MTRN · Materion CorporationMaterion Corporation
📝 These companies supply high purity copper, copper-tungsten, and copper infrastructure for directed energy weapons (like those from $LASR)
These companies supply high purity copper, copper-tungsten, and copper infrastructure for directed energy weapons (like those from $LASR).
Evidence & details
- +$LPKFF: owns laser induced deep etching at $169M market cap, used for glass substrates.
- +$MTRN: owns Spor Mountain, source of ~65% of world's beryllium.
- ⚡Glass substrates market growth
- ⚡Laser induced deep etching technology
- ⚡Beryllium supply monopoly
Chart
Post Timeline · 1 posts
@gauchos805 $WOLF was probably the most interesting one up there after restructuring. $LPKFF also for glass substrates and they own the laser induced deep etching at a $169m MC, so possibly most explosive 10x upside. $MTRN is probably the most stable one up there with decentl…
Thesis: The post discusses Western supply chain bottleneck plays, highlighting $LPKFF (glass substrates, laser etching, potential 10x upside) and $MTRN (owns major beryllium supply, stable with high upside).
The post discusses Western supply chain bottleneck plays, highlighting $LPKFF (glass substrates, laser etching, potential 10x upside) and $MTRN (owns major beryllium supply, stable with high upside).
source ↗These companies supply high purity copper, copper-tungsten, and copper infrastructure for directed energy weapons (like those from $LASR).
source ↗No qualifying thesis event for 45+ days.