Elmet Group CO (ELMT)

$ELMT Has broken the neck line of the head and shoulders nicely. Taking entry for the very bullish move incoming. This is a great company. Take a look. NFA as always.

$ELMT https://www.moomoo.com/news/post/74706367/needham-maintains-elmet-group-elmtus-with-buy-rating-maintains-target

$ELMT https://www.tipranks.com/news/the-fly/elmet-price-target-raised-to-21-from-20-at-canaccord-thefly-news-2

$BATL $ELMT $TII $USO.X $USOY

$BATL $ELMT $TII $USO.X $USOY You’ll notice that commentary from the US political peanut gallery has become a bit quieter. Typically, when Trump is sending AI gifs of himself riding eagles across the SOH-> ceasefire/MOU incoming. When it gets quiet? Military attacks to recommence. If indeed the stories are accurate that the UAE sent frozen assets/ a payday to Iran only to have their tankers on the receiving end of a missile barrage, this was a misstep by Iran. I have no doubt they are capable of seizing large swaths of the GCC right now, but if they politically positioned as a reasonable overlord rather than a violent/irrational conquering force, the GCC would flock to them. Trump is accurate in his recent statements concerning the same. He commented on this very fact by stating that Iran is digging their own grave with continued attacks on the surrounding countries. One of his few recent reasonable comments. The SOH is a much coveted prize, and many are coming to accept Iranian ownership now. The Bab could easily become their next prize. However, continued irrational destruction will lead to continued opposition rather than acceptance imo. The coming weeks are particularly significant in the timeline of the Weekend War. Russia is rattling more than swords in NATO’s front yard, and the US petroleum reserve continues its measured drawdown. The Yen will require further intervention in the very near term, as well, and we will likely see measured but markedly larger BOJ and US efforts in controlling the USD/JPY disparity. In short, the kettle is beginning to boil. We will see who grabs it with a barehand first.

$ELMT Gave this to you at $13….its at $18.15. Very solid ER. Really good things coming for this one. $TII and $ELMT are very, very solid choices for mining and rare earth/mineral. NFA as always.

$ELMT @Stocktwits why aren't you guys posting any of the articles under the news section?? Been lacking big time here.

$ELMT My 10x bagger loading...am not selling anytime in the next 5 years

$ELMT 👀

$ELMT more than a Beat.

$ELMT $18.83 FOLLOW THE ACTION The bid/ask layout right now confirms that the short position is completely trapped, and the market makers are aggressively managing their inventory to avoid a catastrophic liquidity hole. With pre-market indicators launching ELMT up +11.99% to $18.96, the structural games being played on the Level 2 order book are a direct response to a massive supply-demand mismatch While official monthly exchange data lags at a lower percentage of the total outstanding shares, mapping the short position against the actual, unrestricted public float reveals the trap. [ Active Public Trading Float: ~9.6M to 11.7M Shares ] |---> [ Locked-in Short Position: ~2.05M Shares ] = 21.45% Real Float Short |---> [ Real-World Available Liquid Sell Side ] = VIRTUALLY ZERO Because CEO Peter Anania and cornerstone backers keep over 80% of the company's equity locked down, shorts cannot find loose retail shares to buy back. The 21.45% short-to-float metric is a definitive bear trap for several reasons: No Available Inventory: A short position this large requires roughly 2.05 million shares to fully close out. The Math Deficit: With yesterday's closing volume proving that holders are completely unwilling to sell, there are physically not enough shares floating in the market to satisfy a sudden multi-million-share short covering event without forcing a massive price spike. The Opening Bell Squeeze Trigger The market makers' attempts to suppress the layout will face immediate pressure at 9:30 AM ET. Because they cannot fake the physical matching of trades once standard market orders go live, any attempt by trapped short sellers to buy back shares will cause the order book to clear rapidly. This mechanic directly supports your G101 SPM framework's target of an immediate 6-point pop, using the market makers' wide spreads to accelerate the upward move rather than stop it.

$ELMT this should be $700M market cap . They smash earnings , and have a monopoly on precious metals

$ELMT $18.91 https://stocktwits.com/search/u/G101SPM?symbol=ELMT LONG TERM EXIT -- $45.00 Reports Q2 (Jun) earnings of $0.18 per share, excluding non-recurring items, $0.12 better than the FactSet Consensus of $0.06; revenues rose 35.2% year/year to $66.4 mln vs the $58.12 mln FactSet Consensus. "In the second quarter we built on our existing momentum and delivered strong results, highlighted by an acceleration in revenue growth and profitability along with a record backlog," said Company CEO Peter V. Anania. "Our performance was driven by a combination of strong operational execution, skillful navigation of a dynamic metals pricing market, and ongoing returns from our strategic focus on servicing the broader aerospace, defense & government landscape, all of which we expect to drive continued demand through the balance of the year." "Looking ahead, we remain well-positioned to effectively meet this demand as we expand our role as a trusted supplier across mission-critical systems. Longer term, we believe the operating environment remains highly favorable to Elmet, supported by our strategic position at the nexus of several megatrends that are in the early stages of an investment supercycle."

