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. (TSX:AII) 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 C$4.20, representing a price potential of over 100 per cent from the current level. A link to the full report is available in this publication.
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 (TSX:AII) 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
- Clear upside potential: Target price of C$4.20 (currently C$2.06) – over 100 per cent upside potential according to GBC analysis
- Geopolitical tailwind: Western countries are focusing on raw material security – Almonty stands to benefit directly
- Transformation phase: The start of production in Sangdong is approaching, and revenues could increase tenfold by 2027
- Diversified locations: South Korea, Portugal and Spain – Low political risks
- 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 per cent 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.
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