Almonty: Strategic Pivot To Western Defense Chains
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Capital Connoisseur147 FollowersFollow5ShareSaveCommentsSummaryAlmonty Industries is uniquely positioned to benefit from Western supply chain shifts and regulatory bans impacting the global tungsten market.ALM's liquidity surged to $111.6M post-Nasdaq listing, eliminating near-term dilution risk and enabling focused execution on Sangdong commissioning and U.S. expansion.Sangdong mine offers low-quartile operating costs, a 15-year offtake with floor pricing, and significant margin of safety against commodity volatility.U.S. DoD's 2027 tungsten import ban and ALM's Montana acquisition create powerful catalysts, with multiple growth options not yet priced into the stock. 1971yes/iStock via Getty Images The current landscape of the markets for critical minerals has dramatically changed in the past few years, shifting from a basic commodity model to a paradigm focused on national security and supply chain reliability. In my view, no place is this transformation clearerThis article was written byCapital Connoisseur147 FollowersFollowI am an investor specializing in the consumer products sector with a focus on identifying companies that offer a unique combination of strong brand recognition, solid financials, and growth potential. I have a keen eye for consumer trends and an in-depth understanding of the industry, which has helped me to identify profitable investment opportunities in the sector.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.