MP Materials files resale registration for up to 24.5 million shares held by DoD

Published 15/08/2025, 22:34
MP Materials files resale registration for up to 24.5 million shares held by DoD

MP Materials Corp. (NYSE:MP), a $13.26 billion market cap rare earth materials company whose stock has surged over 390% year-to-date, announced Friday it has filed a prospectus supplement with the Securities and Exchange Commission to register the potential resale by the United States Department of Defense (DoD) of up to 24,521,672 shares of its common stock. The shares could be issued to the DoD if it chooses to convert its preferred stock or exercise warrants granted under previous agreements.

The company stated that this filing, made in accordance with a Registration Rights Agreement dated July 10, 2025, does not represent a sale of securities by the DoD, nor does it indicate that the DoD intends to convert, exercise, or sell any shares at this time. If the DoD sells any shares, MP Materials would not receive proceeds from those sales. No new securities will be issued or sold by MP Materials under this prospectus supplement. According to InvestingPro data, the company maintains strong liquidity with a current ratio of 3.6, though analysts indicate the stock may be overvalued at current levels.

The resale prospectus supplement was filed under MP Materials’ automatic shelf registration statement on Form S-3ASR, originally filed with the SEC on February 28, 2025. The company also provided a legal opinion regarding the validity of the shares covered by the supplement as an exhibit to the filing.

This information is based on a press release statement included in the company’s Form 8-K filed with the SEC.

In other recent news, MP Materials reported its financial results for the second quarter of 2025, exceeding market expectations. The company posted an earnings per share (EPS) of -$0.13, surpassing the forecasted -$0.20, resulting in a 35% earnings surprise. Revenue also outperformed projections, reaching $57.39 million compared to the anticipated $46.67 million, marking a 22.97% surprise. Following these robust results, CFRA downgraded MP Materials from Strong Buy to Buy but raised its stock price target to $88 from $68, citing a higher EBITDA outlook. The firm increased its EBITDA estimate to $850 million from $650 million. TD Cowen also adjusted its price target for MP Materials, raising it to $80 from $55, while maintaining a Buy rating. This adjustment followed MP Materials’ strong second-quarter performance, highlighting reliable refining operations and increased sales pipeline traction for neodymium-praseodymium (NdPr). These developments underscore significant positive momentum for MP Materials.

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