Shawarma Capital

Shawarma Capital

Blue Moon Metals: The Complete Series

Two parts. The only permitted US tungsten hub plus a fully-funded Norwegian copper play Hartree just bought at a 15 percent premium

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Shawarma Capital
May 12, 2026
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The complete Blue Moon Metals thesis.

Blue Moon Metals (BMM) is the only permitted US tungsten hub the Pentagon can buy from, paired with Nussir, a fully-funded Norwegian copper project Hartree just bought at a 15% premium four days before the FID. Two scarcity assets, one balance sheet, sized for a critical-minerals re-rate. This page tracks every post,…

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