Just caught wind of this and had to check it out - Critical Metals stock absolutely ripped 30% on Friday after Greenland basically handed over full control of their Tanbreez Mining operation. They're now sitting at 92.5% ownership, which is pretty massive for a rare earth play.

What's wild is the timing. Same day the stock pops, Texas Capital rolls out a Buy rating with a $20 target price. That's 126% upside from current levels, so clearly the market's taking this seriously. The Tanbreez deposit has eight different heavy rare earth elements that are actually critical for defense and renewable energy tech - not just hype.

From a development standpoint, they've got $120M lined up from EXIM Bank and just greenlit a $30M acceleration push. They're running pilot plants starting in May and targeting actual ore production sometime late 2028 into 2029. Concentrate shipments expected Q3 2029. The location advantage is legit too - deep water fjord access means year-round shipping without restrictions.

Texas Capital's thesis makes sense on paper: strong resource quality, strategic geography between US and European markets, and now they've got the operational control locked down. The metallurgy work from Fremantle last March showed a 40% jump in concentrate quality too. Definitely one to keep on the radar if you're looking at critical metals stock exposure, though obviously these timelines are years out. Anyone else watching this one?