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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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2 views
MP Materials remains a buy after a 230%+ rally, driven by ramping production, macro tailwinds, and major partnerships with DoD and Apple. The DoD partnership secures a 10-year deal, price floor, and major investment, positioning MP as a US rare earth monopoly with strong growth prospects. Apple's agreement adds upside and innovation potential, but the main catalyst is the DoD's support and guaranteed demand for MP's output.
