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History tells us investment opportunities show up where geopolitical disruption meets supply threats.
It's no different today.
Trade and supply interference between the US, China and Russia is growing. 1
DJT in the White House will only agitate those relationships, especially with his threatened 100% tariffs.2
Meanwhile, with everyone focused on gold, uranium and electric vehicle (EV) minerals, most investors are overlooking a critical defense metal the superpowers are jockeying for.
It's a macro-level powerplay to control a polymetallic metal that's vital to any nation's defense sector (think armor-piercing missiles, artillery)... for aerospace (jet nozzles, rotors)... cutting-edge electronics (semiconductors, battery tech)... creating super-strong tools... and even for future uses like asteroid mining (drill bits that are harder than rock-hard).
And for good reason. It has a higher melting point than any other metal, a density similar to gold, and it combines with carbon to create an alloy almost as hard as diamond. In other words, the dream metal for demanding modern world tech applications.3
No surprise then that demand has surged 4000%+ over the 100 years the metal's been used on an industrial scale. 4
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And to make this highly strategic mystery metal even more of a global must-have, China - the nation that controls 84% of its global production5 - just slammed the door on its export.
China waited until DJT won the US presidential election to announce that they re ratcheted up their export controls.6
Making things even more urgent, by 2015 all the mines in America that used to produce this metal had shut down after China flooded the market, making production uneconomic. (Alert. one of those past producing US mines was recently acquired...more on that in a moment.)
So, what's this indispensable metal?
Tungsten.
And why doesn't the US have a domestic supply chain?
Because the old geopolitical attitude was to let less developed countries (like China) do the dirty work (like mining and producing tungsten) while the more developed countries bought from them. Back then, it sounded good. Today, it's come back to bite the US... hard.
Between China's chokehold on key resources, and their winner-take-all trade relationship with America, the US is highly motivated to onshore the production of tungsten asap.
Especially since demand for critical minerals in general is surging...
... while China controls 65 to 90% of the global supply.7
"Critical minerals" are exactly that: resources that serve an essential function in operating a country... they also have a high risk for supply chain disruption. In 2022, the US Geological Survey (USGS) published America's definitive list of 50 critical minerals. 8
The chart below shows just how vulnerable the US is when it comes to critical minerals supply.
And for the US, tungsten tops the list (it's also on the list for the US Departments of Energy and Defense, and for Canada's Ministry of National Defense).
That's why the US government is throwing tremendous amounts of money and support behind onshoring and restarting tungsten mines on American soil to reduce their foreign dependency.
JRB, and DJT before him, worked to improve domestic critical minerals supply. And over the last few years, Congress passed multiple acts, including the Inflation Reduction Act (IRA), which together authorized a staggering $8.5 billion in funding for critical minerals.9
We mentioned that investment opportunities show up where geopolitical disruption meets supply threats… that's exactly what we have today thanks to America's urgent need for a reliable tungsten supply.
Fortunately for American Tungsten Corp. (CSE: TUNG | OTC: DEMRF), they're on the ground and ready to go, with their fully-permitted, world-class, past-producing tungsten mine that's perfectly positioned for a near-term restart and domestic production on American soil.
American Tungsten Corp. (CSE: TUNG | OTC: DEMRF) isn't just another Canada-based company dedicated to acquiring, exploration and advancing mineral properties.
They're a junior miner with big competitive advantages the market will learn about soon, including:
And those are just the highlights (see below for an even deeper dive).
American Tungsten Corp. (CSE: TUNG | OTC: DEMRF) announced a $2-million non-brokered private placement last November to fund initial work on the IMA Tungsten Mine property, which was fully closed in January. The company then completed an additional $2.3 million financing in February.12
Leading the Company is a proven team of industry veterans, resource finders, and mine builders. Their 80+ years of combined experience includes the 45+ years of Finley Bakker, P. Geo., specializing in identifying, exploring, operating, and mobilizing tungsten assets.
With China turning off the tungsten tap, and America desperate for local supply, American Tungsten Corp. (CSE: TUNG | OTC: DEMRF) is highly motivated to aggressively advance their past-producing asset to claim the prize of America's first new tungsten producer.
10 subject to a 2% royalty
They're a junior miner with big competitive advantages the market will learn about soon, including:
The good news for American Tungsten Corp. (CSE: TUNG | OTC: DEMRF) is that the tungsten supply chain threat isn't due to a lack of deposits. Abundant deposits are known around the world, including in the US.
