BM BMM Blue Moon Metals Inc. Common Shares Loading... : Investor Sentiment and Bull/Bear Views

The author argues Blue Moon Metals is transitioning from explorer to builder, citing four catalysts in four weeks: added tungsten/antimony claims, a public rebuttal of a Viceroy short report, Nevada clearance to start construction at Springer, and the purchase of water rights and adjacent land. The mechanism is that tungsten and germanium-gallium are on the US critical minerals list amid policy interest in reducing reliance on Chinese supply, while Nussir has FID and Springer is under construction. The author notes the company raised over C$150M in 2026, so funding has not been the bottleneck. Main stated risk is the Viceroy short report, which the company publicly pushed back on.

Buy BMM as a U.S.-listed domestic tungsten producer positioned to benefit from American supply-chain reshoring; author expects continued price appreciation as a frontrunner in domestic critical-mineral supply.

Includes Blue Moon Metals among his Western tungsten ideas. He expects U.S. domestic exposure to benefit if the January 2027 NDAA procurement restrictions increase demand for domestic supply. This is part of his broader defence and semiconductor supply-squeeze thesis.