Bullboard - Stock Discussion Forum Almonty Industries Inc T.AII

Alternate Symbol(s): ALMTF

Metals & Mining Copper

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

Add To Watchlist

TSX:AII - Post Discussion

Almonty Industries Inc > First Berlin – Almonty Research Update (25.07)

View:

Post by lonade on Jul 26, 2022 5:09am

First Berlin – Almonty Research Update (25.07)

https://www.more-ir.de/d/24653.pdf

326

Comment

Comment by QuarterDollar on Jul 26, 2022 9:08am

@Ionade - can you repost the PDF report. The link is dead.

158

Comment

Comment by QuarterDollar on Jul 26, 2022 9:15am

Was this it?

165

Comment

Comment by lonade on Jul 27, 2022 5:54am

@QuarterDollar, hope this link works better: https://cdn-ceo-ca.s3.amazonaws.com/1he22nu-Almonty.pdf

158

Comment

Comment by 5ilverlining808 on Jul 27, 2022 7:43am

It works fine now Ionade. . Just one point that might impact the First Berlin modeling is the ramp up issue. Excerpt from the PDF :- "Demand for additional tungsten production at Sangdong likely to come from South Korean end-users of value-added products The offtake agreement with GTP will account for ca. 80% of Sangdong’s WO3 output with annual processing capacity at 600,000 tonnes of ore ...more

143

Comment

Comment by QuarterDollar on Jul 27, 2022 10:40am

further information to support 5ilver's comment regarding 1.2m tonnes startup... Mining Journal

144

Comment

Comment by QuarterDollar on Jul 27, 2022 12:29pm

RE: First Berlin Report...... What does this mean???? Is this ore or tungsten???? If tungsten, then my revenue numbers are off the chart.

140

Comment

Comment by 5ilverlining808 on Jul 27, 2022 1:25pm

It is processed and finished Tungsten as it is stated as an output.

122

Comment

Comment by QuarterDollar on Jul 27, 2022 1:32pm

that is what I thought too 5ilver, but it makes my revenue number off the chart. Now I need to know what costs are and even if costs are moderate, profits are still huge.

164

Comment

Comment by QuarterDollar on Jul 27, 2022 8:57am

Thanks Ionade !!!

151

Comment

Comment by 5ilverlining808 on Jul 26, 2022 9:37am

Here is another version as I had a block from security software as well. https://investegate.co.uk/almonty-industries-inc./eqs/original-research--almonty-industries-inc.--von-first-berlin-equity-research-gmbh---kaufen/20220725135125EERFA/ Excerpt :- "By the middle of this decade, when Sangdong reaches full capacity, it will account for around 30% of non-Chinese supply and 7-10% of global ...more

186

Comment

Comment by 5ilverlining808 on Jul 26, 2022 10:17am

I think even before full plant production, Almonty will continue to test drill the other 10 zones on the lease site. Not just scratching the surface, but "deep drilling" to reach a similar level or deeper than the "Deep Molly Deposit" that we already have. The results could be way beyond what we know we have now. WAY BEYOND.

197

Comment