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Lewiston, ME, USA · Public (Nasdaq: ELMT)
Tungsten and molybdenum
Federal support (equity, loans, commitments)
$200M at closing + up to $250M more (Defense); up to 19.9%
as of Sep 14, 2026 · theoagseo.com
Open roles
—
no public job board
Federal awards
$3.0M
6 grants, contracts, loans
Last private raise
—
no Form D on file
SEC filings
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not an SEC filer
Coming up
POLICY45X: advanced manufacturing
Wind components end after 2027. Solar and battery components: 75% in 2030, 50% in 2031, 25% in 2032, none from 2033. Critical minerals: 75% in 2031, 50% in 2032, 25% in 2033, none from 2034. Affects Critical Minerals & Materials.
+ THESISPOLICYFederal equity stakes in critical-minerals companies
Defense, Commerce and DOE have taken equity, warrants or loans in MP Materials, Lithium Americas, Vulcan Elements, USA Rare Earth and others; see the Minerals tab for the full list. Affects Critical Minerals & Materials.
+ THESISCONTRACTElmet Technologies awarded $36M Defense Logistics Agency contract
Elmet Technologies received a $36 million Defense Logistics Agency contract for molybdenum and tungsten aerospace materials, per a September 30, 2026 company announcement listing.
stocktitan.net →+ THESISPARTNERSHIPElmet to buy 4.99% of Masan High-Tech Materials for $124.75M
Elmet agreed to acquire a 4.99% stake in Vietnam's Masan High-Tech Materials at an implied $2.5B equity valuation, alongside a supply deal of about 1,250 tonnes per year of tungsten trioxide equivalent for at least eight years, with roughly $1.5B estimated gross revenue at current prices. Closing is expected in October.
mining.com →+ THESISPARTNERSHIPElmet signs long-term tungsten concentrate offtake with Tungsten West's Hemerdon mine
Elmet agreed to source long-term tungsten concentrate from the Hemerdon Mine in Devon, England, and gives Tungsten West a buyer as it ramps up production. The agreement was announced September 22, 2026.
mainebiz.biz →+ THESISPOLICYForeign-entity (FEOC) supply-chain rules for tax credits
Notice 2026-15 explains how to calculate the material-assistance cost ratio and gives interim safe harbors for 45Y, 48E and 45X. Proposed regulations and safe-harbor tables are still to come. Affects Critical Minerals & Materials.
+ THESISPOLICYSection 232: processed critical minerals
Investigation concluded without tariffs; the President directed negotiations with trading partners and left other tools open. Affects Critical Minerals & Materials.
+ THESISFEDERAL AWARDSmall Business Administration loan$2.0M
To aid small businesses in maintaining work force during covid-19 pandemic.
usaspending.gov →+ THESISNo public filings, raises or hiring trend to read yet.
Read from SEC 8-Ks (bankruptcy, default, delisting, restatement, impairment, restructuring), cash runway in annual reports, Form D raises and the 30-day hiring trend. A prompt to look closer, not a credit rating.
No public job board on Greenhouse, Lever or Ashby, so hiring isn't tracked for this company yet.
Sources: company job boards (daily), SEC EDGAR, USAspending.gov, and the reviewed technology spreadsheets. Public records only cover US entities, so foreign companies and private firms that don't file will show gaps.
Matched recipient: ELMET TECHNOLOGIES LLC
Policy that applies
2026-11-05 · Status updated
Public (Nasdaq: ELMT)was: Private2026-09-30 · contract
Elmet Technologies awarded $36M Defense Logistics Agency contractElmet Technologies received a $36 million Defense Logistics Agency contract for molybdenum and tungsten aerospace materials, per a September 30, 2026 company announcement listing.2026-09-23 · partnership
Elmet to buy 4.99% of Masan High-Tech Materials for $124.75MElmet agreed to acquire a 4.99% stake in Vietnam's Masan High-Tech Materials at an implied $2.5B equity valuation, alongside a supply deal of about 1,250 tonnes per year of tungsten trioxide equivalent for at least eight years, with roughly $1.5B estimated gross revenue at current prices. Closing is expected in October.2026-09-22 · partnership
Elmet signs long-term tungsten concentrate offtake with Tungsten West's Hemerdon mineElmet agreed to source long-term tungsten concentrate from the Hemerdon Mine in Devon, England, and gives Tungsten West a buyer as it ramps up production. The agreement was announced September 22, 2026.Not an SEC filer, or no US entity matched. Most private and foreign companies don't file.