I don't know how you have summed things up so well and so quickly, but well done!. You seem to have a good handle on the opportunity, and the risk / reward.
If the NASDAQ listing goes ahead, personally I expect EUR to at least triple to 30 cents minimum within 6 months post listing, and that is assuming that CRML trades lower than listing price, and that EUR does not trade at it's NTA backing (of CRML shares) - which will be notionally worth US$750M or so in an ideal world.
I originally hypothesised that Tony would do some sort of in-speccie distribution of CRML shares to EUR holders post NASDAQ listing and merger, however I now think EUR will sell of some of those shares to instos for cash (after a 6 month lock-out period) to fund EUR's other endeavours.
If the Ukraine war ever ends, then the assets in Ukraine seem world-class (zero value assigned at present) and I'm guessing it won't be too hard to get a mining license if the country is rebuilding. But I treat this as a bonus if it happens as who knows when the war will end?.
I'm curious with your "investing for a living". Is this mainly in the stock market or other areas?. It seems you are new to HC and EUR is your first stock. So I am surprised (pleasantly) with the high calibre of your posts and your understanding of what is a fairly complex proposition with EUR.
EUR Price at posting:
8.9¢ Sentiment: Hold Disclosure: Held
(20min delay)