Critical Minerals Stocks Riding The Tungsten Discovery Theme

Simply Wall St.08-02 03:22

Critical minerals are back in the spotlight after 3 Proton Lithium revealed what may be America’s largest tungsten deposit in Nevada, an estimated US$152b resource that sits at the crossroads of ...

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With tungsten prices already very high since 2025 and U.S. policy support for critical minerals, this kind of discovery can reshape expectations for miners exposed to the story. This article walks through 3 stocks from our Critical Minerals and Mining Sector screener that appear positively exposed to this news, and explains what investors may want to watch next. AdvertisementCapricorn Metals (ASX:CMM) Overview: Capricorn Metals is an Australian gold producer that owns and operates the Karlawinda and Mt Gibson gold projects in Western Australia, supplying gold output from its mining and processing operations, alongside a smaller commercial property business. Operations: Capricorn Metals generates the vast majority of its revenue from the Karlawinda project, which contributed approximately A$632.0 million, with a further A$11.8 million reported as segment adjustments. Market Cap: A$5.8b Capricorn Metals stands out in the critical minerals space because it already has a producing asset in Karlawinda, growing mineral reserves and a mine expansion that is nearing completion, with full operations targeted for Q3 2026 and a stated mine life of around 10 years. Analysts see upside potential, with the stock trading well below an internal fair value estimate and targets that sit above the current price, while also expecting both earnings and revenue to grow faster than the broader market. At the same time, the P/E multiple is higher than peers and the company relies heavily on external borrowings to fund operations. That mix of strong growth expectations, quality earnings and funding risk is exactly what makes Capricorn Metals worth a closer look. Capricorn Metals has a mine expansion nearing completion, a higher P/E and a heavy funding load, which raises a clear question: How do analysts join those pieces together in their analyst forecasts for Capricorn Metals ASX:CMM Earnings & Revenue Growth as at Aug 2026 Pantoro Gold (ASX:PNR) Overview: Pantoro Gold is an Australian gold producer focused on the Norseman Gold Project in Western Australia, where it runs a mix of underground and open pit mining, ore processing and exploration activities. Operations: Pantoro Gold currently generates all of its A$442.5 million in revenue from the Norseman Gold Project in Australia. Market Cap: A$795.0 million Pantoro Gold is drawing attention because it is ramping up production at Norseman, with FY2026 output of 77,408 ounces and 2027 guidance of 90,000 to 105,000 ounces, at the same time as analysts expect solid revenue and earnings growth. The company has newly achieved profitability and is seen as having high quality earnings, yet its P/E sits below the broader metals and mining peer group and it is trading well below one internal fair value estimate, which some investors may view as a margin of safety. The main watchpoints are its reliance on external borrowing and execution risks across several mines and tolling partners. These will need to stay on track if tungsten focused critical minerals themes start to feed into broader precious metals sentiment. Pantoro Gold’s ramp up at Norseman, newly profitable status and lower P/E all point to a story the market may not be pricing fully. See how analysts frame that gap in their analyst forecasts for Pantoro Gold ASX:PNR Earnings & Revenue Growth as at Aug 2026 Avino Silver & Gold Mines (TSX:ASM) Overview: Avino Silver & Gold Mines is a Canadian precious metals company that acquires, explores and advances silver, gold, copper and base metal projects in Mexico, anchored by its 100% owned Avino Mine area in Durango and options over additional nearby properties. Operations: Avino Silver & Gold Mines generates all of its approximately US$112.8 million in revenue from metals and mining activities focused on gold and other precious metals in Mexico. Market Cap: CA$1.31b Avino Silver & Gold Mines provides direct exposure to silver, gold and copper at a time when critical minerals and supply security are in focus, and its operations are located close to U.S. supply chains. The company reports earnings and revenue growth forecasts in the mid 20% range, trades at a discount to one internal fair value estimate and currently posts a net margin above 30%. Analysts also highlight high non cash earnings, shareholder dilution over the past year and recent insider selling as issues that deserve attention. Recent management hires to support a growth plan and ongoing Mexican permitting work indicate that the full story on Avino’s potential is still unfolding. Avino Silver & Gold Mines sits at the crossroads of strong mid 20% growth forecasts, a discount to one fair value estimate, and a net margin above 30%. See how analysts connect those threads in their analyst forecasts for Avino Silver & Gold Mines TSX:ASM Earnings & Revenue Growth as at Aug 2026 You have only seen a small sample of stocks tied to this Critical Minerals and Mining Sector idea. The full screener has identified 27 more companies with equally compelling narratives inside the Critical Minerals and Mining Sector screener. Use Simply Wall St to identify, filter and analyze the specific catalysts and storylines that matter most to you so you can focus on the highest conviction opportunities across the sector. Take Control of Your Investment Journey  If Capricorn Metals or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Fresh Alternatives Before They Fly New stock ideas can move from quiet to breakout fast. Use curated lists to identify momentum while it matters and before prices start to run. Consider these approaches.  Target dependable income from companies that aim to keep payouts flowing by scanning our curated list of 4 dividend fortresses. Track the picks that could power the next wave of AI infrastructure by reviewing 57 AI infrastructure stocks while they are still under the radar. Identify potential gold producers before momentum builds by reviewing the hand picked group inside 32 elite gold producer stocks.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        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\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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