PDAC '26 Sit-Downs: Allied Critical Metals Explains Why Tungsten Matters

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

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