FVAC - Fortress Value Acquisition: An Interesting Opportunity In North American Rare-Earths
- President Trump recently signed an executive order intended to encourage the production of rare-earth elements in the United States.
- These materials are critical in the manufacture of wind turbines, electric cars, and other things.
- FVAC will shortly have the only rare-earth mine in the United States and the only rare-earth processing facility in the Western Hemisphere.
- There is a substantial amount of growth potential here as electric cars alone are expected to consume all rare-earth production by 2030.
- The price is on the high side of what is reasonable and FVAC is not substantially overvalued at the current level.
For further details see:
Fortress Value Acquisition: An Interesting Opportunity In North American Rare-Earths