August 1st, 2025 | 10:30 CEST
Almonty Industries – The final row of stones in the tungsten pyramid is being laid
Building a pyramid requires patience, precision, and perseverance – just like the rise of Almonty Industries (TSX: AII | ISIN: CA0203987072 | NASDAQ: ALM) to become the most important tungsten producer outside China. After a spectacular NASDAQ debut, the stock recently came under pressure. But now, everything points to a comeback – with strategic global significance. As the saying goes, the profit is in buying, and those who have been mere spectators of the unique tungsten producer's rapid share price development in recent months now have a second chance to get in.
time to read: 2 minutes
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Author:
Mario Hose
ISIN:
ALMONTY INDUSTRIES INC. | CA0203987072
Table of contents:
"[...] 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
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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Things are getting more challenging
When looking at the construction of a pyramid, it quickly becomes clear: the higher you climb, the more challenging the work becomes. At the beginning, structure and a solid foundation are key - but the truly challenging tasks come in the final stages, where precision, timing, and resources must work in perfect harmony.
Almonty Industries is at precisely this point: the completion of the world's most significant tungsten mine outside China – Sangdong in South Korea – is imminent. What many investors only vaguely recognize: Tungsten is not only a rare strategic metal, but also highly complex to process. Its importance for the defense, aviation, and high-tech industries is enormous. It is no surprise, then, that NATO ranks tungsten among the 12 most critical raw materials.
China currently controls around 70% of global tungsten production and over 80% including processing – but that is about to change. With Sangdong, Almonty is not just building a mine, but is creating a geopolitical alternative. A controlled processing chain, existing cash flow generating mines, and initial supply contracts with US defense partners position the Company as a strategic raw materials champion in the West.
Between Hype and Hysteria: The IPO Effect
The NASDAQ listing on July 14, 2025, was a major milestone: The capital increase at USD 4.50 per share was oversubscribed, bringing in USD 90 million for the Company – an amount that, just a year earlier, corresponded to its entire market value, a masterstroke!
But this was followed shortly afterwards by an abrupt slide in the share price: On July 29, just two weeks after the IPO, the share price hit a low of USD 3.16. The reason? Typical IPO volatility. Short sellers, profit-taking, and algorithmic high-frequency trading – the mix caused the share price to plummet, even though the strong fundamental outlook remained intact.
Imagine that at the top of a pyramid structure, a stone weighing several tons starts to slide – panic ensues. But construction continues, and the goal remains unchanged. Almonty will reach the top of the pyramid. With its tungsten mine, Panasqueira, management has already proven its expertise, as this documentary impressively demonstrates.
Turnaround initiated – Analysts remain bullish
A trend reversal in the share price was already evident on July 30, accompanied by stabilizing revenues. Analysts are now confirming the Company's solid foundation:
° B. Riley confirms its price target of USD 6.00
° Alliance Global Partners even sees USD 6.75
For many investors, the valuation at its recent low was an invitation to get in – so striking is the gap between the Company's potential and the panic-driven pricing.
Let's summarize
Almonty Industries (TSX: AII | ISIN: CA0203987072 | NASDAQ: ALM) is not a short-term gamble, but a geopolitically vital supplier of raw materials in a highly sensitive market. Those who follow the pyramid through to its completion understand: Tungsten is needed – reliably, from the West, and on a scalable basis. With the Sangdong mine nearing completion, rising geopolitical interest, and fresh capital from the US market, the stage is set for the next price level. Those who think long term will recognize that the top of the pyramid is within reach.
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.
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