MP Materials - MP (voorheen Fortress Value Acquisition Corp - FVAC.WT)

Beleggen in aandelen beurs New York, Dow Jones, Nasdaq-100 en S&P500

Beleggen met ongekend lage tarieven?
Aandelen BE/NL €2+0,03% / VS €0,50+$0,004 p/st
Kernselectie: Geen kosten turbo's, ETF's en fondsen
DEGIRO: meer informatie / rekening openen


Gebruikersavatar
Droopymaes
Premiummember
Premiummember
Berichten: 575
Lid geworden op: 23 apr 2020 13:51
waarderingen: 564
Contacteer:

Re: MP Materials - MP (voorheen Fortress Value Acquisition Corp - FVAC.WT)

Bericht door Droopymaes »

Beijing is exploring whether it can hurt U.S. defense contractors by limiting the export of rare earth minerals that are crucial for the manufacture of Lockheed Martin's (NYSE:LMT) F-35 and other sophisticated weaponry, according to the FT. The Ministry of Industry and Information Technology has proposed draft controls on the production and export of rare earth minerals from China, which controls about 80% of global supply. Industry executives say government officials have even asked them how badly companies in the U.S. and Europe, including defense contractors, would be affected if China restricted the exports.

Backdrop: The decision follows deteriorating ties between the U.S. and China. What started as a trade war has morphed into a technology war, and at times, possibly a currency war. The latest move suggests rare earths may be the next front, or could be used as leverage in some of those battles. The Biden administration has indicated it would maintain pressure on China (no quick lift for tariffs) but take a more multilateral approach. China's Foreign Ministry also said last year it would also sanction Lockheed Martin, Boeing (NYSE:BA) and Raytheon (NYSE:RTX) for selling arms to Taiwan, the self-ruled island which Beijing claims as its sovereign territory.

What are rare earths? The minerals are a group of 17 chemical elements used in everything from high-tech consumer electronics like smartphones to military equipment. Despite the name, there are deposits of some of them all over the world, but it is unusual to find them in a pure form or in concentrated quantities, hence the title "rare." The U.S. is highly dependent on them for its defense capabilities (i.e., a recent Congressional Research Service report found that each F-35 required 920 pounds of rare earth materials).

Outlook: Hopes of U.S. companies that looked to break into the industry have been dashed in the past due to strict environmental regulations on extracting and processing. China also undercut world prices in the 1990s, leading to additional barriers to entry. There is currently no refining capacity in the U.S. (ore mined here must even be sent to China), but that may be changing. The Pentagon recently signed contracts with American and Australian miners to boost their onshore refining capacity, awarding contracts to MP Materials (NYSE:MP) and Lynas Rare Earths (OTCPK:LYSCF) for facilities in California and Texas.
letta75 liked last!





Gebruikersavatar
letta75
Premiummember
Premiummember
Berichten: 222
Lid geworden op: 19 apr 2020 11:56
waarderingen: 359
Contacteer:

Re: MP Materials - MP (voorheen Fortress Value Acquisition Corp - FVAC.WT)

Bericht door letta75 »

Analysts Are Optimistic We'll See A Profit From MP Materials Corp. (NYSE:MP)

Thu, February 18, 2021, 10:43 AM·3 min read

MP Materials Corp. (NYSE:MP) is possibly approaching a major achievement in its business, so we would like to shine some light on the company. MP Materials Corp. owns and operates integrated rare earth mining and processing facilities. With the latest financial year loss of US$6.8m and a trailing-twelve-month loss of US$45m, the US$6.4b market-cap company amplified its loss by moving further away from its breakeven target. The most pressing concern for investors is MP Materials' path to profitability – when will it breakeven? In this article, we will touch on the expectations for the company's growth and when analysts expect it to become profitable.

According to the 2 industry analysts covering MP Materials, the consensus is that breakeven is near. They expect the company to post a final loss in 2020, before turning a profit of US$45m in 2021. So, the company is predicted to breakeven approximately a year from now or less! How fast will the company have to grow to reach the consensus forecasts that anticipate breakeven by 2021? Working backwards from analyst estimates, it turns out that they expect the company to grow 47% year-on-year, on average, which is rather optimistic! If this rate turns out to be too aggressive, the company may become profitable much later than analysts predict.

Underlying developments driving MP Materials' growth isn’t the focus of this broad overview, however, take into account that by and large metals and mining companies, depending on the stage of operation and metals mined, have irregular periods of cash flow. This means that a high growth rate is not unusual, especially if the company is currently in an investment period.

Before we wrap up, there’s one issue worth mentioning. MP Materials currently has negative equity on its balance sheet. Accounting methods used to deal with losses accumulated over time can cause this to occur. This is because liabilities are carried forward into the future until it cancels. These losses tend to occur only on paper, however, in other cases it can be forewarning.

An experienced management team on the helm increases our confidence in the business – take a look at who sits on MP Materials’s board and the CEO’s background.

https://finance.yahoo.com/news/analysts ... 49843.html
jack. liked last!

Gebruikersavatar
letta75
Premiummember
Premiummember
Berichten: 222
Lid geworden op: 19 apr 2020 11:56
waarderingen: 359
Contacteer:

Re: MP Materials - MP (voorheen Fortress Value Acquisition Corp - FVAC.WT)

Bericht door letta75 »

MP Materials to Participate in Upcoming Virtual Conference


MP Materials Corp. (NYSE: MP) ("MP Materials"), the largest rare earth materials producer in the Western Hemisphere, today announced that members of the executive management team are scheduled to participate in one-on-one meetings and a fireside chat at the Baird 2021 Sustainability Conference on Wednesday, February 24, 2021 at 10:00 a.m. Pacific time (1:00 p.m. Eastern time).

A live webcast and replay of the fireside chat will be available on the company’s investor relations website at investors.mpmaterials.com.

About MP Materials

MP Materials Corp. (NYSE: MP) is the largest producer of rare earth materials in the Western Hemisphere. With more than 275 employees, the Company owns and operates the Mountain Pass facility. This iconic American industrial asset is the only rare earth mining and processing site of scale in the Western Hemisphere and currently produces approximately 15% of global rare earth content. Separated rare earth elements are critical inputs for the magnets that enable the mobility of electric vehicles, drones, defense systems, wind turbines, robotics, and many other high-growth, advanced technologies. MP Materials’ integrated operations at Mountain Pass uniquely combine low production costs with best-in-class environmental standards, thereby restoring American leadership to a critical industry with a strong commitment to sustainability. More information is available at https://mpmaterials.com/.
jack. liked last!

Gebruikersavatar
Munnybunny
Forum veteraan
Forum veteraan
Berichten: 1963
Lid geworden op: 17 sep 2014 14:20
waarderingen: 893
Contacteer:

Re: MP Materials - MP (voorheen Fortress Value Acquisition Corp - FVAC.WT)

Bericht door Munnybunny »

Deze blijft ook gaan ATH $51.77 :clap:


Deelnemen aan het forum + meer functies?

Deel kennis en vragen met duizenden beleggers,
minder advertenties, ideaal voor smartphone, betere
gebruikservaring en gratis abonneren op favoriete
onderwerpen. Registreer binnen 1 minuut!



Plaats reactie