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![DevelopAll Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::47478750.png) Roman Iospa [@DevelopAll](/creator/twitter/DevelopAll) on x XXX followers
Created: 2025-07-18 09:55:46 UTC

🚨 What Deutsche Bank Might Be Missing at XX PT on $MP
@MPMaterials has hinted at further strategic agreements beyond #Apple and #DoD - possibly automotive OEMs, AI/data center developers, or foreign governments (e.g., India/Japan/Europe diversification).

Their Fort Worth “10X” #magnet facility is being pre-positioned for scale, suggesting MP is preparing for multi-customer delivery - not just Apple.

@GoldmanSachs and @jpmorgan may be intentionally quiet pre-pricing, but could release updated coverage post-secondary close, particularly if the deal is oversubscribed.
JPMorgan & Goldman’s Potential Influence

They’ve not published post-raise commentary publicly yet.

Their involvement as lead underwriters signals internal bullishness - they chose to back a XXX% primary raise at ~$55 without hesitation.

A future analyst upgrade or coverage resumption from either could trigger a major re-rating - especially if linked to new deals (DoE, #Tesla, #defense, or India/Japan/EU off-take).
#magnets #reshoring #Pentagon #MPMaterials 📈

![](https://pbs.twimg.com/media/GwIaRFuXQAADnXL.jpg)

XXXXX engagements

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[Post Link](https://x.com/DevelopAll/status/1946146872583651420)