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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

Comment by Sargonskion Apr 23, 2021 10:05am
224 Views
Post# 33054495

RE:RE:RE:RE:the buying has started

RE:RE:RE:RE:the buying has started
Been watching this stock since it was Woulf  - in and out a few times.   This story is now about Sandong .    One always wonders with a Junior if the asset has been vetted properly.  In this case it is hard to find an asset that has been more vetted. -  and the folks running the show are balls deep owning the majority of the shares. 

So I think the asset is good - and they will be able to mine tungsten on the cheap relative to other comnpanies.    

The next question is the price of tungsten -   today it looks good  APT - 267 -   a Price at which the China producers are just barely breaking even ..  and it seems that they do not want prices lower and are controlling output - of which they are 85% of world supply. 


Using 300,000 tons per year -    at  roughly $60 per ton profit  - using this price .. this is 18 million/year. giveing us a P/E of roughly 10 -    very reasonable. 

If Tungsten moves to 300 ..   this would be $/100/ton  roughy 30 million per year  - which should sustain a share price of 2-2.5 without much trouble. 




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