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Almonty Industries Corp.
Materials · Diversified Metals & Mining
Structural: China controls ~80% of global tungsten supply and added tungsten to its export-control list (2025); Sangdong restart gives the US/EU/Japan supply chain a non-China anchor for a metal that is on every Western critical-minerals list (DoE, DoD, EU CRMA).
Tungsten demand pull is defense (penetrators, alloys), semis (W interconnects, photomask substrates), and nuclear (control rods, shielding) - all reshoring-tailwind sectors.
- Sangdong ramp 2026: ~50% of long-run Western non-China tungsten output once at nameplate; long-life (>30yr) reserve
- Long-term offtake with Plansee/Global Tungsten + 15-yr floor-price contract with Iwatani de-risks revenue ramp
- US DoD + EU critical-minerals funding tailwinds; potential DPA Title III / DoE LPO support
- Pure-play exposure to a 1-of-3 Western producers; rerated post-NASDAQ uplist (Jul 2025) into US institutional bid
- China export-license regime tightens spot APT pricing - leverage to tungsten price
- Pre-ramp; Sangdong commissioning/throughput risk; capex overruns historically common in mining
- Single-asset concentration: any Sangdong operational hiccup hits the equity hard
- Tungsten is a thin, opaque market - APT price can swing on China policy alone; offtake floor caps upside on price spikes
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- South Korea geopolitical/labor risk; Portugal asset is mature and lower-grade
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.