Added to YB: 2026-03-30
Pitch date: 2026-03-26
ACM.CN [neutral]
Allied Critical Metals Inc.
+4.41%
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 firm. It focuses on tungsten mining projects in northern Portugal.
Market Cap
CAD 241.9M
Pitch Price
CAD 1.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-7.02
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)