CRML & UUUU - Greenland mining play | Reddit — r/wallstreetbets Ideas & AI Summary

AI Summary

Post details a Greenland mining investment thesis favoring Energy Fuels (UUUU) and Critical Metals Corp (CRML) while warning against Greenland Minerals.

UUUU — LONG Energy Fuels (UUUU) acquired Australian Strategic Materials (ASM), making it the only company that can mine in the US and process in Korea, bypassing China. The market hasn't priced in this vertical integration, and the ASM merger alone makes it a $25 stock even if the Greenland deal fails. A Trump Greenland commercial deal could send it to $35 overnight, with a target of $28+. The author disclaims that it can go tits up.

The Setup: They are now the Exxon of Rare Earths. The market is still pricing them like a boring miner because algos are stupid and haven't digested the ASM news yet.

CRML — LONG Critical Metals Corp (CRML) owns the Tanbreez project, which the author claims is the mining rights the US government is targeting for Greenland. Trump's 'Commercial Framework' is interpreted as a land and mining rights deal, which could re-rate the stock to a base case of $27 or a buyout at $40. The author recommends shares only, as options would face IV crush. Main risk is that if Trump tweets 'Greenland is actually ugly,' the stock goes to $10.

The Rumor: Trump’s "Commercial Framework" = "Land + Mining Rights." THIS IS THE MINING RIGHTS.

Score 80

Comments 104

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Listen up, because I’m only going to type this once before I go back to losing money on 0DTE SPY puts.

 * The Davos Pivot: Trump just went on stage and said "No military force" for Greenland.

   * Translation: The "War Discount" is gone. We aren't invading; we are buying. It’s a commercial deal now. The fear trade is dead.

 * The Hidden Catalyst (The Glitch): While you were watching CNN and wetting the bed about "NATO collapsing," Energy Fuels (UUUU) quietly announced they bought Australian Strategic Materials (ASM).

   * Why you should care: They now own the Korean Metals Plant. They are the only company that can mine in the US (White Mesa) and process in Korea. They just bypassed China entirely. It’s a vertical integration cheat code.

 * The Trap: Do NOT buy "Greenland Minerals" or any radioactive penny stock garbage (Kvanefjeld). It’s illegal to mine there. The US Government is targeting Tanbreez, which is owned by CRML. Don't be a bagholder for some radioactive rocks you can't sell.

🚀 THE MENU (Positions or Ban)

1. The "Safe" Moonshot: Energy Fuels ($UUUU) ☢️

 * The Setup: They are now the Exxon of Rare Earths. The market is still pricing them like a boring miner because algos are stupid and haven't digested the ASM news yet.

 * The Play: SHARES or Feb $25 Calls.

 * Target: $28+ easy. If the Greenland deal drops, this goes to $35 overnight.

 * Why: Even if the Greenland deal fails, the ASM merger makes this a $25 stock. It’s a free option on geopolitical chaos. Literally can't go tits up (Disclaimer: it can).

2. The "Widowmaker": Critical Metals Corp ($CRML) 🏴‍☠️

 * The Setup: This is a small-cap trading like a crypto coin. They own Tanbreez.

 * The Rumor: Trump’s "Commercial Framework" = "Land + Mining Rights." THIS IS THE MINING RIGHTS.

 * The Play: SHARES ONLY. Do not touch options unless you want to get IV crushed by a market maker who hates you.

 * Target:

   * Base Case: $27 (The "Fair Value" re-rate).

   * Lambos: $40 (The "Freedom Premium" / Buyout).

 * Risk: If Trump tweets "Greenland is actually ugly," this goes to $10 and you are working behind the Wendy’s dumpster until 2030.

Positions: Long UUUU & CRML

Disclaimer: I am not a financial advisor. I snort crayons for breakfast. Do your own DD. This is a casino. Godspeed regards. 🫡

Ideas

u/AtlanticHM Reddit r/wallstreetbets

UUUU's ASM merger and Greenland deal upside.

Energy Fuels (UUUU) acquired Australian Strategic Materials (ASM), making it the only company that can mine in the US and process in Korea, bypassing China. The market hasn't priced in this vertical integration, and the ASM merger alone makes it a $25 stock even if the Greenland deal fails. A Trump Greenland commercial deal could send it to $35 overnight, with a target of $28+. The author disclaims that it can go tits up.

u/AtlanticHM Reddit r/wallstreetbets

CRML owns Tanbreez, a Greenland mining rights play with US government interest.

Critical Metals Corp (CRML) owns the Tanbreez project, which the author claims is the mining rights the US government is targeting for Greenland. Trump's 'Commercial Framework' is interpreted as a land and mining rights deal, which could re-rate the stock to a base case of $27 or a buyout at $40. The author recommends shares only, as options would face IV crush. Main risk is that if Trump tweets 'Greenland is actually ugly,' the stock goes to $10.

CRML & UUUU - Greenland mining play

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