ALM Almonty Industries Inc

$ALM Extract from CEO's Hard Work mailout this weekend This weekend, for the first time in more than 30 years, a container of tungsten leaves Sangdong and starts the journey to a customer. For decades that mountain produced nothing and, once we are running around the clock, it will turn out 200 tonnes a month; let’s call it six and a half to seven tonnes a day. I have waited a long time to write that sentence – this is a good weekend at Almonty Towers.

$ALM Kind of funny how I manage to step into these things just as the bottom falls out. Ah well. Easy come, easy go. In it til zero or when they get some respect.

$ALM The fundamentals are looking increasingly interesting for tungsten. China’s true domestic tungsten prices are continuing to rise, suggesting underlying supply-demand fundamentals remain strong. European spot prices appear to be stabilizing after the recent pullback. Meanwhile, long-term contract prices are still holding above $3,000/MTU. This could be the calm before the next leg higher. If spot prices begin catching up with long-term contract pricing, we could see another significant move in tungsten prices. With supply constraints, strategic importance and growing demand, tungsten remains one of the most compelling critical minerals to watch. My view: The recent pullback may prove to be consolidation before the next move higher. Watching closely. #Tungsten #CriticalMinerals #Almonty #ALM #APT #MiningStocks

$ALM I didn’t hear anything new in the investor day talk. The sound quality was bad but the message was consistent with previous guidance. More than just ALM tanking in the metals sector today. I see the same selling in REMX and other mining tickers. There is a lot of uncertainty in the market right now regarding energy, interest rates and politics. Capital is sitting out of high cost sectors sensitive to interest rates for the time being. The good news is in the micro. Almonty is not broken, they are tracking very well with Sangdong and other projects. But cash flows take time. Until it is proven stock will be highly volatile. Until then I anticipate macro capital to flow back into beaten down hard assets again like they did in August. I cannot predict when, but perhaps the clarity of midterms concluding will help. In the meantime I will keep patient knowing that as fast as this stock goes down it can just as easily go up.

$ALM From Hard Work, Sangdong running 24hrs since November 1st (although I would expect low production efficiency at this point, I think less than 50%). Finished grade is close to 50% was 40% two weeks ago (65% is the target). For context Pure Tungsten has basically given up at 20%. Has to ship to Masan to get it up to spec. My takeaway is simple, exploring an asset is straightforward building a producing one is not. The number of non-Chinese companies with the know how to make this happen is very short. Almonty is one of them and they are progressing rapidly. They’re not there yet but very close. IMO just about everything one else will most likely fail. There has been a lot of “blood in the streets” lately because of the market but I think the real blood will come when these companies build something, owe a ton of money and can’t get it working.

$ALM I really dont get all the hand wringing about q3 earnings. The report says that rhis stock is cheap at 8$ if SANDING DIDNT EXIST. But it does exist, doesnt it? And it is producing right now. So patience will teally pay here IMO

$ALM China's tungsten market bounced off the bottom this week. Concentrates found support around RMB 300,000/t and gained about 12% on the week, APT is moving back toward the major producers' RMB 500,000/t guidance price, and scrap carbide rods jumped roughly 19%. This is happening despite Chinese concentrate imports being up over 100% year-on-year. Buying is still mostly small rigid-demand orders, so it's early. But last year's run came from mining quotas running out before new ones were issued in March–April, plus year-end maintenance, Chinese New Year shutdowns and spring inspections. That window is coming up again. European APT is still up roughly 190% year-to-date. Watching for a repeat.

$ALM Sangdong is expected to make first shipment this weekend. My guess is 100 bags (6500 mtu), each bag worth ~$150K. Maybe I’m wrong maybe it’s only 75 or even just 50 bags. Regardless, it proves they did it. So what happens to all the critics when Almonty announces this success. I think today was a liquidity flush, maybe tomorrow it will continue. IDK for certain, but I think smart money knows what’s coming. Flush out weak hands today watch it shoot for the moon tomorrow.

$ALM Ex-Woulfe Mining here, now retired in Australia. That newsletter reads like someone who's actually been through a commissioning. The "long silence" is real. First feed is when you learn what the drawings got wrong, and the filter circuit is usually the first to throw a tantrum. Half rated throughput is ugly on paper but very fixable, and grabbing a second-hand press in Korea beats waiting months on freight like we would out here. A two-hour restart after a trip is normal. I'd worry less about breakdowns and more about whether they're logging root causes. Watch sustained throughput on the new press, recovery and grade, and unplanned downtime trending down.

