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[@AtlasShrug1](/creator/twitter/AtlasShrug1)
"$CRML @TonySage7237 you need to get real bankers. Cohen & Company aint gonna cut it. You need credible US banks and research coverage. @EuropeanLithium needs to get serious religion on capital allocation no more options and other bullshit we want 500M shares retired expeditiously and without any offset from any nonsensical issuances. That share count needs to be down to 1.5B fully diluted or less by year end . Period no excuses. Get the ASR in place or do a Dutch at US $0.30-0.35 I dont much care just get it done. Sheesh"  
[X Link](https://x.com/AtlasShrug1/status/1980296723743584683) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-20T15:35Z XXX followers, 3181 engagements


"$EUR.AX If you own this you own XXXX $CRML per share of $EUR.AX you own. That is currently worth $XXXX AUD alone AND you get XXX% direct interest in Tanbreez and other Li assets as well as some equity holdings in other public companies. And you are only paying $XXXX AUD. Guess the ASX is not an efficient market. 135M buyback commences Friday"  
[X Link](https://x.com/AtlasShrug1/status/1977539588563321155) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-13T00:59Z XXX followers, 2619 engagements


"@TonySage7237 Maybe the US govt will invest in $EUR instead of $CRML directly. That would close the gap in about X seconds lol. 🤞"  
[X Link](https://x.com/AtlasShrug1/status/1980422021252321318) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-20T23:52Z XXX followers, 1190 engagements


"@kintoncheung Looks like negotiated price was $XXXX AUD if my math is correct. If Tony pulled this off I tip my cap to him. @TonySage7237 can you confirm whether @EuropeanLithium was the buyer"  
[X Link](https://x.com/AtlasShrug1/status/1980476630649958465) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-21T03:29Z XXX followers, XXX engagements


"New microcap data center play that looks extremely interesting and solves a major problem. Have done a fairly deep dive and looks promising: Hints: Chart is excellent stock is way off its highs in the $20s and is perking up off s nice base. 50/50 JV with gas turbine giant $GEV Technology can generate purified water from waste heat in data centers. Ths is critical with data centers consuming a ton of water for cooling purposes because many geographies face water scarcity issues and water bans and the hyperscalers wont want to have their operations disrupted. This is a way for them to"  
[X Link](https://x.com/AtlasShrug1/status/1975957992244654475) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-08T16:14Z XXX followers, 3095 engagements


"This is an early stage growth company Im not really concerned about that at this point. I am focused on adoption/penetration. Obviously the licensing side w/ Carrier Global should be ultra high incremental margins from the outset as that is the nature of a capital light model. How many $300MM market cap companies targeting TAMs this enormous do you know of that have partnerships with the likes of $GEV and $CARR. Not many I can think ofobviously DYOR Im just flagging it as being very interesting w/ a great chart"  
[X Link](https://x.com/AtlasShrug1/status/1976106630442827792) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-09T02:05Z XXX followers, XXX engagements


"@btcethnov2025 @GlobalCollapse Interestingly the Rice family owns a stake in $AIRJ. One brother runs $EQT and the other $NPWR. They have an incredible track record. Very smart guys on the power/ decarbonization side of the data center buildout"  
[X Link](https://x.com/AtlasShrug1/status/1976401715806208067) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-09T21:37Z XXX followers, XXX engagements


"$AIRJ technology can address this problem. Worth a look partnership w/ $GEV. Their tech can use waste heat from the data center and turn it into purified water effectively reducing or eliminating net water usage for cooling. Super interesting w/ some very astute investors including the Rice family (of $EQT and $NPWR etc.)"  
[X Link](https://x.com/AtlasShrug1/status/1976441822260920322) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-10T00:17Z XXX followers, XXX engagements


"@alainknokke I was using the overnight price of $XXXXX and 1.5B share count. Your math is off the exchange rate is XXXX not XXXXX. I am assuming their stake in Tanbreez is worth $75M now. They also have a substantial cash balance and some other rare earth assets as well"  
[X Link](https://x.com/AtlasShrug1/status/1977672365174882724) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-13T09:46Z XXX followers, XXX engagements


"$EUR.AX $EULIF Pls sell another 6M $CRML today @TonySage7237. I think that will give u enough cash in ur coffers to a massive ASR or Dutch. Makes sense to buy it all the way up to at least $XXXX AUD if not more imo. If it were me Id do a Dutch for XX% of the company at $0.45-.50 AUD. That way u get a massive slug into the Treasury fast. Or u go the ASR route and see if u can buy in XX% plus at an even better avg cost if the Aussies want to continue to doubt your resolve. @EuropeanLithium"  
[X Link](https://x.com/AtlasShrug1/status/1977753736127685084) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-13T15:10Z XXX followers, XXX engagements


"@mikealfred Apparently Eric Jackson said he is buying $HUT because he sees it as a 100-bagger. That would make it a $500B company which seems highly improbable. What is your view on $HUT"  
[X Link](https://x.com/AtlasShrug1/status/1978215879574761752) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-14T21:46Z XXX followers, XXX engagements


"@ericjackson That would make $HUT a $500B company. What are the 2029 rev and earnings numbers you are using to get to that valuation"  
[X Link](https://x.com/AtlasShrug1/status/1978221216830783932) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-14T22:07Z XXX followers, 3159 engagements


"Well so far I vive him a B+ overall. Im a tough grader. The 135M buyback is a good start and shows a pivot in Board mentalityjust needs to be taken up several notches. He has done the vast majority of things right imo. The X things I mark him off for are: 1) Deal w Alyeska at $X with 10M warrant coverage was absurd that should have been a straight equity deal Alyseska raped him 2) Locking in $X exchange rate for shares to be issued to Rimbal for XXXX% more of Tanbreez had he waited a bit and he clearly said he believed stock would be in $20s shortly he would have been a far better deal for"  
[X Link](https://x.com/AtlasShrug1/status/1978498058707964334) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-15T16:27Z XXX followers, XX engagements


