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31.01.26 - 16:12
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Who Wins When Washington Plays Favorites? (Bloomberg)
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The Trump administration is taking direct ownership stakes in private sector companies, from chipmaker Intel to rare earths producer MP Materials, reshaping the relationship between government and markets. Steven Rattner of Willett Advisors and Sarah Bauerle Danzman of the Atlantic Council weigh the merits of national security to justify the government picking winners and losers, and what it means for competition, innovation, and trust in free markets. (Source: Bloomberg)...
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29.01.26 - 22:09
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MP Materials Announces Date for Fourth Quarter 2025 Financial Results and Webcast (Business Wire)
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LAS VEGAS--(BUSINESS WIRE)--$MP #rareearth--MP Materials Corp. (NYSE: MP) will release its financial results for the fourth quarter ended December 31, 2025, after the U.S. markets close on Thursday, February 26, 2026.
MP Materials' management will host a conference call and webcast that afternoon at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). Prior to the conference call and webcast, MP Materials will issue a press release and post a slide presentation at https://investors.mpmaterials.com/.
Conference Call Details
Event: MP Materials Q4 2025 Financial Results Conference Call and Webcast
Date: Thursday, February 26, 2026
Time: 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time)
Webcast: https://investors.mpmaterials.com/Replay: A webcast replay will be available approximately one hour after the call has concluded.
About MP Materials
MP Materials (NYSE: MP) is America's only fully integrated rare earth producer with capabilities spanning the entire supply chain—from mining and processing to advanced me...
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25.01.26 - 23:00
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Heavily Shorted USA Rare Earth To Soar After US Govt Takes 10% Stake (ZeroHedge)
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Heavily Shorted USA Rare Earth To Soar After US Govt Takes 10% Stake
It was last July 9, when we told readers all about "The Coming Rare Earth Revolution And How To Profit: All You Need To Know About The "Ex-China Supply Chain." It was here that we said MP Materials (and to a lesser extent USA Rare Earth Corp) was best positioned to capitalize as global rare earth trade flows and pricing adjust over the coming years (also, as a reference, that's when USA Rare Earth was trading below $10/share).
One day later, anyone who listened to our advice made their year, when MP Materials soared 50% after the US shocked markets by announcing the Pentagon had become the largest shareholder in the rare earths company.
MP Materials Shares Surge 50% As Pentagon To Become Largest Shareholder https://t.co/qltUY1sHL3
— zerohedge (@zerohedge) July 10, 2025
Since then we had repeatedly pounded the table on USAR as the "other" major domestic REE company, pointing out repeatedly...
USA...
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