just for record I have no holdings in MP for most of the current year. I had PUTs a few weeks ago i sold them all and bought puts in tesla.
I am waiting for Q3 release and CC on November 3. Then I will probably do nothing may buy stock or more Puts. All depends on what Schedule I think MP will have for new facility. Results of FOMC meeting, NOV 2, will also factor in. Right now they are still saying samples of different REE oxides to customers before the end of year. I think this will slip but If i think the will have samples out in Q1 I will buy calls or stock.They have had a major water problem for much of the Quarter. Why do you think there will be anything relevant to figure out COP. If you want a good estimate go back and analyze Q3. they had no problems at all and High production. There will be a lot to gain from Q1 but operating costs are not one of the things that will be relevant.
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