Critical Metals Gains Majority Control of Rare Earth Deposit
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
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Should l Buy CRML?
Source: seekingalpha
- Ownership Transfer: The Greenland government has approved the transfer of the remaining 50.5% interest in the Tanbreez rare earth deposit to Critical Metals, increasing its total ownership to 92.5%, which significantly enhances the company's market position.
- Strategic Importance: This acquisition positions Critical Metals as a dominant player in the rare earth supply chain, particularly as Western nations seek non-Chinese sources of rare earths, thereby elevating its unique status as a supplier of heavy rare earth elements.
- Market Reaction: Following this announcement, Critical Metals' stock surged 22.4% in pre-market trading, reflecting market optimism regarding its future growth potential and further solidifying investor confidence.
- Production Outlook: Chairman Tony Sage noted that the transfer removes significant structural overhang on the project, providing clarity to advance Tanbreez to production confidently, marking a “game-changing” moment for Critical Metals in terms of rare earth supply security.
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Analyst Views on CRML
About CRML
Critical Metals Corp. is a mining development company. The Company is focused on mining critical metals and minerals and producing strategic products essential to electrification and technologies for Europe and its partners. Its flagship Project, Tanbreez, consists of rare earth deposits and is located in Southern Greenland. The Wolfsberg Lithium Project is located 270 km southwest of Vienna, in Austria’s Carinthia region. The Wolfsberg Lithium Project is a fully permitted mine in Europe and is strategically located with access to established road and rail infrastructure. With its strategic asset portfolio, the Company supplies critical minerals essential for defense applications, the clean energy transition, and technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CRML Secures 92.5% Stake, Reshaping Rare Earth Market
- Increased Ownership: The Government of Greenland approved the transfer of the remaining stake in the Tanbreez mining project to CRML, raising its ownership to 92.5%, which solidifies its dominant position in one of the world's largest undeveloped heavy rare earth resources, significantly enhancing the company's competitive edge in the rare earth market.
- Operational Timeline Confirmation: Despite facing global supply chain challenges, CRML still anticipates that its pilot plant in Greenland will commence operations in Q2 2026, with this confirmation providing investor confidence and demonstrating the company's strategic resilience amid adversity.
- Infrastructure Development: The newly authorized multi-use storage and pilot plant facility is expected to be operational by May 2026, designed as an insulated industrial complex tailored for extreme Arctic conditions, divided into three operational zones to support future mining and processing operations, thereby enhancing project feasibility.
- Optimistic Market Sentiment: On Stocktwits, retail sentiment around CRML remains in the 'extremely bullish' territory, with a 13.2% increase in message volume over 24 hours, reflecting strong investor confidence in the company's future performance, further propelling its stock price to rise over 80% this year.
See More
Critical Metals Corp Appoints New CEO
- Executive Appointment: Critical Metals Corp has appointed Thomas "TYT" Mogensen as CEO of Tanbreez Mining A/S, bringing over 20 years of leadership experience in finance, infrastructure, and natural resources, which is expected to drive the company's strategic development.
- Successful Financial Turnaround: During his tenure as Managing Director of Nalik Ventures A/S, Mogensen led a turnaround that transformed the company from a loss of DKK 88 million to a profit of DKK 28 million by implementing a new strategic direction and optimizing operational processes, showcasing his exceptional financial management skills.
- Market Expansion Expertise: Mogensen previously served as Business Director at BankNordic, where he significantly expanded market share in Greenland's business segment, and as CEO of NIRAS Greenland, where he oversaw a 200% increase in turnover, laying a strong foundation for Tanbreez's competitive positioning.
- Strategic Asset Portfolio: Critical Metals Corp's Tanbreez project is one of the world's largest rare earth deposits, expected to leverage year-round direct shipping access via deep water fjords, enhancing its strategic position in electrification and next-generation technologies.
See More
USA Rare Earth Acquires Serra Verde for $2.8 Billion
- Large Transaction: USA Rare Earth (USAR) has struck a $2.8 billion deal to acquire Serra Verde Group, which owns the Pela Ema rare earth mine and processing plant in Goiás, Brazil, granting USAR 100% control and significantly enhancing its position in the rare earth market.
- Strategic Alignment: The acquisition aligns with the U.S. government's agenda to increase stockpiles of critical resources, particularly those needed for electric vehicles, consumer electronics, and defense systems, underscoring USAR's strategic importance in national resource security.
- Enhanced Shareholder Value: Following the deal's closure, Serra Verde's executives will join USAR's board, which is expected to accelerate growth and create enhanced value for all stakeholders, further solidifying USAR's leadership in the rare earth industry.
- Positive Market Reaction: USAR shares rose nearly 4% in premarket trading, and the stock has surged approximately 68% this year, indicating strong investor sentiment towards the acquisition and reflecting robust market expectations for rare earth resource demand.
