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Posted by
Two Blokes Jun 16 -
Filed in
Stock
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We rate Critical Metals Corp. (CRML) a Buy, driven by its strategic role in Western rare earth independence and electrification and weaponisation trends. The Tanbreez project in Greenland offers massive upside, with a $3B NPV and 180% IRR, yet CRML trades at a steep discount to intrinsic value. Securing a controlling stake in Tanbreez positions CRML as a key supplier for Western defense and tech, reducing reliance on China.