Comments
Transcript
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NZSomething I found while researching about MP that remove some of the glow: https://resourceworld.com/rare-earths-sector-a-challenge-can-anyone-stand-up-to-the-chinese/
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JRSuper impressive CEO. It's not often one sees a shot caller as visibly devoted to his company's long term success.
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JRMy concern re: MP remains what it always has been... very little moat if China decides to flood the market to kill of all competition.
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ABhas anyone figured out why MP warrants trade at a massive discount to intrinsic value? 11,50 strike 7-year warrants trade at 9.00 when the stock is at 26.
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btMines in those regions are limited to water! California water Futures begin trading amid fear of scarcity-Bloomberg reports.
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SSLooking at price moves in the index mentioned, it seems supply is very quick to hit market when price goes up.
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PSJack, I want to preface my remarks by saying, that I do like Real Vision, and that I am a very pleased shareholder of MP. I am up over 75% to date and I do believe that the company can continue to do well. I watched this interview to learn something more about the management of the company. HOwever, .....this was an interview that I hope you NEVER repeat. It was worse than anything I could watch on CNBC. This was a love in. There were no tough questions, not even an attempt to critically review what was being said. Often, you tried to outdo the CEO on his promotion of the company. Some question that could have sobered the conversation may have been, what impact does rare earth mining have on the environment in California? What are you doing to mitigate this? If China is expecting to get fully electric by 2030 and there are not enough rare earth supplies, do you think this is an achievable goal? WHere can you see the company having problems?/......etc. I don't want to be negative on the fact that you and James were enthusiastic on the company, but you may as well have brought out the the "kittens". Sorry to be critical. This is not the first RV interview that has been all show and no substance, but i do hope that it is one that you can learn from. After all, life is all about learning. Cheers
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SWGreat interview on a topic I knew little about until now. Thanks for shining such an enthusiastic light on this company and industry.
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RLJack I think the criticisms may stem from the fact that the resource sector is a pretty rough and tumble world there's a lot of salesmen out there and a whole lot of failures for every moonshot success watch how Matt Gordon roughs up his interviewees on Crux investor.... Ok let's look to the rare earth industry outside of China "the western hemisphere" MP is not the only game in town as stated in the interview far from it the largest producer is Lynas and in fact their production and processing is not just a future scenario it's a present reality and their market cap is half that of MP materials (revenues many many multiples of MP) And even taking into account that reality they're at 41 priced earning ratio and they're a well-run company that's been doing this a long time in a very sophisticated fashion so how overvalued must MP materials glittery twinkle star valuation must be?
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AWThese two had great chemistry. Particularly well done interview.
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JHI really enjoyed that, thank you James & Jack. Not the major theme I know but the bit on SPACs was particularly clarifying for me. Thanks
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SMWhen are they going to be profitable?
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JSJack, what precisely is brilliant about Ross Sorkin?
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CJGot to be careful of smooth talking CEO's. Been burnt here in medicine, biotech and finance before. Let's hope this is the exception. Great narrative so invested a smidgeon!
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GARare earth metals mining and refining. How I learned to love the environmental devastation of low level radioactive waste rock often dumped in now radioactive lakes. Your "green" energy revolution.
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ADGreat Interview! Is there a link to the video that RV did on the MP site? Thanks!
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BCMP up 50% since this was filmed 6 days ago
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RWWhat a complete waste of time. I don’t pay my subscription to listen to advertorials
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CBJust wait until the rest of the world finds out how much spare rare earth separation capacity exists in China and how quickly it can be turned on!
Chapters
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From Hedge Fund Manager to Rare Earths Magnate
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Rare Earth Uses and the Mountain Pass Mine
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Electric Vehicles and Neodymium-Praseodymium (NdPr) Magnets
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China, National Security, and Restoring the Rare Earths Supply Chain to the U.S.
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ESG Investing
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The Role of Shareholder-Oriented Management, Transparency, and SPACs
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Closing Thoughts on Rare Earth Futures, Hard Assets, and Investing Time Horizons