Annonce • Apr 27
MP Materials Corp., Annual General Meeting, Jun 09, 2026 MP Materials Corp., Annual General Meeting, Jun 09, 2026. Annonce • Apr 10
MP Materials Corp. to Report Q1, 2026 Results on May 07, 2026 MP Materials Corp. announced that they will report Q1, 2026 results After-Market on May 07, 2026 Reported Earnings • Feb 27
Full year 2025 earnings released: US$0.51 loss per share (vs US$0.39 loss in FY 2024) Full year 2025 results: US$0.51 loss per share (further deteriorated from US$0.39 loss in FY 2024). Revenue: US$275.5m (up 35% from FY 2024). Net loss: US$85.9m (loss widened 31% from FY 2024). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Metals and Mining industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 137 percentage points per year, which is a significant difference in performance. Annonce • Jan 30
MP Materials Corp. to Report Q4, 2025 Results on Feb 26, 2026 MP Materials Corp. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026 Buy Or Sell Opportunity • Jan 15
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 19% to Mex$1,190. The fair value is estimated to be Mex$1,535, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 37% over the last 3 years. Meanwhile, the company became loss making. Recent Insider Transactions • Dec 08
Co-Founder recently sold Mex$441m worth of stock On the 5th of December, James Litinsky sold around 385k shares on-market at roughly Mex$1,145 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. James has been a net seller over the last 12 months, reducing personal holdings by Mex$732m. Recent Insider Transactions • Nov 23
Co-Founder recently sold Mex$291m worth of stock On the 20th of November, James Litinsky sold around 248k shares on-market at roughly Mex$1,172 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. James has been a net seller over the last 12 months, reducing personal holdings by Mex$1.7b. Reported Earnings • Nov 07
Third quarter 2025 earnings released: US$0.24 loss per share (vs US$0.15 loss in 3Q 2024) Third quarter 2025 results: US$0.24 loss per share (further deteriorated from US$0.15 loss in 3Q 2024). Revenue: US$53.6m (down 15% from 3Q 2024). Net loss: US$41.8m (loss widened 64% from 3Q 2024). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Metals and Mining industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 137 percentage points per year, which is a significant difference in performance. Annonce • Nov 07
MP Materials Corp. Provides Earnings Guidance for the Fourth Quarter 2025 MP Materials Corp. provided earnings guidance for the fourth quarter 2025. The company expects return to profitability in fourth quarter 2025 and beyond. Annonce • Oct 17
MP Materials Corp. to Report Q3, 2025 Results on Nov 06, 2025 MP Materials Corp. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025 Recent Insider Transactions • Sep 01
Co-Founder & COO recently sold Mex$201m worth of stock On the 29th of August, Michael Rosenthal sold around 150k shares on-market at roughly Mex$1,343 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months. Annonce • Aug 25
MP Materials Corp. announced that it has received $400 million in funding from U.S. Department of Defense On August 25, 2025, MP Materials Corp closed the transaction. Reported Earnings • Aug 08
Second quarter 2025 earnings released: US$0.19 loss per share (vs US$0.21 loss in 2Q 2024) Second quarter 2025 results: US$0.19 loss per share (improved from US$0.21 loss in 2Q 2024). Revenue: US$57.4m (up 84% from 2Q 2024). Net loss: US$30.9m (loss narrowed 9.3% from 2Q 2024). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Metals and Mining industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 138 percentage points per year, which is a significant difference in performance. Annonce • Jul 22
MP Materials Corp. to Report Q2, 2025 Results on Aug 07, 2025 MP Materials Corp. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025 Board Change • May 30
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Arnold Donald was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • Apr 28
MP Materials Corp., Annual General Meeting, Jun 10, 2025 MP Materials Corp., Annual General Meeting, Jun 10, 2025. Annonce • Apr 11
MP Materials Corp. to Report Q1, 2025 Results on May 08, 2025 MP Materials Corp. announced that they will report Q1, 2025 results After-Market on May 08, 2025 Board Change • Feb 25
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Arnold Donald was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Feb 04
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Arnold Donald was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • Jan 31
MP Materials Corp. to Report Q4, 2024 Results on Feb 20, 2025 MP Materials Corp. announced that they will report Q4, 2024 results After-Market on Feb 20, 2025 Recent Insider Transactions • Dec 06
Chairman recently sold Mex$1.2b worth of stock On the 3rd of December, James Litinsky sold around 3m shares on-market at roughly Mex$448 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. James has been a net seller over the last 12 months, reducing personal holdings by Mex$1.5b. Recent Insider Transactions • Dec 01
Chairman recently sold Mex$211m worth of stock On the 27th of November, James Litinsky sold around 500k shares on-market at roughly Mex$423 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. James has been a net seller over the last 12 months, reducing personal holdings by Mex$324m. Recent Insider Transactions • Nov 22
