Jan 30, 2026
5N Plus (VNP) was up nearly 20% on an $18M investment from the Department of War to expand the company’s germanium refining capacity. That will show up in its specialty semiconductors segment…
… which has been the driver of VNP’s recent run, given its military applications. The company is a leading supplier of this critical material in the West…
… and now it’s priced that way.
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