MP Materials — 10x Investment Idea

MP Mine in Mountain Pass, CA [Credit: MP Materials Investors Presentation]
Rare-Earth Elements [Credit:]

“This is one of the smallest commodity markets in the world but the rare-earths that are produced (this tiny little fraction of materials) are critical to $7 trillion finished goods: automobiles, aircrafts, phones, computers.” — James Kennedy

Transaction Summary [Credit: MP Materials Investors Presentation]

“We believe MP Materials is a compelling opportunity to invest in an irreplaceable, world‐class asset at a point in time when demand from electric vehicles, wind turbines, and other technologies is hitting an inflection point, and while the need to find a reliable and resilient source for rare earths is crucial for the U.S. and global supply chain. The electrification of global transportation and infrastructure will be a dominant investment theme over the next several decades, leading to demand for rare earths rapidly outpacing current levels of production and supply. Mountain Pass is the only scaled North American source of supply for these materials, and Jim and his team have already restored Mountain Pass as a global leader in the rare earth market. Together, we will leverage that foundation into a transformational opportunity at a critical time for our nation.” — Drew McKnight, CEO of FVAC

NdPr Magnets Market Share [Credit: MP Materials Investors Presentation]
Rare Earths Usage [Credit: MP Materials Investors Presentation]
EV Motor Technology [Credit: MP Materials Investors Presentation]

“I would not give my rotating field discovery for a thousand inventions, however valuable… A thousand years hence, the telephone and the motion picture camera may be obsolete, but the principle of the rotating magnetic field will remain a vital, living thing for all time to come.” — Nikola Tesla

MP Material’s competition [Credit: MP Materials Investors Presentation]
The U.S. Government sees rare earths as key to national security [Credit: MP Materials Investors Presentation]
MP Materials long-term plan [Credit: MP Materials Investors Presentation]
MP Mine in Mountain Pass, CA [Credit: MP Materials Investors Presentation]



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