14H·

🚀 Share presentation: Almonty Industries: junior mining champion in the tungsten sector

$AII (-2.3%) Almonty Industries is a Canadian mining company specializing in the extraction and processing of tungsten - a strategically important industrial metal. The company owns active and planned mines in Spain, Portugal and South Korea, including the important Sangdong project, which is scheduled to be put back into operation in 2025. Almonty plans to move to the USA at the end of this year and be listed on the NASDAQ $CSNDX (+0.11%) stock exchange.


I myself have been invested for a short time and am currently increasing my stake as I see great potential here.


📌 Overview & history


  • Founded: 2011 in Toronto, Canada (spin-off from predecessor Primary Metals/PMI)
  • Name: "Al" from Alfonse (D'Amato), "Monty" from Monty Black (fathers of the founders)
  • CEO: Lewis Black - already in the tungsten business since 2005 and the driving force behind Almonty $AII (-2.3%)

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🌍 What does the company do?


  • Field of activity: International mining with a focus on tungsten - with tin, molybdenum and copper as additional by-products
  • Locations & projects:
  • Los Santos (Spain): Production mine with approx. 500,000 tons of production capacity/year
  • Panasqueira (Portugal): Tungsten, tin & copper processing, under Almonty since 2005
  • Valtreixal (Spain): Development project with ~2.8 million tons of resources
  • Sangdong (South Korea): Former world-class mine, reopening planned for 2025, target capacity approx. 4,000 tons of tungsten concentrate/year

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💰 Figures

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📊 Analyst assessment & price targets


  • Consensus: 4 "Buy" recommendations, 0 Hold/Sell → Overall: Strong Buy
  • B. Riley (Apr 2025): Rating raised to Strong Buy with expected EPS of: Q1 2025 C$0.01 to FY 2027 C$0.60
  • 12-month price target:
  • Average target: approx. C$4.87-C$7.31 depending on source
  • Upside according to analyst consensus: +5-28%

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🔍 Latest news & developments


  • April 2025: Participation in the Planet MicroCap Showcase; B. Riley upgrade
  • June/July 2025:
  • Inclusion in the S&P/TSX Global Mining Index
  • Application for NASDAQ listing & simultaneous 1:1.5 share split/consolidation
  • Submission of current NI-43-101 Technical Report for Sangdong

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⚠️ Opportunities & Risks


✅ Opportunities:


  • Global market share: China dominates, but geopolitical trends (West) favor tungsten suppliers outside of China
  • Sangdong is a high-grade world-class mine - recommissioning from 2025
  • Offtake contracts (Plansee: 45%) & funding commitments (KfW Bank) strengthen revenue positions


⚠️ Risks:


  • Loss radar - no profits yet, high debt service required
  • China could push prices down again, political uncertainty (e.g. South Korea, North Korea)
  • Production start delayed - capex risks on completion of Sangdong project


Sources:


📈 Analyst ratings & market data




🎤 Events & Presentations




🏦 NASDAQ listing & financing activities




🏭 Company background & projects



Images:

https://de.marketscreener.com/kurs/aktie/ALMONTY-INDUSTRIES-INC-105958333/finanzen/

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12 Comments

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What volume did you invest with? I saw that you have the share in your portfolio yourself.
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@Zerax Currently only 50 shares for now. I would like to take a look at the story first and have already reached my investment volume for this month 😁
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I've had Almonty on my WL for a while now, hence the question, and I'm thinking about going in with a small volume 😁
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Thank you for the presentation. We have recently seen what can happen in this area in terms of prices.
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Always these Canadian things.... With caution everything that comes from Canada
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@TechNav Can you tell us more about this? What about Shopify, for example?
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@DiviMike Brookfield Management, Toronto Bank, Canadian Railway. There are many good Canadian companies. But there are also many Canadian scam companies, especially in the area of mineral extraction. There are many of them.
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@TechNav
$CSU and. $PNG are my favorites from Canada
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@Tenbagger2024 $CSU I also have on my watchlist. Kraken is also interesting but I don't know the sector well enough to invest in it, but it could develop into a tenbagger 🥂
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@TechNav
I think the seas and oceans in particular are still largely unexplored. Raw materials are technically very interesting. Furthermore, these companies are becoming increasingly interesting for the navy. Such as underwater drones, batteries, etc.
Kraken has just had a capital increase to drive expansion. This was viewed positively by investors.
An alternative to Kraken would be $NORBT, which I also find very interesting
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Despite the mega growth, a 135 P/E ratio and 22 P/E ratio put me off a little.
But the company has only just become profitable.
Good question where the journey is going
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P/E and P/E ratios are likely to fall sharply in the coming years, as strong earnings growth is expected.

Estimates:

P/E adjusted is ~90 in 2025, ~35 in 2026, ~9 in 2027
P/E adjusted is ~19 in 2025, ~10 in 2026, ~4 in 2027.

Of course, these are all just estimates and unfortunately there is no crystal ball, but I am optimistic.
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