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CRCRML

Critical Metals Corp.

$CRML·$743M·Industrial Materials·Basic Materials
$6.40-4.6%YTD-9.9%1Y+46.8%
Mentions · last 7 days
2026-07-11: 36 posts2026-07-12: 88 posts2026-07-13: 161 posts2026-07-14: 136 posts2026-07-15: 155 posts2026-07-16: 142 posts2026-07-17: 95 posts820+30%
Price updated 4h ago·X counts updated 4h ago
CRCRML
$CRMLCritical Metals Corp.
$6.40-4.62%820 posts+30%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CRML, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Rare-earths Tanbreez project with a tight 39% float — the strategic review is the specific catalyst.

Critical Metals Corp is the rare-earth developer (Tanbreez project) whose 2026 tape has been +5% YTD despite +87% t12m appreciation. The stock is coiled at 15% of the 52-week range with a fresh Clear Street strategic-review mandate.

  • The core business is pre-revenue: Q1 2026 revenue was $100K (tiny base), gross margin at 100% (specific accounting), operating margin was -13,025% — this is entirely a project-development bet on the Tanbreez rare-earth project, not a fundamentals story.
  • The strategic-review is the specific catalyst: CRML retained Clear Street to evaluate spin-offs, asset sales, joint ventures, and partnerships for non-core holdings, with proceeds to be redeployed to accelerate the flagship Tanbreez rare-earths project — real corporate action.
  • The float dynamics create squeeze setup: community frames the tight float (only ~39% freely tradable out of 146.89M outstanding, 57.7M public float) as a squeeze setup vs MP/UAMY/UUUU/USAR peer group — real technical structure into the September 2 print.

The September 2 Q2 earnings are the near-term arbiter — cash-runway commentary, specific Tanbreez development progress, and any strategic-review outcome disclosures extend the coiling setup toward $12. Continued near-zero revenue without a specific strategic-review outcome confirms the too-early framing and drops the tape below $6.

Agrees with X sentimentX is bullish strategic-review, cites CRML retaining Clear Street to evaluate spin-offs, asset sales, joint ventures and partnerships for non-core holdings with proceeds to accelerate the flagship Tanbreez rare-earths project. Community frames the tight float (~39% freely tradable out of 146.89M outstanding, 57.7M public float) as a squeeze setup vs MP/UAMY/UUUU/USAR peers. Mechanics support hot-momentum + coiling: pre-revenue with real corporate-action catalyst.

What to watch: The September 2 Q2 earnings. Watch cash-runway commentary, Tanbreez development progress, and strategic-review outcome disclosures. Continued near-zero revenue without a strategic-review outcome confirms too-early framing sub-$6; specific review outcome + Tanbreez progress extends toward $12.

On the calendar: 2026-09-02 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-07-17

Critical Metals is being described as a speculative rare-earth setup catalyzed by two concrete signals: Cantor Fitzgerald initiated coverage at $18 (framed as reasonable ahead of the BFS release which is expected to push targets higher), and the tight float (146.89M shares outstanding, 57.7M public float - only ~39% freely tradable) is being contrasted favorably with MP, UAMY, UUUU and USAR as a squeeze setup. The parallel $EUR.ax arbitrage trade is being flagged as a 28% spread with a ~2-month close probability against a 30% annual borrow (23% in two months). Bulls are DCA-ing CRML and INFQ tranches with fear-buying language ('buying fear is an art form'). The critical thread is that management 'Sage and Evans' have a serial-bankruptcy reputation and that the 10-year Treasury back above 4.5% keeps de-risking speculative names. Modestly constructive.

Read the AI verdict + X sentiment for $CRML

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Early-stage mining explorer targeting lithium and rare earth element deposits, with no current production.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial Materials sits in its cycle right now — and what that implies for $CRML.

Industrial Materials · Basic Materials

No material change from last week — MP Materials and USARE (US Rare Earths) benefit from the US domestic rare earth supply chain buildout as defense and EV applications require secure non-Chinese..

What this means for $CRML

Partial — Early-stage mining explorer targeting lithium and rare earth element deposits, with no current production; exposure exists but is diluted by diverse end markets and revenue mix.

Industry benchmark

9-name peer basket
-9.1%YTD
+5.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-21.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-23.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-96.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2390.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-44.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
100%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q4 2025Mar 13, 2026$-0.09$-0.06-41.7%
Q3 2025Oct 4, 2025$-0.19——
Q4 2024Mar 31, 2025$-0.19——
Q4 2024Mar 19, 2025$-0.08——
Next earningsWed, Sep 2·consensus EPS $-0.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$100K+70.6%100%-13025%$-0.19$-6.2M
Q3 FY25$100K+70.6%100%-13025%$-0.19$-6.2M
Q2 FY25$180K+66540.7%100%-5919%$-0.08$-1.5M
Q1 FY25$180K—100%-5919%$-0.08$-1.5M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$709K$709K – $709K-$0.43-$0.43 – -$0.431
FY27$967K$967K – $967K-$0.14-$0.14 – -$0.141
FY28$85.2M$85.2M – $85.2M$0.15$0.15 – $0.151
FY29$268.5M$268.5M – $268.5M$0.53$0.53 – $0.531
FY30$580.9M$580.9M – $580.9M$0.91$0.91 – $0.911

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.11%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-37.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-41.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.865-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMar 24Mykhailo ZhernovDirector25.0K sh$201KSellMar 23Mykhailo ZhernovDirector25.0K sh$202K

See when $CRML insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13DActivist position (5%+)May 6SC 13D
AI summary

Gregory Bennett Barnes filed an new Schedule 13D on CRML disclosing beneficial ownership (14,509,449.00 shares) as of 2026-05-06. The filer's stated intent is passive investment with no plan to influence control of the company.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CRML on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CRML on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CRML on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CRML on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CRML on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CRML on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CRML on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 26 other (8 6-Ks · 3 EFFECTs · 3 F-3s · 2 F-3/As) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Greenland's Palladium Answer Just Got 31% Bigger, and Washington Is Watchingglobenewswire.com·3d agoCritical Metals Corp. Announces Strategic Process to Unlock Inherent Value of Non-Core Assetsglobenewswire.com·10d agoCritical Metals Corp. Announces Strategic Process to Unlock Inherent Value of Non-Core Assetsglobenewswire.com·10d agoWhat's driving US critical minerals stocks higher on Tuesday?invezz.com·11d agoCritical Metals Corp. Provides Update on Proposed Acquisition of European Lithiumglobenewswire.com·15d ago

In themes

Explore the broader themes this ticker is being talked about under.

Critical Minerals & Rare Earths

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Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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