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July 4th, 2025 | 07:30 CEST

Almonty fires up the turbo: Reaching new heights with tungsten and foresight

  • Mining
  • Tungsten
  • Defense
  • Investments
Photo credits: pixabay.com

Almonty Industries (TSX: AII; WKN: A1JSSD; ISIN: CA0203981034; EUR 2.75) is set to become a key player in strategic raw material security in 2025, and with good reason. Despite a fourfold increase in its share price and a market value of over CAD 1.2 billion, the story is far from over. Of particular concern are the intensifying international tensions between the power blocs of the US, Europe, and China, which show no signs of easing. At recent summit meetings, it became clear that neither side is willing to make concessions, even on minor issues. Tariffs, inflation, high debt, and a dire supply situation on the commodity markets are further exacerbating the political rifts between East and West. At the center of this storm are commodity producers and industrial buyers who depend on stable supply chains. Here is an update on our top pick: Almonty Industries.

time to read: 3 minutes | Author: André Will-Laudien
ISIN: ALMONTY INDUSTRIES INC. | CA0203981034

Table of contents:


    Lewis Black, CEO, Almonty Industries
    "[...] While tungsten has always played an important role in the chip industry, it is now being added to batteries for e-cars. [...]" Lewis Black, CEO, Almonty Industries

    Full interview

     

    From niche player to key player: Almonty's global mission

    Almonty Industries is one of the most dynamic rising stars of the year and is on the verge of a possible paradigm shift. What is currently unfolding in South Korea with the reopening of the Sangdong mine is nothing less than the establishment of the largest tungsten producer outside China at a time when geopolitical tensions are dramatically tightening the market for critical metals. Western governments are responding with strategic stockpiling policies and are increasingly turning to suppliers such as Almonty. The demand for non-Chinese supply chains is meeting a highly developed, almost operational project with enormous leverage. The fact that US defense companies are already securing long-term purchase agreements is an expression of deep confidence in the business model and an anticipation of future earnings jumps. Almonty is thus much more than a pure mining operator; the Company is poised to become a key geopolitical player in the supply of critical raw materials. The market is beginning to recognize the potential, but there is still a huge gap in terms of value compared to other listed critical raw material companies.

    A small technical adjustment ahead of the Nasdaq listing

    Yesterday, the Company announced a technical change to its share structure: This involves a reverse split at a ratio of 1.5 to 1. The reason: To meet Nasdaq listing requirements, which mandate minimum share prices, typically above USD 3. Although Almonty's share price has already exceeded this threshold, the consolidation gives the Company additional security for the upcoming listing. Important for investors: The Consolidation of the share will take place on Monday. Anyone wishing to make value comparisons should therefore note the position value after the close of trading on Friday. Short sellers are unlikely to be happy at this point, as custodian banks tend to close positions before such dates. If settlement processes such as the conversion of securities accounts are delayed, some short sellers could find themselves under pressure in the short term. But what makes shorties sweat could mean special returns for long-term investors!

    It is like the equivalent of a seal of nobility

    The preparations for entry into the prestigious US market underscore the Company's intention to focus more on international investors in the future. A listing on the Nasdaq not only opens up access to well-capitalized funds and institutional investors, but also increases the chances of further index inclusions and greater visibility on the global market. For companies like Almonty, this is equivalent to a seal of quality, because only those who meet strict transparency, financial, and governance requirements make it to the world's most recognized stock exchange. In the long term, this could result in significant advantages in terms of capital raising and company valuation. **In the short term, it will lead to a notable increase in liquidity. Exciting times ahead!

    Stockhouse visits the Panasqueira mine in Portugal

    Recently, a visit was made to the Panasqueira site in Portugal. The mine, which is wholly owned by the Company, is located near Covilhã in the Castelo Branco region and is one of the world's oldest continuously operated tungsten mines. Since it began operations in 1896, it has developed into one of the most reliable sources of high-purity tungsten concentrate. Today, the mine processes around 700,000 to 800,000 tons of ore annually, producing approximately 100 to 120 tons of concentrate per month. The current focus is on developing a new mining level (Level 4), which is expected to increase production volumes and improve operational efficiency.

    Click here for an interesting video report: https://www.youtube.com/watch?v=XCpnqmg-sQA

    The share price continues to perform dynamically. Procyclical support from rising trading volumes and upward momentum. The journey is likely to continue! Source: LSEG as of July 3, 2025

    The Almonty story is nothing short of impressive. There are likely only a few stocks worldwide whose business model aligns so perfectly with the current geopolitical landscape. Scarcity, global tensions, and fears of a new supply chain collapse: a volatile mix with plenty of fuel!


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
    In this respect, there is a concrete conflict of interest in the reporting on the companies.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
    For this reason, there is also a concrete conflict of interest.
    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

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    Der Autor

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author



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