Almonty Industries Inc T.AII

For Your Calcs.

[5ilverlining808]

@ QuarterDollar,
I'm not sure if this helps with your spread sheet ?

The first one is from 2020, and if you can find the price of Moly back then, then you might be able to determin the useage iin tonnnes ? (imports).
https://oec.world/en/profile/hs/molybdenum


These others are also worth a look-see ?

"South Korea Imports from Hong Kong of Molybdenum Ores and Concentrates was US$913.2 Thousand during 2011, according to the United Nations COMTRADE database on international trade. South Korea Imports from Hong Kong of Molybdenum Ores and Concentrates - data, historical chart and statistics - was last updated on October of 2022."

https://tradingeconomics.com/south-korea/imports/hong-kong/molybdenum-ores-concentrates

"South Korea Imports from Mexico of Molybdenum Ores and Concentrates was US$192.71 Million during 2019, according to the United Nations COMTRADE database on international trade. South Korea Imports from Mexico of Molybdenum Ores and Concentrates - data, historical chart and statistics - was last updated on October of 2022."

https://tradingeconomics.com/south-korea/imports/mexico/molybdenum-ores-concentrates

[QuarterDollar]

@5ilver I did think of the same thing, but couldn't find historical Moly price.  Thanks for trying. I will take a look later.

[QuarterDollar]

Based upon the links you provided 5ilver, I am guestimating the amount of Moly imported into SK is between 6,000 and 9,000 tonnes. LB stated that we cannot produce more that 25% of SK input. That will give us a profit around the $30M, if Moly prices still hold up

[Deschenes]

Try the site at.....tradingeconomics.com/commodity/molybdenum. You can review up to a 10 price chart, and what is shows is that there is a sleeping giant at Sandong.

[QuarterDollar]

@Deschenes...... I was on that site a few times and I was using the top drop down and I thought it could go back only a month.  Now that you sent the link again, I just saw the bottom left corner which could go back years. Thanks !!!

[QuarterDollar]

With the larger chart that Deschenes directed me to I get the following numbers below: SK Imports: Min:   6,600 tonnes Avg:   7,700 tonnes Max:  9,100 tonnes Almonty can produce no more than 25% according to LB: Min:    1,650 tonnes........$36M Profit Avg:   1,925 tonnes.........$42M Profit

[5ilverlining808]

Some times it just takes a small kick to get the ball rolling on a thread. Was this the info you were seeking for so long QuarterDollar ? Can you provide a direct link to the page you mentioned ? :-) Thank you Deschenes for your research on this.

[5ilverlining808]

 Deschenes you have mail.

[QuarterDollar]

@5ilver I wanted more specific information but this will do. Moly Historic Prices

[QuarterDollar]

Moly Looking at Moly prices since 2009, they were in a range of $10 - $40 per Kg.  I would guestimate the average was around $22 per Kg. The points I am making are: we need to understand why prices dropped so low and determine if they could happen again. Moly profitability for Almonty could fluctuate greatly (unless Almonty could get a guaranteed floor price)

[therunner]

Hi Quarter dolllar, Was trying to find some pricing data for Moly and came across the weekly global mining trends and values produced by RBC Global Markets, they have long term commodity data and forecasts. Their figures are a bit less bullish than yours, long term they see this going down by half from todays levels although I don't know the reasons behind this forecast:  year 

[TwelveBagger]

Because most things gradually half in value or cost over time! Lol /s I wonder what is driving that forecasted drop!

[QuarterDollar]

@therunner I was calculating by the Kg and prices are high right now due to China trying to keep their economy going while they weather Covid. I know I was rambling a bit in my post but I didn't have the time to clean up and organize my thoughts more corherently. But you are possibly right which is why I was stated in my conclusion that we shouldn't rely to heavily on Moly