MP Materials: A Cash-Flow Machine With Terrific Execution [Seeking Alpha]
MP Materials Corp. (MP)
Company Research
Source: Seeking Alpha
izusekInvestment thesisMP Materials (NYSE:global NdPr price.Market overview - How's the demand for NdPr magnets?Although NdPr permanent magnets can be used for a wide variety of products (consumer electronics, wind turbines, robotics, etc.), the fastest growth is still expected within the electric vehicles (EVs) space. EVs are expected to account for 16% of the total number of cars sold in 2025 and for ~70% of all the cars sold in 2030, according to IEA and BloombergNEF, cited inThe BMO Rare EarthThe BMO Rare Earth Supply Chain ConferenceMP Materials seems to be in a great position to capitalize on the environment envisioned here. The company is the biggest producer of rare earth oxides (REO) outside of China and it had a market share of 15% of global REO produced in 2021. Let's look at how well MP Materials executes:FinancialsMP Materials grew its revenue 97% YoY while gross margin stabilized around 85%, only 100 bps lower than 1Q22. Moreover, even if adjusted EBITDA margin slightly
Show less
Read more
Impact Snapshot
Event Time:
MP
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
MP alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
MP alerts
High impacting MP Materials Corp. news events
Weekly update
A roundup of the hottest topics
MP
News
- Australia's Rinehart takes stake in Lynas Rare Earths, shares jump [Yahoo! Finance]Yahoo! Finance
- Australia's Rinehart takes stake in Lynas Rare Earths, shares jump [Reuters]Reuters
- Rinehart's New Attack On China's Rare Earth Dominance [Forbes]Forbes
- Billionaire Rinehart Buys Stake in Rare Earths Producer Lynas [Yahoo! Finance]Yahoo! Finance
- Billionaire Rinehart Buys Stake in Rare Earths Producer Lynas [BNN Bloomberg (Canada)]BNN Bloomberg
MP
Earnings
- 2/22/24 - Beat
MP
Sec Filings
- 4/5/24 - Form SC
- 4/1/24 - Form 4
- 4/1/24 - Form 4
- MP's page on the SEC website