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Almonty Industries Inc T.AII

Alternate Symbol(s):  ALMTF

Almonty Industries Inc. is a Canada-based company, which is engaged in the mining, processing and shipping of tungsten concentrate, as well as the exploration and evaluation of its projects. The Company operates through four segments: Los Santos Mine, Panasquiera Mine, Valtreixal Project, and Woulfe. The Los Santos Mine is located in Spain whose operations relate to the exploration and mining of Tungsten. The Panasqueira Mine is located in Covilha Castelo Branco, Portugal, whose operations relate to the exploration and mining of tungsten, as well as the production of copper and tin concentrate by-products. The Valtreixal Project is located in Spain whose operations relate to the exploration and evaluation activities of the Valtreixal tin/tungsten project. Woulfe’s properties are located in Gangwon Province, Republic of Korea. The Woulfe's operations relate primarily to the exploration, evaluation and development of the Sangdong Project.


TSX:AII - Post by User

Bullboard Posts
Post by 74volframon Dec 18, 2018 6:13pm
114 Views
Post# 29131867

Not a penny stock

Not a penny stockBut penny stock investors: Almonty has plenty of them. These investors buy into mining exploration companies, by definition penny stocks, and they can sell at any moment, because that is how one makes money in penny stocks. These shareholders (lots of them) wanted out immediately after Almonty bought Woulfe, and have continued to sell at any uptick ever since. There is nothing wrong with this. Just a different investing strategy.  

Penny stocks don't sell a product, so they move (a lot) because of exploration drilling, mineral assay results, feasibility studies, and well-timed press releases. One buys and sells shares accordingly.  Almonty is not such company.  Definitely not an exploration company. It has a product it sells and a sustainable cash flow (positive at this point). It is in the process of executing on a large project for which it looks like it has assured financing. So there is no need for news cycle to drive the price up to bring in new money. Not a penny stock by any measure. 
But still a lot of penny stock investors to make price swings wild.

For Almonty, the value of the stock should reflect future revenues and earnings, as the company makes progress towards project execution and new product sales. It does not mean that the share price will stay at these levels up until Sangdong production starts. There are very reasonable ways to value the company that use different discount models. A lot is known about the company and the project. So the analysis can actually produce a reasonablle guess.  One can start with one of the analysts models and look at the assumptions, make changes and come up with one's own numbers. 

I am generally happy with where the company is going. So I have not paid attention to price action and have not posted in a long time. But finally had a good look at the market because market conditions overall are so bad. Totally self-inflicted situation in my opinion, due to bad geo-trading postures and fallout from Huawei’s incident. Could reverse quickly and probably will. Looking at Almonty I have noticed large lots being lowered towards the bid.  I believe these are un-declared US sellers (anon.) trying to liquidate their positions. US market in the past two weeks has been really bad. Today it looks like this 50,000 lot has finally come down to the bid. This seller seems to really want to take 25K off the table. This has been a good buy point in the past. so the lot may finally be taken out.

Bullboard Posts