ELMT | StableBread's Newsletter

The Elmet Group (NASDAQ: ELMT)

ELMT

Sep 17, 2026

$450M and a Penny Warrant

The DoW committed $450M to Elmet in redeemable preferred stock plus warrants that give it 19.9% of Elmet's shares once exercised, with $200M funded at closing. Elmet also landed a $2B stockpile contract, and its diluted market cap is now $845M.

BRUN

Aug 16, 2026

Five More Earnings Updates!

Five quarterly updates on names from the write-up archive. I compare against guidance and discuss what actually matters underneath the headline numbers.

UUUU

Aug 2, 2026

Five Names Worth Revisiting

A fresh look at five names from the archive, plus a quick recap of the market backdrop. For each name, I cover what happened to the business while the stock moved, where the mispricing has widened, and whether I'm adding at current prices.

ELMT

Jul 2, 2026

Overlooked Tungsten Play

China choked off tungsten, and the miners already ran 10x. The hardest input to secure is high-purity powder, and chipmakers are now switching to molybdenum. One overlooked American name is positioned for both.