ALM Almonty Industries Inc

$ALM Extract from CEO's Hard Work mailout this weekend This weekend, for the first time in more than 30 years, a container of tungsten leaves Sangdong and starts the journey to a customer. For decades that mountain produced nothing and, once we are running around the clock, it will turn out 200 tonnes a month; let’s call it six and a half to seven tonnes a day. I have waited a long time to write that sentence – this is a good weekend at Almonty Towers.

$ALM Kind of funny how I manage to step into these things just as the bottom falls out. Ah well. Easy come, easy go. In it til zero or when they get some respect.

$ALM tested below $9 on light volume, found limited selling interest, reclaimed its intraday trend levels and recovered towards the prior close. I view today’s action so far as neutral-to-constructive

$ALM I didn’t hear anything new in the investor day talk. The sound quality was bad but the message was consistent with previous guidance. More than just ALM tanking in the metals sector today. I see the same selling in REMX and other mining tickers. There is a lot of uncertainty in the market right now regarding energy, interest rates and politics. Capital is sitting out of high cost sectors sensitive to interest rates for the time being. The good news is in the micro. Almonty is not broken, they are tracking very well with Sangdong and other projects. But cash flows take time. Until it is proven stock will be highly volatile. Until then I anticipate macro capital to flow back into beaten down hard assets again like they did in August. I cannot predict when, but perhaps the clarity of midterms concluding will help. In the meantime I will keep patient knowing that as fast as this stock goes down it can just as easily go up.

$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 China's tungsten market bounced off the bottom this week. Concentrates found support around RMB 300,000/t and gained about 12% on the week, APT is moving back toward the major producers' RMB 500,000/t guidance price, and scrap carbide rods jumped roughly 19%. This is happening despite Chinese concentrate imports being up over 100% year-on-year. Buying is still mostly small rigid-demand orders, so it's early. But last year's run came from mining quotas running out before new ones were issued in March–April, plus year-end maintenance, Chinese New Year shutdowns and spring inspections. That window is coming up again. European APT is still up roughly 190% year-to-date. Watching for a repeat.

$ALM Sangdong is expected to make first shipment this weekend. My guess is 100 bags (6500 mtu), each bag worth ~$150K. Maybe I’m wrong maybe it’s only 75 or even just 50 bags. Regardless, it proves they did it. So what happens to all the critics when Almonty announces this success. I think today was a liquidity flush, maybe tomorrow it will continue. IDK for certain, but I think smart money knows what’s coming. Flush out weak hands today watch it shoot for the moon tomorrow.

$ALM Didn’t get the aggressive volume I was hoping for today but elevated nonetheless. Today shows signs of accumulation, high volume with limited price change. May take a few extra days for positions to build. Also, starting to show breaking out of the previous 2 week downward trend. Now waiting for aggressive buying to push the price above $10 to confirm a reversal. May need a catalyst (October 24th perhaps). Looking at macro. Treasury yields remain sticky but starting to form a head and shoulders. DXY is coming down slowly. If yields drop the USD should too. Will be watching how yields respond to upcoming FOMC, PCE, midterms and Employment numbers over the next few weeks. A healthy drop in yields and USD will be most welcome .

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

$ALM crazy people who sell low at a price like silver and forgot, that they have gold in her hands ...

$ALM Nice breakout. I’ve opened another position as well. Take profit is around $14, at the level of the middle Bollinger band.

$ALM ALM is down about 6.36 percent, near 9.20. This is a very volatile stock, so a move like this isn't unusual. One data page I saw put its annualized volatility near 97 percent. The longer term story is what keeps people watching. The Sangdong mine in South Korea began processing on July 1, which turned Almonty from a developer into a producer, and first quarter revenue grew 221 percent to 25.4 million. On the policy side, the Pentagon is set to bar Chinese tungsten from U.S. military equipment starting January 1, 2027. The flip side is that ramping a new mine takes time and the stock can swing hard on sentiment in between. I'm watching tungsten prices and any production updates. Follow me for more on the critical minerals names.

$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 it just hit the 50/200 cross last week on the YTD chart. Not sure it’s a great short term buy right now but gonna start a position today in my long term portfolio and continue to buy if it keeps falling. I feel confident once the cross happens on the upside it will be a quick rise back to the teens. It may bounce around and have multiple crosses but that will also be a good sign that the consolidation for a bottom is in

$ALM can someone please explain what the fuck actually happened during the meeting? I started listening half way and didn’t hear anything negative. It was all positive.

$ALM I was listening John Feneck recently and he is very bulish on tungsten. Interestingly, he mentions different prospect miners in his interviews but never Almonty. I wonder why. I understand that his investing strategy might be prospects and juniors but to never mention Almonty in his interviews is strange

$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 -50% drawdown is rarely the final bottom in cyclical downturns: In Episode 1 and Episode 2, ALM continued dropping another 30% to 60% before forming multi-year basing patterns. Asymmetric Payoff on Secular Breakouts: If the company survives and commissions cash flow (e.g., Sangdong mine coming online into an export-restricted market), entering after a -50% washout generated +53% to +111% forward CAGRs over the subsequent 3–4 years.

$ALM Forward PE is 11? This one is fairing better than most other critical mineral stocks but. Looks cheap to me.