Tungsten
Commented by André Will-Laudien on June 25th, 2025 | 07:10 CEST
Geopolitical wild card: Almonty on track for another price surge, overtaking Rheinmetall, Hensoldt, and RENK
Almonty Industries (TSX: AII; WKN: A1JSSD; ISIN: CA0203981034; CAD 3.23) remains in the spotlight, and rightly so! The tungsten resource stock has been one of the absolute top performers so far in 2025 and has the potential to move into a completely new league. All signs point to a revaluation. What is developing here is more than just a mining project; it is a geopolitically highly relevant raw materials offensive with billion-dollar potential. Amid escalating trade conflicts, China is sending a strategic counter-signal and restricting exports of key metals. Tungsten is thus becoming a critical element for high-tech, aviation, and defense and is now at the top of governments' procurement lists. This is precisely where Almonty comes in. With the Sangdong mine in South Korea, the largest Western tungsten supplier outside China will be established by 2025. US defense companies are already securing the coveted resources – long-term, exclusively, and strategically. The confidence is huge, and the timing is perfect. Those who get in now could ride the next wave of growth. A surge in valuation is more than just likely; it is inevitable!
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Commented by Nico Popp on June 24th, 2025 | 07:00 CEST
Escalation in the Middle East – Why the US military needs Almonty Industries
Following the US attack on Iranian nuclear facilities using bunker-busting weapons, Iran's response, and the very brief ceasefire, the war in the Middle East continues. On Monday night, Israel bombed the entrance to a prison, among other targets, without destroying buildings housing prisoners. In doing so, Israel emphasized that the war is not being waged against the Persian people, but against the theocratic regime of the mullahs. However, a regime change in the theocracy currently appears unlikely. It is far more probable that Iran's revenge will sooner or later also target US soldiers stationed at the numerous bases in the region. Iran's retaliatory strike on Monday evening - in which it gave the US prior warning - is unlikely to be the final escalation following the collapse of the ceasefire. It, therefore, looks as if the US will continue to face military challenges. One company whose products are essential not only for the construction of bunker-busting weapons but also for other types of ammunition and armor could benefit from this scenario: Almonty Industries.
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Commented by Fabian Lorenz on June 18th, 2025 | 07:00 CEST
Almonty Industries: Analysts raise target price! 75% Upside Potential! CEO clearly backs Rheinmetall and Co. on CNBC
Anything other than further price increases for Almonty shares in the coming weeks would be a surprise. The tungsten gem is facing a hot summer. The main driver for the share price will be the commissioning of the mega mine in South Korea. Due to the increasing visibility of revenue and profit growth, analysts have significantly raised their price targets for the share. With its unique market position, the Company remains attractively valued compared to its peers. With the planned upcoming NASDAQ listing, the stock is expected to attract greater attention from US investors. That Almonty is gaining more visibility is underscored by CEO Lewis Black's recent interview with CNBC. In it, Black emphasized that Almonty already supplies 85% of its production to the defense sector. Rheinmetall, for example, needs tungsten to harden ammunition.
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Commented by Stefan Feulner on June 17th, 2025 | 07:00 CEST
Almonty Industries – Now it is getting critical!
The escalating conflict between Israel and Iran, with mutual missile attacks, is causing death and destruction. However, with the Islamic Republic threatening to block the Strait of Hormuz, an economic disaster could be imminent. The reason is that a large part of global supply chains run through the strait between the Persian Gulf and the Gulf of Oman. Both energy supplies and the flow of goods would be severely affected, with catastrophic consequences in the form of skyrocketing inflation and disrupted supply chains. Western countries are urgently searching for alternative production sites, especially for critical raw materials, in order to avoid such horror scenarios in the future. In the case of the critical metal tungsten, Almonty Industries is on the verge of a breakthrough in supplying the Western world with this strategic raw material.
