Added to YB: 2026-05-20
Pitch date: 2026-05-15
ACM.CN [neutral]
Allied Critical Metals Inc.
-7.29%
current return
Author Info
No bio for this author
Company Info
Allied Critical Metals Inc. operates as a mining exploration and development firm. It focuses on tungsten mining projects in northern Portugal.
Market Cap
CAD 361.4M
Pitch Price
CAD 1.92
Price Target
7.06 (+297%)
Dividend
N/A
EV/EBITDA
N/A
P/E
-9.95
EV/Sales
N/A
Sector
Metals and Mining
Category
value
Massif Capital Real Assets Strategy Portfolio Holding: Allied Critical Metals Inc.
ACM.CN (holding update): Western tungsten pure-play developing Portugal's Borralha asset. 13Mt M&I at 0.21% WO3, largest undeveloped EU tungsten resource. PEA: C$473M NPV8%, 48.8% IRR at $1,000/mtu vs $303 AISC (2nd quartile global cost curve). Environmental permit cleared Jan'26, recognized as strategic national initiative. $25M equity + $15M debt fully funds to end-2027. Probability-weighted IV C$3.83 vs C$2.12 current (45% MOS). Bear case $500/mtu → C$0.52, Extreme $3k+ → C$7.06. 40% inventory Inferred; 20k-meter drill targets conversion & Venise Breccia. Ref: Almonty C$8.2B mcap at 1,700-2,000tpa production.
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