Almonty Industries is likely the most exciting commodities stock of 2026 — and hardly anyone in Germany really knows about it. On July 1, 2026, the Canadian tungsten producer took the historic step from developer to producer: The Sangdong Mine in South Korea—one of the world’s largest tungsten deposits outside of China—began processing.

The timing could hardly be better: China is tightening its tungsten export restrictions, the Pentagon is banning Chinese tungsten from U.S. military equipment starting January 1, 2027, and tungsten is indispensable in AI chips, armor, and high-performance tools. Following the correction, the stock is trading about 35% below its April high—DA Davidson raised its price target to $33 following the start of production.

Key points:

July 1, 2026: Sangdong Mine begins production—transition from developer to producer; 139,700 metric tons of ore stockpiled—equivalent to approximately $68 million in gross value; Q1 2026: Revenue up 221% to $25.4 million — the strongest growth rate in the company’s historyCash position: $259.9 million (as of March 31, 2026) — a solid foundation for ramp-upDA Davidson: Price target raised to $33 (from $25) — Buy recommendationPentagon deadline: January 1, 2027 — Chinese tungsten banned from U.S. defense equipmentRussell 1000 & 3000: Included as of June 29, 2026 — increased institutional visibilityVolatility: 97% annualized — not for the faint of heart

What do you think of this young monopolist $AII (+3,32 %) ?

Hello my dears,

Unfortunately, the Almonthy share has $AII (+3,32 %) has run away from me.

As a result, I have become more and more involved with Deutsche Rohstoff through the Almonthy investment $DR0 (+1,85 %) .

And recently the esteemed Mr. Prompt @Raketentoni also made a short analysis.

As the esteemed @Dividendenopi rightly added. Mr. Prompt had simply omitted the 11.3% Almonthy stake.

This fact made me do the math today.

And with the help of Mr. Prompt's brother, I had the whole thing broken down a little.

🟦 Value of the Almonty shareholding

Deutsche Rohstoff AG holds 11,3 % in Almonty Industries. The value of this investment is estimated differently in various analyses - depending on the respective point in time and share price level.

🟩 Value of Deutsche Rohstoff AG (DRAG)

🔹 Market capitalization

DRAG is currently valued at approx. € 420.13 million valued.

• DRAG is traditionally strong in the oil and gas business (US onshore).
• The Almonty investment is a strategic strategic jokerwhich could increase significantly in value if the Sangdong mine successfully starts production.
• At the same time, DRAG is relatively stable thanks to hedging and cash flows from the O&G segment.

🟩 Value of Almonthy Industries (ALM)

🔹 Market capitalization

Almonthy is currently valued at approx. € 4.23 billion valued

🔹 Why the spread is so wide

• Almonty has multiplied significantly over the course of the year.
• The Sangdong mine in South Korea is considered extremely important strategically, as it is intended to make Western customers less dependent on China.
• The planned Nasdaq listing also increases the valuation opportunities.

📌 1. initial data

Market capitalization Almonty

• According to current financial data, the market cap is USD 6.26 billion
• 
  Converted (USD 1 ≈ € 0.68), this equates to approx. 4.25 billion € → This corresponds to your figure of 4.23 billion €.

Participation of Deutsche Rohstoff AG

• DRAG holds 11,3 % in Almonty.

Market capitalization of Deutsche Rohstoff AG

• According to your open Onvista tab: € 420.13 million

📌 2nd value of the DRAG stake in Almonty

Value of the investment=€4.23 billion×0.113

=€478.0 million

👉 DRAG's stake in Almonty is therefore worth around €478 million.

📌 3. comparison with the market capitalization of DRAG

• DRAG market capitalization: € 420 million
• Value of the Almonty investment: € 478 million

This means:

The Almonty investment alone is worth more than DRAG as a whole.

Specifically:

€478 million€420 million≈1.14

👉 The stake corresponds to 114% of the total DRAG valuation.

📌 4 What this implies

• The market is currently valuing DRAG as if its oil and gas business + cash + other investments together are worth less than € 0.
• This is a classic "sum-of-the-parts mismatch".
• If Almonty continues to rise or the Sangdong mine successfully goes into production, this effect will become even stronger.

📌 5 What you can deduce from this

• DRAG is currently massively below the value of its individual parts valued.
• The market is obviously pricing it in:
• high uncertainty at Almonty,
• possible dilution,
• or conservative valuation of the O&G segment.

