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ARSMF will double in February as
Another day of ARSMF gains.
**Bull Case for Ares Strategic Mining (OTC: ARSMF)** **1) Only Domestic Fluorspar Producer: Strategic Scarcity Premium** Ares Strategic Mining's Lost Sheep mine in Utah is the only permitted and operational fluorspar mine in the United States. This positions the company as a singular domestic supplier of a critical mineral that the U.S. largely imports. imports. That scarcity can support pricing power and priority with U.S. industrial buyers. 2) Mission-critical end markets with policy tailwinds Fluorspar (metspar & acidspar) feeds steel/aluminum making, hydrofluoric acid, fluoropolymers, Li-ion battery materials, and even nuclear-fuel value chains—all areas seeing re-shoring and resilience funding. Fluorspar is on the U.S. Critical Minerals list, a designation that tends to attract permitting focus and financing support. 3) Near-term production milestones de-risking the story In early Nov 2025, Ares reported completion of a secondary ventilation system clearing the way for industrial-scale ore extraction; earlier updates highlighted processing-plant construction restarted/advancing and the arrival of the flotation plant (key to producing higher-value acidspar). Hitting these build/commission steps converts the story from 'promise' to 'tonnes & cash flow.' 4) Integrated U.S. processing footprint The company is building out a 50-acre industrial site in Delta, Utah with a metallurgical lumps plant (for steelmakers) and a flotation plant (for acidspar). Vertical integration onshore can compress logistics, improve margins, and deepen offtake relationships versus import alternatives. 5) Potential revenue mix uplift from acidspar Acidspar (97%+ CaF■) commands higher pricing and underpins HF/fluorochemicals used across energy-transition supply chains. The specific push to commission flotation capacity is a clear lever for price/margin per tonne vs. metspar alone. 6) Capital progress without heavy dilution In mid-2025 Ares highlighted non-dilutive cash injections via sharing agreements, and in Oct-2025 the company closed tranches of a LIFE private placement—evidence of continuing access to capital to bridge into operations. Less dilution + rising capacity = more operating leverage to shareholders if commissioning stays on track. 7) Optionality from trace critical elements Ares reported germanium (and earlier, gallium) presence associated with its fluorspar ore. If recoverable at scale, these by-product credits could become a meaningful upside kicker given strategic With a sub-$100M market cap, even modest production ramp and offtakes can move the needle. Rising domestic demand and any long-term contracts could re-rate the equity quickly as the mine transitions from buildout to sales. 9) Macro setup supports domestic sourcing USGS and Interior emphasize supply-chain vulnerability and import reliance across critical minerals; policy momentum (funding, procurement preferences, financing tools) improves the backdrop for U.S.-based producers like Ares. What to Watch (Bullish Catalysts) • Commissioning & first sales: Mechanical completion, commissioning, and first shipments from the lumps and flotation plants. • Offtake agreements: Formal long-term take-or-pay deals would validate demand and support financing. • Unit economics: Realized prices for metspar/acidspar vs. C1 costs post-ramp—key for proving margin profile. Quick Risk Check Execution risk on plant commissioning, working-capital needs through ramp, and commodity-price cyclicality remain the main headwinds; verify claims (e.g., 'only operating U.S. fluorspar mine' and offtakes) as the ramp progresses, since peer restarts globally are also occurring.
Does this earlier comment help “The ISIN for Ares Strategic Mining Inc., which trades under the ticker ARSMF on the OTC Pink market, is CA04017M2031. The company also trades on the Canadian Securities Exchange (CSE) as ARS and on the Frankfurt Stock Exchange as N8I1.”
That would be a huge catalyst for them. Not that ARSMF is terribly illiquid. It actually has some decent daily volume. But I imagine it's hard to get some smaller retail investors to DCA when the transaction cost is roughly $7 per trade. Not that it matters too much. I might just lump sum $500 in and let it ride. But yeah I really appreciate your write-up. And to parrot the point you made earlier, what the hell has kept Tom Klaimanee in this game for so long? That's some insane resilience right there
The ISIN for Ares Strategic Mining Inc., which trades under the ticker ARSMF on the OTC Pink market, is CA04017M2031. The company also trades on the Canadian Securities Exchange (CSE) as ARS and on the Frankfurt Stock Exchange as N8I1.
