must produce. No doubt we need to pull away from China dependence.

 

[ABELTR]

So i'm up quite alot with MP.

And the fundamentals are out the door with MP. I mean....their operation only has about 1200 tpa of ndpr oxide...and their magnets is only about 1000 tpa....so the market cap of 13 billion....does not stack up.

BUT - come Oct 2025...and the report back to Trump will be released...and probably some more cash splashed about....maybe it will run some more?

What are others thinking?

Buy
Hold
Sell???

I'm thinking of holding till this report comes out....and then sell.

I think in time...the market might look at the business fundamentals of MP Materials......and see it is way over priced....

The unique situation MP is in with government funding should keep the share price up for quite some time going in to 26 and possibly 27. My opinion. I will hold for awhile.