$ELMT $18.62 ask. Holding long position https://stocktwits.com/search/u/G101SPM?symbol=ELMT FACT: The Elmet Group Co. Reports Second Quarter 2026 Results Continued demand acceleration in Aerospace, Defense & Government markets Revenue increased over 35%, with over 430 basis points of gross profit margin expansion driving adjusted EBITDA increase of 57.9% Backlog increased by nearly 55% to record level of $132 million Second Quarter Fiscal Year 2026 Highlights Successfully completed upsized initial public offering, raising net proceeds of $125.4 million. Revenue increased 35.2% to approximately $66.4 million compared to approximately $49.1 million in Q2 2025. Approximately 55% of the revenue growth is attributed to net demand increase with the balance associated with tungsten and molybdenum raw material pricing impacts. Gross profit margin improved 430 basis points to 25.0% of revenue compared to 20.7% of revenue in Q2 2025. Net income (loss) for Q2 2026 was approximately $(4.5) million, or $(0.16) per share, compared to approximately $1.2 million, or $0.06 per share, in Q2 2025. Adjusted net income for Q2 2026 was approximately $5.2 million, or $0.18 per share, compared to approximately $2.8 million, or $0.14 per share, in Q2 2025. Adjusted EBITDA increased to approximately $8.9 million, or 13.3% of revenue, compared to approximately $5.6 million, or 11.4% of revenue, in Q2 2025. Open order backlog increased to approximately $131.5 million, up from approximately $113.3 million at the end of Q1 2026 and approximately $84.6 million at the end of Q2 2025. Trailing Twelve Months (“TTM”) Highlights Revenue increased 8.2% to approximately $228.5 million compared to 2026 first quarter TTM results of approximately $211.2 million. Gross profit margin improved 130 basis points to 22.2% of revenue compared to 2026 first quarter TTM of 20.9%. Net income decreased to approximately $(1.7) million, or $(0.08) per share, compared to approximately $4.0 million, or $0.20 per share, for 2026 first quarter TTM. Adjusted net income (loss) increased to approximately $18.6 million, or $0.84 per share, compared to approximately $16.2 million, or $0.81 per share, for the 2026 first quarter TTM. Adjusted EBITDA increased approximately $3.2 million to $31.8 million, or 13.9% of revenue, compared to approximately $28.6 million, or 13.5% of revenue, for 2026 first quarter TTM. Management Commentary

$ELMT Noice!💪

$ELMT Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.16 down -366.67% YoY • Reported revenue of $66.4M up 35.15% YoY

$ELMT ER call scheduled for the AM. I’m watching this one very, very close….

$QQQ anyone else buying $ELMT before earnings in the morning ? They have a monopoly on tungsten, already profitable, growing revenue very nicely, new government contracts, and trading at like 1.5 x sales .

$ONDS $ELMT earnings in the morning . They have a monopoly on tungsten from US, and fresh government contracts. Low float! Big moves

$ELMT $17.18 ask. BUY?NEW LONG POSITION carries SPM 87.95 tag to $45.00 in long tern INSIDE NOTES The investment and operational setup for The Elmet Group Co. (NASDAQ: ELMT) ahead of its Q2 2026 earnings release represents a classic, highly explosive "Low-Float Fundamental Coil." It offers an exceptionally rare combination of structural defense macro tailwinds and a tightly cornered equity structure, balanced against thin public liquidity risk. ✅ The Bull Case: Why the Setup is Powerful • The January 2027 Regulatory Cliff: The upcoming January 1, 2027, U.S. military ban on Chinese tungsten is a forced buying catalyst. Elmet sits in a near-monopoly position as a 100% compliant, non-China U.S. supplier. Western defense primes must secure their supply lines through Elmet, regardless of premium pricing. • Extreme Strategic Control: While Elmet only owns 0.46% of mining partner EQ Resources, its bundled strategic alliance legally prioritizes its physical tungsten shipments. This ensures Elmet can fulfill its orders while un-hedged competitors face severe supply shocks. • The Low-Float Coil Mechanics: Insiders control roughly 67% of the company, and early backers hold another 19%. This leaves an exceptionally small active trading float of just 9.6M to 11.7M shares. When large institutional asset managers like Wasatch Advisors buy aggressively, it triggers a structural supply squeeze that can force the stock price violently higher on any positive news. • Fully Funded War Chest: By utilizing a $4.3 million U.S. government contract to build out its hypersonic vehicle 3D-printing expansion, Elmet has left its $99.4 million IPO cash reservoir completely untouched. The company has massive, non-dilutive flexibility to pursue strategic acquisitions. ⚠️ The Risk Case: What to Guard Against • Extreme Binary Volatility: In its first post-IPO earnings report, the stock swung over 15% in a single day. Because there is no active options chain to hedge positions, equity traders must absorb the full force of any post-earnings gaps. • Fulfillment Bottlenecks: Elmet's primary challenge is not securing demand; it is manufacturing throughput. If the company faces labor or processing constraints at its Lewiston, Maine facility, it will struggle to convert its $113.3 million backlog into recognized revenue, potentially causing a near-term earnings miss. • The October Lock-Up Cliff: In late October 2026, the mandatory 180-day IPO insider lock-up period will expire. While the Anania governance block is highly aligned with the company, the sudden eligibility of millions of legacy shares for public resale could create technical overhead supply. 📈 Trading Strategy & Execution Framework The fundamental bar for tomorrow morning's report (August 13, 2026) is set at an EPS of $0.06 on $58.12 million in revenue. Given the low-float nature of the stock, attempting to chase an early-morning opening gap is highly risky due to wide bid-ask spreads. The most prudent setup is to evaluate the 9:00 AM ET print. If Elmet delivers an operational beat and confirms accelerating backlog expansion, it validates Wall Street's long-term $20.50 consensus price target, making any subsequent structural consolidation an attractive entry point for growth-oriented portfolios.

$ELMT earnings tomorrow

$ELMT $SIDU $TII These are my three mining, rare earth/mineral, and defense companies to watch, today. Highly recommend taking a look. NFA as always.