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Dear Reader, The new space race is here. SpaceX is public. Rockets are landing themselves. Satellites are spreading across orbit. AI data centers in space are already being discussed. And governments are pouring billions into defense, communications, and off-world infrastructure. This is not science fiction anymore. It is becoming an industrial buildout. And every industrial buildout needs a supply chain. That is where one small North American metals company starts to look different. While most investors chase the obvious space names, this company has built exposure to the materials that could sit underneath the entire boom. The rockets get the attention. But the next opportunity may be hiding in what makes them possible. |
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