$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.😂😉
