In this deep dive series, we discuss Ares Strategic Mining (CSE: ARS) controls the only permitted fluorspar mine in the US at Lost Sheep, Utah. With mining underway, processing plant commissioning advancing, and a major US$169M initial DoD contract (ceiling US$250M), Ares is positioned to supply critical fluorspar for defense, semiconductors, batteries, and industry. High-grade ore, gallium/germanium optionality, and domestic scarcity premium add massive upside. Execution risks remain high with no formal MRE yet, will the strategic value be undeniable? Watch full series to know.
Presentation slides:
Full written analysis at the original article here:
https://www.rocketeller.com/ares-strategic-mining-250m-pentagon-contract-vs-c76m-market-cap/