Chairman recently sold Mex$112m worth of stock On the 18th of November, James Litinsky sold around 300k shares on-market at roughly Mex$374 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months. Recent Insider Transactions • Nov 21
Chairman recently sold Mex$112m worth of stock On the 18th of November, James Litinsky sold around 300k shares on-market at roughly Mex$374 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months. Reported Earnings • Nov 08
Third quarter 2024 earnings released: US$0.15 loss per share (vs US$0.024 loss in 3Q 2023) Third quarter 2024 results: US$0.15 loss per share (further deteriorated from US$0.024 loss in 3Q 2023). Revenue: US$62.9m (up 20% from 3Q 2023). Net loss: US$25.5m (loss widened 497% from 3Q 2023). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in South America. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings. Annonce • Oct 22
MP Materials Corp. to Report Q3, 2024 Results on Nov 07, 2024 MP Materials Corp. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024 Board Change • Oct 08
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Arnold Donald was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Aug 10
Chief Operating Officer recently bought Mex$6.3m worth of stock On the 6th of August, Michael Rosenthal bought around 30k shares on-market at roughly Mex$210 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months. Annonce • Aug 06
Lynas Boss to Keep Going After MP Merger Abandoned Lynas Rare Earths Limited (ASX:LYC) boss Amanda Lacaze says a merger with MP Materials Corp. (NYSE:MP) would have been "an excellent tie-up" for both businesses, but the companies were unable to reach a commercial agreement. Speaking to journalists at the Diggers and Dealers mining conference in Kalgoorlie on 05 August 2024, the seasoned chief executive said the two companies were the only two non-Chinese producers of rare earths globally. "We remain convinced it would be an excellent tie-up of both our businesses," she said. When asked if talks had been held over the medium term about a tie-up, she said "we come across each other very often, so we know each other well". Lynas confirmed in February that it held mergers and acquisition discussions with Nevada-based MP Materials Corp, about a potential transaction but that the talks had ended. Reported Earnings • Aug 02
Second quarter 2024 earnings released: US$0.21 loss per share (vs US$0.042 profit in 2Q 2023) Second quarter 2024 results: US$0.21 loss per share (down from US$0.042 profit in 2Q 2023). Revenue: US$31.3m (down 51% from 2Q 2023). Net loss: US$34.1m (down US$41.5m from profit in 2Q 2023). Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Metals and Mining industry in South America. Over the last 3 years on average, earnings per share has fallen by 35% per year whereas the company’s share price has fallen by 32% per year. Annonce • Jul 17
MP Materials Corp. to Report Q2, 2024 Results on Aug 01, 2024 MP Materials Corp. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024 Board Change • Jun 12
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Arnold Donald was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • May 20
Independent Director recently sold Mex$96m worth of stock On the 16th of May, Andrew McKnight sold around 318k shares on-market at roughly Mex$302 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$79m more than they bought in the last 12 months. Board Change • May 03
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Arnold Donald was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • Apr 28
MP Materials Corp., Annual General Meeting, Jun 11, 2024 MP Materials Corp., Annual General Meeting, Jun 11, 2024, at 08:00 Central Standard Time. Agenda: To consider election of 2 directors; to consider advisory vote to approve compensation paid to the company's names executive officers; to consider the ratification of the appointment of KPMG LLP as the company's independent registered public accounting firm for the fiscal year ending December 31, 2024; and to consider such other business as may properly come before the meeting or any adjournment or postponement thereof. Annonce • Apr 12
MP Materials Corp. to Report Q1, 2024 Results on May 02, 2024 MP Materials Corp. announced that they will report Q1, 2024 results After-Market on May 02, 2024 Annonce • Mar 04
MP Materials Corp. (NYSE:MP) announces an Equity Buyback for $300 million worth of its shares. MP Materials Corp. (NYSE:MP) announces a share repurchase program. Under the program, the company will repurchase up to $300 million worth of its shares. The purpose of the program is to opportunistically create value for shareholders. The authorization is effective for one year. Board Change • Mar 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Arnold Donald was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 23
Full year 2023 earnings released: EPS: US$0.14 (vs US$1.64 in FY 2022) Full year 2023 results: EPS: US$0.14 (down from US$1.64 in FY 2022). Revenue: US$253.4m (down 52% from FY 2022). Net income: US$24.3m (down 92% from FY 2022). Profit margin: 9.6% (down from 55% in FY 2022). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Metals and Mining industry in South America. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings. Board Change • Feb 14
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Arnold Donald was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • Feb 02
