Who mentions $ALM most on Surfaced?

@yasutaketin (シバイヌおやびん（投資系VTuber）) mentions $ALM most — 3 mentions in the past 12 months.

When was $ALM first mentioned on Surfaced?

The earliest tracked mention of $ALM in the Surfaced archive was on Apr 3, 2026.

How many voices track $ALM?

2 FinTwit voices have mentioned $ALM 5 times in the past 12 months.

What kind of voices mention $ALM most?

$ALM is mentioned most by Semis voices on Surfaced.

$ALM — FinTwit mentions on Surfaced

Recent mentions

5 mentions

@yasutaketinMay 26, 2026 · 2:54 PM

$ALM アルモンティは以前はカナダ・トロント本社だったが、2026年4月に米国モンタナ州ディロンへ本社を移転した

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@yasutaketinMay 26, 2026 · 2:44 PM

$ALM Almonty Industries 直近決算：2026年Q1 ・売上高：2,540万カナダドル　前年同期の790万カナダドルから＋221%。・調整後EBITDA：610万カナダドル　前年同期はマイナス240万カナダドル。黒字転換。・営業CF：970万カナダドル　キャッシュ創出がプラス化。・純損益：530万カナダドルの赤字　前年同期の3,460万カナダドル赤字から大幅改善。・EPS：マイナス0.02カナダドル　前年同期はマイナス0.13カナダドル。・現金残高：2億5,990万カナダドル　サンドン鉱山開発を進める資金余力は大きい。・好調要因：　タングステンAPT価格の上昇と、ポルトガルのパナスケイラ鉱山の好調。・注意点：　まだ最終赤字。赤字要因には、株価上昇に伴うデリバティブ・ワラント評価損など非現金費用も含まれる。結論：営業面は明確に改善。売上急増、EBITDA黒字化、営業CFプラス化で「タングステン価格上昇のレバレッジ」が出始めた決算。ただし、まだ純利益ベースでは赤字で、サンドン鉱山の立ち上げ進捗が次の焦点。

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@yasutaketinMay 26, 2026 · 2:21 PM

$ALM アルモンティ・インダストリーズタングステン採掘・精鉱生産。防衛、航空宇宙、半導体製造装置、切削工具などに使われる戦略金属タングステンの供給企業。本社は米国。鉱山はポルトガル、スペイン、韓国など。「中国依存度の高いタングステン供給網を、欧米・韓国側で補完する銘柄」という位置づけ。特に韓国Sangdong鉱山が成長ドライバー。

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@bullofbritainApr 17, 2026 · 5:07 PM

@BidBird10 Agree. This was mainly a reference to $ALM price action and seeing this watchlist candle every day. https://t.co/UHe52kbBDT

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@bullofbritainApr 3, 2026 · 9:50 AM

The Tungsten gang just don't stop winning. Been asked to check this post a few times, but hopefully now with players like Citrini commenting on the situation people will start taking it seriously. Two demand pools fighting over one constrained supply. Pool 1: Every NATO shell, every penetrator, every kinetic kill vehicle. Terminal consumption. Zero recycling. Rheinmetall targeting 1.1M shells/yr. None of that tungsten comes back. (Confirmed depleted by Rheinmetall CEO himself. Backed by tax-free trade deal with Australia, specifically naming Tungsten.) Pool 2: Every 3D NAND wafer. 200 layers. 200 tungsten depositions. Samsung just got told supply runs out in June. Qualification for alternatives takes 18 months they're skipping steps because there's no time. (Samsung confirmation this is real. CAGR of AI infrastructure not slowing down.) China controls 80% of tungsten powder. Japan specifically targeted with dual-use controls. APT up 557% in 12 months. BUT THIS ISN'T ALL. China has reduced total tungsten exports by 34% YoY with APT exports at literally ZERO in January-February 2026. But they STILL can't keep up with domestic demand. So what are they doing? IMPORTING Western supply at 738% YoY price increases. The country that owns 80% is now a net buyer. This has never happened simultaneously in tungsten's history. Defence and semiconductors competing for the same molecule at the same time with no supply relief in sight. U.S. AI capex, U.S. defence, NATO, Asian semis INCLUDING CHINA -> all buying the same Western squeezed supply. That's the supercycle. Not a war trade. Not a spike. A structural repricing of the most irreplaceable metal in the western supply chain. So who's producing? $EQR.AX - THE FRONT RUNNER Two operating mines. 153,000 MTU/yr and scaling to 400,000. 60-80% of Western NDAA-compliant supply. A$147/MTU cash cost at Barruecopardo against $3,000 APT. Insiders buying NEW SHARES AND OPTIONS PRIOR TO QUARTERLY REPORT IN 3 WEEKS . EU-Australia FTA names tungsten directly and EQR sits on BOTH sides of that deal. Largest tungsten resource on the ASX at 11.27M MTU. Currently trading at 1/17th of $ALM per tonne of production. $ALM -> The popular name but HUGE warnings. Sangdong just commissioned. Huge deposit. But CEO filed to sell $85M shares on March 23 (Doesnt look good when you are going into your most parabolic stage of your company). 17x more expensive per tonne of production than EQR. Priced for the future at $4.4B market cap. $BMM -> U.S. domestic exposure. American soil. Pentagon-aligned. If the NDAA procurement ban from Jan 2027 drives demand to domestic producers, BMM benefits directly from "America First" $GMTL / $TUNGF NATO exposure. European supply chain. If EU defence procurement follows the Critical Raw Materials Act, these are positioned. The NDAA procurement ban goes live January 1, 2027. That's a legal floor under Western tungsten demand regardless of price, regardless of trade negotiations, regardless of whether APT is at $500 or $5,000. New Western mines need 2+ years minimum. The squeeze has no relief valve. NFA. Do your own research. But the fabs just confirmed what the defence primes already knew there's nowhere to go but up.

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