Almonty Industries Inc T.AII

Presentation - Fall Off Your Chair Strategic Buyer

[1dollarinto2]

Lewis spoke a few times during the most recent presentation about discussions Almonty is having with a certain group and with a strategic buyer. I especially enjoyed his fall off your chair comment. Got me thinking a bit about what groups or strategic buyers would be interested in Tungsten and or Molybdenum and would make me fall off my chair. 

IMC is clearly a potentially interested party based on history and the newly announced $100 million tungsten powder plant in Korea.

Another Berkshire Hathaway company with potential interest cuold Precision Castparts (PCC), Molybdenum is a raw material singled out in the 2023 Berkshire Hathaway annual report under the PCC section.

So yes, for me, a partnership with IMC makes sense for a number of reasons, potentially Precision Castparts too, but a direct relationship with Berkshire Hathaway would make me fall of my chair:)

The other chair faller offer for me, would be SpaceX and or Tesla. Any connection with Elon Musk would bring a lot of attention to Almonty and it's outstanding Korean tungsten project.

Any thoughts from the group on other fall off your chair strategic buyers of Almonty's Tungsten, Moly (or Almonty itself)?

9:46 on YouTube: "what we're seeing in the conversations we're having with a certain group regarding the entire company, but also about the Molly"

13:30 on YouTube: "We are now in conversation with a strategic buyer which you'll fall of your chair when you find out who it is"

[GastownGuy]

I will fall off my chair when the share price starts to even remotely relect the value of the resources contained within the companies properties. this selling by a european investor story is getting old, starting to sound a little like the 5 year long the financing is close story that we endured for so long. these presentations are unwatchable to me. Lewis is in complete denial about the

[TwelveBagger]

  I don't think we should bother talking like that until Q4 of this year. If they roll past their Q3 startup date after being "on time and on budget" for the last 5 updates he will deserve to feel the fire, but until then I'll be optimistic

[whoisyourpapa]

I agree 1dollar, as also previously stated by Quarterdollar IMC could definetly be our "fall off your chair" strategic buyer.  I'm not familiar with Precision Castparts but of course any Berkshire company would be "fall off your chair".  Elon/Tesla would be awesome of course. . . Could another possibility be Samsung, Hyunday/Kia, or LG?  Though these guys

[5ilverlining808]

Not sure about this, but this is from August 2023 and multiple SK companies seem to be in JV's with Chinese companies. No mention of Tungsten or Moly. The Chinese will import there own raw materials, like Lithium and Nickel, but that does not mean they dont need Tungsten or Moly. https://www.businesskorea.co.kr/news/articleView.html?idxno=119546

[5ilverlining808]

WHOOPS https://www.businesskorea.co.kr/news/articleView.html?idxno=119546

[corton68]

and i guess Posco does use alot of Moly

[lonade]

also in favor of Posco. we downstream/phase 2 can be the door opener and then put the moly on top of that. let them support favorable financing options for both. as i have stated before, we need strong skorean business involvment for the upcoming business ties.