The company
America's rare earth champion
MP Materials is the only integrated rare earth producer in the Americas, with capabilities spanning the entire supply chain: from mining and processing to advanced metallurgy and magnet manufacturing. It owns and operates the Mountain Pass mine in California — the only rare earth mining and processing site at scale in North America — and the Independence facility in Texas for permanent magnet manufacturing.
Record operational growth
In the first quarter of 2026, MP Materials achieved record NdPr production of 917 metric tons (+63% year-over-year), generating $90.6M in revenue (+49% YoY) and scaling its magnets segment with 306% growth. The company supplies magnets to strategic partners such as General Motors and works on defense and consumer electronics applications.
U.S. Government and Pentagon backing
In July 2025, the Donald Trump administration signed a transformative alliance between the U.S. Department of Defense (Pentagon) and MP Materials to guarantee rare earth and magnet independence on American soil — one of the largest federal interventions in critical supply chain history.
The DoD invested $400M in convertible preferred shares at $30.03/share, with warrants giving it up to ~15% ownership, potentially becoming the largest shareholder.
$150M loan from the Office of Strategic Capital (funds from the "One Big Beautiful Bill Act") + $1,000M from JPMorgan and Goldman Sachs to build the 10X magnet factory.
The DoD guarantees a minimum price of $110/kg for NdPr for 10 years — nearly double the market price — ensuring stable and predictable cash flow.
Commitment to purchase 100% of magnet production (7,000 MT/year) for 10 years, plus a $140M/year EBITDA guarantee paid by the DoD.
Sovereign mine-to-magnet supply chain: For the first time in decades, the U.S. will have an integrated rare-earth-to-magnet chain on national soil, backed by the Pentagon — strategic for defense, electric vehicles, drones and robotics, reducing dependence on China.
Why this opportunity
Strategic asset
Rare earths are critical inputs for electric vehicles, robotics, drones, wind turbines and defense. MP is the only at-scale producer in the U.S.
Medium/long-term thesis
Demand for NdFeB magnets grows structurally with electrification and the relocation of supply chains away from China.
Access via private liquidity
Although the stock is listed on NYSE, its intrinsic liquidity is limited. We access it through a specialized liquidity provider to guarantee execution.
The procedure
Entry with a $500,000 USD minimum. For the liquidity provider to provide liquidity in the MP stock, we need to enter with a minimum of $500,000 USD as a collective block. The stock, although listed on NYSE, does not yet have a high liquidity level, so it requires a liquidity provider different from the standard market.
Time zero — $310,000 already committed by 9 clients. We have 9 clients with investments already committed at time zero worth $310,000, with $190,000 remaining to be allocated to reach the entry minimum.
Expression of Interest (EOI). Each current client may submit an EOI indicating the amount in USD they could invest. Nothing is deposited now.
Allocation at the end of the week. When it is confirmed whether we obtained the share allocation and how many slots, the corresponding deposits will be requested from the selected clients.
Medium/long-term investment. This is a medium to long-term horizon investment — not a short-term speculative trade.
Allocation status
Committed T0 · 9 clients
$310,000
EOIs received
$71,000
Pending allocation
$119,000
Submit your Expression of Interest (EOI)
EOIs received in real time
Already committed (time zero)
EOIs received
Names are hidden to protect the privacy of participants. The displayed total updates as new expressions of interest are received.
Important notices
- • Do not deposit now. Deposits are requested only at the end of the week, once the slot allocation is confirmed by the liquidity provider.
- • Medium/long-term investment. It is not a short-term speculative trade.
- • Exclusive offer for current clients. If you are not registered on the platform, you cannot participate.
- • Allocation is not guaranteed. It depends on the slots obtained by the liquidity provider.
- • You can modify your EOI at any time before closing by sending a new amount with the same email.