Aktuelles zu Almonty Industries WKN: A414Q8 ISIN: CA0203987072 Forum: Aktien User: Moly
Heute auf X gefunden / aber ist nicht ganz neu die Analyse https://x.com/1rabbitresearch/status/1913214191118205238?s=46&t=CND_DF6ErYtM-d_GnIoKqA B.Riley initiates coverage on Almonty Industries Inc $ALMTF with a Buy rating and a price target of Cdn$5.00. Almonty is a mining, exploration, and development company with a portfolio of four tungsten metal projects in stable Tier 1 jurisdictions across South Korea and the Iberian Peninsula. The analyst believes Almonty's ramp-up plans are exceptionally well-timed in light of the Chinese controls placed on tungsten exports in December 2024. Almonty is poised to fill the gap left by the restricted Chinese tungsten and to provide a stable supply for critical industries in the U.S. Its flagship asset, the Sangdong Mine in South Korea, should begin production within the next few months and is set to become the largest tungsten mine outside China. Almonty’s vertically integrated tungsten processing plant is expected to begin operations in 2027/2028 and to further boost margin potential. It also plans to mine molybdenum as a byproduct at Sangdong. The company has secured long-term offtake agreements with favorable floor pricing for ~50% of its tungsten and 100% of its molybdenum output, ensuring more predictable future cash flows. The analyst views AImonty as a crucial player in the U.S.'s effort to secure a reliable supply of tungsten following the implementation of China's export controls.
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