Bringing the bull case for MP Materials (MP) in Jaguar Investing Series with a holding period of 12 months. The fundamental outlook has been shared with Jag clients previously. In this production we showcase light on three elements: 1) Company is making progress towards Phase 2 that will likely keep rare earth metal prices high in foreseeable future, 2) How the geopolitical landscape is shaping up to be highly favorable with bipartisan support, and 3) Recent Myanmar military coup is creating a significant threat of supply disruption.

 

 

 

Attachments: Slide Deck | Research Note