The core is quickly stated: If Almonty is really already worth around €4.23 billion, then the DRAG stake is mathematically worth around €478 million - i.e. more than the entire Deutsche Rohstoff AG currently costs on the stock exchange.

My dears,

Due to the large oil and gas business and the high reserves, and the Almonthy stake, I personally see Deutsch. Rohstoff $DR0 (+1,85 %) as a TOP pick.

P/E RATIO 12.22

Dividend yield 2.49

Am I missing something here, or what is your opinion?

Let's discuss in the comments.

@SAUgut777
@Dividendenopi
@Multibagger
@Klein-Anleger
@Get_Rich_or_Die_Tryin
@topicswithhead and everyone else.

My dear friends,

I’ve often read here that some people strongly criticize the use of AI.

For my new approach today, however, I decided to give Mr. Prompt’s girlfriend a try @Raketentoni as a helper.

At the end of the day, what really matters is that we

“Succeed Together.”

And it also made my work a little easier.

But now let’s get to the exciting part.

As my friends—whose advice I greatly value—have already noticed, I’ve been looking into raw materials over the last few days, particularly tungsten.

I’ve already reported on titanium.

When it comes to tungsten, the biggest player outside of China is Almonthy $AII (+3,32 %) ; it would also be interesting to note the involvement of $DR0 (+1,85 %) Deutsch. Rohstoff’s stake in Almonty.

It’s probably well known that the Western world wants—and needs—to become independent of China. That’s why I won’t write much more on this topic.

But it does explain the huge RUN on Almonty stock.

Performance:

1 year +831.34%

3 years + 2,468.17%

Since demand for tungsten remains high and continues to rise despite the disruption from China, I still see $AII (+3,32 %) .

But the stock is already a hot commodity.

Feel free to share your thoughts on this in the comments.

Anyway, I decided to look into tungsten a bit today.

🔥 Key Properties of Tungsten

🧱 Physical Properties

• Highest melting point of any metal: 3,422 °C → ideal for rocket engines, hypersonic missiles, and heat shields.
• Very high density: similar to gold → perfect for armor-piercing ammunition and radiation shielding.
• Extreme hardness → used in tools, drill bits, armor, and industrial equipment.
• High tensile strength at high temperatures → remains stable where other metals have long since failed.

⚡ Electrical & thermal properties

• Very good thermal conductivity → important for electronics, semiconductors, lasers, and high-performance lighting.
• Good electrical conductivity → Used in electrodes, contacts, and specialty components.

🛡️ Chemical Properties

• Corrosion-resistant
• Low thermal expansion → Ideal for precision components in extreme environments.

🚀 Why Tungsten Is Considered a “Supermaterial”

The article explains that rockets, hypersonic weapons, and spaceflight require increasing amounts of tungsten because it withstands extreme temperatures and atomic oxygen in space. This makes it a strategic raw material for:

• SpaceX rockets
• Hypersonic weapons
• Satellites
• Defense systems (e.g., Rheinmetall)
• High-temperature engines

While researching tungsten, I came across a new supermaterial .

So I dove even deeper into the engine room for you and looked for alternatives to tungsten—as well as raw materials with properties similar to tungsten.

And I looked into what other raw materials are used in the defense and aerospace industries.

🧪 Which materials are realistic options?

Heat resistance, lightweight and use in hypersonic and spaceflight projects point to a very small group of materials:

Most likely candidates

 Niobium

• Highly heat-resistant
• Lightweight
• Used in rocket engines, turbines, and superalloys

 Tantalum

• Extremely temperature-resistant
• Corrosion-resistant
• Used in aerospace and defense

 Molybdenum

• High melting points
• Component of many superalloys

 High-performance ceramic matrix composites (CMC)

• Ultra-light
• Heat-resistant up to > 2,000 °C
• Increasingly used in hypersonic missiles and spaceflight

Less likely, but possible

• Titanium aluminides (lightweight + heat-resistant)
• Rhenium alloys (extremely heat-resistant, but very expensive)

🎯 Most likely material (synthesis)

The description best fits best to niobium:

• Combination of lightness + temperature resistance
• Used in hypersonic superalloys
• Used in rockets, turbines, aerospace
• Defense demand (Rheinmetall reference applies)
• Material share in jets (NGAD reference applies to niobium alloys)

👉 My best guess: The supermaterial is niobium.

