 |
Junior Resource InvestingAuthor: JRI
Former professional researcher turning his attention to the markets as an industry outsider. Hungry to identify wealth creation opportunities for me and my followers. I create well-researched, no bullshit work to help retail investors connect with and learn from industry insiders. I believe in honesty, integrity, and strong research. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
PDAC '26 Sit-Downs: Allied Critical Metals Explains Why Tungsten Matters
Episode 121
Thursday, 26 March, 2026
Time Stamps Below. Link to Companion Article: https://juniorresourceinvesting.substack.com/publish/post/192036186?r=25pwww&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true VPEX Vitor Arezes of ACM.CN sat with me off-campus during this past PDAC and lifted the curtain on Allied's key advantages and why he believes people still don't fully get what's going on with tungsten. Time Stamps 01:00: Borralha PEA – What are you proud of within it? 08:30: Is the plan still to get into smaller production ASAP or do you want to maximise the mine plan before switching to production? 12:00 What do you say to people concerned about tungsten being too niche and too vulnerable to a big crash? 14:30 Supply Gap concerns: Can they be too easily filled by larger players? 17:30 Is this still a race to production though? 19:45: What do you see the actual Western supply gap at right now? 21:15: Current long-term pricing for off-takes and contracts. 25:15 Final Thoughts Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.