The supply threat is due to China's over-sized control of production - about 84% of global output - and their restriction of access to tungsten.
China's central government has systematically regulated the country's tungsten industry by prohibiting foreign investment in exploration and mining, limiting mining and export licenses, and imposing quotas on production and processing.
Those restrictions make the US more vulnerable than any other nation since:
When you add in America's growing tungsten imports..
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... it's easy to see why American Tungsten Corp. (CSE: TUNG | OTC: DEMRF) potential for near-term US-based tungsten production is exactly the kind of news the market will pay close attention to.
When it comes to building America's first current-day tungsten mine, the advanced, underground IMA Mine gives American Tungsten Corp. (CSE: TUNG | OTC: DEMRF) multiple advantages over peers at the exploration stage or in the years-long grind of building a new mine.
Advantage #1: De-risked
Advantage #2: Less red tape
Advantage #3: Less cost
Advantage #4: Less time to production
Advantage #5: Jurisdiction Support
When you put it all together, American Tungsten Corp. (CSE: TUNG | OTC: DEMRF) is in the right place at the right time with the right asset to address America's need for domestic tungsten.
And while re-starting a mine that's even this advanced still requires strategic work, the Company has the leadership and plans in place to make that happen (more on those in a moment).
15 Regarding historical mineralization estimates, $TUNG wisely clarifies they're not treating these as current mineral resources or reserves due to pre-dating current industry reporting standards.
16 Inspiration Development Co., 1980; 1980 Progress Report, IMA Property, ID, 1980, 12p.
American Tungsten Corp. (CSE: TUNG | OTC: DEMRF) isn't alone when it comes to strategically targeting the world's insatiable demand for tungsten.
It also helps that the price of tungsten continues to trend upward, with about a 45% gain in recent years.18
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Below we take a quick look at some of American Tungsten Corp.'s (CSE: TUNG | OTC: DEMRF) tungsten and defense metal peers, including how far they are along the mining lifecycle.
Company: Fireweed Metals Corp.
Country: Canada
Lifecycle: Exploration
Fireweed's Mactung Project is a large, high-grade tungsten deposit. Despite being discovered over 60 years ago, and after decades of extensive drilling and work, including a Feasibility Study (2009), a mine project assessment (2014), and a Technical Report with updated mineral resources (2023)19, it's yet to achieve production.
Company: Almonty Industries Inc.
Country: South Korea
Lifecycle: Development (past producing)
Almonty is currently developing its Sangdong tungsten mine in South Korea, which hosts one of the world's largest tungsten resources. Before the mine closed in the 90s due to low commodity prices, it was the top global tungsten producer for 40+ years,20
Company: EQ Resources Limited
Country: Australia
Lifecycle: Producing
EQ is expanding its past-producing Mit Carbine tungsten asset. Mt Carbine was a major tungsten producer in the 70s and 80s. The deposit is still relatively unexplored and has considerable exploration potential for new tungsten mineralization.21
Company: Guardian Metal Resources PLC
Country: USA
Lifecycle: Exploration
Guardian's Pilot Mountain Project is believed to host the largest undeveloped tungsten deposit on American soil. Guardian is focused on expanding the project's historical Mineral Resource Estimate, addressing permitting, and advancing toward a mining Feasibility Study.22
Company: Military Metals Corp
Country: Slovakia
Lifecycle: Exploration (for antimony, which has similar applications to tungsten)
Military Metals' Trojarova project is on trend with, and the likely continuation of, the historical Pezinok antimony-gold mine, one of Europe's most significant past-producers, going back 200+ years (it closed in 1991 due to the fall of the USSR).23
The chart below shows how undervalued American Tungsten Corp. (CSE: TUNG | OTC: DEMRF) is compared to these peers (some of which are much earlier in the mining lifecycle), most likely due to American Tungsten Corp. being a new and largely unknown addition to the sector.
Meanwhile, the table below shows how American Tungsten Corp. (CSE: TUNG | OTC: DEMRF) outperformed those peers on share price performance over the last 12 months while having far more room for market cap growth.
Because the IMA Tungsten Mine is a brownfield, advanced stage asset, American Tungsten Corp. (CSE: TUNG | OTC: DEMRF) has the advantage of extensive data and insight into both the mine's mineralization and that of the surrounding property.
The diagram below is an excellent example.
