skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. VNP: Hi team, It seems critical mineral US names are raging on chinas recent critical mineral restrictions. [5N Plus Inc.]
You can view 1 more answer this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi team,
It seems critical mineral US names are raging on chinas recent critical mineral restrictions. Yet VNP actually dropped last Friday. Is it being over looked in this trade by big investors in favour of larger US names? Would VNP be a good way to play the world’s reliance on critical minerals ? Is it time to buy the name? Or are there better more attractive names to bet on for this?

Thanks,
Shane
Asked by Shane on October 14, 2025
5i Research Answer:

We are comfortable buying. The stock bounced today and has hit a new high. It is not quite a pure play on the space but certainly should be participating. It is up 150% this year. We have several questions posted today on the sector for additional ideas.