FVAC Stock Merging with MP Materials! FVAC Stock Analysis! MP Materials Stock! Chamath SPAC!

FVAC SPAC / MP Materials Stock / MP Stock / CHAMATH SPAC / Rare Earth Stock

Another SPAC video this time covering FVAC stock merging with MP Materials!

What is MP Materials?! MP is the owner and operator of the largest RARE EARTH MINERALS producer in North America! What are RARE EARTH minerals? Why is Chamath investing in FVAC stock? What do I think of their risk / reward?

I address all these questions in this video! If you’d like to see my HYPOTHETICAL VALUATION FRAMEWORK for thinking about FVAC Stock / MP Materials / MP Stock, check out the sheet below:

…
All it takes is finding one MULTI-BAGGER to potentially change your life JOURNEY. For those interested in following my personal financial JOURNEY as I look for these potential MULTI-BAGGERS go to:

DISCLAIMER:
This video is purely for informational and educational purposes. This is NOT investment advice. You should not treat any opinion expressed by Daniel or Unrivaled Investing as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of opinion. Daniel and Unrivaled Investing are not under any obligation to update or correct any information provided on this website or in these videos. Daniel and Unrivaled Investing’s statements and opinions are subject to change without notice.

You should be aware of the real risk of loss in following any strategy or investment discussed in this video or on this website. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned by Daniel or Unrivaled Investing may not be suitable for you. Past performance is not indicative of future results.

This video is NOT affiliated with Unrivaled Capital, which is a registered investment advisor that is owned and operated by Daniel.

[seanlov]

Interesting analysis.
Some things I think were missed for investors to also consider:

1) MP Materials was chosen by the U.S. Department of Defense for a contract aimed at restoring domestic Heavy Rare Earths production to the US.

2) The environment: MP Materials is focused on being the most environmentally responsible rare earth facility in the world, with a zero-discharge rare earth facility.

3) Importantly on their board is the former General and Chairman of the Joint Chiefs of Staff. Also they have an executive from Lockheed.

4) Current huge problem is they have to ship their materials to China for processing and then import them back. However with the FVAC cash they will make the entire process become in-house. (Although another problem is they are having a Chinese company with the products and know-how help them make this happen - unless the Chinese government stops them.)

5) The United States has no domestic production for 14 of the critical minerals and is completely dependent on imports to supply its demand of those items. It was very foolish for the US Government to get itself in this position and then ignore it for so long. However in September an Executive Order was signed to finally meaningfully address this problem. Search: "Trump signs executive order to protect, build US rare earths industry."

Although national security was mentioned in the video, I don't think we seriously consider what that means that rare earth metals is a "national security" problem.
We (American investors) keep pumping more and more money into stocks of Apple, Tesla, Nikola, Lordstown, Raytheon, Lockheed, Cisco, Intel, Nvidia, Oracle, VM Ware, Texas Instruments, etc, etc., but China can right now bring all of those companies to a stop. Read how in last year's trade war China made a veiled threat about withholding the rare earth minerals to the US.
Read how we are inching closer and closer to potential military conflict with China. Either:
(A) over shipping freedom in the South China Sea; or
(B) over China going to war with Japan over disputed islands; or
(C) over China overtly claiming they will use their military to make Taiwan a part of China. (Think about it, Taiwan Semiconductor is the company that makes the chips for AMD, Apple, Broadcom, Marvell, MediaTek, Nvidia, and Qualcomm).
If any of this happens, will China continue to give US companies and US friendly companies, China's rare earth metals? If not, then where will the US have to get them from? Right now, it is MP Materials.

As flour is for bread, so are rare earth metals for high-tech products. Whether or not any of us invest in FVAC/MP Materials, we should all see how vital it is that this company (and their future US competitors) succeed.

[luhark]

Excellent analysis! At this rate, your channel is going to be a multibagger :)

[blainetanner]

I’m trying to spread the word about u I think you have the best breakdowns on YouTube! I like that they’re longer form

[lancobear]

Being that MP is $36 now I bet Unrivaled wishes he had bought when he did this video.

[roayadiamond]

Why this channel doesn’t have over a million subscribers ?

[toodiablo]

Low cost production will be difficult with american labor cost

[mrtjpeno]

Thank you sir for your time and sharing your views. Very professional. What is your background mate. I am from Sydney. . I like the no hype zone. . I like going in under the radar. I am very interested in MP materials. I will check the charts for a plan and think about a position. I just come here to look at someone else's opinion.. Thanks for coming out public and doing publications. Forming a community here. Hello to everyone in here. Gday m8.. magnet for electric's. They are definitely a good long term.proposition.

[bumspanka]

It would be great if you could do an update video on MP materials

[nickjerrat]

Thanks for the shout-out Daniel! Enjoyed the historical and strategic being potentially capped by government is a scary thing! I wonder about there being so many rare earths, it's hard to know which will be important. Although rare earth magnets are no doubt going to be in demand. The pollution might be something to consider here also in the processing. Perhaps new processing techniques might add a UVP in the coming years and decades.

[varunsahlot]

So you're a fan of chamath like me, like it.

[wolfenstien]

I'm thinking about diversifying. My investment into MP would be betting on future hostilities between China in the USA, causing a strategic commodity shortage and allowing MP to strike a sweet contract with the government. I think politics will take center stage over consumer products and future tech.

[bobjohnson]

Hi Daniel, just subscribed, sticking to hot EVs, but not having you repeat on similar tickers to XL fleet, i've got 2 you if you can do one of them that would be great: focusing on 2 wheel and 3 wheel last mile delivery: NIU vs FUV. Completely different segments from WKHS, XLFLEET etc etc. Thanks!

[louisgrocott]

Hey Daniel, liked the video, I like NRG, what are your thoughts?

[hmansour]

love the channel man.thanks for the great content

[datacourier]

Great stuff, may I suggest cleaning up your thumbnail's left side? It's a little busy and it may be impacting the clickthrough rates.
Also I was checking out the website and I don't see your portfolio listed there as you mention in an older video.

[francescopaura]

Hi Daniel!!! would be great an update now! the world has chenged after russia war and this company can be even more important and strategic now. Plus crazy valuation...

[YoungInvestor]

I think the next multi bagger is an ev company called Arcimoto they are backed by the legend Sandy Monroe! Arcimoto produce a three wheel car called the fun utility vehicle FUV! They also have the deliverator which could be perfect for takeaway food! There final vehicle is the rapid responder which can be used for security and the new Arcimoto roadster prototype has just been released! Sandy Monroe and his team are helping Arcimoto in 24months to scale up too 50000 vehicles a year which would mean 700m in revenue the company is currently valued at 150m and has 88m in pre orders check it out!

[sanjays]

Why would Chamath invest in a Mining Company? Unless, the mining company develops a Monopoly on EV Motor Development in the US..

[johnl.]

realized gains in 2021. wind, robotics, ev, electric ( tesla, not elon, Tesla 30 years ago)

[AMZADUR]

Hey, could you do an analysis on Callawy golf merger with top golf? Thank you.