April 14th, 2025 | 13:45 CEST
Almonty Industries: GBC starts coverage with 'BUY' and target price of CAD 4.20
In a world where securing critical raw materials is increasingly becoming a geopolitical priority, one company in particular is coming into focus: Almonty Industries Inc. With strategically located mining projects and a clear vision of becoming a leading non-Chinese supplier of tungsten and molybdenum, Almonty offers investors an opportunity for substantial price gains. A new research report from GBC AG recommends buying the stock – with a target price of CAD 4.20, representing a price potential of over 100% from the current level. A link to the full report is available in this publication.
time to read: 1 minutes
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Author:
Mario Hose
ISIN:
ALMONTY INDUSTRIES INC. | CA0203981034
Table of contents:
"[...] We have built one of the largest land packages of any non-producer in the belt at over 440 sq.km and have made more than 25 gold discoveries on the property to date with 5 of these discoveries totaling about 1.1 million ounces of gold resources. [...]" Jared Scharf, CEO, Desert Gold Ventures Inc.
Author
Mario Hose
Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.
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A strategic resource company with vision
Tungsten is essential for high-tech industries – from semiconductors to aerospace and defense. However, the lion's share of global production comes from China. This is precisely where Almonty comes in: With the Sangdong mine in South Korea, one of the world's largest tungsten deposits outside of China, the Company aims to reduce Western dependency and establish a stable, conflict-free supply chain.
Sangdong – Production start in 2025, and mine life of over 90 years
With a well-structured development plan and an expected mine life of over nine decades, Sangdong is the cornerstone of Almonty's strategy. The ore deposit boasts excellent grades and low operating costs. The planned integration of a downstream oxide processing plant and future molybdenum production will further increase value creation.
Europe in focus: Panasqueira, Los Santos & Valtreixal
In addition to its operations in South Korea, Almonty has a strong presence in Europe. The Panasqueira mine in Portugal has reliably delivered cash flows for over 100 years. With the Los Santos (reactivation of old material) and Valtreixal (development pipeline in Spain) projects, the Company offers additional growth options - all with moderate capital requirements.
Investment Highlights
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Clear upside potential: Target price of CAD 4.20 (currently CAD 2.06) – over 100% upside potential according to GBC analysis
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Geopolitical tailwind: Western countries are focusing on raw material security – Almonty stands to benefit directly
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Transformation phase: The start of production in Sangdong is approaching, and revenues could increase tenfold by 2027
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Diversified locations: South Korea, Portugal and Spain – Low political risks
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Attractive valuation: Even before the start of production – but with a long lead time and established partners
Conclusion:
Almonty Industries is more than just a small producer – the Company is on its way to becoming a key strategic supplier for Western industries. For those looking to participate in the de-globalization of critical supply chains and the boom of industrial future technologies, this stock - with 100% upside potential - deserves a closer look right now.
To the research report by GBC AG (Initial Coverage – Recommendation: Buy): Download
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.
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