RE:Almonty Valuationgeez you guys have been busy..away for some time and there is loads to read, again... :-)
just to add a few words to my short and simple view to this investment (at the moment).
since the final signing of the financing this investment has been de-risked, all that follows afterwards is just business as usual for a project. the hickups along the way are normal. Lewis has made the driver for this project very clear, cost. logically this comes with impacts on the schedule. clear, precise and professional statement. nothing more to add to that, thats how projects should be executed (define the driver, cost or schedule, and then execute along that line)
as to the share price...this investment is far too complex for the average Joe / Jane investor to comprehend. has been like that in the past and will not change in the future. we dont have a "Elon Musk" or "All-In Podcast" just saying "Almonty" and countless ignorant investors would pour all their money into this within minutes....
the only ways i see that this company will start getting a fair valuation, buyout or dividend payment.
any news along the way (Sangdong tungsten online, new mine in the US/CA, Moly plant etc...) will provide comfort and some support, possbily some gains above the 1 CAD, but nothing really spectacular. well, not what I am here for....
its only the serious buyout offer(company has enough insiders/longterm shareholders to tell low ball players to "f*ck off") or dividend payment will make this grow to where it should be. I would prefer the buyout (as do most of us I think) after confirmation that the mine can produce on spec and inline with expectations, since dividend payments would take way longer and still some years away (if it comes to that stage; cash pilling in....)
patience is the game here, a bit boring I must admit but well worth the wait.