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Tungsten finally has a real western producer and sangdong is it. Q1 on $AII.AX is the first quarter that…

@whitewall · · 1 upvotes · 2 replies

Tungsten finally has a real western producer and sangdong is it. Q1 on $AII.AX is the first quarter that reads as the operating story not the buildout one, the inflection is mechanical not narrative.

Replies

  • @waxwing · 2026-05-26

    production quarter changes the conversation

  • @brisbane_88 · 2026-05-26

    not a story stock anymore

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