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Commented by Armin Schulz on June 12th, 2025 | 07:15 CEST
Almonty Industries – NASDAQ listing, Pentagon, world-class mine, critical raw materials: ride the perfect wave
Tungsten – hard, heat-resistant, indispensable for rockets, semiconductors, and high-tech tools. However, the global supply chain for this critical metal is on the verge of collapse. China's export restrictions have choked the market, and Western stockpiles are depleting rapidly. In this volatile situation, one company is increasingly stepping into the spotlight: Almonty Industries. With the imminent commissioning of the world's largest tungsten mine outside of China and its unique vertical integration, the Canadian company is no longer just a mine operator - it is becoming the architect of Western raw material security. Here is why investors should take a closer look.
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Commented by Mario Hose on June 9th, 2025 | 10:15 CEST
Almonty Industries: The new Pillar of Western Raw Material Security
The Western world is facing a raw material crisis with explosive geopolitical implications. In recent months, China has drastically tightened its export controls on critical minerals, affecting primarily strategically important metals such as gallium, germanium, antimony, and, most recently, tungsten. These raw materials are indispensable for the defense industry, semiconductor production, and high-tech manufacturing. Amid this tense situation, one company that is positioning itself as an important part of the solution is stepping into the spotlight: Almonty Industries (TSX: AII). The tungsten specialist operates strategically located tungsten projects in South Korea, Portugal, and Spain and will soon play a key role in supplying Western industries, as global tungsten supplies are expected to run critically low in the near future.
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Commented by Nico Popp on June 5th, 2025 | 16:10 CEST
Urgent: NATO approves largest rearmament program since the Cold War - Almonty, Hensoldt, Rheinmetall
The news is a bombshell: In light of an acute threat from Russia, NATO is opening the money floodgates. The most extensive rearmament since 1990 not only provides for a massive increase in conventional military capabilities, but also reveals the dependence of modern armed forces on critical raw materials – especially tungsten. The decision was made during a meeting of NATO defense ministers in Brussels and has far-reaching consequences. For investors, but also for all of us.
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Commented by Fabian Lorenz on June 5th, 2025 | 07:10 CEST
Almonty shares are unstoppable! Tungsten price hits 12-year high! Are analysts too conservative?
The commodity stock of the year is poised for its next leap: Almonty Industries. Yesterday, the tungsten gem surged above EUR 2, reaching a new all-time high. However, this is likely a stopover on the road to revaluation. Analysts continue to see 80% upside potential. There are both short- and long-term price drivers: Tungsten appears to be overtaking rare earths in terms of desirability and scarcity. China is limiting exports and driving the price to a 12-year high. The US is alarmed and buying tungsten on a large scale. Almonty is the direct beneficiary. Experts are calling the latest deal with a US defense contractor "unprecedented." Almonty is about to bring the largest tungsten mine outside of China into operation, plans a NASDAQ listing, and aims to add molybdenum to its portfolio. Are the analysts' estimates too conservative? Will a complete takeover follow?
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Commented by Armin Schulz on June 3rd, 2025 | 07:05 CEST
The Pentagon Connection: How Almonty Industries is leveraging military demand for tungsten to generate record profits
Global supply chains for critical minerals are facing a turning point. As China curbs its exports, Almonty Industries is stepping into the spotlight. Through strategic moves, the tungsten specialist is catapulting itself into a key position for Western industry. This year's latest developments - from billion-dollar contracts to relocation to the US - point to enormous growth potential. For investors, this could become one of the most exciting commodity stories of the year.
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Commented by Nico Popp on May 30th, 2025 | 10:15 CEST
Defense boom, tungsten shock, Nasdaq listing: Is Almonty the most exciting stock of 2025?
Many investors dream of getting in on a stock at the right time - just before it takes off. Shares in tungsten producer Almonty Industries have already staged a unique rally this year. The revaluation is, therefore, in full swing. But how much further can the stock go? While analysts at Sphene Capital see further upside potential of 100%, events are unfolding rapidly – at Almonty and around the world. We explain what makes Almonty Industries such an interesting investment story.
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