Grizzly Report Attacks MP Materials (Full Analysis)

Channel:

Emiya Hilson

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1,590

Published on October 27, 2021 1:00:30 PM ● Video Link: https://www.youtube.com/watch?v=_fHgnOuU3U8

Duration: 25:08

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11

Seems like another company has caught the attention of a bear. This time its MP materials. Here is my full analysis and important highlights that you all investors need to know regarding the report.

*Timestamps*
2:03 First look at Grizzly report
2:35 Mp relationship with Shenghe
5:30 Shenghe controlled by china's treasury department
7:12 Valuation comparison to Lynas (Australia's Rare Earth Producer)
11:30 Lack of experienced management
14:18 Mp's mountain pass deposits misrepresented
16:55 Production Issues
17:10 Similar plan comparison to Molycorp
19:56 The rare earth supply story
21:44 Grizzly report conclusion
23:18 Mp management twitter response

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