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TickerTalks›$CRML
CRCRML

Critical Metals Corp.

Trending onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$CRML·$743M·Industrial Materials·Basic Materials
$7.93+6.4%YTD+4.9%1Y+166.1%
Mentions · last 7 days
2026-07-07: 51 posts2026-07-08: 81 posts2026-07-09: 58 posts2026-07-10: 82 posts2026-07-11: 36 posts2026-07-12: 88 posts2026-07-13: 152 posts548+18%
Price updated 8h ago·X counts updated 1d ago
CRCRML
$CRMLCritical Metals Corp.
$7.93+6.44%548 posts+18%
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 2026-07-14

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

Critical Metals up 150% in 12 months on the Trump-Greenland-Tanbreez narrative — the $27.8B NPV bet against $743M market cap.

Critical Metals Corp holds the Tanbreez rare-earth resource in Greenland — one of the largest rare-earth deposits globally, positioned at the center of the US-Greenland critical-minerals thesis. Up 150% over twelve months at 16% of the 52-week range, this is a hot-momentum name coiling on the strategic narrative.

  • The reported mechanics are essentially pre-revenue: last quarterly revenue was $100K with -130% operating margin — this is a development-stage exploration company, not an operating business.
  • The Trump-Greenland political tailwind is the real catalyst: Trump publicly reviving calls for US to control Greenland (which owns the Tanbreez rare-earth resource) — real strategic optionality that the market is playing.
  • The Tanbreez NPV framing is the fundamental anchor: $27.8B NPV cited as the bull case, with proof-of-value math suggesting the stock could reach $87 if the resource-development narrative validates.
  • The float dynamics support the setup: only ~39% public float (57.7M of 146.89M shares) plus management focus on monetizing non-core assets rather than issuing more shares — real supply-side discipline that supports coiling.

The path if it works is the Sept 2 quarterly print with progress on Tanbreez development milestones, a US Department of Defense or Department of Energy strategic-minerals partnership announcement, and firm non-core-asset monetization detail — that turns coiling into a real move toward $13.65 (corpus target). Continued cash burn without a strategic partnership landing, a Greenland regulatory/political reversal, or a rare-earth price roll is what keeps this at $7.45.

Agrees with X sentimentAgrees with the Trump-Greenland-Tanbreez framing — the strategic-minerals narrative, tight float, and management non-core-asset monetization focus are all real setup elements. The corpus's 'DCA into fear as an art form' is the classic long-duration exploration-name discipline.

What to watch: Sept 2 quarterly print: progress on Tanbreez development milestones, DoD/DoE strategic-minerals partnership announcement, and firm non-core-asset monetization detail turns coil into a move toward $13.65. Continued cash burn, Greenland regulatory reversal, or rare-earth price roll keeps this at $7.45.

On the calendar: 2026-09-02 — Q1 FY27 earnings

X sentiment

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

Mixed sentiment14 posts analyzed · as of 2026-07-14

Discussion around Critical Metals blends bullish structural takes—retention of Clear Street to explore spin-offs, Trump reiterating Greenland ambitions, and the Tanbreez NPV thesis—with sharp criticism of management, complaints about a pilot-plant delay, and warnings that macro shocks like an Iran-deal reversal could weigh on high-beta names. Tight float and dip-buying activity are also noted.

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
+0.8%YTD
+32.5%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.0.7×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.17%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.-24.7%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.-26.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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.

Critical Metals Corp. Announces Strategic Process to Unlock Inherent Value of Non-Core Assetsglobenewswire.com·7d agoCritical Metals Corp. Announces Strategic Process to Unlock Inherent Value of Non-Core Assetsglobenewswire.com·7d agoWhat's driving US critical minerals stocks higher on Tuesday?invezz.com·8d agoCritical Metals Corp. Provides Update on Proposed Acquisition of European Lithiumglobenewswire.com·12d agoCritical Metals Corp Nasdaq-CRML Has Successfully Acquired a Strategic Arctic Ship Housing Asset Providing Long Term & Turn-Key Accommodations at Site for Up to 300 Workers at Tanbreezglobenewswire.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 9 · 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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