Here's a thought...MP Materials has been publicizing and...

Here's a thought...

MP Materials has been publicizing and prompting its own cracking and leaching facility now for over a year. It even has US government contracts to produce HREE oxides for US/NAFTA utilization.

All the while, and even during the period of RE price declines, MPs share price remained stable, and continued to stay north of $25 a share.

Then, China imposed a trade restriction on the intellectual property of RE processing techniques and processes. Would not MP be reliant on their majority owned parent company, who is a Chinese processor to be their main source ot technology transfer to achieve their aim of HREE processing, which is now illegal to transfer to a US listed corporation?

And, if all the above is true (which it is), does that leave MP multi year business plan "null and void". At the same time as Chinese announced these new restrictive measures, the share price of MP lost it $25+ handle, and then its 20+ plus handle, now trading down at the $16 dollar level, or -60%.

So, in retrospect, MP may well be a ship without a rudder. LYC needs a source for HREE, and that's the only thing that MP really has. MP reports on 2/22, and their last quarter saw an operating loss due to low RE prices and sluggish demand in China. Remember, RE prices are what caused Molycorp to go bankrupt. So, without making fanciful predictions, perhaps this entire merger discussion was in fact initiated by the US Government. I personally fail to see how MP builds and produces RE oxides without the intellectual support of its Chinese parent. The Chinese government is usually pretty unkeen about their businesses breaking CCP laws and regulations. No Chinese businessman is going to risk beheading to supply MP with the types of intellectual property MP will desperately need.

So, if it follows that the "Where there is smoke, they is fire" adage holds true, and having seen a abrupt turn around in MP share prices on this news report, I would argue that there is a strong chance that the US Government may well be acting as a "match maker" between LYC and MP.

Interesting to note that the ferret, Senator Ted Cruz is up for reelection this year, and is seen as "damaged goods" for his part in the 2020 election subversion debacle. Also, Joe Biden will need to be seen as an environmental President, to help lock up the younger voters.

This news story may have some serious legs to run, given all these factors converging at the same time.

GLTA