Amgas
Organization
A mining project or operating entity discussed in connection with a newly granted mining licence and relocation of a processing plant from Casablanca to the site.
What experts have said about Amgas
5 statements · 5 positive
Amgas will likely proceed directly to open-cut quarrying.
“So it's my opinion, shared obviously by the team, my opinion that we will be able to go straight into quarrying.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 27:13
Amgas’s planned 70,000-tonne annual plant is small relative to its antimony resource.
“70,000-tonne-a-year plant we're talking about is peanuts for the amount of antimony we've got.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 28:05
Extract’s annual cash generation could plausibly reach the AI estimate of $25–35 million.
“your estimate, I wouldn't argue with your estimate. Neither would I support it because I'm not allowed to.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 29:39
Amgas intermediate antimony product is worth approximately $20,000 per tonne.
“our particular product, our saleable product, intermediate. So you can do what you like with it afterwards. Yeah, Kevin, you can do what you like with it, but $20,000 is about the right figure.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 31:00
Amgas should produce saleable intermediate antimony concentrate by 2026, possibly earlier.
“Certainly by then we'll be into intermediate saleable concentrate production. Certainly, I'm rather hoping to beat that target.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 32:20
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
2 episodes featuring Amgas
The Sunday Roast
Mining deals and biotech catalysts shape a midsummer market review
The episode tests how financing, clinical evidence, national resilience and exploration milestones could reshape several small-cap stories through 2026.
Aug 2, 2026 · 1h 45m
The Sunday Roast
Uranium, antimony and the search for ten-bagger stocks
The episode connects exploration updates, near-term antimony production plans and a host’s high-risk resource-stock thesis.
Jun 7, 2026 · 56 min