Added to YB: 2026-07-31
Pitch date: 2026-07-28
ACM.CN [bullish]
Allied Critical Metals Inc.
-0.55%
current return
Author Info
Junior Resource Investing is a former professional academic researcher now working to uncover high-quality plays in the junior resource sector. Sign up for the newsletter.
Company Info
Allied Critical Metals Inc. operates as a mining exploration and development company in Canada. The company’s flagship asset is the Borralha tungsten project located to the northeast of Porto.
Market Cap
CAD 327.5M
Pitch Price
CAD 1.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-11.83
EV/Sales
N/A
Sector
Metals and Mining
Category
growth
Allied Critical Metals: New Discoveries, Near-Term Production, and Why Tungsten's Run Isn't Over Yet.
ACM.CN: Portuguese tungsten play, 5x since last fall, still holds multiples upside. APT prices sticky at $3000+/mtu (+241% YTD) on China export curbs & western supply deficits (BMO sees deficit thru 2026). Borralha PEA after-tax NPV8 US$1.4B vs $260M mkt cap. New Venise discovery (1% W over 13m), 20,000m drill, $40M binding offtake w/ $1000 floor. Q4 pilot production, commercial 2027, Nasdaq uplist fall. Producing peers sport $1B+ caps. Execution risk on mine build.
Read full article (8 min)