Puestos
7$MP (+9,42 %) rises today due to a $500 million partnership with Apple ( $AAPL (+0,52 %) ).
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.
$MP (+9,42 %) which went through the roof on Thursday.
A lucrative deal with the US Department of Defense caused MP Materials' share price to jump by 50% on Thursday. The specialist for rare earths can now gain further on Friday and is also benefiting from the fact that analysts are praising the company in advance.
Das Verteidigungsministerium übernimmt bei MP Materials 15 Prozent der Anteile and becomes the largest single shareholder in the mining company. A long-term offtake agreement was also signed. The transformation into a systemically relevant, state-backed supplier was very well received on the market.
Analyst George Gianarikas from Canaccord also praised the development. He continues to rate MP Materials as a "buy" and doubled the price target from 27 to 55 dollars. The deal is a "gigantic, big and beautiful trump card that accelerates US independence in rare earths" and significantly limits China's negotiating power. The public-private partnership is "bold and aggressive" and a win-win for MP, the US and industrial consumers alike, said Gianarikas. The impact on the group's financial situation is gigantic, and the expert's profit estimates are now well above consensus.
MP Materials is the largest western producer of rare earths and manufactures neodymium and praseodymium oxides. These are two rare earths from a list of more than a dozen elements. In view of the trade war between the Trump-led USA and China, the importance of these elements has recently increased significantly.
MP Materials Corp AOct '24Jan '25Apr '25Jul '2501020304050
Mp Materials Corp (WKN: A2QHVL)
The deal with the Pentagon is a real exclamation mark. It shows that the government certainly appreciates the importance of MP Materials. Shareholders can rejoice and let the profits run. DER AKTIONÄR recommended the share back in April, and since then the tip has already gained 95 percent.
PS: Perhaps I should publish my own stock market letter. It's been in my savings plan since December 24. So I discovered it much earlier than the shareholder.😂😉
After I posted again last week about commodities in general and rare earths in particular, I would like to take stock of the stocks I have in my portfolio today.
$MP (+9,42 %) The next stage is being ignited again today. This is the largest position in this area, as a savings plan is running there. So far + 65%
https://de.tradingview.com/news/reuters.com,2025:newsml_L8N3T70NZ:0/
$SCZ (-3,73 %) with 15% in 2 weeks a solid start
$PMET (+10,1 %) 20% in the first two weeks also good
$MTM (+5,05 %) good start, today a setback of 9%, resulting in a loss of approx. 10%
$UUUU (+11,15 %) with 8% + also after 2 weeks.
In addition, savings plans are still running $PPTA (+3,01 %) so far + 53% and
$CDE (+1,53 %) + 24%.
So I think commodities should not be missing from any portfolio as an addition, and not just for dividend reasons.
The U.S. Department of Defense is making a multi-billion dollar investment in MP Materials to establish a domestic rare earth magnet supply chain and reduce reliance on foreign sources.
MP Materials will build a new magnet production facility and expand its rare earth separation operations. The DoD becomes the company’s largest shareholder.
Gainers
* NIKE Inc +10.3%
* Oklo Inc +5.76%
* SailPoint Inc +4.07%
Losers
* USA Rare Earth Inc -7.70%
* Chord Energy Corp -5.81%
* MP Materials Corp -4.09%
I would like your help, especially those who have a custody account with Smartbroker or Scalable. I'm thinking of moving my securities account from Consors because the costs are really exorbitant. The only reason I still have it is because I have a few share savings plans there that are not tradable at TR and there are none at Flatex. I would therefore be very grateful if someone who is there could check for me whether they can be traded there as a savings plan and whether I can also transfer fractions. A sale and new purchase in a new custody account is out of the question due to the high costs. Specifically, it is about
Many thanks for your help. If you have any other suggestions for depots with other providers where this is possible at a reasonable price, I would also be interested in them.
Technological advances and global challenges are opening up new opportunities in various sectors. In addition to well-known areas such as artificial intelligence and renewable energies, there are less recognized sectors with significant growth potential. Here are some areas where I see a lot of potential.
For each area, I have listed a few stocks that are considered pioneers or already established...
1. 💧 Water management - the blue gold of the future
Why is it exciting?
- Water scarcity is becoming a pressing problem worldwide.
- Investments in water treatment, desalination and efficient use are increasing.
Example company:
- Xylem Inc. $X1YL34 - Specialized in water technologies and solutions.
- Veolia Environnement $VIE (+0,15 %) - Leader in water and waste management.
2. 💻 Data processing & data centers - backbone of the digital era
Why is it exciting?
- Increasing data volumes require powerful infrastructures.
- Cloud computing, edge computing and quantum computing are revolutionizing the industry.
Example companies:
- Equinix $EQIX (+1,67 %) - The world's leading provider of data center services.
- Digital Realty $DLR (+3,81 %) - Specializes in data center solutions for companies.
3. 🚀 Space industry - The new economic space
Why is it exciting?
- Private companies are driving innovation and reducing costs.
- Applications range from satellite communication to space tourism.
Example companies:
- Virgin Galactic Holdings Inc. $SPCE (+12,54 %) (SPCE) - pioneer in the field of space tourism.
- Rocket Lab USA Inc. $RKLB (+7,94 %) (RKLB) - provider of low-cost rocket launches for small satellites.
- Airbus $AIR (+1,4 %) (AIR) - Leader in aerospace technologies.
- Boeing Co. $BA (+1,04 %) (BA) - Involved in manned space programs and satellite technology.
- Northrop Grumman Corp. $NOC (+2,13 %) (NOC) - Specializes in defense and space systems.
4. 🌍 Rare earths & raw materials - foundation of modern technologies
Why are they exciting?
- Electromobility, renewable energies and electronics rely on rare metals.
- Recycling and sustainable mining are becoming increasingly important.
Example company:
- MP Materials $MP (+9,42 %) - Largest producer of rare earths in the USA.
- Lynas Rare Earths $LYSDY (-7,92 %) - Leading supplier outside China.
5. 🌱 Vertical farming - the future of urban food production
Why is it exciting?
- Population growth and urbanization require new farming methods.
- Indoor farming enables year-round production with reduced water consumption.
Example company:
- AeroFarms (not found on getquin) - pioneer in vertical farming with innovative cultivation techniques.
- AppHarvest $APPHQ - Operates high-tech greenhouses for sustainable cultivation.
💡 Conclusion: These emerging sectors offer significant opportunities for investors and innovators. Early involvement could be advantageous in the long term.
🔥 Which of these future industries do you think are particularly promising? Share your opinion in the comments!
✅ I'll list the companies mentioned in the comments here:
$LRV (-6,54 %) (rare earths)
$TTEK (+1,88 %) (water management)
$BMI (+2,37 %) (water management)
$TSLA (-0,28 %) (Robotics)
🔍 Disclaimer: No investment advice - only my personal assessment. Everyone should do their own research!
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