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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 1dollarinto2on Sep 19, 2023 11:27am
129 Views
Post# 35643415

RE:RE:construction setback or some unknown delay????

RE:RE:construction setback or some unknown delay????

Well I should probably start chewing on my hat, no news Monday. I had really talked myself into it being a real possibility.

5ilver, it might have been you a while back who said we may not get an update until the iif, at the time I though no chance. Looks like you may end up correct.

I've been trying to come up with positive and negative ideas why no updates, please add to my list:

Positive
- they are so busy constructing and working on the build and downstream negotiations that updates are their last priority.
- they don't really care about the share price because they don't need much or any money at this point and no insiders are planning on selling before production.
- they are negotiating with a third party about a potential takeover (highly doubtful given insider stake and current prices).
 

Negative 
- construction setback or cost overrun they don't want to talk about. Possible but I can't see these being significant, they have paid for all the expensive stuff already, how hard can it be to negotiate a concrete pour and find people to put up some metal and assemble pre-made equipment.
- disagreement with someone they owe money to about an extension. Maybe, but I think their big partners are pretty vested in the project.
- they want the share price to be as low as possible for a potential take private transaction by insiders. Even if this were to be attempted I still think shareholders get over $1 a share.

Beyond these I'm at a bit of a loss. I think most likley given the companies past actions is a combination of the first two positives.

 

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