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ALM

Almonty Industries Inc

BUY 2026-08-01 Updated today USD 11.06 Basic Materials - Other Precious MetalsAWAIT ENTRY
66

Position levels

Currenttoday
USD 11.06
Buy <=wait / entry
USD 7.67
Trim >=take some off
USD 13.00
Thesis breakA material Sangdong commissioning or grade failure, loss or material weakening o...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • Molybdenum offtake agreement with SeAH M&S for 100% of material
  • Strategic partnership agreement with American Defense International for US defense positioning
  • Commencement of processing plant throughput operations at Sangdong Mine
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