Mountain Pass | government backed asymetric play on critical mineral independence. basically a domestic monopoly. only rare earth mining site in north america. critical for breaking the 70% china monopoly on rare earth.
sitting right in the middle of the ai data centers, semi conductor fabs, EV's, robotics, power storage, cooling systems, etc
price hovering around $62-65 waiting for a reason to break out. extremely fair price. early cycle
$2.5B in net cash flow. no debt issues.