MP Materials Corp. to Report Q4, 2023 Results on Feb 22, 2024 MP Materials Corp. announced that they will report Q4, 2023 results After-Market on Feb 22, 2024 Board Change • Jan 05
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Arnold Donald was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • Oct 13
MP Materials Corp. to Report Q3, 2023 Results on Nov 02, 2023 MP Materials Corp. announced that they will report Q3, 2023 results on Nov 02, 2023 Board Change • Sep 26
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. New Risk • Aug 07
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 42% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. High level of non-cash earnings (42% accrual ratio). Reported Earnings • Aug 05
Second quarter 2023 earnings released: EPS: US$0.042 (vs US$0.41 in 2Q 2022) Second quarter 2023 results: EPS: US$0.042 (down from US$0.41 in 2Q 2022). Revenue: US$64.0m (down 55% from 2Q 2022). Net income: US$7.40m (down 90% from 2Q 2022). Profit margin: 12% (down from 51% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in South America are expected to remain flat. Board Change • Aug 03
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Annonce • Jul 14
MP Materials Corp. to Report Q2, 2023 Results on Aug 03, 2023 MP Materials Corp. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2023 Board Change • Jul 06
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Board Change • May 31
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Recent Insider Transactions • May 24
Chief Operating Officer recently bought Mex$5.7m worth of stock On the 22nd of May, Michael Rosenthal bought around 15k shares on-market at roughly Mex$382 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months. Board Change • May 12
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Annonce • May 10
MP Materials Corp. Announces Resignation of Daniel Gold as Member of the Board of Directors On May 5, 2023, Daniel Gold submitted his resignation as a member of the Board of Directors of MP Materials Corp. effective as of May 5, 2023. The resignation was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. Board Change • Apr 13
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Feb 26
Full year 2022 earnings released: EPS: US$1.64 (vs US$0.78 in FY 2021) Full year 2022 results: EPS: US$1.64 (up from US$0.78 in FY 2021). Revenue: US$527.5m (up 59% from FY 2021). Net income: US$289.0m (up 114% from FY 2021). Profit margin: 55% (up from 41% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Metals and Mining industry in Mexico. Board Change • Feb 22
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Annonce • Feb 10
MP Materials Corp. to Report Q4, 2022 Results on Feb 23, 2023 MP Materials Corp. announced that they will report Q4, 2022 results After-Market on Feb 23, 2023 Board Change • Jan 31
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Nov 05
Third quarter 2022 earnings released: EPS: US$0.36 (vs US$0.24 in 3Q 2021) Third quarter 2022 results: EPS: US$0.36 (up from US$0.24 in 3Q 2021). Revenue: US$124.4m (up 25% from 3Q 2021). Net income: US$63.2m (up 48% from 3Q 2021). Profit margin: 51% (up from 43% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in Mexico. Board Change • Nov 01
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Aug 05
Second quarter 2022 earnings released: EPS: US$0.41 (vs US$0.16 in 2Q 2021) Second quarter 2022 results: EPS: US$0.41 (up from US$0.16 in 2Q 2021). Revenue: US$143.6m (up 96% from 2Q 2021). Net income: US$73.3m (up 170% from 2Q 2021). Profit margin: 51% (up from 37% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15% compared to a 2.1% decline forecast for the industry in Mexico. Board Change • Aug 02
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Board Change • Jul 07
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Recent Insider Transactions • Jun 18
Lead Independent Director recently bought Mex$21m worth of stock On the 16th of June, Randall Weisenburger bought around 30k shares on-market at roughly Mex$686 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$587m more in shares than they bought in the last 12 months. Board Change • Jun 13
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Recent Insider Transactions • Jun 06
Chief Financial Officer recently sold Mex$4.2m worth of stock On the 2nd of June, Ryan Corbett sold around 5k shares on-market at roughly Mex$782 per share. This was the largest sale by an insider in the last 3 months. This was Ryan's only on-market trade for the last 12 months. Board Change • May 27
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Recent Insider Transactions • May 11
Independent Director recently bought Mex$12m worth of stock On the 9th of May, Connie Duckworth bought around 15k shares on-market at roughly Mex$780 per share. In the last 3 months, there was an even bigger purchase from another insider worth Mex$24m. Despite this recent purchase, insiders have collectively sold Mex$603m more in shares than they bought in the last 12 months. Reported Earnings • May 06
First quarter 2022 earnings released: EPS: US$0.48 (vs US$0.095 in 1Q 2021) First quarter 2022 results: EPS: US$0.48 (up from US$0.095 in 1Q 2021). Revenue: US$166.3m (up 177% from 1Q 2021). Net income: US$85.6m (up 431% from 1Q 2021). Profit margin: 52% (up from 27% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 21%, compared to a 3.0% growth forecast for the industry in Mexico. Valuation Update With 7 Day Price Move • Apr 29
