Can a $300M Tungsten Company Really Build a Mine by 2027? | Allied Critical Metals Interview

❗ALLIED CRITICAL METALS HAS PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Timestamps:00:00:00 Chapters00:00:11 Very Important Warning00:01:09 Allied Critical Metals Company Overview00:04:05 Has the stock run too far?00:05:29 Is $1,000 MTU realistic long term?00:07:26 Is $1,000 MTU the downside case?00:10:23 What is the break-even tungsten price?00:11:58 How much of the resource is in the PEA?00:13:24 Was the excluded resource left out by choice?00:13:57 How does planned output compare with historic mining?00:15:17 How will Allied Critical Metals handle mine water?00:17:46 Will extra permits be needed for water wells?00:18:51 What did the community ask about the PEA?00:20:59 What conditions remain on the DIA approval?00:23:48 Are regulators asking for major changes?00:25:07 What is the permit path to construction?00:26:24 What is the biggest open question?00:27:50 Does the new discovery change the mine plan?00:30:11 When will assays from the discovery arrive?00:31:08 Is this really a new blind discovery?00:32:36 How much value could the discovery add?00:35:44 What is driving the drilling plan?00:37:46 Will Allied Critical Metals drill more on the discovery?00:39:05 Could the drill program exceed 20,000 meters?00:39:48 What will Allied Critical Metals sell?00:40:53 Could it also sell moly or copper concentrate?00:42:26 What will the concentrate look like?00:44:11 Can any smelter process the concentrate?00:46:36 Will offtake help finance the build?00:48:14 Does Allied Critical Metals want to build or sell?00:49:34 How much cash does Allied Critical Metals have?00:50:18 How much would the warrants bring in?00:50:36 How will the build be financed?00:51:08 Will financing include debt and equity?00:52:25 What is the biggest project risk?00:53:53 What keeps management up at night?00:54:47 Why not go straight to full production?00:56:57 Is Allied Critical Metals looking at M&A?00:57:43 Is Allied Critical Metals considering an uplisting?00:58:40 What are investors pushing back on?00:59:22 What did Allied Critical Metals hope to discuss?00:59:55 Very Important WarningThis is an Allied Critical Metals interview with CEO, Roy Bonnell & VP Exploration, Vitor Arezes.