Added to YB: 2026-03-30
Pitch date: 2026-03-26
ACM.CN [neutral]
Allied Critical Metals Inc.
+76.47%
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 395.8M
Pitch Price
CAD 1.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-14.31
EV/Sales
N/A
Sector
Metals and Mining
Category
growth
PDAC '26 Sit Downs: Allied Critical Metals Explains Why Tungsten Matters
ACM.CN (update): PEA shows $1B+ after-tax NPV at $1400/mtu APT (vs $2800 current), $91M capex, $300s AISC. DFS expected EOY targeting 2M tpa throughput for 12-15yr LOM. Western supply gap 50k tonnes annually by 2028-30; EU/US mandates reducing China reliance. Tungsten historically traded $2k-$10k/mtu; current surge seen as return to norms vs artificially suppressed Chinese pricing last 30yrs. Vitor: 65% con grade achieves 75-80% payability (rising to 85%).
Read full article (6 min)