See More
U.S. Stock Futures Retreat Amid Renewed Geopolitical Tensions
- Futures Pullback: U.S. stock futures retreated early Monday after last week's record highs, with S&P 500 and Nasdaq futures down 0.6% and 0.7% respectively, indicating rising investor concerns over geopolitical risks.
- Strait of Hormuz Tensions: Iran's announcement to keep the critical shipping route restricted, coupled with President Trump's confirmation of seizing an Iranian cargo ship, has reignited market focus on oil price volatility, prompting renewed interest in oil-linked stocks like BATL and EONR.
- Psychedelic Stocks Surge: Following President Trump's executive order to expedite psychedelic drug approvals, stocks like Psyence Biomedical (PBM), Definium Therapeutics (DFTX), and Compass Pathways (CMPS) are gaining retail investor attention, reflecting a growing market interest in mental health treatments.
- Tesla's Positive Outlook: Tesla is on track for its first positive month this year, with Elon Musk downplaying competitive fears from China's BYD, emphasizing that execution, rather than competition, is the key challenge for the EV maker, showcasing the company's confidence in its future performance.
See More
Critical Metals Secures Greenland Mining Rights for Tanbreez Project
- Mining Rights Secured: Critical Metals has received approval from the Greenland government to transfer the remaining 50.5% stake in the Tanbreez mining project, increasing its total ownership to 92.5%, significantly enhancing its control in the global rare earth market.
- Financial Projections: Analyst Tim Moore estimates that the Tanbreez project will help the company achieve nearly $200 billion in EBITDA after full drilling capacity is reached, with potential growth to $1.1 billion in 2033 if the second phase reaches full capacity, indicating strong long-term profitability.
- Market Reaction: Following the approval, Critical Metals' stock surged 35.5%, with a weekly increase of 41.61%, reflecting strong market interest and positive sentiment from investors regarding the project.
- Strategic Importance: The Tanbreez project encompasses a 4.7 billion-tonne mineralized rock unit, expected to serve as a long-term solution for rare earth demand over the next 100 years, while its geographical location offers significant logistical advantages for year-round direct shipping, further solidifying the company's strategic position in the rare earth sector.
See More
Critical Metals Stock Soars 35.49% After Greenland Approval
- Stock Surge: Critical Metals (CRML) saw its stock price jump 35.49% to $12.56, with trading volume hitting 72.8 million shares, approximately 427% above its three-month average, indicating strong market confidence in its prospects.
- Project Expansion Approval: Greenland has approved Critical Metals' increase in stake at the Tanbreez rare-earth project to 92.5%, paving the way for the company to acquire the remaining 50.5% equity from Rimbal Pty Ltd, further solidifying its position in the rare earth market.
- Rare Earth Resource Potential: The Tanbreez deposit is considered one of the largest in the world, containing terbium and dysprosium, which are essential for EVs and consumer electronics; this approval is seen as a significant positive for the company's future as the U.S. strengthens its critical minerals supply chain.
- Investment Risk Advisory: Despite the substantial stock increase, CRML remains pre-revenue, and investors should tread carefully as shareholder dilution is almost certain while the company develops its production plans.
See More
CRML Secures 92.5% Stake, Reshaping Rare Earth Market
- Increased Ownership: The Government of Greenland approved the transfer of the remaining stake in the Tanbreez mining project to CRML, raising its ownership to 92.5%, which solidifies its dominant position in one of the world's largest undeveloped heavy rare earth resources, significantly enhancing the company's competitive edge in the rare earth market.
- Operational Timeline Confirmation: Despite facing global supply chain challenges, CRML still anticipates that its pilot plant in Greenland will commence operations in Q2 2026, with this confirmation providing investor confidence and demonstrating the company's strategic resilience amid adversity.
- Infrastructure Development: The newly authorized multi-use storage and pilot plant facility is expected to be operational by May 2026, designed as an insulated industrial complex tailored for extreme Arctic conditions, divided into three operational zones to support future mining and processing operations, thereby enhancing project feasibility.
- Optimistic Market Sentiment: On Stocktwits, retail sentiment around CRML remains in the 'extremely bullish' territory, with a 13.2% increase in message volume over 24 hours, reflecting strong investor confidence in the company's future performance, further propelling its stock price to rise over 80% this year.
See More
Critical Metals Corp Appoints New CEO
- Executive Appointment: Critical Metals Corp has appointed Thomas "TYT" Mogensen as CEO of Tanbreez Mining A/S, bringing over 20 years of leadership experience in finance, infrastructure, and natural resources, which is expected to drive the company's strategic development.
- Successful Financial Turnaround: During his tenure as Managing Director of Nalik Ventures A/S, Mogensen led a turnaround that transformed the company from a loss of DKK 88 million to a profit of DKK 28 million by implementing a new strategic direction and optimizing operational processes, showcasing his exceptional financial management skills.
