Trade war hedge through a unique rare earth asset
Solid Write-up - pretty timely too
Thanks for the writeup! What caused the drop in revenue for 2023 and 2024?
what percentage of the raw materials that they need for production is sourced from China?
Incredible write up! I want to publish my thesis on MP Materials soon but very impressed about the concise story around Neo and the very clear upside and strategic asset value!
Solid Write-up - pretty timely too
Thanks for the writeup! What caused the drop in revenue for 2023 and 2024?
what percentage of the raw materials that they need for production is sourced from China?
Incredible write up! I want to publish my thesis on MP Materials soon but very impressed about the concise story around Neo and the very clear upside and strategic asset value!