### @MP — Confirmed — from the Q1 FY2026 earnings call and quarterly filing
Q1 twenty-six, you know — consolidated revenue plus price-protection income a record one thirty-two nine, total revenue ninety point six up forty-nine percent, loss narrowed to eight million — Mountain Pass hit records, nine seventeen NdPr oxide, one thousand six sold, twelve-nine-eight-three REO, Materials thirty-six seven adjusted, Magnetics nine six, but the context holds: twenty-five was two twenty-four revenue, eighty-five nine loss, real cash burn, so this is improvement off a capital-heavy build-out, not steady profit yet, big grain of salt on timing, these projects are hard.
- tier: Confirmed (✓)
- source: MP / The quarter: records off a loss-making build-out
- receipt: https://ticker.thevixguy.com/p/p-day-20260802-mp-src-mp-q1-fy2026-quarter-rotation
- posted: 2026-08-02T17:39:32.375Z