Investor sentiment deteriorated over the past week After last week's 16% share price decline to Mex$790, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 5x in the Metals and Mining industry in South America. Total returns to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$535 per share. Board Change • Apr 27
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Valuation Update With 7 Day Price Move • Mar 31
Investor sentiment improved over the past week After last week's 19% share price gain to Mex$1,170, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 6x in the Metals and Mining industry in South America. Total returns to shareholders of 60% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$559 per share. Recent Insider Transactions • Mar 19
General Counsel & Corporate Secretary recently bought Mex$3.7m worth of stock On the 11th of March, Elliot Hoops bought around 4k shares on-market at roughly Mex$923 per share. In the last 3 months, there was an even bigger purchase from another insider worth Mex$24m. Despite this recent purchase, insiders have collectively sold Mex$615m more in shares than they bought in the last 12 months. Recent Insider Transactions • Mar 09
Lead Independent Director recently bought Mex$24m worth of stock On the 7th of March, Randall Weisenburger bought around 30k shares on-market at roughly Mex$815 per share. In the last 3 months, they made an even bigger purchase worth Mex$74m. Despite this recent purchase, insiders have collectively sold Mex$619m more in shares than they bought in the last 12 months. Reported Earnings • Feb 27
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: US$0.78 (up from US$0.27 loss in FY 2020). Revenue: US$332.0m (up 147% from FY 2020). Net income: US$135.0m (up US$156.9m from FY 2020). Profit margin: 41% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 41%, compared to a 4.0% growth forecast for the mining industry in Mexico. Board Change • Feb 15
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Drew McKnight is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Valuation Update With 7 Day Price Move • Jan 22
Investor sentiment deteriorated over the past week After last week's 18% share price decline to Mex$800, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 8x in the Metals and Mining industry in South America. Total returns to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$561 per share. Recent Insider Transactions • Dec 18
Lead Independent Director recently bought Mex$74m worth of stock On the 15th of December, Randall Weisenburger bought around 87k shares on-market at roughly Mex$852 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$643m more in shares than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment improved over the past week After last week's 17% share price gain to Mex$835, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 5x in the Metals and Mining industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$677 per share. Reported Earnings • Nov 07
Third quarter 2021 earnings released: EPS US$0.24 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$99.8m (up 143% from 3Q 2020). Net income: US$42.8m (up 192% from 3Q 2020). Profit margin: 43% (up from 36% in 3Q 2020). The increase in margin was driven by higher revenue. Recent Insider Transactions • Sep 22
Chairman recently sold Mex$602m worth of stock On the 16th of September, James Litinsky sold around 872k shares on-market at roughly Mex$690 per share. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months. Annonce • Sep 15
MP Materials Corp. has completed a Follow-on Equity Offering in the amount of $148.75 million. MP Materials Corp. has completed a Follow-on Equity Offering in the amount of $148.75 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 4,250,000
Price\Range: $35 Recent Insider Transactions • Aug 13
Independent Director recently sold Mex$115m worth of stock On the 10th of August, Andrew McKnight sold around 150k shares on-market at roughly Mex$768 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Aug 06
Second quarter 2021 earnings released: EPS US$0.16 (vs US$0.92 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$73.1m (up 141% from 2Q 2020). Net income: US$27.2m (up US$89.7m from 2Q 2020). Profit margin: 37% (up from net loss in 2Q 2020). Executive Departure • Jul 01
Non-Employee Advisor Sheila Bangalore has left the company On the 30th of June, Sheila Bangalore's tenure as Non-Employee Advisor ended after less than a year in the role. As of March 2021, Sheila still personally held 100.89k shares (Mex$74m worth at the time). Sheila is the only executive to leave the company over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model. Reported Earnings • May 08
First quarter 2021 earnings released: EPS US$0.095 The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$60.0m (up 135% from 1Q 2020). Net income: US$16.1m (up US$46.4m from 1Q 2020). Profit margin: 27% (up from net loss in 1Q 2020). Reported Earnings • Mar 20
Full year 2020 earnings released: US$0.27 loss per share The company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$134.3m (up 83% from FY 2019). Net loss: US$21.8m (loss widened 223% from FY 2019). Annonce • Feb 09
MP Materials Corp. to Report Q4, 2020 Results on Mar 18, 2021 MP Materials Corp. announced that they will report Q4, 2020 results After-Market on Mar 18, 2021