Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
🅰️lamo Investing Profile picture
🅰️lamo Investing
@AlamoInvesting
Engineer with an investing addiction.
Aug 8 • 6 tweets • 2 min read
What a quarter, @MPMaterials! Stock is current up 9% after hours. This report was a glimpse at the future of $MP - a future that is insulated from the volatility of commodity prices while delivering robust and consistent EBITDA margins.

Thoughts below:

1/n Upstream: 13145 MTs despite planned outages. Second highest upstream production ever in the history of the company. Amazing. 2658 MTs of upstream product sold at 4468 $/MT. REO revenue / total revenue continues to fall off a cliff. Great work $MP team.

2/n Image