"$CRML Got almost an exact XX% retrace of the move from $XX to $XX when stock got to $21ishnow we should see some relief with so many near-term catalysts. A very dangerous short here but you know they cant help themselves lol"  
[X Link](https://x.com/AtlasShrug1/status/1978536122352382413) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-15T18:59Z XXX followers, 1232 engagements


"@Akshay_Naheta @Bakkt So what is the FD market cap at current SP with rhat having been done ans how muxh cash is on the books"  
[X Link](https://x.com/AtlasShrug1/status/1978809604659171441) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-16T13:05Z XXX followers, 2064 engagements


"$CRML Great opportunity to scoop $UURAF on the cheap today after a big pullback. Fundamental story is phenomenal imo"  
[X Link](https://x.com/AtlasShrug1/status/1978828071013585310) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-16T14:19Z XXX followers, 1348 engagements


"Is it trading I show it still halted. If trading what is the AUD price Last close was XXXXX. $50M good thought it would be quite a bit more given the release said major. Tony says they now have $190M of cash is that in USD Appreciate an answer to that @EuropeanLithium or @TonySage7237. Keep exploring those strategic options to close the gap. Hopefully in time we get there. If you arent successful closing the gap materially by 12/31 I suggest moving to a tax free spin of $CRML shares to holders and then dividending out what remains of cash as well (assuming the XX% buyback isnt sufficient)."  
[X Link](https://x.com/AtlasShrug1/status/1979003710807110013) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-17T01:57Z XXX followers, XXX engagements


"@dunnde @aedesalbopictu I dont see how you reach that conclusion. Market cap is $450M at $.26 snd assuming the cash is USD that is $190M. How is XXX 450"  
[X Link](https://x.com/AtlasShrug1/status/1979004573411889253) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-17T02:00Z XXX followers, XX engagements


"@dcblocher @LuisAdven Ask @TonySage7237 when that window officially opens. Thx"  
[X Link](https://x.com/AtlasShrug1/status/1979187582324908223) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-17T14:07Z XXX followers, XX engagements


"@kintoncheung Assuming @EuropeanLithium was the buyer. If so and if Tony continues to just monetize CRML to buy back EUR then near-term weakness in the share price doesnt bother me at all since they can buy in more shares"  
[X Link](https://x.com/AtlasShrug1/status/1980473921129603183) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-21T03:19Z XXX followers, XXX engagements


"@kintoncheung If @TonySage7237 had $EUR buy in these shares it is a brilliant move certainly expedites things. Super bullish if $EUR just sucked in 63M shares in one fell swoop. That would be my guess as to what happened"  
[X Link](https://x.com/AtlasShrug1/status/1980475498598920254) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-21T03:25Z XXX followers, XXX engagements


"@ASXTreasurehunt If they didnt own the land before this land grab for REEs started it aint worth more than what they just oaid for the land. Must be a reason it still unclaimed. $LKY is different bc it staked its claims in 2023. Would rather pay up a bit for a top notch asset"  
[X Link](https://x.com/AtlasShrug1/status/1978277819172966735) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-15T01:52Z XXX followers, XXX engagements


"@majgeoinvesting Gaza is heavily polluted now and may require muti-year $FTEK APC contract to fix. We can monitor compliance with remediating the environment there with $WSTL and $ACFN remote monitoring 🤣🤣🤣"  
[X Link](https://x.com/AtlasShrug1/status/1976467868209557533) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-10T02:00Z XXX followers, XXX engagements


"$FTEK has been consolidating now on low volume for some time. Have to imagine the re-rate will be huge if one or more of their data center deals (backlog $100M w/ X deals as of latest company update) for the APC division hits. I feel confident that they will execute and transform this company before year end. Buckle up"  
[X Link](https://x.com/AtlasShrug1/status/1978133873184686111) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-14T16:20Z XXX followers, XXX engagements


"$CRML Wow raised money on excellent terms this time nothing like the Alyeska deal. But where is the news on $EUR.AX $EULIF alluded to in the ASX trading haul from last night @CriticalMet @EuropeanLithium"  
[X Link](https://x.com/AtlasShrug1/status/1978804923182579996) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-16T12:47Z XXX followers, 2197 engagements


"Those are all included in the approx 2B FD share count though Tony has indicated .the actual # may be lower than that. Just trying to be conservative. Some ppl seem to believe the NOV of the project is more like $10-13B not $3B if that is the case then $CRML prob goes to $XX but Im certainly not banking on that"  
[X Link](https://x.com/AtlasShrug1/status/1979951153971409015) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-19T16:41Z XXX followers, XXX engagements


"Nobody seems to care about Bismuth and it is too small a holding in $ terms to move the needle for $EUR. The decline in $CRML is a sector issue look at $MP $USAR etc etc. You cant blame Tony for that that isnt within his control. Taking advantage of it and buying back a shit ton of stock instead of 1M shares per day is something he and the Board should be held to account for"  
[X Link](https://x.com/AtlasShrug1/status/1980702761743163585) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-21T18:28Z XXX followers, 1192 engagements


"@BogdanGoiax0nX @TonySage7237 At this price they have enough cash to buy back 1B shares. Thats why it is an excellent margin of safety investment in my opinion"  
[X Link](https://x.com/AtlasShrug1/status/1980710262538666151) [@AtlasShrug1](/creator/x/AtlasShrug1) 2025-10-21T18:58Z XXX followers, XXX engagements