Added to YB: 2026-05-20
Pitch date: 2026-05-15
ACM.CN [neutral]
Allied Critical Metals Inc.
+19.27%
current return
Author Info
No bio for this author
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 388.6M
Pitch Price
CAD 1.92
Price Target
7.06 (+227%)
Dividend
N/A
EV/EBITDA
N/A
P/E
-14.05
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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