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From: Gib Bogle

8/27/2025 12:43:35 PM

1 Recommendation

Recommended By
jaubin

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AII It is of no particular interest to me, but I've seen many posts about Almonty. In case it's useful, here is the contents of an email from CruxInvestor:

Sangdong Economics Under Scrutiny: Implications for Almonty's Enterprise Value

We’re following up our recent critical mineral coverage with a closer look at Almonty Industries Incorporated (TSX:AII | ASX:AII | OTCQX:ALMTF | Frankfurt:ALI.F), which has captured market attention with its plans to restart the historic Sangdong tungsten mine in South Korea. Almonty is positioning itself as the only U.S.-based tungsten supplier at scale - a narrative that has driven its share price sharply higher since late 2024, amid tightening U.S. defense restrictions on Chinese supply.

Our latest Analyst’s Notes evaluates whether Sangdong’s economics can justify Almonty’s billion-dollar enterprise value. While the company highlights Sangdong as one of the world’s largest and highest-grade tungsten deposits, discrepancies in its technical reporting and untested mining assumptions raise serious questions about long-term viability.

The Lowdown? In this month’s Analyst’s Notes, we compare Almonty’s own assumptions with a more conservative model built by us. We test the credibility of mining cost estimates, reserve conversion methods, and metallurgical assumptions to assess whether projected returns are realistic. We also explore the implications of U.S. domestic positioning - and whether geopolitical support can compensate for technical and financial weaknesses.

With tungsten’s strategic profile rising and Sangdong seen as a potential cornerstone of non-Chinese supply, does Almonty represent a critical mineral powerhouse in the making - or has the market been caught up in the hype?

To access the full Analyst’s Notes report on Almonty Industries, head to analystsnotes.com and subscribe with your email. Our reports are free and designed to provide technically grounded, independent insights for investors tracking emerging mining companies.

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