The 2 diagonal arrows near the middle of the diagram - related to the "Zero" level and "D" level rehabilitation work - point to accessible underground veins.
Further to the left are arrows and labels indicating that vein intercepts in historical drilling are along strike of the previously mentioned underground veins.
That means the known mineralization could carry all the way through the side of the mountain. If exploration efforts confirm that possibility, then American Tungsten Corp. (CSE: TUNG | OTC: DEMRF) would be sitting on a mineralization zone that's much larger and a lot more valuable than what's known today.
Last November, American Tungsten Corp. (CSE: TUNG | OTC: DEMRF) issued a news release where CEO Murray Nye stated:
"In the near-term, we hope to re-new the IMA Mine's historic resources, add resource tonnes, and drive toward a mine restart."25
The Company's corporate presentation breaks down their strategic objectives to march the IMA Tungsten Mine into production as soon as possible.
The key takeaways here are:
We already saw how American Tungsten Corp.'s (CSE: TUNG | OTC: DEMRF) market cap is a mere fraction of the size of its peers, despite the advanced stage of the Company's IMA Tungsten Mine asset.
That market cap upside potential is just one of the investment advantages of discovering an undervalued junior mining stock that hasn't gone through a price discovery process in the markets yet due to it being a new story.
A second advantage is American Tungsten Corp.'s (CSE: TUNG | OTC: DEMRF) small number of shares outstanding. That makes it much easier for the Company to raise the capital needed to move their asset advancement and mine restart plans forward.
When it comes to leadership, American Tungsten Corp.'s (CSE: TUNG | OTC: DEMRF) once again has what it takes to move their past-producing tungsten mine toward a near-term restart.
Just the 3 key players below represent nearly a century of invaluable in-the-trenches expertise.
Murray Nye, CEO
Austin Zinsser, PG, VP Exploration
Finley Bakker, P. Geo., Technical Advisor
Alpha Equity Report has been retained by American Tungsten Corp. to provide various online marketing, social media, communications, and advertising services. We have an agreement with American Tungsten Corp. for them to compensate us throughout the term of the agreement. The author, publisher or insiders of the publisher may currently have long or short positions in the securities of the companies mentioned herein, or may have such a position in the future (and therefore may profit from fluctuations in the trading price of the securities. To the extent such persons do have such positions, there is no guarantee that such persons will maintain such positions.
The scientific and technical information has been reviewed and approved by a Qualified Person (QP) as defined in National Instrument 43-101 for American Tungsten Corp.
The information disclosed on this web page is only summary information about American Tungsten Corp. and the industry in which it operates. Visit www.sedarplus.ca to review additional disclosures and filings from American Tungsten Corp.
The information contained herein includes market and industry data obtained from third-party sources, including industry publications. The Company believes that its industry data is accurate and that its estimates and assumptions are reasonable, but there is no assurance as to the accuracy or completeness of this data. Third-party sources generally state that the information contained therein has been obtained from sources believed to be reliable, but there is no assurance as to the accuracy or completeness of included information. Although the data is believed to be reliable, the Company has not independently verified any of the data from third-party sources referred to in this presentation or ascertained the underlying economic assumptions relied upon by such sources.
This content contains “forward-looking information or statements” within the meaning of applicable securities laws, which may include, without limitation, the potential plans for the Company’s projects, the expected benefits and outcomes from the agreement with Ocean Wall, and other statements relating to the technical, financial, and business prospects of the Company, its projects, and other matters. All statements in this news release, other than statements of historical facts, that address events or developments that the Company expects to occur, are forward-looking statements. Although the Company believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guarantees of future performance, and actual results may differ materially from those in the forward-looking statements. Such statements are based on numerous assumptions regarding present and future business strategies and the environment in which the Company will operate, including the price of metals, the ability to achieve its goals, that general business and economic conditions will not change in a material adverse manner, and that financing will be available if and when needed and on reasonable terms. Such forward-looking information reflects the Company’s views with respect to future events and is subject to risks, uncertainties, and assumptions, including those related to the interpretation of exploration results, the inherent uncertainty of exploration and cost estimates, the potential for unexpected costs and expenses, and other risks filed under the Company’s profile on SEDAR+ at www.sedarplus.ca. While such estimates and assumptions are considered reasonable by the management of the Company, they are inherently subject to significant business, economic, competitive, and regulatory uncertainties and risks. Factors that could cause actual results to differ materially include:
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