Added to YB: 2026-06-03
Pitch date: 2026-06-01
ELMT [bullish]
The Elmet Group Co.
+9.52%
current return
Author Info
No bio for this author
Company Info
The Elmet Group Co. manufactures and sells precision-engineered components and high-energy systems for the aerospace, defense and government, industrial, medical, semiconductor and electronics, and energy industries.
Market Cap
N/A
Pitch Price
$20.17
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
2.43
EV/Sales
N/A
Sector
Machinery
Category
growth
$ELMT - MONOPOLY, BOTTLENECK and MISSION-CRITICAL
ELMT: Only US-owned vertically integrated tungsten/molybdenum refractory metals maker. Regulated domestic monopoly (China controls 80% tungsten) via ITAR/Buy American. 100+ defense programs (Lockheed, Raytheon, NASA). Rev +20% YoY, backlog +51% to $113M, deferred rev +58% QoQ. Debt-free, $99M net cash. Q1 GAAP loss from one-time IPO/C-corp restructuring drove algo selling, mispricing asset at compressed forward PEG.
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