Elmet Group Co.

The Elmet Group Co. (ELMT) filed a Regulation FD disclosure (8-K Item 7.01) on 2026-09-30. The excerpt shows only the cover page; the actual disclosed material (typically investor presentation slides, a press release, or conference call transcript) is attached as an exhibit. Reg FD events can contain forward-looking statements or updated guidance material to investors.

The Elmet Group Co. (ELMT) entered into a material definitive agreement on September 23, 2026 to acquire 55,138,174 ordinary shares of Masan (trading as MSR on Vietnam's UPCoM exchange) for an aggregate purchase price of approximately $124.75 million, conducted as a put-through transaction and settled in Vietnamese Dong at the converted amount. The Purchase Agreement includes customary representations, warranties, and covenants. This is a major cross-border strategic investment into a Vietnamese conglomerate, representing significant capital deployment for the company relative to its size.

The Elmet Group Co. (ELMT) entered a Tungsten Concentrate Offtake Agreement with Drakelands Restoration Limited and Tungsten West PLC on September 22, 2026, securing a strategic supply of tungsten concentrate from the UK beginning in 2027. Until Drakelands reaches a minimum 12-month production target, Elmet is entitled to receive at least 50% of all qualifying concentrate produced; additional processing for the UK Government or nominees is also contemplated. This is a material strategic supply agreement positioning Elmet in the critical tungsten supply chain.

The Elmet Group Co. (ELMT) entered a warrant purchase agreement with Blue Moon Metals Inc. on September 21, 2026, issuing an unregistered warrant to purchase up to 1,166,970 shares of ELMT common stock at $21.423 per share in consideration for Blue Moon entering the previously disclosed binding letter agreement. The warrant is exercisable beginning 6 months after issuance for a 3-year period, with cashless exercise available if shares are unregistered. This is a dilutive compensation arrangement for Blue Moon's investment commitment obligations.

The Elmet Group Co. (ELMT) entered a definitive Investment Agreement with the U.S. Department of War (DoW) for a ~$450M equity investment and related commitments to expand tungsten mining, processing and manufacturing operations, including restart of the Nevada Springer APT plant and capacity expansion at Coldwater, Lewiston and Euclid facilities. The transaction closed September 14, 2026. With global tungsten production heavily concentrated in China, this U.S. government investment makes Elmet a linchpin domestic critical minerals supplier — transformative, non-dilutive government equity investment in a strategically vital company.

The Elmet Group (ELMT) signed an asset purchase agreement with OSRAM GmbH to acquire OSRAM's tungsten and molybdenum metal production operations in Schwabmünchen, Germany, including employee and pension liabilities. The acquisition adds European refractory metals capacity to Elmet's specialty materials portfolio. Financial terms were not disclosed.

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ELMT securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ELMT.