2D·

The rally continues

$MP (+1.93%) rises today due to a $500 million partnership with Apple ( $AAPL (-0.04%) ).

The good news about MP Materials is not letting up at the moment. I suspect that we could see further partnerships or purchase commitments in the near future. In particular, I can think of defense companies that want to ensure their long-term security of supply.

It's a good thing that I added more after the deal with the DOD.

https://www.apple.com/newsroom/2025/07/apple-expands-us-supply-chain-with-500-million-usd-commitment/

www.apple.comApple expands U.S. supply chain with $500 million commitment

3 Comments

Chris@Multibagger

I've also been in it for a while with a savings plan with a current equity of €22.20

••

Investment_Inka@Investment_Inka

@Multibagger My average purchase price used to be €21. But after the agreement between the USA and China, I sold most of it again. Wanted to get back in at a cheaper price at a later date, which I unfortunately missed😅
My average purchase price is now €31.10... I still need to work on my staying power.

What price do you think the share could go up to in the medium to long term?

•

Chris@Multibagger

@Investment_Inka I think we will see triple-digit prices. I can't say how high three figures. My long-term target would be a tenbagger on my entry. So 200+ €. But if DT gets serious and introduces secondary tariffs of 500% on all buyers of Russian oil and gas, there will be no rare earths from China again. And the largest deposits of rare earths in Europe are in Russia and Ukraine. And since there is a raw materials agreement between the USA and Ukraine, I could imagine that $MP will also come into play there.

••