Critical Metals' pump looks over because mining in Greenland will be extremely difficult logistically, which most investors do not grasp. Last week's rally lifted almost every small stock with Greenland in its name. x.com 

Greenland Mines is a low-float stock that will be hard to hold back given all the news coming out of Greenland. x.com 

Greenland Energy's no-revenue exploration and delayed drilling make its politically driven stock spike risky to chase. Its Jameson Land licenses remain valid despite Greenland's 2021 ban on new oil licenses, but earning its stake requires drilling and the first wells have slipped to winter 2027. A presidential post is not a drilling permit; early holders and insiders, rather than buyers chasing the gap, stand to benefit. x.com  x.com 

Critical Metals' Tanbreez project now has a formally approved mine plan, advancing its rare-earth supply case. Greenland's September 29 approval runs through 2050; Tanbreez holds its only rare-earth exploitation permit, and a refinery study projects $1.8–2.2B in annual revenue. An October 22 European Lithium vote could put 100% of Tanbreez within reach. A falling-wedge move still needs to clear the $7.08 trigger. x.com 

Critical Metals is a Howard Lutnick 'grift' play that can make money today, though production is not expected until late 2028-2029. Per the company, Greenland approved the transfer of a 50.5% interest in the Tanbreez rare-earth project, lifting its stake to 92.5% and giving it full control. Tanbreez is among the largest known heavy rare-earth resources, and the US Export-Import Bank has sent a nonbinding letter of interest for up to $120M as the West diversifies away from China. x.com 

Greenland Energy's near-500% surge on a Greenland security pact looks overdone and likely to fall back below $5 by October 6, then toward $2.88. The pact covers military access; drilling needs a separate Greenland permit, now targeted for winter 2027. It has no revenue and $37.4M of cash, 13 billion barrels is an unrisked high case, and the first well has a 1-in-5 chance. $5 warrants and a share-based 80 Mile bid add supply. A close above $5 on October 6 or an early permit would prove it wrong. … Show more

The Greenland trade looks played out for now, and GRML's pump may be fading, though its squeeze risk has not. GRML looks tired, but borrow still costs about 602%, with GLND around 684%. Falling borrow fees and returning share inventory would make the party's-over call much stronger, and another news-driven pump would be needed to reignite it. x.com 

McCoy Global looks attractive after a beating this year from war, balance sheet worries and a paused dividend, though conviction is low. Its excellent product suite should win as Middle East drilling picks up, since adding technology is easier than scaling up manpower, making McCoy the clear winner. The catch is timing: the big contracts could come tomorrow or in a year, and whether orders land in Q3, Q4 or next year nobody knows. x.com  x.com  x.com 

PrimeEnergy trades around 6x normalized earnings because its reserve life is a huge unknown: about five years of proven reserves plus three more years of identified drilling, with little visibility beyond. It will probably outperform that long term, but near term it is mostly oil beta, with intermittent, unpredictable alpha. Better gas pricing once more takeaway capacity is online would help, since it gets only $0.75 for natural gas, and liquids output nearing 2 million barrels de-risks opex. … Show more