Elmet: Why This Irreplaceable Pentagon Supplier Is A Strong Buy

The Elmet Group is the sole U.S.-owned, fully-integrated supplier of critical refractory metals, pivotal for defense and aerospace supply chains. ELMT secured a $450M Department of War investment and a $2B DLA IDIQ contract, underpinning aggressive expansion in domestic and allied tungsten sourcing. Strategic JVs, EU manufacturing acquisitions, and global off-take agreements solidify ELMT's vertically integrated, legally protected tungsten/molybdenum supply chain.

Seeking Alpha • Oct 9, 2026

Elmet Technologies Awarded $36 Million Defense Logistics Agency Contract for Molybdenum and Tungsten Aerospace Materials

Contract covers high-performance alloys and precision wire used in the production of jet engine components Award is in addition to the $2 billion DLA tungsten stockpile contract announced September 14, 2026 Further strengthens Elmet's role as a domestic supplier of critical materials to domestic ADG markets LEWISTON, Maine, Sept. 30, 2026 (GLOBE NEWSWIRE) -- Elmet Technologies, a wholly owned subsidiary of The Elmet Group Co. (NASDAQ: ELMT) ("ELMT" or the "Company"), today announced it has been awarded a contract valued at approximately $36 million by the Defense Logistics Agency ("DLA") to supply high-performance molybdenum and tungsten alloys and precision wire to the U.S. National Defense Stockpile.

GlobeNewsWire • Sep 30, 2026

The Elmet Group to Acquire 4.99% Stake in Masan High-Tech Materials and Enter Multi-Year Tungsten Supply Partnership for the U.S. Market

HANOI, Vietnam--(BUSINESS WIRE)--Masan High-Tech Materials Corporation (UPCoM: MSR, “MSR” or the “Company”), one of the very few fully integrated tungsten mining and refining platforms in the world, today announced a strategic partnership with The Elmet Group Co. (“Elmet,” NASDAQ: ELMT), a U.S.-based supplier of tungsten alloys and strategic mineral products to major North American customers. Combining a strategic equity investment with multi-year agreements for committed procurement and sale o.

Business Wire • Sep 24, 2026

The Elmet Group to Invest Approximately $125 Million in Masan High-Tech Materials to Strengthen Tungsten Supply Chain

Two industry leaders formalize strategic relationship spanning the full tungsten value chain Investment includes a 4.99% ownership stake and multi-year supply agreements across key production stages Further advances the objectives of the United States Government's $450 million committed investment announced September 14, 2026 PORTLAND, Maine, Sept. 23, 2026 (GLOBE NEWSWIRE) -- The Elmet Group Co. (NASDAQ: ELMT) (“ELMT” or the “Company”), a U.S.-based provider of critical materials, precision-engineered components, and advanced high-energy systems, today announced a long-term strategic relationship with Vietnam-based Masan High-Tech Materials Corporation (UPCoM: MSR) ("MSR”) under which ELMT will acquire a 4.99% equity stake in MSR for $124.75 million.

GlobeNewsWire • Sep 24, 2026

The Elmet Group Secures Long-Term Tungsten Offtake Agreement with Tungsten West's Hemerdon Mine

Agreement expected to expand and strengthen tungsten supply chains across the U.S., UK, and allied nations with one of the world's largest tungsten deposits

GlobeNewsWire • Sep 22, 2026

Producer Of Strategic Metal Soars 43% On Pentagon Deals

The Elmet Group soared above a buy point Monday after the Pentagon agreed to invest $450 million in the company to boost domestic production of tungsten.

Investors Business Daily • Sep 14, 2026

The Elmet Group Co. (ELMT) Discusses Strategic Investments, Defense Partnerships and Acquisition to Strengthen Tungsten Supply Chain Transcript

The Elmet Group Co. (ELMT) Discusses Strategic Investments, Defense Partnerships and Acquisition to Strengthen Tungsten Supply Chain Transcript

Seeking Alpha • Sep 15, 2026

Department of War Makes Landmark $450 Million Committed Investment in The Elmet Group to Secure America's Tungsten Supply Chain

Investment expected to enhance domestic manufacturing capacity and reduce foreign dependence on critical minerals

GlobeNewsWire • Sep 14, 2026

The Elmet Group to Deploy Strategic Capital to Strengthen U.S. and Allied Tungsten Supply Chain

$450 Million Department of War Committed Investment Expected to Expand ELMT's Global Tungsten Mining Network and Processing Capabilities $450 Million Department of War Committed Investment Expected to Expand ELMT's Global Tungsten Mining Network and Processing Capabilities

GlobeNewsWire • Sep 14, 2026

Elmet Stock Surges on $450 Million Pentagon Deal for Tungsten

Elmet Group shares soared after the Defense Department announced a $450 million investment aimed at expanding U.S. tungsten production and reducing reliance on China.

Barrons • Sep 14, 2026