MP - MP Materials: The Shovel Of The EV Gold Rush

• US military interests have aligned MP's rare earth mining activities with the geopolitical agenda.
• EVs - which are central to MP's thesis, are at an inflection point of exponential growth in the adoption S-Curve.
• The company has successfully raised $1B+ to finance their ambitious move into producing downstream rare earth products, like magnets for EV drivetrains.
• MP has been bundled in with the SPAC + tech selloff despite their true peers remaining flat, presenting a relative value opportunity.
• The mining operations have shown promising early leadership in sustainability.

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