▶ 4:15 · $ALMTF · I Interviewed The CEO Of A $4.5B Mining Stock Growing 498% (Almonty Industries)

episode briefing

I Interviewed The CEO Of A $4.5B Mining Stock Growing 498% (Almonty Industries)

2026-08-19 · 4 company · 13 thematic

sentiment

3 bull0 bear1 neu

speakers

20-year tungsten industry veteran; largest individual shareholder of Almonty; led acquisition and decade-long development of Sang Dong mine in South Korea (largest Western tungsten mine); previously hired by Chinese government to advise on environmental compliance for Chinese tungsten mines.

michael sikand

Founder of Our Future, a business-media brand focused on the next generation of founders and operators. He also hosts interviews with entrepreneurs and executives.

quote

“Because no AI without critical minerals. So it's it's you know it's like being able to make the greatest you know birthday cake in the world. But if you don't have any wheat, there's no way to make the cake. And that's really how you shoul…”

—lewis black

now playing · $ALMTF

$ALMTF···bullish· high· poslewis black

Almonty CEO sees 5-6 year tungsten supercycle as Sang Dong mine ramps

Structural supply deficit as China pivots downstream and restricts exports; Sang Dong mine in Korea is only new Western supply coming online; prices won't fall below $1,000/unit v…

$ALMTF···bullish· high· poslewis black

Almonty CEO sees 5-6 year tungsten deficit driving revenue to $700M by 2027

China's pivot downstream creates structural tungsten supply deficit for 5-6 years; Sang Dong mine ramp and molybdenum byproduct with $19/lb floor price drive revenue toward $700M…

$FIDELITYneutral· mediumlewis black

Fidelity holds 11%+ of Almonty, signaling blue-chip institutional backing

Fidelity's 31.8M share stake (11%+ of company) validates Almonty's quality and attracts other institutional investors; management deliberately courted difficult-to-impress blue-ch…

$ALMTF···bullish· mediummichael sikand

Host compares Almonty to Micron as potential tungsten supercycle winner

Almonty's proven production ramp (Sang Dong now online), 498% revenue growth, and structural tungsten supply deficit could drive Micron-like profit expansion if supply-demand imba…

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▶ 4:15 · $ALMTF · I Interviewed The CEO Of A $4.5B Mining Stock Growing 498% (Almonty Industries)

episode briefing

Michael Sikand

I Interviewed The CEO Of A $4.5B Mining Stock Growing 498% (Almonty Industries)

2026-08-19 · 4 company · 13 thematic

sentiment

3 bull0 bear1 neu

speakers

lewis black

michael sikand

Founder of Our Future, a business-media brand focused on the next generation of founders and operators. He also hosts interviews with entrepreneurs and executives.

quote

“Because no AI without critical minerals. So it's it's you know it's like being able to make the greatest you know birthday cake in the world. But if you don't have any wheat, there's no way to make the cake. And that's really how you shoul…”

—lewis black

now playing · $ALMTF

$ALMTF···bullish· high· poslewis black

Almonty CEO sees 5-6 year tungsten supercycle as Sang Dong mine ramps

Structural supply deficit as China pivots downstream and restricts exports; Sang Dong mine in Korea is only new Western supply coming online; prices won't fall below $1,000/unit v…

$ALMTF···bullish· high· poslewis black

Almonty CEO sees 5-6 year tungsten deficit driving revenue to $700M by 2027

China's pivot downstream creates structural tungsten supply deficit for 5-6 years; Sang Dong mine ramp and molybdenum byproduct with $19/lb floor price drive revenue toward $700M…

$FIDELITYneutral· mediumlewis black

Fidelity holds 11%+ of Almonty, signaling blue-chip institutional backing

Fidelity's 31.8M share stake (11%+ of company) validates Almonty's quality and attracts other institutional investors; management deliberately courted difficult-to-impress blue-ch…

$ALMTF···bullish· mediummichael sikand

Host compares Almonty to Micron as potential tungsten supercycle winner

Almonty's proven production ramp (Sang Dong now online), 498% revenue growth, and structural tungsten supply deficit could drive Micron-like profit expansion if supply-demand imba…