My friends, who among you has ever heard of niobium or is familiar with this material?

🚀

My friends, after extensive research, I’ve found an alternative to tungsten that’s already being used in industry.

But for us as investors, here comes the more interesting part.

Who are the producers of the supermaterial niobium?

📈 Which stocks are realistic candidates?

🔥 A) Niobium producers

CBMM (Companhia Brasileira de Metalurgia e Mineração)

• Global market leader (70–80% market share)
• Not publicly traded

NioCorp Developments (U.S./Canada)

• Elk Creek Niobium Project
• Publicly traded (small-cap)
• Classic “insider tip” character

Magris Resources (Niobec Mine)

• Also not publicly traded

👉 NioCorp is the only publicly traded pure-play niobium company.

That’s a perfectly with NioCorp Developments:

• The only publicly traded niobium pure play
• Has been in development for years, hence “undervalued”
• Often cited as a strategic metal project for defense and space
• Could benefit significantly if demand for niobium rises

👉 Most likely stock: NioCorp Developments (NB / NIOBF) $NB (+1,75 %)

After further research, I’ve also found

• Taseko Mines $TKO (-0,5 %)
  

Dear readers, you might also find this interesting.

Which companies use NIOB, and is it strategically important?

Companies that use niobium primarily come from three sectors: Aerospace, Hypersonic/Defense , and High-Tech Industry. Niobium’s technical properties—extreme heat resistance, high strength, and good workability—make it indispensable in these fields. The following sections will show you who uses niobium, and for what purposes and why it is strategically important.

🚀 Aerospace

Niobium is used in engines, rockets, and hypersonic vehicles because it can withstand temperatures exceeding 2,400 °C while remaining relatively lightweight. Sources indicate that niobium has been used since the Gemini and Apollo programs .

Typical users:

• NASA – historical and modern rocket programs
• SpaceX – heat shields, engine components
• Blue Origin – High-temperature components
• Aerojet Rocketdyne – Rocket engines
• GE Aerospace – Superalloys for turbines
• Safran – High-temperature components for aircraft engines

🛡️ Defense & Hypersonic

Niobium is essential for hypersonic weapons and modern defense systems because it can withstand extreme thermal stresses. Sources indicate that niobium is used in critical defense applications and that the U.S. government is actively investing in niobium productionto secure the supply.

Typical users:

• U.S. Department of Defense (DoD) – hypersonic programs, materials research
• Lockheed Martin – Hypersonic missiles, NGAD program
• Raytheon/RTX – Hypersonic and missile components
• Northrop Grumman – Space and defense systems
• Rheinmetall – High-temperature and armor applications (indirectly via suppliers)
• Elmet Technologies – Supplies defense companies with niobium products

🧪 High-Tech Industry & Energy

In addition to defense and aerospace, niobium is also used in electronics, energy storage, and specialty alloys.

Typical users:

• Intel, Samsung, TSMC – Niobium in thin-film and semiconductor processes
• Siemens Energy, GE Power – Turbine materials
• Additive manufacturing companies – Niobium powder for 3D printing (e.g., GAM, which manufactures niobium powder)
• Automotive industry – Niobium-alloyed steels for lighter, stronger car bodies

🏭 Who produces niobium?

Important for understanding the value chain:

• CBMM (Brazil) – Global market leader (privately held)
• China Molybdenum (CMOC) – Major producer of niobium and molybdenum
• NioCorp Developments – The only publicly traded pure niobium project
• Global Advanced Metals (GAM) – niobium oxides and powders, DoD partner

🔍 Why Niobium Is Becoming Strategic Right Now

The U.S. government is actively investing in the restoring domestic niobium productionto reduce dependence on imports. To this end, the DoD has $26.4 million to establish high-purity niobium production in the U.S.

This shows that: Niobium is a strategic metal for hypersonic technology, defense, and aerospace—and demand is rising.

My friends,

in closing, I’d be very interested to hear your thoughts.

What do you think of my approach?

Should I give you a detailed overview of the two niobium players I found?

@Get_Rich_or_Die_Tryin
@Multibagger
@Klein-Anleger And all the rest of you, my dear friends.

