The Biggest Profit Opportunity In Defense Right Now Might Not Be Munitions

As the resident defense guy at Angel Publishing, I’ve got my fingers on the pulse of all kinds of markets…

Traditional munitions and weapons platforms like tanks, jet fighters, missiles, mortar rounds, machine guns etc.

Advanced defense technology, like drones and AI.

The space domain which encompasses things like satellites, hypersonic weapons and the rocket launch business.

But I must confess that I've missed out on something, and it's driving me a little bit crazy.

And that’s metals.

Specifically, rare earth and specialty metals, which are used in every form of advanced technology.

It’s not that I didn’t know the need was there; I did.

I even recommended a stock to profit from it a few years back.

That was Perpetua Resources (NASDAQ: PPTA). Though, it was still called Midas Gold Corp. when I first started covering it.

In addition to the gold, the company’s major mining asset was also a key supplier of tungsten and antimony — two metals vital to advanced tech production.

Unfortunately for us, they’re also dominated by China.

China controls over 80% of tungsten supply and 70% of antimony.

They haven’t been shy about leveraging that position, either.

China put export controls on antimony and introduced an outright ban to the United States. As a result, antimony prices have quadrupled — surging from $15,000 a ton to more than $60,000 in some places.

Well, Perpetua has the rights to the only domestic source of antimony in the United States. As such, it received an investment from the Department of Defense and could supply up to 35% of U.S. antimony demand.

And that’s not all.

Several other key resource companies have fielded massive investments from the Pentagon, making the metals sector a low-key defense bonanza.

Again, though, I’m not really the guy to talk to about this. My focus is on more traditional defense tech and applications.

That’s why the person investors should really be listening to is Keith Kohl.

Keith is an expert in energy and mining. And he’s been well ahead of this trend.

So much so that his stock has outperformed mine.

That is, Perpetua Resources has shot up 50% YTD.

Not bad.

However, Keith’s stock — another mining company that’s vital to America’s national security interest — is up almost 80% YTD.

Just a few months ago it was trading for a scant $10 per share, but today it’s going closer to $20. And that’s just the beginning, because America’s mining dependence isn’t going to evaporate overnight.

A lot of work still has to be done and it’s going to require a lot more investment from the U.S. military if we’re going to break China’s monopoly on rare earth metals.

That’s why Keith’s move was so genius.

He found a company with deposits that are listed in the National Strategic Rare Earth Element Inventory — underscoring their critical role in defense, technology, and clean energy.

This designation positions the company at the "front of the line" for federal funding, government contracts, and agency support.

Its metals go into everything from solar panels to F-35 fighter jets.

And not only that, but — like Perpetu — it owns a mine containing over $1.2 Billion worth of gold. This serves as a foundation for cash flow to invest in the growth of its domestic critical minerals assets.

That along with the government’s keen interest in seeing these metals mined domestically makes it a huge investment opportunity.

But like I said, I’m not really the guy to talk to about it.

So make sure to get Keith’s full report here.

It’s an absolute game changer, and the stock he’s found is right up there with some of the best defense tech stocks I’ve seen.