- Market Expansion Expertise: Mogensen previously served as Business Director at BankNordic, where he significantly expanded market share in Greenland's business segment, and as CEO of NIRAS Greenland, where he oversaw a 200% increase in turnover, laying a strong foundation for Tanbreez's competitive positioning.
- Strategic Asset Portfolio: Critical Metals Corp's Tanbreez project is one of the world's largest rare earth deposits, expected to leverage year-round direct shipping access via deep water fjords, enhancing its strategic position in electrification and next-generation technologies.
See More
USA Rare Earth Acquires Serra Verde for $2.8 Billion
- Large Transaction: USA Rare Earth (USAR) has struck a $2.8 billion deal to acquire Serra Verde Group, which owns the Pela Ema rare earth mine and processing plant in Goiás, Brazil, granting USAR 100% control and significantly enhancing its position in the rare earth market.
- Strategic Alignment: The acquisition aligns with the U.S. government's agenda to increase stockpiles of critical resources, particularly those needed for electric vehicles, consumer electronics, and defense systems, underscoring USAR's strategic importance in national resource security.
- Enhanced Shareholder Value: Following the deal's closure, Serra Verde's executives will join USAR's board, which is expected to accelerate growth and create enhanced value for all stakeholders, further solidifying USAR's leadership in the rare earth industry.
- Positive Market Reaction: USAR shares rose nearly 4% in premarket trading, and the stock has surged approximately 68% this year, indicating strong investor sentiment towards the acquisition and reflecting robust market expectations for rare earth resource demand.
See More
U.S. Stock Futures Retreat Amid Renewed Geopolitical Tensions
- Futures Pullback: U.S. stock futures retreated early Monday after last week's record highs, with S&P 500 and Nasdaq futures down 0.6% and 0.7% respectively, indicating rising investor concerns over geopolitical risks.
- Strait of Hormuz Tensions: Iran's announcement to keep the critical shipping route restricted, coupled with President Trump's confirmation of seizing an Iranian cargo ship, has reignited market focus on oil price volatility, prompting renewed interest in oil-linked stocks like BATL and EONR.
- Psychedelic Stocks Surge: Following President Trump's executive order to expedite psychedelic drug approvals, stocks like Psyence Biomedical (PBM), Definium Therapeutics (DFTX), and Compass Pathways (CMPS) are gaining retail investor attention, reflecting a growing market interest in mental health treatments.
- Tesla's Positive Outlook: Tesla is on track for its first positive month this year, with Elon Musk downplaying competitive fears from China's BYD, emphasizing that execution, rather than competition, is the key challenge for the EV maker, showcasing the company's confidence in its future performance.
See More
Critical Metals Secures Greenland Mining Rights for Tanbreez Project
- Mining Rights Secured: Critical Metals has received approval from the Greenland government to transfer the remaining 50.5% stake in the Tanbreez mining project, increasing its total ownership to 92.5%, significantly enhancing its control in the global rare earth market.
- Financial Projections: Analyst Tim Moore estimates that the Tanbreez project will help the company achieve nearly $200 billion in EBITDA after full drilling capacity is reached, with potential growth to $1.1 billion in 2033 if the second phase reaches full capacity, indicating strong long-term profitability.
- Market Reaction: Following the approval, Critical Metals' stock surged 35.5%, with a weekly increase of 41.61%, reflecting strong market interest and positive sentiment from investors regarding the project.
- Strategic Importance: The Tanbreez project encompasses a 4.7 billion-tonne mineralized rock unit, expected to serve as a long-term solution for rare earth demand over the next 100 years, while its geographical location offers significant logistical advantages for year-round direct shipping, further solidifying the company's strategic position in the rare earth sector.
See More
Critical Metals Stock Soars 35.49% After Greenland Approval
- Stock Surge: Critical Metals (CRML) saw its stock price jump 35.49% to $12.56, with trading volume hitting 72.8 million shares, approximately 427% above its three-month average, indicating strong market confidence in its prospects.
- Project Expansion Approval: Greenland has approved Critical Metals' increase in stake at the Tanbreez rare-earth project to 92.5%, paving the way for the company to acquire the remaining 50.5% equity from Rimbal Pty Ltd, further solidifying its position in the rare earth market.
- Rare Earth Resource Potential: The Tanbreez deposit is considered one of the largest in the world, containing terbium and dysprosium, which are essential for EVs and consumer electronics; this approval is seen as a significant positive for the company's future as the U.S. strengthens its critical minerals supply chain.
- Investment Risk Advisory: Despite the substantial stock increase, CRML remains pre-revenue, and investors should tread carefully as shareholder dilution is almost certain while the company develops its production plans.
See More
