Aug. 21 at 12:42 PM
$TREO looks like an interesting high-risk asymmetric rare-earth setup.
Tiny post-merger share count, fresh Nasdaq listing, U.S. critical-minerals tailwinds, Texas asset, and potential government/strategic funding could create serious upside if the rare-earth cycle accelerates.
But this is still early-stage: no maiden resource yet, no completed PEA, and dilution risk is real.
I own shares. Watching for resource definition, federal funding, offtake, pilot-scale results and ETF inclusion.
Not calling a target — just a setup where the stock could outrun the project during the right commodity cycle.
