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

https://x.com/chinaselect/status/2100997025835925659?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Der Brief stammt von John Moolenaar, dem Vorsitzenden des Sonderausschusses des US-Repräsentantenhauses zur Kommunistischen Partei Chinas (House Select Committee on China), datiert auf den 18. September 2026 und adressiert an US-Präsident Donald Trump.  Moolenaar lobt Trumps bisherige konfrontative Handelspolitik gegenüber Peking und formuliert einen Forderungskatalog für das anstehende Gipfeltreffen mit Chinas Staatschef Xi Jinping. Kernbotschaft des Schreibens ist, dass die USA gegenüber der Führung in Peking keine Vorleistungen oder strategischen Zugeständnisse machen dürfen.  Findet das Meeting statt oder wird es verschoben? Im Brief gibt es keine Erwähnung einer Verschiebung oder Absage.  Das Treffen wird durchgehend als fest bevorstehendes Ereignis behandelt („your upcoming summit with General Secretary Xi“). Der gesamte Brief ist darauf ausgelegt, Trump konkrete Leitlinien und Verhandlungspositionen für genau dieses Gipfeltreffen an die Hand zu geben.  Punkte, auf die Trump speziell eingehen soll Moolenaar listet mehrere konkrete nationale Sicherheits- und Wirtschaftsprioritäten auf:  Militärische Rote Linien und Unterstützung von Gegnern: Trump soll unmissverständlich klarstellen, dass Pekings Hilfe für US-Gegner (konkret genannt werden Berichte über chinesische Zieldaten für iranische Angriffe auf US-Soldaten) als kriegerischer Akt gewertet wird und schwerste Konsequenzen nach sich zieht.  Beendigung der Geisel-Diplomatie: Die Freilassung willkürlich in China festgehaltener US-Bürger soll gefordert und die US-Reisewarnung (Stufe 3) beibehalten werden.  Abwehr subventionierter chinesischer Fahrzeuge: Umgehungsversuche von Zöllen durch den Bau lokaler Montagewerke für staatlich gestützte chinesische Autos müssen unterbunden werden, um die heimische Industrie zu schützen.  Rückendeckung für Verbündete und Waffenexporte: Chinesische Einmischungen in Waffenlieferungen an Taiwan sowie Sicherheitskooperationen mit Partnern wie Japan und den Philippinen sind strikt zurückzuweisen.  Dominanz bei Künstlicher Intelligenz: Verhindern, dass China Zugang zu führenden US-KI-Modellen erhält; Schließen von Schlupflöchern bei Cloud-Diensten und ein vollständiger Exportstopp für Halbleiter-Fertigungsanlagen.  Keine Zugeständnisse bei Durchsetzung und Sanktionen: US-Behörden (insbesondere das Handelsministerium) dürfen Sanktionen oder Einträge auf die Entity List nicht pausieren oder aufweichen, nur um Peking bei Verhandlungen entgegenzukommen.  Nationale Sicherheitsgesetze zügig umsetzen: Konsequente Weiterführung von Maßnahmen gegen Kapital- und Technologieabflüsse, darunter der COINS Act (Kontrolle von US-Auslandsinvestitionen), der BIOSECURE Act sowie Schutz vor Schmuggel bei Halbleiter-Auftragsfertigern.  Politische Kriegsführung und Desinformation: Ansprechen von Chinas verdeckten Operationen zur Spaltung der amerikanischen Gesellschaft und Beeinflussung von Wahlen.

Hmmm.... 7,6 Milliarden durch 288,5 Mio Aktien sind aber irgendwas über 26 Dollar.

