Mar. 29 at 2:10 PM
$ALB $GPHOF
Crml main asset is Tanbreez 4700Mt deposit in Greenland ( Zr Nb Ta Hf Ga REO) .x
In PEA done in april 2025 by 82 years old person , calculated NPV is 3B$, but PEA has at lezst 7 errors changing NPV , main error is to multiply value of ton per extracted metals by quantity of … concentrate to get revenue , that divides by 6 revenue!
Correcting errors in PEA i find 24B$ NPV and CEO in a tweet of 7/3/2026 announced a likely 300% increase of NPV so 12 B$ .
Value of CEO come from DFS in progress by Niras enginbering in Denmark , difference with my value could come from reduced extraction vs 171.25Mt in PEA or reduced prices on Nd Pr Dy Te Y vs recent FOB china prices 4 times internal prices in China .
With correction of NPV shares should go to 55$ or 111$ vs 7$ today.
on 31/3/2026 Crml will give news about timetable for DFS ordered beginning august 2025 and maybe NPV that is already calculated according to CEO message.