ALM
Almonty Industries Inc
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
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 33% | 100 / 100 | 33.0 |
| Base case | 51% | 62 / 100 | 31.6 |
| Bear case | 16% | 10 / 100 | 1.6 |
| Weighted conviction | 66 / 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