McCall-Rare Earth PortfolioWhat are the 6 stocks in McCall’s Rare Earth Portfolio that are available through Matt’s Mega Trend Investor? Thank you.
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I would like to know these, too. Matt McCall claims that the U.S. stockpile of rare earths is down at least 95%. As the government is weaning itself from dependence on supply from China, it is escalating funding of rare earth mines located domestically.
Following are the clues and description of the 6 companies:
Company No. 1:
The mine this company owns is the biggest producer of rare earths on the Western Hemisphere. Some say it’s the second biggest producer of rare earths in the world.
And I confirmed, those deposits are still there and going strong. They have decades of materials left to pull out of the ground.
Company No. 2:
The other site that I visited and vetted… is where all the rare earths pulled from the biggest mine in the Southern Hemisphere will be processed. And they just received a massive grant. The Pentagon awarded them $120 million to step up production.
And, while they’re one of the biggest processors outside of China, they’re still struggling to keep up with demand. Which is perhaps why they’ve announced they’re on track to double their already robust output of rare earths by 2025.
Company No. 3:
Another rare earth company I stumbled upon in my research is a rare earth miner already, and one of their first refineries just got approved. They have $70 million in funding already deployed… and another $81 million in royalty payments going towards the endeavor.
Soon, they will be a full-service rare earth producer, making their operations even more profitable. And those refineries are going to come in handy, since their mines have robust deposits of select rare earths.
Just the sites they own now have stockpiles of rare earths that are expected to last until 2034. They also have another $1.25 billion in loan funds waiting.
Company No. 4:
One of the companies specializes in the one rare earth material that China is forced to import… and this company is entering into contracts with 10 parties to become the processor for around 85% of the world’s supply. Their rare earth mine has a projected life of 38 years. That gives this company a true chance at an incredible 50x gain, or I believe it could go higher. Especially with financial backers, like Hyundai, who they just signed a deal with.
Company No. 5:
Then there’s another company that acquired a mountain in Texas that is chock-full of rare earths. As an established miner already, they have the means to develop this project. In fact, they already have produced rare earths for the Department of Defense. And the diversity of their rare earth deposits is incredible – they’re mining 15 of the 17 rare earths.
Company No. 6:
And the last company acquired a mine that creates one of the most coveted and rare materials found in the most sophisticated technology. Their sales are up 80% from a year ago since they announced their switch to rare earth production.
lynas fits both coy 1 and 2
Just covered that pitch today, my take is here: https://www.stockgumshoe.com/reviews/matt-mccalls-megatrend-investor/revealing-mccalls-the-top-six-rare-earth-stocks-to-buy-in-a-bear-market/
I’m sure of at least the first five… number six is more of a guess.