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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 Aug 08, 2022 7:21pm
190 Views
Post# 34880266

RE:RE:RE:Issue of incentive stock options

RE:RE:RE:Issue of incentive stock optionsInteresting observations ..     Low volume is an issue  specially given the low % free float ... non insider.    It is also quite a unique situation. 

One of the reasons for low volume is because the funds are not playing in this stock . institutional investors ..     part of the reason for this is the low volume  .. can't get in or out easily with any significant amount of money..  

This kind of thing is a problem with small caps ... of which Almonty has always been .. up until a few days ago when we  "Officially" got the cash ..  

Now we are in this position .. with something like 50% of our market cap in Cash ..   and a Big  new mine coming online in 12 months time ..  ramping up production quickly ..    super low cost production ..  and knock on wood .. if Tungsten maintains these high prices  ..  we are talking serious mid tier status. 

this is a very short timeline ..   at some point something has to pop ..   institutional investors starting to sniff ..    does not take much volume to pop this thing up ..     hard to see much downside risk

If you take away everything I just said .. you are still left with Panasquiera  doing 4 cents a share   .. a PE of 20 or so on that basis alone  ..  which is high .. but not uber ridiculous

The next quarterly earnings will be interesting ..  Portugal/Spain could easily suprise as APT prices have remained high    ..  With the cash finally unleashed ..  progress updates should not be long in coming ..   Black has been good about such things.   

So .. Captain Black is at the Helm of the Ship ..   and despite some dilution of his stake .. his balls are still on the line ..  Balls deep in this company  ...  which is something unusual .. 

From a Technical perspective ..  with an Elliot Wave Twist.     We are right at a critical juncture - should be resuming second wave up in the cycle ..  easily seen by looking at 5 year chart.   Next wave up shoud hit around 180 .. hoping ..  anything over 150 would suffice for next wave up

Everything on edge still    not knowing which way economy will go ..  but if predictions of 4-5% overall demand growth per year are any way correct  for next couple years ..   good chance we could see Tungsten to much higher.    ..  can't imagine all this war spend is doing anything but helping ..    US considering this new weapon    "Rods From God"        worth checking out for a giggle.    pure tungsten rods reigning down from heaven ..   devastating .. but hugely expensive. 




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