Almonty Industries Inc T.AII

Growth

[QuarterDollar]

• I just listened to an old presentation dating back to 2020
• LB confirmed some of my previous posted statements here on Stockhouse

• Almonty own Panasqueira for the purpose of leveraging the 5 generations of Tungsten knowledge to build out other mines. Almonty doesn't own it necessarily for profits.
• I am pretty sure that ALL of our Profit calculations are totally underestimated. The 800 lb Gorillia will grow to a 2400 lb Gorrilla!
• LB's plan is to finance ALL Growth internally i.e. not by loans. The LOI for the additional $50M for the downstream plant is a contingency plan just in case the SK Govt and Industry want the plant built ASAP.  If not, Almonty will finance the plant itself which I think will be the outcome considering how slow governments are.
• Since LB doesn't like loans and considering inflation is raising interest rates, my money is on LB wiping out the KfW loan in less than 6.25 years or at least to the point that interest rate changes will have a negligible effect on our payments.
• In my opinion LB will become the face of the Tungsten Industry to the Market. Brush up on your speaches LB.
• If LB gets Valtreixal up and running within a year of Sandong being at max capacity, he will definitely solidify himself as THE CEO of Almonty.

Moly

• According to First Berlin, Moly has the (back of a napkin) valuation of 1/8 to 1/4 of the total value of the Sangdong Project.
• POSCO is the primary consumer candidate of Almonty Moly.