Calls
1
u/potsmokinsocialist
Reddit r/wallstreetbets
Win Rate
0.0%
return
-52.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 15
$0.47
-52.3%
The author argues ARES Strategic Mining was awarded a U.S. Department of Defense contract as sole supplier of fluorspar, a critical mineral the U.S. imports almost entirely, with an initial value of about $168M and a ceiling up to ~$250M over five years. The mechanism is that this strategic domestic supply contract is significant relative to the company's ~$110M market cap and has not yet been publicized via press release, so the market may not have digested it. The catalyst is the pending press release and market recognition; no specific risk is stated.
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u/potsmokinsocialist has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: ARSMF.
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