Added to YB: 2025-08-01
Pitch date: 2025-07-23
TGN.AX [bullish]
Tungsten Mining NL
+209.86%
current return
Author Info
No bio for this author
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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