Oct. 4 at 7:33 PM
🌅 4:00am EST Watchlist
$CRML – Reuters says U.S. officials discussed an equity stake tied to Tanbreez; prior
$50M DPA grant talks may convert to equity (~8% indicative) plus a potential
$120M EXIM loan. Capex cited ~
$290M; long-term ~85k t/yr concentrate with gallium/tantalum byproducts. Watch terms, funding mix, and policy signals.
$SOPA – Ascendiant Capital keeps Buy and lifts PT to 18. Focus on execution of growth initiatives, margin expansion, and near-term updates to validate the bull case.
$FEMY – AH runner; no new company-specific headlines in ~36h. Watch for filings, clinical updates, or commercial milestones to explain/extend the move.
$NB – Potential multi-day runner. Monitor premarket volume, VWAP reclaims, prior HOD retests.
$ANRO – Potential multi-day runner. Look for clean pullbacks to VWAP, liquidity expansion, and momentum continuation.
Tone: Policy tailwinds, analyst actions, and AH momentum lead. Favor VWAP/pivot reclaims, trim into strength, keep risk tight.
