Neuigkeiten zur MP Materials Registered (A) Aktie

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06.05.26 ESG Aktien |
20.04.26 Verkauf |
20.01.26 Markt Bote |
Tradegate
| Börsenplatz | Tradegate |
| Letzter Kurs | 56,20 EUR |
| Performance | -1,92 % |
| Kurszeit | 20:27:27 |
| Volumen | 3,76 Tsd.Stk. |
| Vortageskurs | 57,30 EUR |
| 52-Wochen Hoch | 91,20 EUR |
| 52-Wochen Tief | 16,300 EUR |
| 2022 | 2023 | 2024 | 2025 | 2026e | |
|---|---|---|---|---|---|
| Umsatz je Aktie | 2,73 | 1,43 | 1,25 | 1,38 | - |
| KGV | 16,30 | 141,79 | -39 | -117,49 | 227,85 |
| Gewinn je Aktie | 1,49 | 0,14 | -0,40 | -0,43 | 0,30 |
06.05.26 ESG Aktien |
20.04.26 Verkauf |
20.01.26 Markt Bote |
| 2023 | 2024 | 2025 | ||
|---|---|---|---|---|
| Umsatz | 253 | 204 | 275 | |
| EBITDA | 94 | 8 | -32 | |
| EBIT | 39 | -70 | -123 | |
| Gewinn | 24 | -65 | -86 |
| Datum |
|---|
| 20.04.2026 |
| 17.04.2026 |
| 17.03.2026 |
| 08.01.2026 |
| 07.01.2026 |
| Transaktion | Kurs | Umsatz | Meldender Position | ||
|---|---|---|---|---|---|
| 20.04.2026 | Insiderverkauf | 64,03USD | 16.595.231,37USD | ||
| 17.04.2026 | Insiderverkauf | 64,05USD | 2.614.585,05USD | ||
| 17.03.2026 | Insiderverkauf | 60,00USD | 2.760.000,00USD | ||
| 08.01.2026 | Insiderverkauf | 64,17USD | 17.492.742,00USD | ||
| 07.01.2026 | Insiderverkauf | 64,01USD | 1.753.874,00USD |
Das denkt die wallstreetONLINE Community über MP Materials Registered (A). Was ist Ihre Meinung? Diskutieren Sie gerne gleich mit!
....schafft MP jetzt ein neues ATH?
The American rare earths company seeking to topple China's dominance
23.03.2026
.....die "große Diskussion" der Analysten über die Lieferungseinstellung nach China und den damit verbundenen Umsatzrückgang kann ich nicht ganz nachvollziehen. Aufgrund der im Aufbau befindlichen Lieferketten der westlichen Welt um sich von China unabhängiger zu machen, ist es doch eine logische Konsequenz, dass die Produkte vermehrt im Westen verkauft werden. (wo es ja genügend Abnehmer gibt)
Gestern MP mit Zahlen und Earnings call anschliessend. Grosse Diskussion gab es von Analysten, wegen des gesunkenen Umsatzes. Man muss dabei berücksichtigen, dass nach China nicht mehr verkauft wird. besten Aufschluss bieten daher eher die Quartalsvergleiche als die Jahresvergleiche.
die beiden wichtigen Sätze, die das noch mal erklären im Quartalsbericht sind folgende, wobei der Decrease in rare earth concentrate revenue durch den Wegfall des China geschäftes kommt, den man eben auch schon in q3 hatte, daher ist das besser Vergleichbar als die Jahreszahlen.
in rare earth concentrate revenue for the year ended December 31, 2025. This decline was partially offset by a
$57.4 million increase in NdPr oxide and metal sales in 2025. The increase in NdPr oxide and metal sales was
primarily due to the ramp-up in midstream operations, where a significantly higher portion of REO produced
was refined and sold as NdPr oxide and metal during the current year.
Materials Segment Adjusted EBITDA increased by $31.0 million to $16.8 million year-over-year, driven mainly
by the impact of the PPA Income, partially offset by the decrease in concentrate revenue discussed above“
Der Westen braucht eine eigene Preisgestaltung, um sich aus Chinas Monopolstellung bei Seltenen Erden zu befreien.
