MPMining & Metals
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Get what investors say about MP next
Follow MP free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what MP did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about MP
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-07-23 | James LitinskyFounder, chairman & CEO, MP Materials | Bullish | All-In Podcast | The DoD public-private partnership eliminates Chinese mercantilism risk via a commodity price floor plus 100%… |
| 2025-06-11 | Rick RuleFormer CEO, Sprott US Holdings | Bearish | Wealthion | MP will never achieve lowest-cost-quartile status globally in rare earths production, which disqualifies it… |
| 2025-04-18 | Capital FlowsFounder, Capital Flows Research | Bullish | Forward Guidance | China restricting rare earth metal exports forces re-pricing of domestic US rare earth producers like MP… |
Next report: 5 Nov 2026 after the close
Notable options days
Sessions in the last 120 where MP’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 3 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-10 | ||||||
| 2026-08-07 | ||||||
| 2026-08-06 |
MP on the Wheel
MP did not pass our 1-month put test (V1); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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