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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

Post by rockminer56on Sep 19, 2023 4:24pm
217 Views
Post# 35644149

Some Considerations of Share Value

Some Considerations of Share ValueAlmonty published a maiden JORC compliant estimate of value for MOLY on July 18/22 and value of deposit amounted to about $1.7 billion.
"First Berlin" published a report on Almonty shortly thereafter and noted this value.
"First Berlin" updated their report on Almonty in Nov 2022 and noted with the MOLY price increase the in situ value was around $2 Billion and they increased their estimate of Almonty Share price to $1.70.  This Company, First Berlin is a quality org and I have read other reports over years.
Since that timeframe, the value of MOLY has increased a further 38% which would make the value of in situ deposit around $2.6 Billion. Perhaps someone could copy the 10 year price graph, which is very interesting.
I read somewhere that the value of the TUNGSTEN deposit "in situ" was over $2.Billion
My arithmatic calculation makes the "in situ value" of both lets say $5.billion, and with around 200 Million shares outstanding lets say the value is $25.00 per share
The value of GOLD in the ground is anywhere friom $25.00 to $140 per oz. depending on cost to get it mined. This isnt gold, but it does have intrinsic value
I dont think that there will be a buyout as Black would know what the value is and he is young enough to wait for a few years to realize value, which would be hugely significant.

My comment on News Releases is;  never on a Monday or Friday (unless it is a Fri dump after hours with bad news) and they have to consider the Australian market , so it would probably be between openings of markets and therefore a Tues or Wednesday.  If it is positive, they have to leave time for public to read and"invest"

Sometimes I think the Readers and Posters on BullBoard are in an echo chamber, just repeating variations of same topics for the perhaps 150-200 readers. Might represent 5.-10 million shares?
Its still Fun!!  I do enjoy some of the very knowledgeable posters.
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