ARSMF ares strategic mining
ARSMF! It’s a great time to buy in since it crashed over the last couple of days but has stabilized around .33. They are the only mine supplying fluorspar and received a government contract that will pay them up to 250 million dollars over the next 5 years. Get in while you can!
Saw this mineral miner getting pumped on substack, any of you guys heard of it? # ARSMF
ARSMF....only like 50 cents now so thats a discount
Been watching and waiting for a dip to allocate more. I’ll be buying UURAF, UUUU, NB, ARRNF, ARXRF, ARSMF, TUNGF and GPHOF tomorrow if it dips or not. The more dip the better, buy on weakness and sell into strength. Big profits been going into GRHIX and SETM this last year to reduce risk.
Pulled some profits for single REE names, letting UUUU, UURAF, ARSMF, AARNF, ARXRF, TUNGF run - Put profits in SETM to forget ‘em. I trust Sprott. Next is looking into industrials, the amount of equipment will make players like CAT gain over time.
**Rare Earfs DD: Ares Strategic Mining (OTC:ARSMF)** Ares Strategic Mining (OTC:ARSMF) currently owns the only permitted fluorspar mine in the US. https://www.aresmining.com/ Hydrofluoric acid, made from fluorspar, is used to etch silicon wafers and is critical to semiconductor production. China is currently the leading producer of fluorspar worldwide. There is a $250M DoD contract opportunity for acid-grade fluorspar that just closed a few days ago, and the contract winner was ARSMF: https://sam.gov/workspace/contract/opp/e12226a986464110ae24dc322ff06b19/view The US government recently began an effort to secure minerals critical to national security, and Fluorspar is one of these critical minerals: https://www.heritage.org/sites/default/files/2024-12/BG3880.pdf ARSMF current market cap is only ~100M, well under the DoD contract amount. Note that this is an OTC ticker, so it is not available on RH, it must be purchased through a broker that trades OTC tickers. **TLDR: ARSMF is the sole US supplier of rare earfs deemed to be critical by the DoD, and they were just awarded a DoD contract ($250M) larger than their total market cap (~$100M).** *This is not investment advice.*
Rare Earfs DD: Ares Strategic Mining (OTC:ARSMF) owns the only permitted fluorspar mine in the US. Hydrofluoric acid, made from fluorspar, is used to etch silicon wafers and is critical to semiconductor production. China is currently the leading producer of fluorspar worldwide. There is a $250M DoD contract opportunity for acid-grade fluorspar that just closed a few days ago, and the contract winner was ARSMF: https://sam.gov/workspace/contract/opp/e12226a986464110ae24dc322ff06b19/view ARSMF current market cap is only ~100M. This is an OTC ticker so it isn't available on RH. This is not investment advice.
**Rare Earfs DD:** Ares Strategic Mining (OTC:ARSMF) owns the only permitted fluorspar mine in the US. Hydrofluoric acid, made from fluorspar, is used to etch silicon wafers and is critical to semiconductor production. China is currently the leading producer of fluorspar worldwide. There is a $250M DoD contract opportunity for acid-grade fluorspar that just closed a few days ago, but the contract winner has not been named: https://sam.gov/workspace/contract/opp/e12226a986464110ae24dc322ff06b19/view ARSMF current market cap is only ~100M. This is an OTC ticker so it isn't available on RH. *This is not investment advice.*
Today is a good day to buy calls and shares of companies, thank me later for Intel calls $38c next month and shares of ARSMF, ARRNF.
Basically any nuclear related stock, any critical minerals (think Niobium, Flourospar ARSMF, Tungsten, titanium), anything we import currently that now should be produced in house MP for example full.
