MP Materials

“I think the way they're structuring some of these is actually really clever, right? Like they basically, with one of these, this empty materials company, they basically guaranteed a minimum offtake and a price floor.”

“I think alongside that certain areas of the government where there's a lot of immature companies, they're going to spend the next year making eight bets and seeing how it plays out. And in certain other areas, I think in the next two years, what you're going t…”