Andy Home, 20. Februar 2026, 16:43 Uhr GMT+1
MP Materials
MP's Price Floor and DoD Deal Intact Amid Counter to Media Report
After market close, Reuters reported that the Trump administration is
"stepping back" from plans to guarantee a minimum price for US critical minerals projects amid a "lack of congressional funding" and the "complexity of setting market pricing" (link). MP shares were down as much as 12% after hours, but had pared back some of the loss as of writing. In a post on X, MP rebuked the report as "inaccurate, misleading and inconsistent with the facts," noting that its deal with the DoD (link) is binding and remains in force, including the price floor.
The Reuters article has since been edited to clarify that the shift by the US government does not affect MP's deal. Since the price floor came into effect, NdPr has risen to~$100/kg (+37% T3M). We have always and continue to feel that MP's deal is secure, although it was less clear if the government would begin providing universal price floors. Nonetheless, we feel it would do the government and recent efforts to build out a Western supply chain more harm than good by retracting the agreement. Even if the government is no longer in the business of offering price floors to other rare earths companies, the disadvantage that the US and the West has relative to China makes it such that there will likely be continued bipartisan support for other mechanisms, as seen most recently with the government stake and loans to peer USA Rare Earth (link). We note investor inbounds as of recent have tilted cautious, either struggling with valuation and retail-driven volatility or expressing concerns that another government deal with one of MP's early-stage competitors could potentially undercut MP's own deal, albeit not our view. In fact, we'd consider any pullback as an opportunity to buy as we continue to view MP's investment case as unmatched government-backed company with guaranteed carnings visibility plus potential upside in the coming years (link).
https://x.com/Nino_Tuto/status/2016965651424776237?s=20
alles was mit seltenen erden zu tun hat crasht gerade gewaltig zweistellig. Lynas und Iluka in australien gerade -10 bis -14, genau wie MP Materials oder auch USAR in USA Nachbörslich.
because markets overreact to news that US might back off from guaranteeing price floors. all REE_related stocks down over 10% in US like MP, USAR and others.phantom-discussion. NdPr Price anyhow is above the price floor guaranteed to MP. and
The prices for NdPr have stabilized again after a phase of weakness in 2024 and show an upward trend in early 2026. Current quotations for NdPr oxide in Northeast Asia are around 110.86 USD/kg.
The DoD has agreed with MP Materials on a profit sharing model that acts as a balanced protection. If the market price rises above the price limit of 110 USD/kg, the US Department of Defense benefits as follows in additional revenue: As soon as the volume-weighted quarterly average price (benchmark) exceeds 110 USD/kg, the DoD receives 30% of the amount that exceeds this threshold.so this contract-for difference actually right now would already bring profits to the DoD. fair to say, this profit sharing would only come into place once the magnet factory is producing.
but anyhow: no other company had a guranteed price floors. if you look at the deal with USAR, no price floors mentioned. and USAR themselves said, they are calculating with purchase price of 125US$/kg for NdPr for their plant in stillwater, as long as their mine is not operational
”The deal does not include a government price floor or price guarantee, which had been extended to MP Materials in a similar investment last year.
China stealing rare earths monopoly from US is all about the missile’s – Richard Mills
December 1, 2025
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| Freefloat | 80,55 % |
| Institutionelle Aktionäre | 66,45 % |
| Individuelle Aktionäre | 14,10 % |
| Datum | Termin |
|---|---|
| 07.05.2026 | Quartalsmitteilung |
| Name | MP Materials Corp |
| Stadt | New York, NY |
| Land |
Hedgefonds und institutionelle Investoren passen ihre Positionen laufend an – durch Käufe, Verkäufe oder Umschichtungen. Diese Bewegungen zeigen Trends und deren Einschätzung.
| Portfolio Manager | Hedge Fonds Name | Letzte Aktivität | % Portfolio | Anzahl Aktien | Gesamtwert * |
|---|---|---|---|---|---|
| - | 5,5484 % | 3.000.000 | 151.560.000 USD | ||
| Reduziert um -18,63 % | 0,0548 % | 283.313 | 14.312.973 USD |
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| Morgan Stanley - Brokerage Accounts | +1,79 % | 3.177.806 | -17,03 % | -652.085 | 31.12.25 |