AR ARSMF Ares Strategic Mining Inc. Loading... : Investor Sentiment and Bull/Bear Views

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.

Ares Strategic Mining is presented as the only permitted domestic fluorspar mine in the U.S., giving it a strategic supply-chain position as the country currently relies 100% on imports for fluorspar. The author claims a finalized U.S. Department of Defense sole-source contract (initial ~$168M, $250M ceiling over 5 years) provides a guaranteed revenue stream aligned with the Lost Sheep Project's Lumps Plant commissioning in Jan 2026. The author expects the news to attract institutional investors and says the stock could rise by 50%+ and eventually 10x to a UAMY-like market cap.