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Bullboard - Stock Discussion Forum 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... see more

TSX:AII - Post Discussion

Almonty Industries Inc > Drawdown? Growth? Financing Fee? Hopefully Better NR’s Soon
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Post by blueskies on Jun 07, 2022 9:47pm

Drawdown? Growth? Financing Fee? Hopefully Better NR’s Soon

Lol, well, not the news release I was hoping for but maybe my spidey sense works better than I thought it did. News posted about 1 minute after I speculated some might be coming. I guess even a broken watch is correct twice a day.
 
As for the release, I appreciate the optimism Chizzles, accelerating growth strategies sounds good, hopefully it is.
 
I really don’t like that this news release confirms the drown which was imminent in February, and expected on or about May 21st, has not occurred yet and that Almonty still needs $ for general working capital before the drawdown occurs. I have an idea, how about we use the $75 million we should have access to by now to fund Sandong develop so we can use other money already within the company for general working capital then no raise would be needed. It’s small dollars and minor dilution but annoying given the delays in getting access to the drawdown.
 
I also don’t like the $127,200 to Andrew Frazer for “raising” funds from our third largest shareholder, how long did it take him to market to them, a five minute phone call that Lewis Black probably made. Unless Andrew uses all $127,200 to buy Almonty shares on the open market, then I don’t mind as much. Note this is on top of the $90,000 he made on the last raise, and from what I can tell from SEDI he has not spent a penny on Almonty shares yet. Not great support from a director who is profiting on the side from raising easy money for the company.
 
Anyway, hopefully none of my complaints will matter after the next news release, for now I’ll try to maintain some of Chizzles optimism.
Comment by chizzles on Jun 08, 2022 5:25am
I took Advancing Growth Opportunities as needing the money to possibly buy future mine sooner? I could be very wrong on that too, but I would assume that it wouldn't have anything to do with Sangdong or our other mines that we currently own. Thoughts on what you guys think that could mean?
Comment by Ilovegame on Jun 08, 2022 7:38am
Hopefully it is not for salary and useless interviews. Don't assume good things always.
Comment by TwelveBagger on Jun 08, 2022 8:20am
"Lazarus Corporate Finance Pty Ltd acted as Lead Manager to the Placement and will be paid a total fee of 6% of the gross proceeds raised in the Placement. Current Almonty Director Mr Andrew Frazer is also the managing director of Lazarus, the Lead Manager for the Placement."   I don't think this money is to be used frivolously. Frazer's firm stands to net 6% of the gross ...more  
Comment by blueskies on Jun 08, 2022 9:43am
In response to twelvebagger: To clarify, Fazer's firm receives 6% of the proceeds so about $127,200 asd. The firm does not receive any share of future projects, unless they choose to use their fee to buy shares of Almonty which I hope they do. 
Comment by 5ilverlining808 on Jun 08, 2022 9:02am
Lewis did say Almonty is looking for more mines  in North America/Canada and Asia. He also said they know about every mine and deposit in the World. What ever he meant, it can only be a guess for us on which mines he has in his sights. Slide 5 of 18 is interesting. https://www.mdpi.com/2075-163X/11/7/701/pdf
Comment by QuarterDollar on Jun 08, 2022 9:59am
"Ongoing" -  that is a vague word which means they are pursuing existing strategies they have in the works. This definitely includes the downstream plant, Moly, a possible  downstream plant for Moly and Valtreixal. The question is does it include New growth strategies and it would if they already performed some work in that direction. LB already stated that they want a ...more  
Comment by blueskies on Jun 08, 2022 11:26am
QuarterDollar, I agree the ongoing growth strategies is most likely related to properties we currently own and projects we are working on rather than the purchase of a new mine. My thought is any funds not required for general working capital are likely to be used in relation to legal, financing, and planning costs related to the downstream plant and or new offtake agreement. These costs likely ...more  
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