Almonty Stock: Major US Breakthrough Achieved in 2025 – What Investors Need to Know
- Why Is Almonty’s Montana Acquisition a Big Deal?
- How Does This Address US Supply Chain Woes?
- What’s Almonty’s Global Play Here?
- Why Are Analysts Raising Their Targets?
- What’s the National Security Angle?
- Is Now the Time to Buy Almonty Stock?
- FAQs
Why Is Almonty’s Montana Acquisition a Big Deal?
Almonty Industries has officially planted its flag in the US with the purchase of the Gentung Browns Lake tungsten project in Montana. CEO Lewis Black calls this entry into the "world’s most strategic tungsten market" a watershed moment. The project boasts substantial resources: 7.53 million tonnes at 0.315% WO₃, targeting ~140,000 metric tonne units annually by late 2026. With over 90% recovery rates and an underground room-and-pillar mining approach, this isn’t just another deposit—it’s a lifeline for US industries scrambling for non-Chinese tungsten.
How Does This Address US Supply Chain Woes?
The US defense sector has been sweating bullets over tungsten shortages due to China’s export quotas. Almonty’s Montana project is like finding an oasis in a desert—local production means no more begging Beijing for critical materials. The site’s infrastructure is already a win: road access, energy sources, water rights, and an existing mill site. For Lockheed Martin or Northrop Grumman, this could mean fewer production delays and more predictable costs.
What’s Almonty’s Global Play Here?
Black isn’t shy about the strategy: "Entering the US completes our trifecta." Alongside Montana, Almonty’s portfolio now includes:
- Sangdong Mine (South Korea): Nearing completion, set to be one of the world’s largest tungsten producers
- Panasqueira Mine (Portugal): Steady output since 1896 (yes, it’s been running since the horse-and-buggy era)
- Spanish Projects: Showing renewed growth after years of dormancy
This isn’t diversification—it’s domination of the Western tungsten supply chain.
Why Are Analysts Raising Their Targets?
D.A. Davidson just reaffirmed its $12 price target (versus today’s ~$7.50), while MarketBeat’s consensus sits at $9.83. The math is simple: China’s export curbs have tungsten prices creeping up, and Almonty’s now the only Western player with assets on three continents. As one BTCC analyst quipped, "They’re not just riding the wave—they
What’s the National Security Angle?
This isn’t just about profits. The Pentagon’s 2024 Critical Minerals List put tungsten front and center, and Montana’s location dodges shipping headaches (no more "lost in the Suez Canal" drama). For aerospace and semiconductor firms, Almonty’s US footprint could mean the difference between meeting contracts or facing penalties.
Is Now the Time to Buy Almonty Stock?
The numbers tell a compelling story:
| Metric | Value |
|---|---|
| Projected Montana Production | 140,000 MTU/year |
| Current Tungsten Price | $340/MTU (up 18% YoY) |
| Analyst Upside | 30-60% to targets |
With production still two years out, there’s time to get in—but as institutional investors pile in, retail traders might not want to dawdle.
This article does not constitute investment advice. Tungsten prices and mining timelines can be volatile—do your own research.
FAQs
What makes Almonty’s Montana project unique?
It’s the only major tungsten development in the US with full infrastructure in place, avoiding the 5-7 year delays typical of new mines.
How dependent is Almonty on Chinese market conditions?
While China influences global prices, Almonty’s diversified assets reduce reliance—only 22% of revenue comes from Asian markets.
When will Montana reach full production?
Targeting H2 2026, assuming permitting stays on track (Montana’s pro-mining stance helps).
