ALMONTY INDUSTRIES INC.
Commented by Armin Schulz on August 5th, 2026 | 07:05 CEST
How Almonty Industries, Rheinmetall, and RTX Are Driving the New Defense Supercycle—and Why the Correction Could Be an Opportunity
The New York Post recently reported that, according to experts, the US does not have enough missiles to protect its troops in the Middle East in the event of a protracted war with Iran. This means that the West has largely depleted its ammunition stockpiles. A defense supercycle is on the horizon, forcing nations to become self-sufficient. This rapid depletion is revealing a critical bottleneck. The dwindling availability of tungsten, whose price has skyrocketed, threatens to jeopardize resupply efforts. We take a look at tungsten supplier Almonty Industries, then examine the European defense giant Rheinmetall, and conclude with the technological leader of the US missile industry, RTX.
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Commented by Tarik Dede on August 4th, 2026 | 07:15 CEST
Commodity Stocks with Potential: Endeavour Silver, Almonty Industries, and Agnico Eagle in the Spotlight
Interest rates, bond yields, and oil prices continue to shape market sentiment. Although the Federal Reserve left interest rates unchanged last week, market pressure remains high. The new trading week began with another rise in bond yields, further increasing the cost of refinancing US government debt, which has now surpassed USD 40 trillion. Against this backdrop, the US can ill afford a sustained period of higher interest rates. For commodity markets, however, the environment could prove supportive. Many mining and resource stocks have retreated significantly following the correction earlier this year, potentially creating attractive entry opportunities. We therefore take a closer look at Agnico Eagle, Almonty Industries, and Endeavour Silver and examine where investors may find value.
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Commented by Stefan Bode on August 3rd, 2026 | 07:25 CEST
Opportunities & Risks in Q2 Financial Results: Adobe, Almonty Industries, Apple, Microsoft
From cloud computing to creative software and critical raw materials, several publicly traded heavyweights are now in the spotlight for investors. Following some sharp price movements, it remains to be seen whether operational strength and strategic decisions can stabilize valuations. The focus is on recurring revenue models, investment cycles, and who can profitably capitalize on the AI wave without excessively diluting margins and cash flows. At the same time, interest rates, currency fluctuations, and geopolitical risks are intensifying scrutiny of supply chains and the pricing power that still prevails. Should investors already be betting on a turnaround?
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Commented by Jens Castner on July 31st, 2026 | 07:05 CEST
New to the Index, Then Hit Hard: Hochtief, Almonty Industries, AT&S, and Marvell Technology Put to the Test
Inclusion in a major stock index is often considered a mark of distinction. But at the end of June, it turned into a trap for four stock market stars. Anyone who bet on DAX newcomer Hochtief, the promising tungsten stock Almonty Industries, or the AI-linked high-flyers AT&S and Marvell Technology suffered double-digit share price losses within just a few weeks. This is no coincidence, but rather the result of a market mechanism that investors should be aware of—and one that may now be creating attractive buying opportunities. We take a closer look at all four stocks and compare their current share prices with analysts' price targets.
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Commented by Lars Winter on July 30th, 2026 | 09:55 CEST
Almonty Industries, PVA TePla, and GEA Group: Three Growth Stocks with Powerful Catalysts
With the start of production at the Sangdong mine, Almonty Industries is entering a new era. Meanwhile, PVA TePla and GEA Group also have compelling investment cases, supported by strong order intake and upgraded guidance. We take a closer look at all three stocks.
