President Donald Trump’s administration is involved in talks for a US company to access one of the world’s largest untapped deposits of tungsten, a metal used by the Pentagon to make ammunition, projectiles and other weaponry https://t.co/Ht02t5oXz0 ...

Core Insights - U.S. shale drillers are experiencing increased costs for tungsten, a critical material for industrial tools such as drill bits, due to Chinese export controls that have limited supply [1] Industry Impact - The rise in tungsten prices poses a challenge to U.S. fossil fuel production goals set by President Donald Trump, as higher input costs can affect overall production efficiency and profitability [1]

Company Overview - Almonty Industries Inc. (ALM) shares increased by 12.3% to close at $5.95, with a notable trading volume compared to typical sessions, and a total gain of 23.5% over the past four weeks [1][2] Project Development - The company has initiated a large-scale drilling program at its Sangdong Molybdenum Project in South Korea, planning to drill 26 holes over 11,700 meters to confirm molybdenum reserves [2][3] - Almonty holds an exclusive agreement to supply 100% of future molybdenum output from the Sangdong project to SeAH M&S, a subsidiary of the SeAH Group, in response to a molybdenum shortage in South Korea [3] Financial Performance - The upcoming quarterly earnings report is expected to show earnings of $0.00 per share, reflecting a year-over-year change of +100%, with revenues projected at $17.33 million, a 248% increase from the previous year [4] - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [5] Industry Context - Almonty Industries is part of the Zacks Mining - Miscellaneous industry, where Teck Resources Ltd (TECK) also operates, having closed at $38.62 with a 0.3% decrease in the last trading session and a 16.3% return over the past month [6]

Group 1: Market Overview - As of September 23, 2025, two stocks in the materials sector are signaling potential warnings for momentum-focused investors [1] - The Relative Strength Index (RSI) is highlighted as a key momentum indicator, with values above 70 indicating overbought conditions [2] Group 2: Almonty Industries Inc - Almonty Industries reported a year-over-year decrease in second-quarter revenue, but the CEO noted solid momentum from strategic initiatives [7] - The company's stock increased approximately 24% over the past month, reaching a 52-week high of $5.50 [7] - The RSI value for Almonty Industries is 74.9, with shares closing at $5.30 after a 4.5% gain [7] Group 3: First Majestic Silver Corp - First Majestic reported positive exploration results at Los Gatos, with the CEO emphasizing the exploration upside following the acquisition of Gatos Silver [7] - The stock of First Majestic gained around 36% over the past month, achieving a 52-week high of $12.16 [7] - The RSI value for First Majestic Silver is 81.5, with shares closing at $12.14 after a 14.3% increase [7] - The company has a momentum score of 92.51 and a value score of 16.73 [7]

Corporate Events - In February 2025, the company was granted a permit for a drill program on the Green Monster property in Clark County, Nevada [6] - In April 2025, the company contracted Midnight Sun Drilling Inc. to conduct the drill program at Green Monster [6] - In May 2025, drilling began with an initial plan of five holes [6] - In July 2025, assay results revealed a new zone of polymetallic mineralization with high-grade zinc over 30% and significant silver, nickel, cobalt, and copper values [6] - In August 2025, the company shifted its exploration focus to the new mineralization zone for Phase 2 [6] Wildhorse Project - The Wildhorse Property consists of 61 mineral claims covering 1,220 acres (494 hectares) in Mineral County, Nevada [9] - In May 2025, the company staked 45 mineral claims representing 900 acres (364 hectares) in Mineral County [6] - In September 2025, assay results from Phase 1 exploration returned 11.2 g/t gold and 11.35 g/t silver, along with strong tungsten-bismuth anomalies [6] Current & Next Steps - The company is awaiting assays for platinum, palladium, and rare earth elements from Green Monster [13] - Drill selection and permitting for Phase 2 at Green Monster is underway, targeting up to eight holes totaling 2,000 feet [13] - Staking of 30 additional claims at Wildhorse is in progress [13] - A consultant has been retained to produce geological maps for the Wildhorse Project [13] - An application for a permit to conduct trenching at the Coca Cola Zone at Wildhorse has been submitted [13] Company Overview - Glenstar Minerals Inc. focuses on polymetallic minerals essential for electronics and energy technologies [10] - The company trades on multiple exchanges: CSE under "GSTR", Frankfurt Stock Exchange under "VO20", and OTCQB in the USA under "GSTRF" [10]

Trade Policy - The US government exempted graphite, tungsten, uranium, and gold bullion from country-based tariffs [1] - The US government subjected silicone products to tariffs [1]

Financial Activities - Almonty 通过超额认购发行成功融资 90 million 美元，用于在纳斯达克上市 [1] Market Performance - Almonty 的股票在美国交易首秀中上涨 [1]