Aktuelles zu Almonty Industries WKN: A414Q8 ISIN: CA0203987072 Forum: Aktien User: Moly

Fast hätte ich die Mail in den Spam Ordner geschoben. Sieht schon witzig aus, wenn in Outlook der Absender einer neuen Mail mit "Lewis Black" angegeben ist. Aber schön zu lesen...

Sehr viel positives zu lesen, richtig gut. Ich sehe da eine Zusammenarbeit mit anderen Minen/Produzenten, einem Einstieg der Regierung, uvm. Almonty wird zu einer Festung

Habe ich auch bekommen. Steht aber nichts neues drin. Wie ich die Mail von Lewis in meinem Postfach gesehen habe dachte ich jetzt geht es nach Korea. 🤷 Schade

Aus einem Newsletter von Almonty von Ludwig Schwarz

China is keeping the value at home • China’s Downstream Advantage: China has built a strong downstream capacity for raw materials over the past 30 years, which it is now leveraging. • West’s Belated Focus: The West is now recognising the importance of securing raw materials for defence and semiconductors, but may be overlooking the risks to civilian industries. • Potential for Increased Reliance on China: If supply shortages and recession fears persist, governments may be tempted to accept Chinese finished products in “non-essential” sectors, leading to a resurgence of reliance on China. Defense demand has not fully arrived yet • Tungsten in Military: Tungsten is crucial for both offensive and defensive military technologies, including drones and bunker busters. • Impact of Ukraine Conflict: The heavy use of drones in the Ukraine conflict highlights the increased demand for tungsten in the defence industry. • Future Demand: The defence industry’s ongoing capacity building for munitions and systems will lead to a significant surge in tungsten demand. What I’m hearing • Potential Supply Chain Issue: Tungsten-copper wire may become a supply chain bottleneck. • Production Concentration: China produces approximately 90% of the world’s tungsten-copper wire. • Stockpiling Feasibility: Tungsten-copper wire is easy to stockpile and has good storage properties. What I’m reading • Samsung’s Profit and Share Performance: Samsung’s operating profit increased nineteen times, but its shares fell almost 7%. • Reason for Profit Increase: The profit surge was driven by the high demand for memory chips used in AI data centres, leading to increased prices. • PwC’s AI Jobs Barometer: PwC’s report suggests that AI will increase the demand for senior skills like judgement and leadership in entry-level roles. Opinion • Support for Tungsten Competitors: The author offered help to credible tungsten competitors for two years to strengthen the Western tungsten supply base. • Lack of Serious Inquiries: Despite the offer, the author received no serious inquiries, highlighting a potential lack of viable competitors. • Criteria for Support: The author emphasises the importance of production capability, financial viability, and the ability to meet customer demands.

Hard Work A fortnightly note from the CEO of Almonty Industries Price discovery after 30 years in a cage • Tungsten Price Discovery: The tungsten market is trying to find its own level after decades of Chinese price control, leading to uncertainty and potential volatility. • Impact of Chinese Supply: The availability and pricing of tungsten from China significantly influence the Western market, but export controls and domestic policies in China can limit this supply. • Western Market Pricing: The Western market must determine the price of tungsten based on available supply outside of China, which could differ significantly from Chinese domestic prices. Tungsten markets • Tungsten Price Surge: Tungsten raw material prices have increased approximately ninefold since early 2025, reaching over $3,000/mtu WO₃. • Cause of the Surge: China’s export control on tungsten, implemented on February 4, 2025, has created a global shortage. • China’s Domestic Situation: China, despite being a major producer, is facing a domestic shortage and has become a net importer of tungsten. • Professional Background: Michael Dornhofer is the founder of ISBP and has over 20 years of experience in the tungsten industry. • Previous Experience: He spent 13 years at Wolfram Bergbau und Hütten, Sandvik’s tungsten business. • Current Role: Works as an independent agent and consultant to the tungsten and hard metal industry.

Ich hab jetzt auch mal am Handelsplatz EIX und Gettex angefragt wie der Handel mit Almonty aussieht das sind Börsenplätze von Scalable Capital

So für die Kandidaten, die mehrmals täglich nach Erklärungen suchen... 😉

Oder das hier: https://www.kapitalmarktexperten.de/almonty-aktie-210-prozent-jahresgewinn-42-prozent-unter-hoch/

https://www.stock-world.de/almonty-aktie-21-jahres-vertrag-mit-gtp/

Weder bei DKB , noch bei Finanz.net Zero muss man aktiv werden.Umlagerungen etc.werden im Hintergrund automatisch abgewickelt.👍

Wenn comdirect den Handel bei tradegate und NY unterstützt: ja.

Heisst das meine gekauften aktien vor 2 Jahren in Toronto über comditect kann ich dann über tradegate oder NY verkaufen ?

Ok hab denen auch geschrieben - teile das auch gerne hier

Dann würde Quellensteuer anfallen, wenn die ISIN dann US statt CA ist. Wird wohl so.