Daily Stock Opinions and Ratings

Opinions

Stockchase Insights MP Materials MP-N WAIT Jul 16, 2025

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Certainly the company has a scarcity value, and recent news (The Pentagon investment and AAPL's contract) are extremely positive overall. There is a FOMO trade happening here, but it is important to note that the company has lost money in the past two years, with 35c in EPS expected next year. This makes it 'not cheap' certainly at 171X earnings. EPS could accelerate, though, and in a positive market investors are caring less on valuations. But we think we would side with caution for the moment. The likelihood of another big deal in the short term we think is low, and we think this excitement will fade, at least a bit, and we would prefer to let the stock consolidate recent gains. It still has a 23% short interest and part of the recent gains are clearly from panicked short sellers covering, and this made fade.
Unlock Premium - Try 5i Free

Stockchase Insights

Unknown

Unlock Rating

$58.550

Stock price when the opinion was issued

Mining

It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

Get Signals Create your Watchlist

You might be interested:

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Apr 06/21, Up 29.1%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with MP is progressing well. We now recommend trailing up the stop (from $20) to $35.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Apr 06/21, Up 38.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MP is progressing well. We now recommend trailing up the stop (from $35) to $40 at this time.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Apr 06/21, Up 15%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MP has triggered its stop at $40. To remain disciplined, we recommend covering the position at this time.

BUY

Prices of some of their materials have come down, he read this week. They are well-run and still doing well. His long-term of them is very positive.

BUY

It went down because Tesla said it would buy fewer rare materials. But he feels that's unlikely, because Tesla needs them. A buy.

BUY

A long-term stock. Earnings yesterday stated that they are refining their own rare earths themselves and not sending them to China. A big move. They hold a lot of cash too.

BUY

It's getting into battery production itself, not just supplying the rare earths for it. They're positioned well. They plan to boost capacity by 50% over 4 years. A good alternative to Chinese suppliers.

Premium content

🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Stockchase Premium

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

Our Mission is to restore the full rare earth supply chain to the United States of America. MP Materials owns and operates Mountain Pass, the only integrated rare earth mining and processing site in North America. Our success will drive the onshoring of jobs, national security and a carbon-reduced future. Social media mentions are up 1200% in the past 24h.

BUY

His top performer this year. He started buying this 18 months ago strategically. They supply rare earths which are in great demand by industries like cars.

Most Recent Experts

Lyle Stein

Forvest Global Wealth Management