Elmet Group CO (ELMT)

$ELMT if this gets back above 18, it's gonna squeeze I bet

$ELMT watching

$ELMT https://theelmetgroup.com/ams-osram-schwabmunchen-acquisition/

Bought into these two, so I'm sharing why... $TAYD — Taylor Devices FY2026 revenue actually fell about 10%, which is why the stock isn't being driven by explosive headline growth right now. But backlog nearly doubled from $27.1M to a record $52.8M, with 92% tied to aerospace/defense. So revenue growth is coming. Profitable with a strong balance sheet. Setup resembles: Astronics/ $MPTI before backlog converted into accelerating revenue. $ELMT — Elmet Group Q1 revenue grew 21%, followed by 35% in Q2. Q2 gross margin expanded 430 bp, adjusted EBITDA grew 58%, and backlog increased 55% to a record $131.5M. About 55% of Q2 revenue growth came from increased demand rather than metal-price effects. Also just agreed to acquire ams OSRAM's German tungsten/molybdenum operations, creating a European manufacturing footprint. Setup resembles: early Astronics — defense/aerospace demand + backlog + revenue + operating leverage all accelerating together.

$ELMT liking this one

$ELMT https://www.linkedin.com/posts/the-elmet-group_the-elmet-group-co-signs-agreement-to-acquire-activity-7503068405147590656-9C1F?utm_medium=ios_app&rcm=ACoAABaY-KsBM8_j4nG76zFwenOjqPQ0qMDcFbo&utm_source=social_share_send&utm_campaign=copy_link

$ELMT $17.15 bid. Holding long position UPDATE: The Elmet Group Co.'s Elmet Technologies GmbH, will acquire the assets of ams OSRAM’s tungsten and molybdenum manufacturing operations in Schwabmünchen, Bavaria, Germany note: The transaction will establish Elmet's first manufacturing footprint in the European Union for refractory metals and create a European production base for tungsten and molybdenum powder, rods, wire, electrodes, and machined components. The closing is expected to take place in the first quarter of 2027, subject to customary regulatory approvals and following the completion of transition activities required to operate the Schwabmünchen facility on a standalone basis. In operation since 1961, the Schwabmünchen site is a fully integrated tungsten and molybdenum manufacturing operation, covering a production value chain that includes powder formation through pressing, sintering, swaging, drawing, and finishing. It is supported by an on-site materials laboratory specializing in chemical and physical analysis. The site operates with a production environment recognized for its digital innovation in the European refractory metals industry, validated by the 2024 Germany Smart Digitization Factory 4.0 award.

$ELMT @Stocktwits you ever gonna post anything for this stock. Kinda sketch....

$ELMT $17.46 ask. BUY/5X TO LONG POSITION SPM TAG IDEA With a SPM 87.35 tag, it suggests a replication of the manufacturing asset base inside their existing space to rapidly scale production. By stamping out exact duplicates of their automated production cells, The Elmet Group ($ELMT) is positioning itself to scale its revenue toward the $1 billion mark over the medium term. With a current Last Twelve Months (LTM) revenue baseline of $228.5 million, a "5X revenue" expansion is exactly what an automated, software-like hardware model can unlock in this starved aerospace environment. Here is the operational blueprint of how Elmet’s replication strategy can drive a 5X revenue surge in the near term without touching a single real estate permit: 1. The "Copy-Paste" 3D Printing Grid Instead of spending 3 years constructing a heavy casting foundry, Elmet’s partnership with 3D Systems' DMP Flex 350 metal printers allows them to scale via digital replication. The Blueprint: Once a 3D printing cell is optimized and qualified by the Department of Defense (DoD) to print Niobium-C103 hypersonic parts, Elmet can simply purchase and plug in identical machines side-by-side. The Revenue Multiplier: Ten identical 3D printing rigs running automated software prints generate 10X the component output of a single machine, requiring zero additional square footage. 2. Activating the "Dark Factory" (The 24/7 Run Rate) Elmet is currently using its $4.3 million Department of War infrastructure injection to install automated material-feeding and robotic post-processing equipment. The Traditional Constraint: Human machining shifts generally cap a legacy plant at 8 to 10 hours of active production per day. The Duplication Effect: By deploying automated robotic loaders across their production floor, Elmet can transition their lines into 20-to-24-hour continuous run times. Moving from an 8-hour shift to a 24-hour automated cycle instantly triples product throughput on the exact same asset base. 3. Monetizing the Record Backlog Elmet isn't guessing if the demand exists to back a 5X expansion; they are sitting on an absolute mountain of committed orders. The Logjam: Their firm order backlog just hit a historic $131.5 million (a 55.4% explosion year-over-year). The Near-Term Catalyst: Because tier-1 defense and commercial primes are desperate to bypass the 18-to-36-month foundry queues, any incremental machine cell Elmet duplicates is instantly fed with high-paying contract work the moment it turns on. [Extreme Pricing Power and Margin Flow-Through Because Elmet is the lone 100% U.S.-owned option for these processed refractory metals, scaling volume does not force them to compromise on price. In Q2 2026, their gross profit jumped 63.7%, driving gross margins up to 25%. As they duplicate their advanced manufacturing cells, their fixed corporate overhead becomes heavily diluted. This sets up a highly profitable trajectory where revenue scales exponentially faster than operating expenses, fueling their long-term 30% gross margin target