Close menu




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:


    Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
    "[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

    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

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    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



    Related comments:

    Commented by André Will-Laudien on July 18th, 2025 | 08:10 CEST

    Hard to believe: thyssenkrupp going public? New DAX highs with SAP, ASML, and Antimony Resources

    • Mining
    • antimony
    • Defense
    • Steel
    • semiconductor

    With geopolitical tensions escalating with each passing day, it is becoming increasingly clear that reliable supply chains for industry and manufacturing are a thing of the past. German and European industry, in particular, are feeling the effects more and more as supply routes are increasingly restricted or even shut down completely as a result of growing sanctions. This scenario of scarcity is leading to increased sensitivity on the capital markets: long-term interest rates are rising, and risk parameters are skyrocketing. How are companies responding to this uncertain environment, and is there still hope for a revival of global trade? Which fundamental trends should investors pay particular attention to in light of this situation? There is a lot to be gained!

    Read

    Commented by Armin Schulz on July 18th, 2025 | 07:10 CEST

    Rheinmetall's boom in demand, Power Metallic Mines' key role in critical raw materials, and BYD in crisis?

    • Mining
    • rawmaterials
    • CriticalMetals
    • Defense
    • Electromobility

    The global hunt for strategic metals is driving markets into breathtaking volatility. Military expansion and the electromobility boom are driving demand for key raw materials, while geopolitical rifts pose a threat to supply. Whoever masters these bottlenecks controls future technologies and security-critical chains. Investors sense opportunities worth billions, but only a few players are positioning themselves decisively at the critical points. We therefore take a look today at Power Metallic Mines, an indispensable supplier, as well as Rheinmetall and BYD, which represent the raw material-hungry industries.

    Read

    Commented by Fabian Lorenz on July 18th, 2025 | 07:00 CEST

    20% in one week! Steyr Motors, Zalando, and Globex Mining shares!

    • Mining
    • Gold
    • Commodities
    • Retail
    • Automotive
    • Defense

    Comeback for Steyr Motors. After a share price explosion in March and the subsequent crash, things had quietened down around the share. However, operations appear to have continued at full speed. Things could get interesting on July 31. Globex Mining also seems to be poised for a comeback. After doubling around the turn of the year, the mining incubator's shares corrected. However, with positive news flow and continued strong gold prices amid a commodities boom, the chances of renewed gains look promising. In Germany, retail is not exactly booming. Zalando is countering this with the takeover of its competitor ABOUT YOU. The transaction has now been completed. Will the share price rise now? Analysts certainly see considerable upside potential.

    Read