Don’t say we didn’t tell you so. Endeavor picked this hot tips months ago and if you have bought, you’re welcome – we love this company and are confident there’s plenty more room for growth.
The Defense Logistics Agency’s $250 million, five-year acid-grade fluorspar contract (SP8000-25-R-0020), now closed for bids, has lit a fire under the U.S.’s thin roster of domestic suppliers and we saw this coming.
Fluorspar, critical for semiconductors, nuclear fuel, and aerospace alloys, has long been a supply chain Achilles’ heel, with China dominating global output.
The Pentagon’s move to stockpile via deliveries to Hawthorne Army Depot isn’t just routine; it’s a wake-up call for onshoring critical minerals, and companies like Ares Strategic Mining Inc. are right in the fray.
With proposals in by October 3, only a handful of U.S. players—think ARES and a few others scratching out capacity in places like the Rockies—can realistically meet the DLA’s stringent specs. We’ve been saying for years that domestic fluorspar was poised for a comeback, and this contract, with its $2 million minimum guarantee, proves it. These firms, battling regulatory mazes and high capex, are now eyeing a rare shot at stable Pentagon contracts.
Ares Strategic Mining, with its Utah-based Lost Sheep project, is among the only ones ready to capitalize. The writing’s on the wall: domestic fluorspar’s moment has arrived, just as predicted.
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