April 28th, 2025 | 11:30 CEST
Almonty Industries - Value drivers: NASDAQ listing and takeover candidate
In a world where geopolitical tensions are rising, and critical raw materials are being used as strategic weapons, investors are faced with an important question: Who will deliver what is needed to secure progress? One answer to this question will be Almonty Industries – an emerging tungsten producer seen not only as a bulwark against Chinese dominance but also as a hot candidate for a NASDAQ listing. For savvy investors, this is a rare opportunity to profit early from a geopolitically driven commodity hype. Speaking to the Frankfurter Allgemeine Zeitung (FAZ) newspaper on April 25, 2025, p. 24, CEO Lewis Black stated: "I realize that I will have to tell many interested parties that I cannot supply them immediately." Will this announcement calm market participants in panic mode? That remains to be seen. What will a global corporation do when it urgently needs tungsten to complete its products? Investors can now position themselves – with good reason. More on this in the report.
time to read: 3 minutes
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Author:
Mario Hose
ISIN:
ALMONTY INDUSTRIES INC. | CA0203981034
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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Almonty Industries: The key to Western tungsten independence
The global tungsten market is currently dominated by China, accounting for around 90% of production – partly because Russia and North Korea prefer to supply their material there. This dependency is dangerous for Western industries, especially in the high-tech and defense sectors. And this is exactly where Almonty Industries comes into play.
After ten years of development and completion work, Almonty will start production at its strategically important Sangdong mine in South Korea in the summer of 2025 – one of the largest tungsten deposits outside China. CEO Lewis Black made it clear to the FAZ newspaper: Demand already exceeds supply. Many interested parties will have to wait their turn.
However, customers who secure tungsten from Almonty early on will enjoy clear advantages: Not only will they receive reliable deliveries from politically stable regions, but they will also gain market share as competitors increasingly suffer from Chinese export restrictions. As the saying goes, it is better to have it and not need it than to need it and not have it.
NASDAQ listing: The next value driver for Almonty
Another major announcement for investors: Almonty plans to relocate its headquarters to the US – combined with a planned listing on the NASDAQ, the most important stock exchange alongside the NYSE. This development is likely to give the share price a significant boost. With a current market capitalization of around USD 500 million, there is still plenty of room for growth – especially considering that MP Materials, a comparable company in the rare earths sector, already has a market value of USD 4 billion.
A NASDAQ listing would not only significantly increase the stock's liquidity but also open up access to a much larger investor base – and thus potentially pave the way for a quick takeover bid. Those who wait too long may have to pay more for a takeover. The signs clearly point to expansion and "Americanization", which is further highlighted by the nomination of experienced US General Pirna to the Company's board of directors.
Next Wednesday, April 30, 2025, Almonty's Annual General Meeting will take place, at which further details regarding the listing on the NASDAQ may be announced.
Conclusion: Strategic raw material, strategic opportunity – invest now before the US strikes
Almonty Industries is on the verge of a major breakthrough. With production set to begin soon in South Korea, a planned NASDAQ listing, and growing geopolitical pressure on commodity markets, the Company is uniquely positioned to help secure Western tungsten supplies. The NASDAQ in Manhattan is located in the famous Times Square, and coincidentally, a US Army recruitment office is located directly in front of it – corporate finance meets real-world application.
For investors, this means that whoever controls tungsten controls progress and security. The stock of Almonty offers an exciting asymmetric risk-reward profile – especially now, before US investors start buying in broadly. Those who do not want to risk missing out on a takeover bid or being left behind in a price rally should begin building up a position now. Especially on days when the market is calm, it can make sense to become active with lowball limit orders.
One thing is certain: The clock is ticking – and Almonty Industries is poised to tip the scales in the global raw materials poker game.
P.S.: Sphene Capital confirmed its "Buy" recommendation on April 24, 2025, and raised its price target from CAD 5.20 to CAD 5.40. Source: more-ir.de/d/32340.pdf
Next Wednesday, April 30, 2025, the Almonty Annual General Meeting will take place, at which further details regarding the listing on the NASDAQ may be announced.
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