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handsdo

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handsdo

Re: None

Thursday, 03/11/2021 7:40:17 PM

Thursday, March 11, 2021 7:40:17 PM

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$MP Cowen Mobility Disruption Conference 2021-03-11

Focused on NDPR = Magnets
Magnets used in most everything and agnostic to battery tech
10% is mining coast
Largest separation unit built by Moly Corp and kept the infrastructure
Moly Corp model was wrong
MP collocation mining, processing refinement benefit
Someday recycling will be important and have the infrastructure to do so
China Shenghe holds 8% as partner and not exclusive customer
China is studying MP
Stage I is profitable
Stage II coming added function is refining
Stage III producing magnets; either Buy/Build or JV

More details in earning call 3/18

Webcast is recorded and archived

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