Shorting Apple here while loading mineral stocks like NB, ARSMF, Copper, Gold
man if yall bag holders just want to make some quick money back buy WWR, ARSMF, and NB this week, i promise you those will help you out 🚀
Still in WWR along with NB, UAMY, UUUU, ARSMF, etc.
Just buy them tomorrow, it’s not too late, especially ARSMF
ARSMF if you want to make your money back
ARSMF is also a very promising ticker that did not run today due to an offering. But it will soon…….
Maybe one that didn’t pump too hard today like NB or ARSMF
Still some plays like ARSMF that aren’t insanely overvalued
You think ARSMF will keep going after recent run?
most of yall aren’t tapped in to WWR, ARSMF, and DNN, yall gotta lock in and cop before they go up even more
In both, but AVL is the future-proof godsend I was thinking of (ARSMF and WWR are outstanding too).
plays for today: WWR, ARSMF, VIVK, INTS (bagholding), NVX 🚀🧨
does anyone know much about ARSMF?
ARSMF jsut got a 5 year DLA grant thats not publicly announced yet. Opens in 3 minutes.. Edit: Here is the contract: SAM.gov Here is the Ares post . No official press statement yet to be found. Most certainly due to contractual obligations. : ARES Strategic Mining Inc. on X: "⚡AI data centers demand big power, and @aressmining is proud to be included in the @ENERGY $3.4B program to expand U.S. nuclear energy capacity. The nuclear fuel cycle, from conversion to enrichment to fuel fabrication, could not happen without fluorspar. @business forecasts" / X
ARSMF jsut got a 5 year DLA grant thats not publicly announced yet. Edit: Here is the contract: SAM.gov Here is the Ares post . No official press statement yet to be found. Most certainly due to contractual obligations. : ARES Strategic Mining Inc. on X: "⚡AI data centers demand big power, and @aressmining is proud to be included in the @ENERGY $3.4B program to expand U.S. nuclear energy capacity. The nuclear fuel cycle, from conversion to enrichment to fuel fabrication, could not happen without fluorspar. @business forecasts" / X
How do u feel about : DNN, ARSMF, CTVFF?
USCM and ARSMF are high on my purchase list tomorrow
Anyone have recommendations for the rare earth or mineral stocks? I want to go full port tomorrow. I know there’s a few that people mentioned here. ARSMF DTREF ILI, any others or anyone believe one is the best of these?
Bailed on INTS with hype-profits because I don't want to stick around for the reverse-split vote. It's going in ARSMF instead. CPSH was a close second choice.
ARSMF they got 250 million dollars of government funding and haven’t announced it yet publicly once the news comes out it will easily go to $4-$5 , being one of a kind stock it will surely reach $20 towards the end of this year
Dont forget ARSMF. still a pennystock
buys for monday ——> TRX, ARSMF, NB, DNN, WWR 🚀 all of them are involved in rare earth, which is the move for the next week (TRX especially because when BTC is down, gold is up)
i said this over a week ago and it’s up a bunch since then, but please look into ARSMF, rare earth stocks have all the reason to go up and this one happens to be one with a lot of potential, i URGE everyone to look into it
UURAF, UALMY, ABAT, ARSMF, GPOH, WWR, TUNGF Check out the critical minerals sub for DD and more tickers.
So far, the companies with the most government support (like buying a 10% stake in LAC, operating in Nevada) have been operational, US-based - or at least operating in the US - companies that work with the critical minerals list. WWR for example is probably the closest company to high-quality graphite production in the US. UUUU deals in uranium as well as other critical minerals like vanadium. NioCorp, WWR, UURAF, UUUU, ARSMF, UAMY are a few that fit this bill. There is a critical minerals investing subreddit that has been putting out great DD (and making great gains) for months.
UURAF ABAT UUUU WWR ARSMF. Love you, bud.
