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    Does Almonty Industries (TSX:AII) New CDO Hire Hint at a Shift in Capital Strategy?

    Simply Wall St·01/07/2026 06:30:49
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    • Almonty Industries Inc. recently appointed Guillaume Wiesenbach de Lamaziere, CFA, as Chief Development Officer, adding a veteran financial and capital markets executive with over three decades of cross-border project experience to lead its corporate development strategy and execution.
    • His track record in consolidating over US$37.00 billion of assets at AIG and winding down a complex US$300.00 billion derivatives portfolio without losses highlights a focus on disciplined risk management that could influence how Almonty advances its global mining projects.
    • Next, we’ll examine how bringing in a Chief Development Officer with deep capital markets experience shapes Almonty’s broader investment narrative.

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    What Is Almonty Industries' Investment Narrative?

    For anyone considering Almonty, the core belief is that this is a tungsten producer in transition, where future value hinges on execution at Sangdong, Panasqueira and the newer Gentung Browns Lake project while managing dilution and losses that remain sizeable at about CA$65.0 million. The recent appointment of Guillaume Wiesenbach de Lamaziere as Chief Development Officer fits directly into that story: Almonty has taken on fresh capital through follow-on offerings and now has a capital markets veteran with experience overseeing multi billion dollar asset books and complex wind downs to help shape project funding, balance sheet risk and potential partnerships. In the near term, the most important catalysts still look operational and permitting related, but investors may see this hire as a potential upgrade in how those milestones are financed and sequenced, rather than a fundamental shift in the immediate risk profile.

    However, one key financing and dilution risk remains that investors should be aware of. Almonty Industries' shares have been on the rise but are still potentially undervalued by 43%. Find out what it's worth.

    Exploring Other Perspectives

    TSX:AII 1-Year Stock Price Chart
    TSX:AII 1-Year Stock Price Chart

    Twelve fair value views from the Simply Wall St Community span from CA$0.62 to CA$30.00, reflecting very different expectations for Almonty’s future. When you set those side by side with the recent equity raises and the new Chief Development Officer’s focus on disciplined capital allocation, it underlines how much depends on the company’s ability to fund and execute its project pipeline without eroding existing shareholder value. That mix of optimism and caution gives you several angles to explore before deciding how Almonty fits in your portfolio.

    Explore 12 other fair value estimates on Almonty Industries - why the stock might be worth less than half the current price!

    Build Your Own Almonty Industries Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.