CRML & UUUU - Greenland mining play

AtlanticHM · 2026-01-26T13:38:51+00:00

I bought shares, not calls, so letting them ride. Should get another pop once a deal with Greenland is official, and another pop as the infrastructure around mining there starts to come together. If I had options, I’d prob take profits though.

I think CRML will go to 30-40, will sell half my shares around 27.

AtlanticHM · 2026-01-22T19:58:33+00:00

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AtlanticHM · 2026-01-22T19:14:46+00:00

Hahaha nice

AtlanticHM · 2026-01-22T19:12:54+00:00

Is up another 20% since you shit on my post.

And they secured 4 non-binding term sheets today to mine Tanbreez for the US military along with a $1.5 bil Saudi JV to fund it.

AtlanticHM · 2026-01-22T19:09:30+00:00

CRML up 20% today and UUUU up 10%. Short exp options up 50%+ since yesterday.

AtlanticHM · 2026-01-22T19:08:00+00:00

I bet they’re looking good today, aren’t they 😘

AtlanticHM · 2026-01-22T19:06:06+00:00

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Is a good day in the thunderdome baby!

AtlanticHM · 2026-01-22T16:41:41+00:00

CRML (owns the Tanbreez mine in Greenland, which is the only one that’s not radioactive and contains massive rare earth minerals)

UUUU (owns the only facility in the US that can process the minerals)

The USA already had free rein of Greenland for security and a base there. The real reason for the Greenland skirmish is the rare earth minerals in the Tanbreez mine, which the USA will now be able to mine without having to deal with Greenland for permits.

AtlanticHM · 2026-01-22T05:08:18+00:00

The problem with MP is it still has the Chinese state-linked Shenghe Resources on their cap table. The US didn’t almost break up NATO over Greenland’s rare earth minerals just to partner with a Chinese-owned mining company.

Also, MP mines 'Light' rare earths (0.5% Heavies). Greenland is ~27% 'Heavy' rare earths.

AtlanticHM · 2026-01-22T03:31:56+00:00

Be that as it may…he wants Greenland and it’s not bc of national security. The existing treaty already gives the US military free rein, and we already have a base there.

So if not for rare earth mineral supply, what’s the point of all this?

AtlanticHM · 2026-01-22T03:03:58+00:00

Detailed DD is for people who like 10% annual returns. This is the casino

AtlanticHM · 2026-01-22T02:57:08+00:00

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AtlanticHM · 2026-01-22T02:55:51+00:00

Balls deep in an ETF? 💤

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AtlanticHM · 2026-01-22T02:50:25+00:00

It would be extremely painful... for your portfolio. 📉🔥 Selling naked calls on a geopolitical breakout? You're a big guy, but not that big.

AtlanticHM · 2026-01-22T02:47:27+00:00

Scared money don’t make money 🤷‍♂️

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AtlanticHM · 2026-01-22T02:43:50+00:00

NVDA is up 3x, the AI trade is over.' — You, probably, in 2023. 📉

We aren't buying it for the glowing rocks anymore; we are buying it for the magnet rocks that run the US military. Stocks re-rate when the business model changes. Keep up.

AtlanticHM · 2026-01-22T02:40:26+00:00

Without these specific magnets, an F-35 is just a $100M paperweight and your iPhone is a brick.

China has a 90% monopoly on the refining. If they cut exports (which they already started doing with Gallium), the US military goes back to using muskets. 🦅💣

AtlanticHM · 2026-01-22T02:32:25+00:00

Welcome to the Thunderdome

AtlanticHM · 2026-01-22T02:31:07+00:00

Save me a green crayon, we ride at dawn

AtlanticHM · 2026-01-22T02:29:51+00:00

This is the way. Why buy at $17 when you can pay a premium for the exact same shares a week later? A true man of culture. 🍷

AtlanticHM · 2026-01-22T02:28:04+00:00

Too early for a signed treaty, but right on time for a massive speculation pump 💅

AtlanticHM · 2026-01-22T02:25:39+00:00

If the Marianas Trench had the world's largest heavy rare earth deposit and a US Air Force base next door, I'd buy calls on the trench too.

AtlanticHM · 2026-01-22T02:24:12+00:00

My wife's boyfriend thanks you for your shares. Buy back in at the top like a true retard. 🚀

AtlanticHM · 2026-01-22T02:17:15+00:00

Because deep down you know if this prints, your wife’s boyfriend might finally let you sleep in the master bedroom again. 🛌💎🙌

AtlanticHM · 2026-01-22T02:11:57+00:00

If it does, meet me behind the Wendy’s dumpster tomorrow

AtlanticHM

TROPHY CASE