We continue with insights into the goings-on of the dividend opi. If you missed the first part, you can find it here: Dividendenopi inside Teil 1 Dividendenopi Rewind2025

As the second part is less about shares, I'll at least start with the rest and the question from @Epi about the Zockeropi. I still have one position each in the, let's say, hidden area of $EKT (+0,07 %) and $NOVO B (+1,48 %) each. Neither trading nor dividend stocks as I see it, so they are bobbing around in the middle of nowhere. Both are currently in negative territory and have a current market value of around €30,000. To be honest, I still don't really know what I'm going to do with them. In my opinion, EKT is still a rock-solid value and clearly undervalued. Despite all my understanding for the delays, which are apparently through no fault of their own, they have to deliver this year. Otherwise I will actually realize the losses, but they are absolutely manageable. And about Novo, well, what more can I say... Ignored the warnings during the high phase and took the crash in its stride. Due to the recovery over the last few days, the share is moderately down by just over 10%. Depending on my mood on the day, however, this could quickly disappear.

And to ensure that my strategy as a whole doesn't get boring and that the gambling child in me is kept in mind so that it doesn't do anything stupid with larger investments, I have turned more intensively to short-term trades since the middle of last year. In June with $DEFI (+4,05 %) and $HIMS (+0,45 %) initial modest successes have encouraged and "hooked" me by, among other things @Multibagger one or two copy trades. My play money is strictly limited to a maximum of 5% of my total capital. I haven't invested that much yet, but despite everything $IREN (+2,27 %) , $CIFR (+1,7 %) and some other trades have brought me nice profits on the side. Most recently I closed yesterday $AII (+3,32 %) closed yesterday with 40% plus. The largest position in the trading portfolio at the moment is again $IREN (+2,27 %) with EK 35€ and a slight plus. The rest, $CA1 (+0,12 %) , $DEFI (+4,05 %) , $LYC (-1,93 %) , $NB (+1,75 %) and $null are not doing so well at the moment, which is why I am currently in the red. I currently have € 20,000 invested there, but the holding period for these shares and the long is also designed for a maximum of 6 months, so I will look again in April.

So far so good.... Now comes the outing and the boring part of my investments, which still make up the majority of the capital invested. Expiring fixed-term deposits have already been and will be put into the market. Due to my age, I tend to be a bit conservative when it comes to choosing my broker and would have a stomach ache with a neo-broker for this amount. For a while I had my investments diversified with S-Broker, ING and Consors. Overnight deposits at various institutions in recent years, where the best new customer offers were available. I'm still hopping and currently have a good €370,000 in call money. The best interest rate for 12 months until mid-26 is with BBVA, where I'm realizing 3.25% thanks to a promotional bonus. Volkswagenbank, Fordbank, Stellantisbank and Renaultbank are always offering special promotions for existing customers with interest conditions to compensate for inflation. The advantage of all the aforementioned banks is the monthly interest payout for regular income, and the trend at the moment is again towards higher offers for new customers of just under 3%, so I will be shifting around a little over the next few days and weeks. Longer-term fixed-term deposits will gradually expire over the next 2 years, where I have conditions from the beginning of 24, e.g. at Kommunal Kredit for 4.5%, the others are between 3.4 and 4.1%. In total, this currently amounts to € 125,000 with annual interest payments for further cash flow.

The third large chunk, and therefore the rest of my capital, is invested in bonds and certificates. More on this in a moment. Where do I have my securities account now? Drum roll... 😇😇At the savings bank, sic!🤷‍♀️ At a large savings bank in the big city around the corner as part of a private banking agreement. I have an all-in-fee that costs really fat fees every year. 1.25% of my average portfolio value p.a. And that's a four-figure sum at the top end. Before everyone faints or thinks I'm out of my depth, a few words of explanation and insight into my decision. I can trade where I want, as much as I want and what I want within the limits of these fees. Of course, I can also pay less for a used small car, but as I mentioned, it's just not for me. One of the reasons I took this route was because of the annual costs I would otherwise incur with ING and S-Broker. Given the trading volumes, that wasn't exactly low either. For me, these costs would have been costs anyway. The decisive advantage, in addition to almost 24-hour all-round support and a personal portfolio manager, lies in trading certificates. I like to use fixed coupon express certificates for cash flow. They are available on many stocks. This year I was / am invested in Siemens, LVMH, BMW, Daimler Truck, Vonovia, Renk, among others. They all had / have interest rates between 6.5% and 9.75%. Latest "deal" a certificate on $R3NK (-1,29 %) on 29.12 with 11.7% and a new one now starting in January with 11.5%. The interest is paid out quarterly on a pro rata basis and makes a not insignificant contribution to my monthly income. I am always offered these certificates for subscription before they are issued, the issue premium is waived as part of my agreement and I receive a large part of the "internal commission" from the savings bank, which is called a customer bonus. I am attaching the statement of my Renk certificate from December 29th to make it easier to understand.

