Hedgeye CEO Keith McCullough is adding Fortress Value (FVAC) to the long side of Investing Ideas. Below is a brief note.
Looking for new, non-consensus, Commodity Inflation related longs?
Jay Van Sciver is out with new long idea (Institutional Research product) this morning: Mountain Pass (FVAC - Fortress Value Acquisition Corp). Here's are some details on the idea which he'll review on Wednesday:
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Please join us for a call this Wednesday @12:30PM for a review of FVAC, a SPAC with an interest in the former Molycorp Mountain Pass mines & processing assets. With market drowning in SPAC oversupply, it is challenging to separate ones with exceptional assets from those with, well, low quality 'companies'. The Mountain Pass mine has the richest developed rare earth deposit in the U.S. at a time when the geopolitical value of those assets has rarely been greater. |
KM
