MP Materials Corp. WKN: A2QHVL ISIN: US5533681012 Forum: Aktien User: Wanderlust

Rare earths are in your phone, your car, your headphones, the data centres running your AI, and more. I sat down with Ryan Corbett, CFO of @MPMaterials, to dig into the supply chain and what it means for investors. @WisdomTreeEurope @WisdomTreeFunds #RareEarths #Podcast https://x.com/mobeentahirwt/status/2070450209130213490?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Was über seltene Erden von Buy the Dip https://youtu.be/XNyha4lF540?t=3568&is=hd_Ua-yquQQy_1el

𝐁𝐨𝐟𝐀 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 reiterates 𝐁𝐮𝐲 on 𝐌𝐏 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬, maintains 𝐏𝐓 𝐚𝐭 $𝟖𝟓 Analyst sees China's addition of MP to its export control list as having little to no impact, viewing it as reinforcement of MP's strategic value. https://x.com/aistocksavvy/status/2069066544848502910?s=46&t=CND_DF6ErYtM-d_GnIoKqA

China adds 10 US firms to export control list, restricts 46 from government procurement Export operators are prohibited from shipping dual-use items to the 10 firms, with China citing the need to safeguard its national security https://www.scmp.com/economy/policy/article/3357853/china-adds-10-us-firms-export-control-list-restricts-46-government-procurement Specifically, export operators are prohibited from shipping dual-use items to the 10 firms. Organisations and individuals from any country or region are also prohibited from transferring or providing any dual-use item that originated in China to these businesses. MP Materials ist hier mit dabei https://x.com/cekdrew/status/2068874497759785014?s=46&t=CND_DF6ErYtM-d_GnIoKqA

10x kann ich mir schlecht vorstellen aber viel weniger ja 10x - Projekt gut MP Materials: Positioned to 10X? https://x.com/topsecretstocks/status/2068545463641333991?s=46&t=CND_DF6ErYtM-d_GnIoKqA

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Trump issues memo on higher pay for national security staff involved with critical minerals https://www.reuters.com/world/trump-issues-memo-higher-pay-national-security-staff-involved-with-critical-2026-05-29/

$mp Rare Earths Stocks Rise as BMO Sees Low Chance of US-China Deal (Bloomberg) -- US rare earth and critical minerals stocks are rising on Tuesday as BMO says a deal between China and the US on these metals is unlikely. “While a US-China trade deal remains a key overhang on... https://x.com/nino_tuto/status/2059344314589724906?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Sieht doch gut aus heute 👍

https://x.com/tickerwire/status/2057091381227876444?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Chief Operating Officer Rosenthal Michael Stuart has purchased 17,000 shares in $MP MP Materials Corp. / DE worth $962,540.00 $MP current value: $56.50 Market: NYSE full disclosure: sec.gov/Archives/edgar… Company Overview: MP Materials Corp., together with its subsidiaries, produces rare earth materials in the Western Hemisphere. It operates in two segments, Materials and Magnetics. https://x.com/beattheinsider/status/2057275319716098093?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Fact Sheet: President Donald J. Trump Secures Historic Deals with China, Delivering for American Workers, Farmers, and Industry. China will address U.S. concerns regarding supply chain shortages related to rare earths and other critical minerals, including yttrium, scandium, neodymium, and indium. China will also address U.S. concerns regarding prohibitions or restrictions on the sale of rare earth production and processing equipment and technologies. https://www.whitehouse.gov/fact-sheets/2026/05/fact-sheet-president-donald-j-trump-secures-historic-deals-with-china-delivering-for-american-workers-farmers-and-industry/ Alles und nichts ??

The $10 Billion Hunt for the Rocks That Power the World. https://youtu.be/d2dgJGkw5p0?is=diNFpwsOsSy9uc9D

Trump leaves Beijing with no rare earth deal confirmed https://www.mining.com/trump-leaves-beijing-with-no-rare-earth-deal-confirmed/

Werde ich ja bald starten müssen meinen EK zu senken. Hatte nicht damit gerechnet, dass es hier nochmal 20 Prozent abwärts geht...naja. Alles halb so schlimm

Fazit Der Talk vermittelt ein klares strategisches Bild: MP Materials sieht sich als das am besten positionierte westliche Unternehmen in einem Markt, der strukturell von China dominiert wird (>90 % Marktanteil bei Magneten) , aber zunehmend unter Diversifizierungsdruck steht. Die vertikale Integration wird als nahezu unüberwindlicher Burggraben gegenüber Wettbewerbern dargestellt, die nur einzelne Stufen der Wertschöpfungskette abdecken. Die größten Unsicherheiten liegen in der kurzfristigen Preisentwicklung, den Verzögerungsrisiken bei Neubauprojekten und der noch unreifen Zuliefererinfrastruktur außerhalb Chinas.