Bullish DD on Ares Strategic Mining (OTC: ARSMF) citing its status as the only permitted U.S. domestic fluorspar mine and a newly awarded DoD sole-source contract as catalysts for a production ramp.
ARSMF — LONG 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.
As the only permitted domestic fluorspar miner, Ares has effectively secured a guaranteed massive revenue stream from the DoD, validating the asset's strategic necessity for national defense, semiconductors, and nuclear fuel.
This Reddit post, published January 15, 2026, features u/EmphasisOk7741 discussing ARSMF. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/EmphasisOk7741 · Tickers: ARSMF