Der Unternehmenswert von Almonti wird auf 7,6 Milliarden US-Dollar geschätzt. Wo ist die Position von MSR auf dem strategischen Vermögensmarkt? Eine Wolframplattform außerhalb Chinas wurde mit etwa 7,6 Milliarden US-Dollar bewertet, was einmal mehr zeigt, wie der internationale Markt den Wert strategischer Wolfram-Assets wahrnimmt. Masan High-Tech Materials (UPCoM: MSR) in Vietnam hat eine Lieferkette von der Rohstoffgewinnung bis zur Verarbeitung aufgebaut, und ihr Wert wird nach und nach durch Produktion, Umsatz und Cashflow bewiesen. https://www.vietnam.vn/ko/almonty-duoc-dinh-gia-7-6-ty-usd-msr-dang-dung-o-dau-trong-buc-tranh-tai-san-chien-luoc

Ah ok danke für die Info…also wie gehabt 🤣👏!

https://www.bloomberg.com/news/features/2026-09-18/austria-s-plansee-is-challenging-china-s-critical-minerals-grip-on-tungsten

Plansee is also locking in new supplies. It recently extended a deal to buy tungsten concentrate for another 21 years from Almonty Industries Inc.’s Sangdong mine in South Korea. Plansee owns about 10% of Almonty, its largest shareholder, which is also restarting the long-shuttered Los Santos mine in Spain. Sangdong is instructive of how tough it is to compete with China. The mine closed about three decades ago after cheap Chinese tungsten drove down prices. Now being revived, it could eventually supply as much as 20% of the tungsten concentrate produced outside China, according to Plansee. This time, the deal includes protections designed to keep Sangdong viable if prices fall again. “You must think long term,” Wex said. The European Union is trying to build resilience more broadly. Its Critical Raw Materials Act calls for the bloc by 2030 to extract 10%, process 40% and recycle 25% of the strategic materials it consumes, while reducing dependence on any single foreign country. Tungsten illustrates the challenge. Europe has mines, processors such as Plansee and a vast stock of the metal already embedded in tools and machinery. Almonty has been working to start up a major potential project in Spain since 2013, but the future of the operation has been thrown into doubt after a regional government issued a non-binding negative environmental assessment against it in July. Ultimately, recycling more tungsten is key to reducing reliance on China — but only if the scrap remains in Europe long enough to be recovered. “We need to make sure that all the used tools stay in the Western world,” Jost said. — With assistance from Jacob Lorinc, Rodrigo Orihuela, and Martin Ritchie

Austria central bank Governor Martin Kocher said policymakers are paying closer attention to how shortages of critical materials can constrain production and fuel inflation. Central bankers have long factored oil and gas into their models. Now they’re looking at less visible inputs such as tungsten, where a shortage of a relatively cheap material can hold up production worth many times more. Plansee has treated the squeeze as an opportunity to gain market share and advertise its services. The company’s global network makes it one of the few able to turn scrap and ore into usable tungsten without relying on China. Material collected in Europe can be processed in Austria, Finland or Pennsylvania before moving to factories and customers. Recycling leaves Plansee less exposed to volatile mining markets and swings in Chinese exports. The company is a rarity in Europe. “We are not particularly good at recycling in Europe right now,” said Román Arjona, chief economist at the European Commission’s internal-market and industry directorate. Too much critical material is still lost because Europe lacks the investment, skills and infrastructure to recover it, he said. Recycling also cuts Plansee’s environmental footprint. Products made from recycled tungsten generate four to five times fewer carbon emissions than those made from newly mined material, Wex said. Renewable sources provide 98% of Plansee’s electricity, helping the group cut its carbon footprint by almost a third over the past five years.

