Ucore Rare Metals Inc. is a pre-revenue North American rare earth developer with a high-beta profile to REE sector headlines. I am cautiously bullish on UURAF stock as a secondary beneficiary if the U.S. strikes a deal with Greenland for REEs. In my view, an annexation is unlikely. Aside from the headlines related to Greenland, I believe the whole thesis hinges on Ucore hitting the Louisiana SMC milestones, especially installing the first RapidSX™ machine by mid-2026.
The Select STOXX Europe Aerospace & Defense ETF (EUAD) is increasingly attractive amid heightened geopolitical tensions and European rearmament priorities. EUAD's fundamentals and valuation are reasonable, with a 25.94 PE ratio and 2.31 price/sales, supporting a buy rating despite recent price surges. Europe's urgent need to reduce reliance on U.S. security guarantees and counter both Russian and American unpredictability underpins the investment thesis.
I see the entire bull case on Critical Metals Corp. hinging on funding. Tanbreez needs roughly $500M Greenland CapEx plus $1B downstream, far beyond the company's $87M in pro forma cash. A big catalyst could be the U.S. stake in the company, which will unlock other possible funding streams, like a $120M loan from EXIM. Qaqortoq pilot plant section targeted by May 2026, and Romania 300–500 kg/hr POC pilot commissioning in Q2 2026.
U.S. Secretary of State Marco Rubio has said that he intends to convene with Danish officials next week to discuss Greenland. It comes amid growing concern across Europe about President Donald Trump's renewed threats to make the world's biggest island part of the United States.
Shares in 80 Mile PLC (AIM:80M, OTCQB:BLLYF) rose as much as 12% in early trading after the explorer agreed a $30 million joint venture with USFM Corporation to develop its Disko-Nuussuaq nickel and copper project in Greenland. Under the binding heads of terms, USFM will fund the investment to earn a 51% stake, while 80 Mile will retain 49% and act as project operator.
GTEC benefits from expanding gross margin due to high-value product sales and electric vehicle expansion.
Greenland Technologies (GTEC) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.
We rate Critical Metals Corp. (CRML) a Buy, driven by its strategic role in Western rare earth independence and electrification and weaponisation trends. The Tanbreez project in Greenland offers massive upside, with a $3B NPV and 180% IRR, yet CRML trades at a steep discount to intrinsic value. Securing a controlling stake in Tanbreez positions CRML as a key supplier for Western defense and tech, reducing reliance on China.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Greenland Technologies (GTEC) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.
GTEC, MATX and THFF made it to the Zacks Rank #1 (Strong Buy) value stocks list on April 29, 2025.
The stock climbed 67%, to $2.20, in after-hours trading Wednesday. Shares have lost 43% of their value in the past year.