Filtered library · Theme

defense-industrial-base theme · 2 dossiers

Dossiers in the defense-industrial-base theme cluster — 2 names moving on shared catalysts.

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TMC

TMC the metals company Inc.

MEDIUM

~$6.36 vs $11.35 high. Probe-to-medium; a dilutive raise before 2026-07-31 is the overhang.

Compounder critical-minerals-supply-chain deep-sea-mining

read · 2026-06-07T17:58:24+00:00 →

IPX

IperionX Limited

LOW

Titan DFS fired 2026-06-04 and sold the news hard ASX -10.3% then NASDAQ -12.58% to $35.22, a ~22% two-day unwind that lost the $36 recovery shelf. Heavy-REE sovereignty narrative intact, but the momentum leg broke; digestion tape now.…

Compounder commodity-materials-rare-earths domestic-critical-minerals

catalyst · 2026-06-04 →