Russia-Ukraine conflict Ammo plays?

With fear, chaos and overall uncertainty about the Russia-Ukraine conflict, I think ammo/guns manufacture and supply will thrive besides the oil/natural gas companies. Looking at #POWW options are cheap for 2-4 month exp. #RGR ain’t bad either.Thoughts?

There’s a major primer shortage plaguing the ammo industry right now. Most come from china. Imo this isn’t a catalyst for ammo stock especially considering the shortage

I agree with @anon59732070, it’s a parts issue at this point and not strictly a demand issue.

I’ve seen ammo not only become more available over the last year but also significantly less expensive and in a lot of cases hitting pre-COVID prices including some of the rifle ammo like .338 that I had a hell of a time finding for a while.