Aug. 19 at 11:18 AM
$MP This shows:
1) How people want to promote rare-earth companies in which they have invested by spreading misleading information, because both MP and ALOY, to name only the most advanced US companies in the vertical "mine-to-magnet" integration, are building this "middle stage" processes.
2) How undervalued are these companies - MP and ALOY - compared to the over-inflated valuation of companies like this one (EMAT). This is especially true considering that MP is valued roughly 4 times EMAT while moving "at warp speed" to increase production and expecting to achieve a positive EBITDA this quarter, or ALOY, valued half of what is valued EMAT and building THE most technologically advanced metallization processes (see their presentation about what they are doing with the raw materials they receive).
I am bullish on both, have both and don't need to go anywhere else. "The best or nothing" as says the maker of my car.