Added to YB: 2026-03-04
Pitch date: 2026-03-02
GRX.L [bullish]
GreenX Metals Limited
+3.26%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
GreenX Metals Limited engages in the exploration and evaluation of mineral properties in Greenland and Germany.
Market Cap
AUD 285.9M
Pitch Price
AUD 0.92
Price Target
9.80 (+932%)
Dividend
N/A
EV/EBITDA
-95.45
P/E
-42.91
EV/Sales
1.0K
Sector
Metals and Mining
Category
special_situation
An Arbitration Play with a Copper Upside of 20X the stock price - GreenX Metals Limited
GRX.L: Won £252M arbitration vs Poland for coal expropriation (~A$383M after fees), 70-80% for shareholders = ~100% market cap return. Owns Tannenberg copper-silver in Germany: 1940s report shows 728k tons Cu (A$9B in-situ), but Polish analogue suggests 10-20x larger resource. BHP Xplor funded. Discovered 95 drillholes from 1935-38 saving tens of millions. Recent assays confirm 2.7% Cu, 55 g/t Ag. JORC report 2026. EU CRMA expedited permitting. Risks: collection timing, judicial outcomes, early-stage development.
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