Contra Guys: Why we’re not selling our shares in Neo Performance Materials despite its formidable run
Neo Performance Materials has seen significant growth due to increased demand for rare earths amid geopolitical tensions. The company has expanded its production capabilities, including a new magnet manufacturing facility in Estonia. Despite its remarkable run, the investment team has chosen not to sell more shares, believing in the long-term potential of the company.
- ▪Neo Performance Materials' stock rallied 94.7% in 2025 due to rising demand for rare earths.
- ▪The company has completed a new magnet manufacturing facility in Estonia, which is set to produce 2,000 tonnes annually.
- ▪Management has raised the annual adjusted-EBITDA forecast from $75-$80 million to $100-$110 million.
The Globe and Mail publishes from Canada and files mainly under world. We currently carry 1,935 of its stories.
Story provenance
Source · retrieval · rights · ranking — open for full record
inspect →
Story provenance
Attribution is not the same as permission. This drawer separates discovery metadata, excerpts, WeSearch-generated summaries, reuse status, and whether the publisher receives the visit. Nothing here claims a legal grant the publisher has not made.
Record
| Original publisher | The Globe and Mail |
| Canonical URL | https://www.theglobeandmail.com/investing/markets/inside-the-market/article-contra-guys-neo-performance-materials-investment-advice-stocks/ |
| Publication time | Wed, 27 May 2026 19:33:15 +0000 |
| Retrieval time | 2026-05-27T19:43:03.708Z |
| Last seen | 2026-05-27T19:43:03.708Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | 6NSKhJ1KEif3 |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
Rights status (four layers)
WeSearch handling by dimension
| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
Open this photo in gallery:Neo Performance Materials President and CEO Rahim Suleman speaks at the 2025 U.S.-Canada Summit in Toronto in October, 2025.Sammy Kogan/The Globe and MailShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountCasting back to the start of 2025, Neo Performance Materials Inc. NEO-T was our top pick for the year. For those new to the name, Toronto-based Neo Performance refines and manufactures rare earth metals, magnets, and magnetic powders. Here at Contra the Heard Investment Newsletter, our average purchase price is $7.41 since we began buying the stock in January, 2024. The thesis 18 months ago was simple.
…
Excerpt limited to ~120 words for fair-use compliance. The full article is at The Globe and Mail.
Discussion
0 commentsMore from The Globe and Mail
