{"filings":[{"id":3236120,"accession_number":"0001213900-26-106420","cik":2101698,"company_name":"Elmet Group Co.","ticker":"ELMT","form_type":"8-K","filed_at":"2026-10-02T20:30:42+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Elmet Group General Counsel Christian T. Chandler to retire Dec 31, 2026; will remain as advisor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christian T. Chandler, Executive Vice President and General Counsel, notified The Elmet Group Co. on October 1, 2026 of his retirement effective December 31, 2026.","Chandler has served as the company's General Counsel since its founding; he will stay on as an advisor on legal, regulatory and compliance matters after retiring.","No successor or replacement General Counsel was named in the filing; the company thanked Chandler for his dedicated service.","The company also posted an updated corporate presentation to its website on October 1, 2026 (Exhibit 99.1); the attached exhibit text contains only title slides and a disclaimer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":434630940.65999997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3163237,"accession_number":"0001213900-26-104913","cik":2101698,"company_name":"Elmet Group Co.","ticker":"ELMT","form_type":"8-K","filed_at":"2026-09-30T12:35:29+00:00","items":["7.01","9.01"],"status":"ready","headline":"Elmet Technologies awarded ~$36 million DLA contract for molybdenum and tungsten aerospace materials","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elmet Technologies won a ~$36 million Defense Logistics Agency contract to supply molybdenum and tungsten alloys and precision wire to the U.S. National Defense Stockpile.","The award is separate from the $2 billion DLA IDIQ tungsten contract announced September 14, 2026, which included a $150 million guaranteed funded commitment.","Contract covers TZM alloy billets, bar stock, ingots, and potassium-doped molybdenum and tungsten wire used in jet engine components.","Derek Fox, President of the Critical Materials Components Division, said refractory metals are foundational to aerospace manufacturing.","Elmet Technologies, which has operated since 1929, has nearly 400 employees across three facilities in Maine, Ohio, and Michigan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":434630940.65999997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3054477,"accession_number":"0001213900-26-102840","cik":2101698,"company_name":"Elmet Group Co.","ticker":"ELMT","form_type":"8-K","filed_at":"2026-09-24T11:30:18+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Elmet Group to buy 4.99% of Masan High-Tech for $124.75M, board seat","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Elmet Group (ELMT) enters SPA to acquire 55,138,174 MSR shares (4.99%) for ~$124.75M; closing expected Oct 1, 2026.","Break fee of $24.95M if either party fails to close by long stop date; settlement expected Oct 5, 2026.","Shareholders' agreement: ELMT gets one Masan board seat, 80% dividend payout target for 3 years, 18-month lock-up.","Commercial agreements: MSR to supply mined tungsten from Nui Phao Mine and conversion services; offtake deals signed before closing.","Follows US government's $450M investment in ELMT announced Sept 14, 2026; supports MSR uplisting to Hanoi exchange."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":434630940.65999997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3019961,"accession_number":"0001213900-26-102242","cik":2101698,"company_name":"Elmet Group Co.","ticker":"ELMT","form_type":"8-K","filed_at":"2026-09-22T21:00:13+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Elmet Group secures long-term tungsten offtake from Tungsten West's Hemerdon Mine; >$230M/yr","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Agreement covers >1,000 metric tonnes/yr of tungsten concentrate (WO3 eq) from Hemerdon, with plans to increase volumes.","Valued at >$230M annually at current APT prices; effective until Dec 31, 2034, extendable by mutual agreement.","Follows DoW's $450M investment (Sept 14) and UK National Wealth Fund's £71M investment; strengthens U.S.-UK supply chain.","ELMT has 60-day exclusive rights to supply DLA from Drakelands material; Drakelands product priority until APT plant restarts.","ELMT postpones its Sept 24 Investor Business Update; will provide new scheduling info shortly."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":434630940.65999997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2999476,"accession_number":"0001213900-26-101918","cik":2101698,"company_name":"Elmet Group Co.","ticker":"ELMT","form_type":"8-K","filed_at":"2026-09-22T10:09:21+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"Elmet Group issues 1.17M-share warrant to Blue Moon Metals at $21.423","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Warrant to purchase up to 1,166,970 shares at $21.423 per share; exercisable after 6 months, expires in 3 years.","Issued as consideration for Blue Moon's entry into binding letter agreement and investment; no cash paid.","Beneficial ownership cap of 4.99% (increasable to 19.99%); cashless exercise if no registration statement.","Unregistered sale exempt under Section 4(a)(2) and Rule 506; warrant shares exempt under 3(a)(9)/4(a)(2).","Agreement dated September 21, 2026; filed as Exhibit 10.1 with 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":434630940.65999997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2853880,"accession_number":"0001213900-26-099734","cik":2101698,"company_name":"Elmet Group Co.","ticker":"ELMT","form_type":"8-K","filed_at":"2026-09-14T20:30:26+00:00","items":["1.01","3.02","3.03","5.02","5.03","7.01","9.01"],"status":"ready","headline":"Elmet Group secures $450M DoW investment for tungsten expansion; $200M initial tranche closed","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["DoW committed up to $450M: initial $200M for 200,000 Class A Preferred shares plus warrants; up to $250M in future tranches.","Class A Preferred accrues 5.5% cumulative PIK dividends; ranks senior to common on liquidation.","Penny Warrant covers 5,675,506 shares at $0.001; Strike Price Warrant covers 1,891,835 shares at $15.92.","Proceeds to restart Springer APT plant/Nevada mine and expand Coldwater, Lewiston, Euclid facilities.","DoW gets board observer, preemptive rights, and product offtake priority; company barred from cash dividends."