ALM

Almonty Industries Inc

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 7.63 Basic Materials - Other Precious MetalsIN BUY ZONE

ACTIONABLEMethodology gates passed

Position levels

Currenttoday

USD 7.63

Buy <=wait / entry

USD 8.67

Trim >=take some off

USD 14.00

Thesis breakA sustained Sangdong production shortfall versus contracted volumes, a named off...

Scenario-weighted conviction

	Probability	Score	Contribution
Bull case	30%	100 / 100	30.0
Base case	52%	62 / 100	32.2
Bear case	18%	10 / 100	1.8
Weighted conviction			64 / 100 - OPPORTUNISTIC BUY

Top risks

Extended offtake agreement and expanded supply agreement with Global Tungsten for increased production
Sangdong mine moving into commercial operation with multiple supply agreements
Q2 FY26 revenue of 42.99M (+498% YoY) and earnings of 181.8M with 422.89% profit margin

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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.