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Commented by Matthias Schomber on July 29th, 2026 | 07:35 CEST
Deutz, Jungheinrich, and Almonty: Where Investors Can Find Real Opportunities in the Market Right Now
The European industrial landscape is currently noticeably fragmented, which presents investors with difficult decisions about which stocks will perform well and which will perform poorly. While it has never been easy to make the right choice, as established, long-standing German corporations grapple with rising material costs, intense price pressure, and, in some cases, the aftermath of internal conflicts, interest is increasingly shifting toward companies in strategic niche markets, including the commodities and defense sectors. The stocks of Deutz and Jungheinrich reflect the current challenges facing the broader mechanical engineering sector, which is suffering from noticeable margin pressure despite solid order intake. Defense, however, is a buzzword that could boost the performance of one or two stocks in that sector—if handled skillfully. At the same time, the spotlight is on commodity stocks that are benefiting from global geopolitical upheavals. Almonty Industries, in particular, is drawing attention due to an exciting consolidation pattern on the charts. Can this tungsten heavyweight soon regain its former strength? This report examines the current situation of the three stocks and highlights where real opportunities might now be emerging!
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Commented by Stefan Feulner on July 28th, 2026 | 07:50 CEST
Almonty Industries, Boliden, Teck Resources: The Pullback Presents a Major Opportunity
Commodity stocks have lost significant ground following the recent market correction—even though the fundamental outlook for many companies has continued to improve. Rising demand for tungsten, copper, and other strategic metals, driven by AI, defense, the energy transition, and digitalization, is meeting with tight supply. For long-term investors, this pullback could therefore present an attractive entry opportunity. Companies with advanced projects, strong balance sheets, and rising production are now back in the spotlight.
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Commented by Fabian Lorenz on July 27th, 2026 | 07:40 CEST
Buy Recommendations for Almonty, Micron, and TKMS! Defense, Commodities, and Semiconductors with Upside Potential!
Compelling buying opportunities are emerging across several sectors. In commodities, Almonty Industries stands out as it ramps up production at its tungsten mine in South Korea, with revenue and earnings expected to accelerate sharply in the second half of the year. Analysts forecast a net profit of CAD 854.6 million next year, implying a forward P/E ratio of just 4.34—a valuation many consider too low for the only significant Western tungsten supplier. Analysts recommend buying. TKMS appears well positioned among the struggling defense companies. Analysts highlight its substantial order backlog, which is expected to provide strong earnings visibility well into the 2040s. Micron remains a higher-risk opportunity. Following its historic share price rally, investors are concerned about potential overcapacity. Micron is also investing billions, but analysts remain reassuring.
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Commented by Stefan Bode on July 24th, 2026 | 08:40 CEST
Opportunities & Risks in Q2 Earnings: Almonty Industries, BioNTech, Danaher, Pfizer, and Sartorius
Global equity markets remain highly dynamic, and the fundamental backdrop has changed rapidly in recent quarters. In today's report, we examine three compelling investment stories at critical turning points. We take a closer look at former pandemic-era pharmaceutical high-flyers that must now navigate new tariffs as they shift their focus toward cancer therapies. We also analyze a geopolitically indispensable producer of a critical raw material that is benefiting significantly from efforts to secure Western supply chains. Finally, we turn to the bioprocessing sector, where upcoming quarterly earnings could determine the industry's direction following recent market turbulence. Find out where the most attractive opportunities, and the key risks, may lie.
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Commented by Carsten Mainitz on July 23rd, 2026 | 07:55 CEST
These Are the Leaders in a League of Their Own! Despite price surges at Almonty, Micron, and Aixtron, Is There More Upside Ahead?
Over the past 12 months, stocks in the AI, commodities, and defence sectors have, on the whole, been investor favourites. Price surges were increasingly common. In the meantime, a correction set in that affected all sectors for various reasons. Despite rising defence budgets, investor sentiment toward defence stocks has deteriorated sharply in recent weeks. Meanwhile, signs of overheating in the AI sector have eased, although the financial results of leading AI companies continue to reflect a strong long-term structural growth trend. Commodity stocks also corrected after a spectacular run. Almonty Industries has been a notable exception. The company continues its relentless rise toward becoming the largest producer of the critical metal tungsten in the Western world—a truly unique competitive position. So, where do these market leaders go from here?
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