MPMP Materials

Sintered NdFeB Permanent Magnets (Heavy-REE)

Open MP in Robinhood ↗

HOLD

Conviction●●●●●5 of 5

Research target80Snapshot target

Thesis statusINTACTLast reviewed 6/30/26

Market cap10.38BSnapshot value

The thesis

CRITICAL MATERIALS: China ~85-90% RE processing; only scaled US mine + separation; NdPr/Dy/Tb bottleneck; DoD $400M equity + $150M loan backstop; China Busan Truce expires Nov 10 2026 = hard catalyst

Catalysts

Nov 2026 truce expiry; DoD magnet facility offtake ramp; heavy REE commercial circuit completion late 2026

What breaks it

China floods market post-truce; MP magnet facility execution failure; rare earth prices collapse

Social sentiment

very_bullish: X confirms NdFeB production Dec 2025. $21.1M magnet rev Q1. 10X campus ground-broken. CEO: "AI is physical. Motion needs magnets." GM offtake. DoD-backed.

Snapshot · 6/30/26

Smart money

🟢 Lean-Bull · ins+$1.5M(2buy) · 13F 16+/7- · short↓0.3

Snapshot · 6/30/26