Tungsten is a niche market on paper, valued at only around $16 billion globally — about 5% of copper’s. But its reach is far greater. Carbide tools made with the metal are used throughout modern manufacturing, from aircraft and automobiles to computers and phones. “The world would stand still without these carbide tools,” said Simon Jost, managing director of Plansee’s Ceratizit unit in Reutte. Inside the highly-automated factory, robots navigate between hundreds of workers. They’re ferrying tungsten plates and rods to be stamped, pressed and polished. Some are as thin as a human hair and used by hospitals to perform surgeries. Others look like menacing claws and can bore tunnels through mountains. Nearly every manufactured product requires something to be drilled, cut or shaped along the way, Jost said. Tungsten is hardly an isolated case of China’s dominance in critical minerals. The country is the leading refiner of the vast majority of strategic metals, according to the International Energy Agency. The IEA estimates that China’s rare earth export curbs alone could put $6.5 trillion in annual downstream production at risk. Ursula von der Leyen, President of the European Commission, warned this week about “dangerous dependencies” on Beijing for critical minerals.

Increasingly, the company’s advantage is that much of its tungsten requires no new mining at all. More than 90% of the 15,000 metric tons it can produce each year comes from worn drill bits, milling inserts and other scrap, thanks to two decades spent developing ways to recycle used material into tungsten comparable in quality to that made from ore. “Our starting point was China independence,” Chairman Karlheinz Wex said from the company’s headquarters, located a two-hour drive south of Munich. “The basis for becoming independent was recycling.” That strategy gives Plansee greater control over its materials — and more leverage as competition for supply intensifies. China still accounts for more than 80% of mined tungsten, while its own supplies are tightening as mines age and domestic demand grows. After the country became a net importer last year, Chinese buyers began aggressively snapping up US scrap, in some cases outbidding domestic traders, according to Wex. China also curbed exports of intermediate tungsten products. Wex estimates that about 20,000 tons of material that flowed annually to Western markets a decade ago has since disappeared. Amid supply concerns, the Trump administration effectively halted US tungsten scrap exports in August, requiring sellers to offer all of it to domestic buyers.

How Austria Can Loosen China’s Grip Over a Key Critical Mineral High in the Alps, the largest tungsten supplier outside of China is planning a major expansion as prices soar. Nestled between a turquoise-colored lake and the soaring peaks of the Austrian Alps, Plansee Group is building one of the West’s most formidable critical minerals operations outside China. The closely held company, based in the town of Reutte, sells tungsten, a metal that attracts far less attention than rare earths but is no less vital to modern industry. The material’s exceptional hardness makes it ideal for tools that cut and shape car parts. Its resistance to heat is crucial to semiconductor manufacturing. And its extraordinary density, nearly twice that of lead, gives armor-piercing ammunition much of its penetrating power. Few metals can match that versatility, but sourcing it comes with a familiar vulnerability: Beijing dominates the supply chain. A series of moves by China over the past two years — restricting exports, drawing in more raw material and, most recently, cutting off key shipments to Japan — has intensified a global scramble for tungsten. In turn, its cost has soared. That marks a stark turnaround after years of low prices forced many Western tungsten suppliers out of business. A similar shift is playing out across several critical minerals markets, as Chinese export controls and surging prices put a spotlight on the handful of alternative producers capable of quickly boosting supply. Plansee is one of them. The company has built up its position in tungsten over decades, securing ore from a mine in South Korea and expanding US processing alongside its European operations. Today, it’s by far the largest manufacturer outside China, accounting for about 12% of global demand and supplying some of the world’s most valuable companies, including ASML Holding NV and SpaceX.

Der Zentrale Punkt - 90 Tage

Nettes Video 😁, aber wo bleibt unser Konzentrat? ⛰️

Today, Bureau of African Affairs leadership participates in "The Future of U.S.–Africa Minerals Diplomacy" @CSISMinerals, discussing the Department's shift from aid to trade, the Trump Administration's work securing critical mineral supply chains with African partners, and how U.S. investment, exemplified by projects like the Lobito Corridor, is delivering jobs, infrastructure, and long-term economic value across the continent. https://x.com/asstsecstateaf/status/2100934456139813022?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Almonty Stock: The Rare Tungsten Opportunity Behind a 326% Rally https://youtu.be/yIUkOlHN8uA?is=Nm19m4GuPX7OcZyY