We recently published 10 Stocks Shining Bright Amid Wall Street’s Dull Spell. TMC the metals company Inc. (NASDAQ:TMC) is one of the top performers on Tuesday. TMC the metals company rebounded by 6.17 percent on Tuesday to finish at $6.88 apiece as investor sentiment was fueled by news that one of its shareholders had secured the backing of the US government through a strategic billion-dollar investment. On Monday, Korea Zinc—which holds a 5 percent stake in TMC the metals company Inc. (NASDAQ:TMC)—anno ...

Key Points The Metals Company is trying to mine polymetallic nodules from the Pacific seafloor. These nodules are rich in nickel, cobalt, copper, and manganese. The company lacks a commercial license, and the timeline for getting one is unknown. 10 stocks we like better than TMC The Metals Company › The Metals Company (NASDAQ: TMC) is a deep-sea mining exploration firm that wants to vacuum polymetallic nodules from the Pacific seafloor and turn them into battery-grade metals. The company believe ...

Core Viewpoint - The Metals Company's stock has experienced significant volatility, rebounding sharply due to optimism about its potential role in the U.S. supply chain for critical minerals, particularly as the U.S. seeks to reduce reliance on China [1][2]. Group 1: Stock Performance - The Metals Company's stock has gained 16% over the last month and has an astonishing 470% increase over the year, despite a previous drop of more than 50% from mid-October highs [1][2]. - The current market capitalization of The Metals Company is $2.7 billion, with a current stock price of $6.64 [2]. Group 2: Policy and Regulatory Environment - The White House issued an executive order in April aimed at accelerating the responsible development of seabed mineral resources, which has positively impacted The Metals Company [3]. - The International Seabed Authority (ISA) has not yet adopted a final regulatory rulebook for commercial seabed mining, leaving companies like The Metals Company in a state of uncertainty regarding extraction [4]. - The U.S. has not ratified the treaty that established the ISA, allowing for the possibility of pursuing its own interests in seabed mining, which could benefit The Metals Company [6]. Group 3: Market Context and Future Outlook - The urgency for The Metals Company's operations is heightened by the U.S. government's efforts to reduce dependence on China, leading to agreements with allies for critical minerals [7]. - Despite having no commercial revenue currently, The Metals Company's extensive resource base has led to investor optimism regarding its future role in the U.S. supply chain [7].

Core Insights - TMC The Metals Company is a frontrunner in deep-sea mining, focusing on extracting polymetallic nodules from the Pacific Ocean, which contain critical minerals for battery production [3][4][5] - The company has a significant potential project value of $23.6 billion, compared to its current market valuation of approximately $3.2 billion, indicating a substantial investment opportunity [6] Company Overview - TMC's business model revolves around mining polymetallic nodules in the Clarion-Clipperton Zone, which are rich in nickel, copper, cobalt, and manganese [4][5] - The company aims to utilize robotic vacuuming technology to extract these nodules from the seabed and process them into battery-grade metals for sale [5] Investment and Support - TMC has garnered early support from investors, including Korea Zinc, which invested around $85 million, and Allseas, which has converted a drillship into a deep-sea mining vessel [5] Regulatory Challenges - Despite its potential, TMC is currently pre-revenue and lacks regulatory approval for commercial mining operations [8] - The regulatory landscape for deep-sea mining is uncertain, with the International Seabed Authority (ISA) yet to finalize its regulations, complicating the timeline for TMC to obtain a commercial license [9]

The share price of TMC The Metals Company jumped over 800% in a year. A lot of good news has now been priced into an untested business model.There is nothing particularly special about a mining company. However, TMC The Metals Company (TMC +7.88%) isn't your run-of-the-mill miner. At least, it is hoping that it will be a different breed of miner. That's because the company isn't yet operational.There's a lot to unpack here. And once you know the details, you'll see that investors hoping to set themselves up ...

A junior miner is normally defined as a would-be mining company that is not yet producing. It could be that the deposit isn't yet properly defined, the technology not fully tested, or even justTim Worstall is a wholesaler of rare earth metals and one of the global experts in the metal scandium. He is also a Fellow at the Adam Smith Inst in London and an writer for a number of media outlets, including The Times (London), Telegraph, The Register and even, very occasionally indeed, for the WSJ. This account is ...

This deep-sea miner is trading under $10. Could it become a future supplier of battery metals, or is it a bust?The Metals Company (TMC 11.50%) isn't your typical miner. Instead of blasting rock, it wants to vacuum potato-sized "nodules" from the Pacific seabed and turn them into battery-grade nickel, copper, cobalt, and manganese.In theory, sucking nodules from the Pacific Ocean could be more financially efficient and less environmentally destructive than digging for them on land. At the same time, no one k ...

Key Points The Metals Company is trying to harvest polymetallic nodules in the Pacific Ocean. These nodules contain metals that are essential for battery technology. The company is still pre-revenue and burning cash as it lacks a deep-sea mining permit. 10 stocks we like better than TMC The Metals Company › The Metals Company (NASDAQ: TMC) is a Canada-based deep-sea mining company that could be on the cusp of unlocking a new source of critical metals. The company owns exploration rights for a zon ...

The Metals Company sits on an untapped treasure trove of battery metals. But has the stock's ship already left the harbor?Investors who bought The Metals Company (TMC +4.54%) stock last December and held on through all the ups and downs of 2025 are now sitting on a gain of roughly 766%. Indeed, in mid-October, the company's stock had grown almost 11-fold year over year.Let that sink in. Literally: This might be the only company that grew exponentially on the promise of diving for polymetallic rocks about 18 ...

Core Viewpoint - The Metals Company presents an intriguing investment opportunity in deep-sea mining, but potential investors should exercise caution due to the company's current financial status and the inherent risks of the industry [1][9]. Company Overview - The Metals Company aims to establish a deep-sea mining business, claiming to unlock the world's largest undeveloped resource of metals essential for energy, defense, manufacturing, and infrastructure [2][4]. - The company estimates it possesses 51 metric tons of probable reserves, with production projected to commence at the end of 2027 [4]. Financial Performance - The Metals Company is currently operating as a money-losing start-up, which is typical for new ventures, but significant capital investment is required to build out its mining operations [6][9]. - The company has a market capitalization of $3 billion, with a current stock price of $7.59, and has experienced a 52-week price range of $0.72 to $11.35 [8]. Investment Considerations - The deep-sea mining sector has faced economic feasibility challenges in the past, and while The Metals Company is attempting to innovate, there is uncertainty regarding the success of these efforts until full-scale production begins [5][7]. - The company has indicated concerns about liquidity, suggesting that it may need to sell stock to finance operations, which could dilute current shareholders [8]. - The investment is likely more suitable for aggressive growth investors, as the company is still in the early stages of development and is projected to continue losing money until at least the end of 2027 [9][10].