Professional
Added to YB: 2025-08-01
Pitch date: 2025-07-23
TGN.AX [bullish]
Tungsten Mining NL
+252.11%
current return
Author Info
Massif Capital invests in Basic Materials, Energy, and Industrial businesses, creating a unique portfolio that produces uncorrelated long-term capital appreciation. Follow on Twitter/X.
Company Info
Tungsten Mining NL engages in the exploration, evaluation, and development of mineral resources in Australia.
Market Cap
AUD 62.0M
Pitch Price
AUD 0.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
-11.34
P/E
-8.39
EV/Sales
2.4K
Sector
Metals and Mining
Category
growth
Massif Capital Real Assets Strategy Portfolio Holding: Tungsten Mining
TGN.AX (holding update): Critical tungsten producer (80% controlled by China) in friendly Western countries. Low-cost operations with one producing asset (expandable) + second in development. Has offtake with largest Western smelter (key DOD supplier). Tungsten prices +32% in 2025 amid supply constraints. Strong fundamentals from unique properties for defense, aerospace, EV batteries.
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