$ARSMF. Simple. Mining contracts printing rn
Did that today wish I would have put it into ARSMF instead
$GPUS $EPWK $ARSMF Heavy on $ARSMF nothing but up, as soon as it is converted away from an OTC it will boom 💥
$TUNGF, $ARSMF, $GPHOF, $UURAF and thank me later.
yall are all worried about SCWO while ARSMF is what most people want to look into 👀
ARSMF up massively. Rare earths are such a win
guys ARSMF is for sure the play going into AH
Is it too late to get into ARSMF?
ARSMF jsut got a 5 year DLA grant thats not publicly announced yet. Opens in 3 minutes.. Edit: Here is the contract: SAM.gov Here is the Ares post . No official press statement yet to be found. Most certainly due to contractual obligations. : ARES Strategic Mining Inc. on X: "⚡AI data centers demand big power, and @aressmining is proud to be included in the @ENERGY $3.4B program to expand U.S. nuclear energy capacity. The nuclear fuel cycle, from conversion to enrichment to fuel fabrication, could not happen without fluorspar. @business forecasts" / X
ARSMF jsut got a 5 year DLA grant thats not publicly announced yet. Edit: Here is the contract: SAM.gov Here is the Ares post . No official press statement yet to be found. Most certainly due to contractual obligations. : ARES Strategic Mining Inc. on X: "⚡AI data centers demand big power, and @aressmining is proud to be included in the @ENERGY $3.4B program to expand U.S. nuclear energy capacity. The nuclear fuel cycle, from conversion to enrichment to fuel fabrication, could not happen without fluorspar. @business forecasts" / X
Buy $ARS (on wealth simple) or ARSMF still not late it will go to $3-$4 atleast
$ARSMF as well. DoD $250m bid to buy Fluorspar https://sam.gov/workspace/contract/opp/e12226a986464110ae24dc322ff06b19/view
DoD submitted bid to buy $ARSMF https://sam.gov/workspace/contract/opp/e12226a986464110ae24dc322ff06b19/view
DoD submitted bid to buy $ARSMF https://sam.gov/workspace/contract/opp/e12226a986464110ae24dc322ff06b19/view
Bought SCWO. ARSMF (go read the DoD post on their reddit) and GPHOF for long.
What are your thoughts on $ARSMF?
ARSMF - the only domestic Flourspar mine, which is a critical mineral. Trading below $0.50 rn. Expecting big news from them soon.
ARSMF is the real play.
$ARSMF [Ares](https://www.aresmining.com)
ARSMF: It looks like they may have finally pulled everything together and are ready to move forward. They've been quite inactive, but with a new international investor, a contract, and some hardware, there are encouraging developments over the past month. [https://www.aresmining.com/news](https://www.aresmining.com/news)
Depends upon how long you plan to hold it. ARSMF could pop soon.
I’m long on ARSMF, bought in at .29, currently sitting at 0.10, so yes, there is short interest even at .2x cents.
ARSMF. A small mining company that is in the process of setting up there infrastructure and hopefully will be extracting product and sending it to market in q1 or q2 2023.
Take a look at ARSMF. May not meet your definition of small cap, but they are the only floraspur mining company in the US. Only other real supplier is China. Plants being built currently I believe.
$ARSMF new plant opening early this year. Has already shipped. Looking for a five bagger. Do the dd. I'll be holding a piece of this one for a long while.
$ARSMF do dd. Ares Strategic Mining. Only permitted fluorspar mine in the US. Fluorspar is a critical mineral on the executive order from both parties. So no gov intervention. In fact, permits and grants are being fast tracked. We are sitting at $.40ish right now. New plant will begin production early this year. Cheers
$ARSMF after two year wait for obvious reasons. The only fluorspar lumps plant on the continent will soon be complete. Intrinsic value will follow. Get in here at the bottom
$ARSMF https://www.prnewswire.com/news-releases/rush-to-provide-domestic-critical-minerals-as-alternative-to-chinese-supply-301459573.html
$ARSMF https://www.prnewswire.com/news-releases/rush-to-provide-domestic-critical-minerals-as-alternative-to-chinese-supply-301459573.html