Allied Critical Metals Inc
Promotional Strapline: Near term tungsten production in Portugal.
Primary Ticker: CSE:ACM, OTCQB:ACMIF, FSE:0VJ0
Stage of Development: Development, Exploration
Primary Minerals: Tungsten
Country / Region: Canada, Portugal
Market Cap 370M
Project Locations: Portugal
Website: Allied Critical Metals Inc
Allied Critical Metals Inc. is a Canadian-based mining company advancing the redevelopment of its 100%-owned, past-producing Borralha Tungsten Project and the Vila Verde Tungsten Project in northern Portugal. The Company is focused on becoming a leading, secure Western supplier of tungsten—one of the world’s most strategically critical metals—essential for defense systems, industrial manufacturing, energy infrastructure, and next-generation technologies. Allied’s flagship Borralha Tungsten Project is underpinned by a robust Preliminary Economic Assessment (PEA), demonstrating strong project economics, including an NPV of $963.8 million (USD $706.4 million) at USD $1,500/mtu WO₃ (Current price is over $3,200/mtu WO3), an IRR of 78.4%, and a payback period of approximately 1.2 years. The study outlines a low-cost operation with projected life-of-mine operating costs of approximately US$59.3/mtu WO₃ and initial capital expenditures of approximately US$91.5 million, positioning Borralha as a high-margin, near-term production opportunity within the European Union.
Management Profile:
ROY BONNELL CEO / DIRECTOR
Roy Bonnell brings 30+ years of leadership in capital markets and natural resources, co-founding and leading multiple public companies, supported by advanced legal and business degrees.
DAVE BURWELL VP CORPORATE DEVELOPMENT
Dave Burwell has over 18 years of Capital Markets experience, complimented by a full and diverse marketing/communications background and a specialization in online marketing. He holds a business degree in Marketing.
What are your key goals for the next 3 and 6 months?
3 Months
- Secure project level financing
- Announce Drill Results
- Announce offtakes
6 Months
- Begin production at Vila Verde pilot plant.
- Begin construction of Borralha industrial scale plant.
- Update MRE.
12 Months
- Update PEA.
- Uplist to the NASDAQ
What do you think makes your company such a compelling investment?
- The company owns two brownfield tungsten projects in Portugal.
- China has restricted the supply of tungsten to western countries.
- Western government are pushing projects to get into production including Allied's.
- The price of tungsten has increased 1,000% over the last year, from $325 / MTU to over $1200 / MTU. Allied is profitable at $325.
- Allied is months aways from production.
