Can we count your visit with Google Analytics? No ads, no profiles. Details
CRML
NASDAQAnalystsBuy2+133%Materials · Diversified Metals & Mining
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Structural: Tanbreez holds ~28.2Mt resource at 0.4% TREO (with 27% heavy REE share - Dy/Tb leverage), Wolfsberg holds ~12.9Mt at 1.0% Li2O. Both sit inside Western jurisdictions (Greenland/Denmark + Austria/EU) - the bull case is geopolitical: REE/lithium ex-China supply commands premium pricing under IRA Section 45X + EU CRMA Strategic Project designation.
Wolfsberg has BMW offtake (long-dated) and full Austrian permits. Tanbreez received $50M EXIM Bank letter of interest (Mar 2025) for US strategic financing.
(1) Tanbreez heavy-REE mix is the scarce leg - Dy/Tb dominate magnet pricing and China controls >90% of refining; (2) Wolfsberg shovel-ready with EU funding tailwind; (3) DOD/EXIM/EU grants stack potentially covers majority of capex without dilution; (4) ex-China REE peer comps ($MP, Lynas) re-rated on policy; (5) Greenland strategic posture post-2025 US interest.
(1) pre-revenue with no first production until 2027+ for Wolfsberg, late-2020s for Tanbreez - multi-year cash burn; (2) REE/lithium prices collapsed 2023-2025, breakeven economics tighten; (3) Greenland permitting + Inuit consultation risk; (4) ~$200M+ capex per project, dilution near-certain absent govt grants; (5) SPAC-era float dynamics, low institutional ownership; (6) Tanbreez resource estimate not yet at feasibility-study confidence.
It reads our $CRML data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
Long-form analysis touching CRML
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.