Almonty Industries Inc T.AII

RE:RE:RE:RE:Loan

[QuarterDollar]

• I am going to disagree on Valtreixal with you 5ilver because it is in the current Investor Presentation. Los Santos is at End of Life. LB won't let mining equipment sit idle and be non-productive.
• LB already stated that he will move the mining infrastructure over to Valtreixal. Furthermore, LB just recently stated Almonty has a customer down the road from Valtreixal asking when Valtreixal will be online.

• I have been rethinking my last two posts and basically reconsidering my conclusion. I have been extremely conservative in my profit calculations to the point that I may have been too conservative...... just like LB was with the amount of Tungsten they will be extracting from Sangdong.
• According to the presentation, profit will be $50M per year.
• LB also stated that they were going to extract 25%-40% more out of the ground... I put a valuation of an additional $10M profit.
• Repayment of the loan will add another $12.5M profit
• The WO3 plant will add another $10M.... I think I am being too conservative here because LB said 25% of Sangdong's output will come from recycling. Also WO3 will fetch a premium price for the 55% output that will be directed to the plant. That is approx 25% more profit on the 55% which will amount to aprox $5M, and the recycling should bring in at least another $5M on the conservative side. Otherwise it isn't worth the effort to recycle from a business point of view.
• So we are at $82M
• I was thinking the Moly plant would bring in another $10M, but I am rethinking that is too conservative because as LB stated, the Moly Mine is a Tier 1 mine, hence I think it will bring another $20M at least.
• Now we are at $100M profit...almost 50 US cents a share if it all went toward a dividend.
• Then there is the NA mine......once built, that would have to bring in another $25M profit at least.....because LB is looking for another Tier 1 mine.

• Now you can all see what a cash-cow Almonty will be. So what will unfold will be somewhere in between the happenings based upon my conservative calculations and the possible 5 years to pay back a $500M loan on the NA mine. I would further add that I have not factored in the 3%-7% appreciation in tungsten price which will only add more profit to the bottom line.
• You can also see my point of buying up Tier 1 mines on the cheap before the market wakes up to the Commodity Super Cycle.