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OOO97
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Undervalued Key Player in Magnets/Rare Earth
Thesis: Downstream leverage. Growth is tied to the European automotive supply chain and the new sintered magnet plant in Estonia.Read more
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Best bet on Rare Earth - Currently priced to perfection, invest if thesis holds at $35-40
Vertical Integration, Sovereign Backing, and Asymmetric Upside. CURRENTLY PRICED TO PERFECTION - INTERESTING AT $35-40 MP Materials represents the highest conviction idea in the sector for 2026.Read more
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