$ALM The q3 result is just complying with expectation,they only make first shipment in Oct. This will form revenue in q4. So from q4, things will be significantly different, revenue and profit will reflect the Sandong factor.Sandong contributs almost nothing to q3, which is why the shorts short it boldly.

$ALM adding this rare earth to my watchlist on the weekly chart - nice 12 week slide into this possible support level ...and the 10 hr candle chart is highlighting several support areas .. the Stockcharts Daily chart is showing some OBV Accumulation and an oversold flatlining of RSI

$ALM this valuation is stupid cheap. I ran some screeners today since we have better visibility on estimated cash flows now. The only comps on forward value multiples are $MU, $SNDK, SKHY, SMCI, a few gold miners, a few cyclical shippers, and a few oil/gas players. All of them have bigger downside risks in my opinion, outside of $CDE. All the miners have significant jurisdiction risk (again, outside of CDE). That's why those ones are cheap. Not sure why CDE and ALM are so cheap, I guess because the TTM numbers aren't impressive (yet)... but that's part of the reason why I'm bullish here. I like buying high-upside stocks stocks at stupid cheap prices. GLB-FTS

The Nasdaq may soon be approaching the end of its correction, yet $ALM continues to demonstrate alarming relative weakness. Almonty Industries has declined 58.5% over six months, 39.2% over three months, and 27.4% in just one month. The pattern is concerning: ALM participates aggressively in market downturns but fails to demonstrate comparable strength during recoveries. While $NVDA, $AMD, $MU, and $ASML offer exposure to established technological growth drivers, ALM remains trapped in a persistent bearish trend. From a quantitative perspective, sustained negative momentum, lower highs, and repeated failures to establish support suggest continued selling pressure rather than accumulation. Even a Nasdaq recovery would not automatically reverse this weakness. At $8.33, ALM trades approximately 66% below its 52-week high. **The bearish trend remains intact, and the short side continues to look more attractive. I remain short on $ALM.**

$ALM I am curious that what is the response of the shorts when this earns more and more profits, literally it is doing so though shorts pretend unable to see it like ostrich putting heads in sand.

$ALM crazy people who sell low at a price like silver and forgot, that they have gold in her hands ...

$ALM Nice breakout. I’ve opened another position as well. Take profit is around $14, at the level of the middle Bollinger band.

$ALM ALM is down about 6.36 percent, near 9.20. This is a very volatile stock, so a move like this isn't unusual. One data page I saw put its annualized volatility near 97 percent. The longer term story is what keeps people watching. The Sangdong mine in South Korea began processing on July 1, which turned Almonty from a developer into a producer, and first quarter revenue grew 221 percent to 25.4 million. On the policy side, the Pentagon is set to bar Chinese tungsten from U.S. military equipment starting January 1, 2027. The flip side is that ramping a new mine takes time and the stock can swing hard on sentiment in between. I'm watching tungsten prices and any production updates. Follow me for more on the critical minerals names.

$ALM What is happening with $ALM is absolutely insane! While retail investors expect massive upside, institutional giants like Citadel hold both shares and put options covering 532,900 shares. Meanwhile, Almonty has raised $800 million through convertible notes accompanied by complex derivatives. Goldman Sachs and Bank of America are involved in related options transactions, while Jane Street and Fidelity maintain substantial equity exposure. Unlike ordinary shareholders, sophisticated institutions can hedge downside risk or potentially profit from falling prices. Convertible arbitrage and delta hedging may create additional selling pressure. We have seen how institutional positioning and derivatives can influence volatility in stocks like $GME, $AMC, $MSTR and $CVNA. This does not prove manipulation or that Almonty's lenders are net short. However, the asymmetry between institutional strategies and retail exposure is striking. Extremely bearish!

$ALM like death and taxes, war is inevitable…sorry, not sorry. The tungsten mines opened. The US army is also practicing digging mass battlefield graves. Google it. $USAR $SLVR $PLTR 👍

$ALM it just hit the 50/200 cross last week on the YTD chart. Not sure it’s a great short term buy right now but gonna start a position today in my long term portfolio and continue to buy if it keeps falling. I feel confident once the cross happens on the upside it will be a quick rise back to the teens. It may bounce around and have multiple crosses but that will also be a good sign that the consolidation for a bottom is in