ALM Almonty Industries Inc

$ALM You can not twist or manipulate SP forever,the production, revenue and profit are growing rapidly and steadily regardless of the parallel development of 2nd phase and axide plant,Moly, Ruwanda,Spanish projects.

$ALM News out this morning that Xi has tied negotiations with Trump on export restrictions to Taiwan arms sales. He is now threatening to cancel his 9/26 meeting with Trump completely. My condolences to those who sold Friday.

$ALM I remain highly bullish on $ALM despite the recent correction. Sangdong in South Korea is entering production, with significant expansion potential through 2027. The operating Panasqueira mine in Portugal provides additional exposure, while Los Santos, Valtreixal and Gentung offer further growth opportunities. China's dominance in tungsten supply makes independent Western producers increasingly valuable. Rising demand from defense, aerospace and advanced technology could support stronger pricing and profitability. Companies such as $UUUU, $MP, $USAR and $CRML also highlight the growing strategic importance of critical minerals and secure supply chains. Unlike purely speculative exploration companies, Almonty is transitioning toward meaningful industrial production. Execution risks remain, but I believe the combination of expanding output, geopolitical relevance and long-term demand creates substantial upside potential.

$ALM Almonty’s latest shareholder update marks an important transition from development story to operating producer. Sangdong has already produced its first tungsten concentrate, with material ready for export, while the processing plant is currently operating 13 hours per day, seven days a week, and is expected to move toward continuous 24/7 operations. Approximately 4.6 months of ore feed is already stockpiled, providing a solid basis for the ramp-up. At the same time, Phase II development has begun, targeting up to 1.2 million tonnes of annual throughput and potentially more than 460,000 MTU of tungsten production per year. More than 90% of Phase I production is contracted under long-term agreements. Combined with the ongoing share buyback, additional projects in Spain and Rwanda, and future molybdenum potential, Almonty is building a diversified Western critical-minerals platform.

$ALM What I find difficult to understand is the timing of the selling. Many Almonty investors waited roughly 3.5 years through construction, capex and project development, only to exit 4–5 weeks before Sangdong entered production. Economically, this is precisely when the investment thesis transitions from development toward revenue and cash-flow generation. The relevant metrics now become output, recovery rates, operating costs, margins and free cash flow. Compared with established tungsten players such as $CMCL, $WOLF and $EQX, Almonty is only beginning to demonstrate its earnings potential. If the ramp-up progresses as planned, future quarters should increasingly reflect operational performance rather than construction expenditure. The development phase is ending; the cash-generation phase is beginning. Does anyone have a plausible explanation for why so many investors chose to exit at exactly this stage? 🚀🚀🚀

$ALM Stifel initiated coverage today with a $25 target. We can all forget about grumpy Goldman now.

$ALM This is highly speculative but I thought interesting enough to share. I’m trying to relate FA with TA and institutional accumulation. My calculations suggest that ALM earnings grow significantly over the next 3 quarters. With current resistance of $19 and $0.50 Q3 earnings would result 38x PER. Not enough for a big breakout. But $1.00 Q4 at 19x chould. ($1.35 Q1 ~14x) My hypothesis is that technical patterns like a VCP are a symptom of institutional accumulation. A VCP maybe developing with the first wave lasting 20 weeks (4/23-9/09) which had a 50% pullback. This puts ALM in the second wave with a 25% pull back lasting 10 weeks. The next wave should start late November. Extrapolating across 4 waves the pattern (accumulation) is complete mid January. This puts the stock in a tightly coiled spring ripe for a major breakout before Q4 earnings in March. Should be sufficient enough to break 3 major resistance levels $19, $21 and $27.40 before Q1 earnings in May.

$ALM this is a no brainer at these levels. It’s being pushed down so the big boys can buy it cheap prior to November earnings report

$ALM Welp... I bought some more at $15.00. I can't find any bad news out there. This could just be a bear raid. There are a surprisingly large number of ALM haters out there...not 100% sure why...

$ALM Any reason for today's weakness? Looks like short interest decreased. They must be covering. I guess people are worried about this quarter. Who cares if they started selling late in the quarter? You own this stock for the multi year ramp, not this quarter

$ALM Watching 10y yields drop while market starting to think about energy as a shortage problem vs an inflation issue. If the trend continues, could see a reversal in small caps after midterms. Historically small caps do poorly before midterms and well after. So three potential tailwinds to watch for, end of pre-election uncertainty, falling yields and fear of supply deficits. The next thing to watch is Anthropic IPO mid-November. If it goes (or doesn’t go) anything like OpenAI the appetite for speculative tech will be gone leaving more money for tangible equities. All this right before ALM starts reporting first revenue from Sangdong in March.

$ALM I’m sure everyone has slightly different earnings expectations but based on my own numbers (current spot price) I see the current share price to be about 10x Almonty annualized OCF (after phase 1), 6x (after phase 2) and 3.5x (after WO3, Moly & L4 extension)

$ALM press release issued announcing Phase 2 has officially begun development. Will be online in 2027

$ALM significantly underestimate,at this time, the SP should be $18, on Oct15, should be 23,in Nov should be 26-30.

$ALM Trump and Xi summit is done and rare earth metals were not a significant piece of news. We can now move onwards!

$ALM It’s definitely not for the faint of heart. Weak hands are gonna get out, and those who hold will have diamond hands.

$ALM Stifel also initiated a report today with a $25 target price Stifel initiated coverage of Almonty (ALM) with a Buy rating and $25 price target The global tungsten mine operator has recently started Phase I commercial production at its Sangdong, South Korea mine and is also expanding production at its Panasqueira mine, which would result in the company leading Western Tungsten production by the end of 2028, the analyst tells investors. Tungsten prices are up about 775% since the start of 2025 as China’s export controls have structurally changed the market, notes the analyst, who sees long-term upside from the development of additional assets and the build out of a downstream tungsten oxide facility.

$ALM more evidence that age nor IQ is filtered on ST -- voted best poster child for the condom advertising drive can we use AI to eliminate the infants and potty mouthed juveniles crying over their milk money ? c'mon s.t. - this type of trash lessens the value in a forum for exchange of investment ideas

$ALM She said, "Take your time, what's the rush?" I said, "Baby, I'm a dog, I'm a mutt" She said, "Take your time, what's the rush?" I said, "Baby, I'm a dog, I'm a mutt" I'm a dog, I'm a mutt I can't smoke on reggie, so pardon my bluntness I see past pretty faces so I got trouble trusting But I'll let my guard down for you Said I'll put my guard down for you Said I'll be vulnerable So you can break my heart if you want to She said, "Take your time, what's the rush?" I said, "Baby, I'm a dog, I'm a mutt" She said, "Take your time, what's the rush?" I said, "Baby, I'm a dog, I'm a mutt" I'm a dog, I'm a mutt New crib, told her, "Come through, " it's time to break it in Thirty-two like my pants size 'cause them niggas tried breaking in New condo, say your name at the front You can stay if you want It's been one of those nights, one of those nights I ain't had in a minute It's been a minute, had to pop a shroom to recreate the feeling But it's never the same as the first time we did it

$ALM Looks like GS sold most of their shares by Aug 14 and now they're trying to buy it back. And no I don't believe GS, or any investment banks has any ethics.