Almonty Industries Inc T.AII

Almonty is not small potatoes....

[QuarterDollar]

Almonty is not small potatoes…... Albeit, the stock price is low so one would think small cap, but if you dug a whole lot deeper into the resources, and the structure of the company, and how management is truly invested and looking out for the interests of shareholders, it is not behaving like a small cap.

• this company is focused on being a mid-cap company before 2030,
• the focus of strategic growth of the company doesn't stop with Sangdong (i.e. tungsten & moly)
• to accomplish those goals, sure Lewis Black is doing whatever it takes to achieve that goal. Lowest Interest rates, efficient mining processes to maximize profits, minimize shareholder dilution, etc..... and yes it has taken a longer than expected, but the goal is not to just bring Sangdong into production.... there is a larger objective to attain......

• I haven't taken a look at Berkshire Hathaway under Warren Buffet in a long time, but Almonty's organizational structure is somewhat similar
• The number of shares traded on average on a daily basis is 0.026%.  Management and consumers are heavily invested.  In other words, this stock is tightly held. Shareholders know the value of this stock and where it is going…..no one is selling of any consequence.

• Some reasons to explain why our stock price is low are because new investors don't understand the Tungsten market (but this will change with Almonty). Only 4% of tungsten purchases are from the Spot Market, which for whatever reason is the main indicator of the price of tungsten. China is a major influencer on price (for now), so investors have fear of the unknown, plus the fact that if an investor wanted to purchase a significant number of shares, they would have to push up the share price significantly...... again fear to be on the wrong side of an investment. Then there is the fear of "Why is it taking so long to get this company up and running? There must be something wrong"..... That is fear talking......Do your homework!!!!!..... This is not a fly-by-night company, or a small company, or a company where management doesn't care about shareholders. You don’t hear shareholder complaints like we did under Brian Wesson, or Ned Goodman. Our current management is putting a lot of effort into building Almonty’s brand and reputation. This will be a huge company and extra effort is being made to make sure the foundation is very solid !!!! (more on share price later)….

• Lewis Black has dropped so much information in public forums that all an investor has to do is connect the dots, or do you want Lewis Black to do that for you as well.  For example, Almonty will produce 30% of all tungsten outside of China and 7-10% of global supply.  If Almonty production costs are 1/2 of China's, why wouldn't China's customers want to purchase from Almonty if the opportunity arose?  Well I found a comment Lewis Black stated a year ago:
• Almonty has the potential to produce 50% of the world’s tungsten supply

• Almost 50% of China's tungsten export goes to South Korea, and Lewis Black said that Almonty can produce almost 2.8 time more than what South Korea  needs (Almonty Presentation pg 19 top), making Almonty a market leader in tungsten supply and having an impact of the setting of the price.

• Listen to Lewis Black speak at the IIF, especially his answers to the investors' questions. Such as would Almonty be willing to sell Sangdong if there was a buyout. Lewis said that investors would expect 40 times the investment cost of the mine.....(can you do the math???----Oh.... and you think investors will permit the sale of Sangdong.....Nope...it is the cash cow to fuel other company growth…and dividends). 

• Also, only 2 of the 10 areas of the mine are known (i.e. 90 yr mine life). The other 8 areas have high indicators of tungsten deposits, so this mine will be around for another 2-3 generations. You think any of us investors will see the maximum share price? Not in our lifetime..... our kids or grand kids will see it.
• Almonty also has a strong relationship with the governments and customers in which is operates in. This is both a strategic and competitive advantage over other mining companies. <can you see the growth potential????>. Building global relationships with governments and large companies is a huge asset.
• Back to our share price? Although the share price is low, do you think Lewis Black is concerned? A little surprised maybe but it isn't a priority to fix (and I agree).......<read between the lines>............ a stock that is tightly held, management and consumers are heavily invested (and still actively accumulating more shares), Black has minimized shareholder dilution, Black has stated that shareholders will receive great income from Dividends, Almonty will increase its portfolio by purchasing other mines...............So how do you get good float of Almonty shares trading on a regular basis? Stock Split..... I expect at least a 4-1 split by 2030.
• Almonty has so many competitive advantages which will make them the market leader and one of the largest suppliers of tungsten and of other resources.  I expect Almonty will start out as a tungsten player, but in twenty years the main resource Almonty will be mining, won’t be tungsten.
• As soon as Lewis Black get the Sangdong up and running, we will be rebranded as “Almoney Industries”.

”Can You See the Potatoes Now?????”.  ………I digress

On a final note, I like to thank all of you sellers, short-sellers, and investors running on fear for keeping the share price low which permitted me to stuff my socks, shoes, shirt, and shorts