MP Materials stock has rocketed higher over the past three months, but it could still be a long-term hold for more aggressive investors.If you made an early bet on MP Materials (MP 8.69%), it has paid off handsomely over the past three months, a time period in which the stock rose a huge 130%. Most of that gain came following big funding news for the rare earth metals producer, which is still in the early stages of its development.With such a quick and dramatic price advance, there's a good reason to consid ...

RT Daniel Foubert 🇫🇷🇵🇱 (@Arrogance_0024)How the West fucked up the rare earths thing:China doesn’t own most of the planet’s rare earth atoms. Rare earth elements are relatively common in the Earth’s crust — about as abundant as copper or zinc. The difference is that they are usually dispersed at low concentrations, making extraction uneconomic. What gives China its dominance is not geology alone, but a combination of geological luck, historical policy decisions, and industrial strategy.In the 1980s, Deng Xi ...

Core Insights - The article emphasizes the importance of identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations in investment strategies [1] - It highlights the significance of analyzing Free Cash Flow and Return on Capital for deeper investment insights beyond basic profit and sales analysis [1] - The author acknowledges that while some growth stocks may deserve premium valuations, it is crucial for investors to investigate whether the market's current opinions are accurate [1] Industry Focus - The research primarily concentrates on the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] - The analysis also extends to various other industries such as mining, chemicals, and luxury goods [1]

Australia is considering setting minimum prices for critical minerals and investing in new rare-earth projects as part of a potential resources deal with the US, the Age reports https://t.co/O6vMIiSwKF ...

Group 1: Company Overview - Public Investment Corporation (PIC) has increased its shareholding in Sibanye-Stillwater to 20.42%, making it the largest investor in the mining company [1] - Sibanye-Stillwater operates mines across five continents and produces various metals including nickel, chrome, copper, and cobalt [2] Group 2: Investment and Financial Performance - PIC manages over R3 trillion (approximately $165.62 billion) in assets and has significantly invested in South Africa's resource sector, with a 42.5% gain in its precious metals and mining investments for the 2024/25 financial year due to increased safe-haven demand [3] - PIC plans to invest R1.35 billion in early-stage mining companies, with at least half of the investments focused on energy transition minerals such as copper and lithium [4]

Group 1: Rare Earth Export Controls - China's recent decision to expand rare earth export controls includes holmium, erbium, thulium, europium, and ytterbium, highlighting U.S. dependence on China for critical minerals essential for manufacturing drones, humanoid robots, EVs, and advanced weaponry [1] - The U.S. defense supply chains are heavily reliant on China, necessitating urgent reindustrialization to produce rare earths, semiconductors, and advanced computing hardware domestically [2] Group 2: Supply Chain Risks - The current geopolitical climate gives China significant leverage, complicating negotiations and making it difficult for the U.S. to secure favorable deals [3] - Sanctions imposed by China on U.S. companies, such as Anduril Industries, necessitate a complete exit from the Chinese supply chain, affecting not only products made in China but also those dependent on Chinese components [5] - There is a risk that China could sanction a major U.S. defense contractor, leading to supply chain disruptions for critical weapons systems, which could impact U.S. military operations globally [6] Group 3: U.S. Initiatives and Investments - The Trump administration has initiated mining projects in Alaska through Trilogy Metals and invested in Lithium Americas Corp. for the Thacker Pass lithium project in Nevada [8] - The U.S. Defense Department has committed $400 million to MP Materials Corp. to fund a plant for rare-earth magnets, with plans to support USA Resources as well [8] - There is a pressing need to secure supply chains before 2030 to mitigate risks associated with reliance on foreign sources [9]

Group 1 - The article does not provide any specific information or data regarding companies or industries [1]

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

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About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...