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ALM

Almonty Industries Inc

OPPORTUNISTIC BUY 2026-08-29 Data 14 days old USD 17.96 Basic Materials - Other Precious MetalsAWAIT ENTRY
ACTIONABLEMethodology gates passed
51

Position levels

Currenttoday
USD 17.96
Buy <=wait / entry
USD 11.50
Trim >=take some off
USD 19.50
Thesis breakA material delay to first production at Sangdong beyond the company's disclosed ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case17%100 / 10017.0
Base case49%62 / 10030.4
Bear case34%10 / 1003.4
Weighted conviction51 / 100 - OPPORTUNISTIC BUY

Top risks

  • Expanded long-term supply agreement with Global Tungsten for increased production
  • Authorized $300 million share buyback plan over three years for up to 14.4 million shares
  • Q2 2026 revenue increased 498% YoY to $43.0 million with income from mining operations of $26.1 million
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