Q: Almonty Industries the mainly Tungsten mining company has had a meteoric ride over the past year. The mine in S Korea has just recently started to produce. It has grest capacity and there’s a tremendous demand for this mineral worldwide.
What are the chances that it may be bought out by a large international or US company?
Thanks

Q: Hi team,

Do you find anything worth buying now for growth, in these stars of 2025 ?

Resolute Holdings rhld-n Terns Pharma tern-q Celcuity celc-q Nanobiotix nbtx-q Cidara Therapeutics cdtx-q Palvella Therapeutics pvla-q Almonty Industries alm-q Hycroft Mining hymc-q Abivax abvx-q Regencell Bio rgc-Q

In which order would you buy ?

Gratefully,

Jacques IDS

Q: I’m looking into Almonty and trying to separate substance from narrative.

Tungsten is often framed as a U.S. critical mineral and the West is clearly dependent on China, but I’m wondering how much that actually translates into shareholder value. Sangdong in South Korea only restarted production in 2025, but it did operate historically and shut down mainly due to pricing and Chinese oversupply rather than geology.

Management also recently hired a former U.S. general into a senior operating role, which could signal an attempt to align with defense or strategic supply chains, though it’s unclear how tangible that is in practice.

What % of portfolio allocation would you recommend? And how do you view the future growth of this company?