Seeking Alpha
08 Oct 2026, 11:48 UTC · 1h ago
Almonty: The Market Is Pricing A Tungsten Crash That Hasn't Come
Impact · against what's priced in
ALM receives a positive catalyst as the Sangdong mine transitions from development to production with its first batch of tungsten concentrate. While the author suggests the market is overly pessimistic about tungsten prices, the primary value driver here is the concrete derisking of the mine's operational status.
- ALM+0.60
No priced-in read yet
- In context
The receipt of final operating certificates on September 17 and the subsequent production of the first batch of tungsten concentrate fundamentally changes the company's status from a developer to a producer.
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