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":434630940.65999997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2724636,"accession_number":"0001213900-26-097862","cik":2101698,"company_name":"Elmet Group Co.","ticker":"ELMT","form_type":"8-K","filed_at":"2026-09-08T12:35:41+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Elmet Group signs deal to acquire OSRAM's tungsten/molybdenum ops in Germany","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price formula: fixed negative €18M plus pension assets, minus pension liabilities, minus €1M restructuring prepayment, plus/minus working capital vs €3.875M.","OSRAM grants €2.5M interest-free vendor loan, repayable in two equal installments within 12 months of closing.","Closing expected Q1 2027 subject to regulatory approvals; liquidated damages of €1.35M if Elmet fails to close.","Tungsten price surged from $330 to over $3,000 per MTU (800%+) since Jan 2025, a key purchase-price risk factor.","Schwabmünchen site (since 1961) to expand into TZM and tungsten heavy alloy; Elmet plans investment in workforce and equipment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":434630940.65999997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2226558,"accession_number":"0001213900-26-088714","cik":2101698,"company_name":"Elmet Group Co.","ticker":"ELMT","form_type":"8-K","filed_at":"2026-08-13T12:05:24+00:00","items":["2.02","9.01"],"status":"ready","headline":"Elmet Q2 revenue +35% to $66.4M, adjusted EBITDA +58% to $8.9M, record backlog $131.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $66.4M, up 35.2% YoY; gross margin 25.0% vs 20.7% (430 bps expansion).","GAAP net loss $(4.5)M ($(0.16)/share) vs net income $1.2M ($0.06) in Q2 2025; adjusted net income $5.2M ($0.18).","Adjusted EBITDA $8.9M (13.3% of revenue) vs $5.6M (11.4%) in Q2 2025; backlog $131.5M record, up from $84.6M.","Completed upsized IPO raising $125.4M net proceeds; TTM revenue $228.5M, adjusted EBITDA $31.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":122408000.0,"consensus_period":"2027-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":434630940.65999997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":731676,"accession_number":"0001213900-26-062434","cik":2101698,"company_name":"Elmet Group Co.","ticker":"ELMT","form_type":"8-K","filed_at":"2026-05-29T12:05:35+00:00","items":["2.02","9.01"],"status":"ready","headline":"Elmet Group Q1 revenue up 21% to $56M; adjusted EBITDA +106% to $9.2M; record backlog $113M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $56.0M (+20.7% YoY); gross margin improved 260 bps to 21.2%.","Adjusted net income $4.7M ($0.24/share) vs $1.9M ($0.10) in Q1 2025.","Adjusted EBITDA $9.2M (16.4% of revenue) vs $4.5M (9.6%) YoY.","Backlog record $113.3M, up 52% from $74.7M a year ago.","Post-Q1 upsized IPO raised $125.5M net; retired $17.8M debt; cash on hand $99.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":56007000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":434630940.65999997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":648518,"accession_number":"0001213900-26-060728","cik":2101698,"company_name":"Elmet Group Co.","ticker":"ELMT","form_type":"8-K","filed_at":"2026-05-23T02:00:06+00:00","items":["5.03"],"status":"ready","headline":"Elmet Group changes fiscal year end to 4-4-5 calendar; first new FY ends Jan 1, 2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved fiscal year change on May 19, 2026; new 4-4-5 calendar ends on Friday closest to Dec 31.","First fiscal year under new calendar: Jan 1, 2026 to Jan 1, 2027.","Fiscal quarters ending Apr 3, Jul 3, Oct 2, 2026 may have different day counts vs prior-year periods.","Change does not affect previously issued financial statements or tax reporting.","Implementation aims to align accounting operations with quarterly public reporting and improve comparability."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":434630940.65999997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97714,"accession_number":"0001213900-26-047521","cik":2101698,"company_name":"Elmet Group Co.","ticker":"ELMT","form_type":"8-K","filed_at":"2026-04-24T23:59:59+00:00","items":["1.01","5.03","8.01","9.01"],"status":"ready","headline":"Elmet Group (ELMT) completes IPO, sells 9.9M shares at $14.00, net proceeds $125.5M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closed IPO of ~9.9M shares (including full over-allotment) at $14.00 per share; stock began trading on Nasdaq on April 23 under ELMT.","Net proceeds of $125.5M after expenses, to be used for debt repayment, growth capital, and working capital.","Issued broker's warrant to Cantor for 147,857 shares at $17.50, exercisable from Oct 2026 to Apr 2030."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":434630940.65999997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}