Junior Resource Investing is a podcast dedicated to expanding your understanding of the mining and resource exploration sector as well as uncovering important and exciting companies within it. Interviews with company CEOs and informational episodes are the focus.
All content for Junior Resource Investing is the property of JRI and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Junior Resource Investing is a podcast dedicated to expanding your understanding of the mining and resource exploration sector as well as uncovering important and exciting companies within it. Interviews with company CEOs and informational episodes are the focus.
Allied Critical Metals Just Drilled One of The Highest-Grade Tungsten Hits of All Time
Junior Resource Investing
17 minutes
1 month ago
Allied Critical Metals Just Drilled One of The Highest-Grade Tungsten Hits of All Time
Link to Companion Article: https://juniorresourceinvesting.subst...
I will get Roy on for a long-form deep dive soon, but in the meantime, recent news demanded I get him on fast to talk about it. That’s because Allied Critical Metals (ACM.CN) released what looks to be - without hyperbole - one of the best pubco tungsten hits ever recorded at its Borrallha brownfield (re)development project. 12m of 4.27% wolframite (or 6m of 8.39%) is quite literally nearly an order of magnitude higher than typical high grade tungsten. Wolframite tungsten is remarkably cheap, easy, and safe to extract and refine. Indeed, Borrallha is estimated to be just CAD $10 million and 6-9 months from pilot production once financing is secured. And the timing couldn’t be better, with Tungsten at multi-decade highs thanks to increasing geopolitical tensions. With strong news flow expected to the end of the year, including more imminent drill results (including visually-similar rock to the above remarkable assay), a resource estimate and new PEA (which will be including this drill campaign), and pilot production still expected in 2026, now is a very good time indeed to be following this company.
Time Stamps
00:00 My Intro to ADM
02:15 Roy Bonnell
04:40 The Ultra High-Grade Hit
06:45 Where is this hit in the system?
9:00 Why RC vs. Diamond Drilling
10:00 Production – when and how much money?
13:45 Will these holes make it into Q3/4 resource & PEA?
14:45 Timeline of Upcoming News
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.
Junior Resource Investing
Junior Resource Investing is a podcast dedicated to expanding your understanding of the mining and resource exploration sector as well as uncovering important and exciting companies within it. Interviews with company CEOs and informational episodes are the focus.