In this case, with an otherwise regular issue price of € 1,010 for a € 1,000 share, I have in any case already "recouped" part of my fees (saved issue premium plus lower subscription price), with other providers and lower interest rates this can be up to 2.5% and more. These express certificates usually come back in the next 6 to 9 months when the early payout levels are reached and I get back the € 1,000 nominal value, plus the interest accrued up to that point. Unfortunately, I have to pay tax on the difference between my cheaper purchase and the nominal value as a profit. The money is then immediately reinvested in corresponding new certificates. This means that I have a regular annual circulation with a corresponding volume, not every certificate is returned, and in total this recoups my fees. Sounds a bit like a milkmaid's calculation, but it works out. We can discuss this in more detail. For now, this is only part of my motivation. However, these certificates are one of the main pillars of my cash flow and are relatively default-proof thanks to downward barriers of 40 to 50%, but of course you have to look at the underlying securities.

Other investments are in capped bonus certificates with a barrier. These offer no ongoing cash flow, but "reward" you with decent returns if they perform well and are particularly suitable for sideways or slightly falling markets. For both variants, it must be said that dividends from the reference stocks are excluded and a strong upward trend in the individual underlying stocks does not lead to overperformance and in the latter case is also limited (capped) or leads to premature liquidation in the case of express certificates. If you keep abreast of the market, the risks are manageable and the maturities are limited to a maximum of 2 years, usually less.

There are other variants of these certificates, if there is interest I would present these in a separate series. They are not performance boosters, but with the right selection they can lead to stability and ongoing cash flow or pre-defined potential price gains even if the markets do not perform as everyone would like.

That's it from my side, I've let my pants down and shown how I, as an old fart with an appropriate amount of capital, try to structure my monthly returns without taking excessive risks and why and how I do it. Perhaps it will help some investors who are not so risk-averse to think about alternatives. I would like to thank everyone who has stuck with me to the end and see you soon. Your Dividend Topi

And bought it after research.

$AII (+3,32 %) is also a stock with a lot of potential in my view

"Almonty acquires tungsten project in Montana for 9.75 million US dollars"

https://de.investing.com/news/company-news/almonty-ubernimmt-wolframprojekt-in-montana-fur-975-millionen-usdollar-93CH-3204039

You have to keep both in mind if you want to invest in $AII (+3,32 %) want to invest, or have! But a small initial investment might not do any harm.

https://www.sharedeals.de/almonty-industries-aktie-das-sind-erschreckende-risiken/

$AII (+3,32 %) 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 (+0,4 %) 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 (+3,32 %)

______________________________

🌍 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

______________________________

💰 Figures

______________________________

📊 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%

______________________________

🔍 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

______________________________

⚠️ 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

• B. Riley upgrades Almonty to "Strong Buy" (MarketBeat, April 2025):
• https://www.marketbeat.com/instant-alerts/almonty-industries-tseaii-upgraded-by-b-riley-to-strong-buy-rating-2025-04-16
• More info on the upgrade (ETF Daily News):
• https://www.etfdailynews.com/2025/04/17/b-riley-upgrades-almonty-industries-tseaii-to-strong-buy
• Analyst Consensus (Wall Street Journal, July 2025):
• https://www.wsj.com/market-data/quotes/CA/XTSE/AII/research-ratings

🎤 Events & Presentations

• Participation in the Planet MicroCap Showcase (Nasdaq.com):
• https://www.nasdaq.com/press-release/almonty-industries-participate-planet-microcap-showcase-april-23-24-2025-2025-04-17
• Company announcement on Almonty website:
• https://almonty.com/planet-microcap-showcase-2025

🏦 NASDAQ listing & financing activities

• Application for NASDAQ listing + stock split (Mining.com, July 2025):
• https://www.mining.com/almonty-industries-applies-for-nasdaq-listing

🏭 Company background & projects

• Overview of company history, mines & CEO (Wikipedia):
• https://en.wikipedia.org/wiki/Almonty_Industries

Images:

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

$AII (+3,32 %) where is the journey going, very interesting $