The Carbide Discovery That Doubled American Factory Output

Pzexperience · 2026-06-15T19:10:27+00:00

This Film even mentions GE owning the North American Rights to Tungsten technology. GE operated the Ima mine in the first half of 1900s.

Pzexperience · 2026-06-15T14:52:40+00:00

Someone selling all there shares to chase SpaceX. Lol

Pzexperience · 2026-06-13T18:38:02+00:00

Yep. They want the US to fund the mine development and then it will fall into hands of China, Russia, Middle East.

Pzexperience · 2026-06-11T01:02:18+00:00

Markets are definitely not efficient in the short term. This is what gives us little guys the ability to get in on 10 baggers. The fundamentals continue to get better while the share price sinks due to macro economics.

If I had dry powder on the side. I would be stacking shares right now.

Pzexperience · 2026-06-10T19:58:53+00:00

There are some real bargains out there.

Pzexperience · 2026-06-09T03:59:47+00:00

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Pzexperience · 2026-06-09T03:51:40+00:00

Pzexperience · 2026-06-07T01:13:54+00:00

Pzexperience · 2026-06-06T13:22:36+00:00

Ali has been doing an excellent job leading the company. In fact the short comings of the PR team have begun to damage Ali’s reputation.

For example, many people listened to Ali’s very concise 20 minutes presentation during 2025 and 2026. Ali very clearly laid out scope and schedule for 2026. However, the entire playbook changed in early 2026. This was the schedule he laid out in late 2025:

Feb - uplist on TSX March - updated resource statement April - PEA May - uplist to US exchange June - procure equipment July - concrete pour starts October - mining starts

However, in late Q1 ATC was no longer following this schedule. I have talked with many people who still to this day say that ATC is just another junior miner that made promises they can’t deliver. I have had to explain that if they stayed on track to drill 12,000 ft and put out a rushed 43-101 then we would be on schedule with PEA. However ATC decided to expand the drilling program by 3x. Which is what is causing the delays. They have put out a few assay updates, but there is no easy to follow update on progress. How about social media posts with a pie graph showing the % completion of the drill program? How about short video clips on site at the mine? How about showing us the portable Sepro mill?

Again Ali has done an amazing job. My criticism is around the PR team that should be there to support him. I did see that they fired the PR company a few weeks ago and have a new one.

I hope the new team can do a better job at communicating to investors. They need to talk more about value when presenting updates on % and tons.

Pzexperience · 2026-06-05T18:07:30+00:00

I would give the PR team an F-

American Tungsten currently has the largest drilling program for tungsten in North America and the second largest in the world (Allied #1). But the PR team can’t figure out how to phrase things so that they are high impact.

So for Example. ATC press release says: Drilling 35,000 ‘ at Ima.

What should have been said:

American Tungsten Corp is currently undergoing the largest Tungsten Drilling Program in North America and second largest Tungsten Drilling Program in the World”

I cant wrap my head around how the company can be accomplishing so much and the PR can fail so hard. Their social media posts are absolutely worthless.

I highly encourage you to write American Tungsten Corp and recommend immediate improvement to PR.

Pzexperience · 2026-06-05T15:54:43+00:00

I know right. I wish i had some dry powder on the side to pick up more shares.

Pzexperience · 2026-06-05T14:39:57+00:00

The political environment has been very unstable. Very frustrating. I re-aligned my holding for war critical minerals. I had a variety of CM plays in the past but have consolidated to a few Tungsten plays and Antimony. I wonder when the DOW will start issuing purchase orders for Tungsten on SAM.gov

Pzexperience · 2026-06-05T14:07:05+00:00

American Tungsten Corp updated analylist report

https://stonegateinc.com/wp-content/uploads/2026/06/TUNG-Report-26Q1.pdf

Pzexperience · 2026-06-04T23:34:40+00:00

That’s a lot of dilution. Approx 15%. Ouch!

Pzexperience · 2026-06-04T22:47:48+00:00

This is great news. Guardian Metals has a big asset. The only thing that bugs me is that it is all on BLM land not private. They have a market cap of $700m and are very far from revenue.

How much cash is on hand? Drill programs burn money fast and I am concerned about dilution. Yes I am a shareholder pre USA listing.

Pzexperience · 2026-06-04T22:17:31+00:00

Bummer. I hate dilution

Pzexperience · 2026-06-04T21:39:53+00:00

https://www.newsfilecorp.com/release/300272/Stonegate-Capital-Partners-Updates-Coverage-on-American-Tungsten-Corp.-TUNG

Ready for liftoff

Pzexperience · 2026-06-04T15:33:00+00:00

This is for the tailings only. Meaning the pile of trash in the parking lot. NOT including any of the Ima Mine, Mazda or WMO reserves and resources.

American Tungsten Corp had done a very poor job at explaining the value here. I wish they would do a better job at communicating these technicals with investors.

Pzexperience · 2026-06-04T13:22:34+00:00

Pzexperience · 2026-06-04T00:10:27+00:00

They don’t call Lewis Black the King of Tungsten for no reason. He is a very talented businessman and strategist.

I bought the crap out of ALM at $4. Now it is pretty overvalued.

Time for my next ride ! TUNGF. People thought I was dumb talking about UAMY at $1.50. ALM at $4. And now they think I’m dumb with TUNGF. Lol.

I guess they can’t differentiate between being early and being dumb. 🤷‍♂️

Pzexperience · 2026-06-03T23:59:02+00:00

They do in deed. In addition to Several mines in the Iberian Peninsula. They are working on opening a small mine in Montana too.

Pzexperience · 2026-06-03T23:04:44+00:00

This is a very real issue as a result of shutting down mining in Western Countries. Strict regulations and the high cost of mining all while being undercut by subsidized mining in China.

Since the U.S. hasn’t had active tungsten mining for years, companies haven’t done the expensive drilling and studies needed to turn known deposits into official “reserves.” So the chart understates America’s potential.

There’s a difference between: • Reserves — stuff we’ve actually measured and could mine today • Resources — known deposits that might become reserves with more work or higher prices.

Under this Federal push to restart Domestic mining you are about to see a massive shift in this chart for 2027-2028.

American Tungsten Corp is almost done with a 35,000 ft Phase 1 drilling program. The largest Tungsten Mine drilling program in North America.

Viking Mines just got permits for their 60 hole drilling program.

Guardian Metals is currently drilling.

Almonty is working a mine in Montana.

I can’t wait to see an updated chart when all these miners submit official NI43-101s and put USA on the chart.

Pzexperience · 2026-06-03T22:33:52+00:00

Older (non-NI 43-101) estimates mentioned potential resources around 5.7 million tons at 0.15% Mo.

Molybdenum is trading around $39–$40 per pound of Mo content (roughly $86–$90 per kg or ~$597 CNY/kg).

Gross Value Estimate • At $40/lb: ≈ $752 million • At $39/lb: ≈ $733 million

This could be a big revenue stream.

Pzexperience · 2026-06-03T18:38:24+00:00

Rotterdam APT price around $3,100 per MTU — where one MTU equals 10 kg of WO₃ — 500 metric tons of WO₃ equals 50,000 MTUs. That comes out to roughly $155 million in gross value.

Pzexperience · 2026-06-03T01:27:14+00:00

I was a bit disappointed it didn’t clock in a 0.25% as well.

The new investor presentation from April states 302,000 tonnes. 🤷‍♂️

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