We recently published an article titled 11 Best Canadian Growth Stocks to Buy According to Hedge Funds. On January 23, Alliance Global increased its price target on TMC the metals company Inc. (NASDAQ:TMC) to $12.25 from $6.50 while maintaining a Buy rating, reflecting growing confidence in the company’s regulatory and operational progress. The revision follows the announcement of a significant permitting milestone tied to its deep-sea mining initiatives, which the analyst characterized as a pivotal step ...

TMC has gained about 280% since last year. Could it be a millionaire maker?TMC The Metals Company (TMC 4.70%) is a $7 stock that could easily be worth more than seven to eight times what it currently trades at.NASDAQ : TMCTMC The Metals CompanyToday's Change( -4.70 %) $ -0.30Current Price$ 6.18Key Data PointsMarket Cap$2.7BDay's Range$ 6.09 - $ 6.4852wk Range$ 1.57 - $ 11.35Volume122KAvg Vol9.9MThe deep-sea mining company is trying to harvest polymetallic modules from the seafloor.It owns exploratory rights ...

Core Viewpoint - The Metals Company is attempting to develop an undersea mining operation, which has faced challenges in the past and is considered a high-risk venture [1][3][5]. Group 1: Company Overview - The Metals Company aims to produce nickel, cobalt, copper, and manganese, which are essential metals in the technology sector [4]. - The company is in the early stages of development, with no reported revenue and significant operating losses [5]. Group 2: Market Potential - There is a growing demand for the metals produced by The Metals Company, particularly due to investments in artificial intelligence and technology [4]. - The undersea mining technology being developed by the company is noted to be impressive, although it is still unproven [3]. Group 3: Financial Performance - In Q3 2025, The Metals Company reported a loss of $0.46 per share, an increase from a loss of $0.06 in Q3 2024, indicating ongoing financial challenges [5]. - The company is expected to continue incurring losses for the foreseeable future as it develops its operations [5]. Group 4: Investment Considerations - The Metals Company is viewed as a high-risk start-up, and most investors are advised to keep it on their watch lists rather than invest heavily at this stage [6]. - Only aggressive investors should consider owning shares in The Metals Company, with caution recommended due to the long-term nature of the mining opportunity [6].

Core Viewpoint - The article discusses the potential of three companies—The Metals Company (TMC), Critical Metals (CRML), and NioCorp Developments (NB)—in the context of U.S. government initiatives to secure domestic critical mineral supplies through "Project Vault" [4][18]. Company Summaries The Metals Company (TMC) - TMC is a pre-revenue developer focused on extracting polymetallic nodules from the deep seafloor, which could provide a non-traditional supply source for critical minerals [3]. - As of September 30, 2025, TMC reported cash reserves of $115.6 million and a net loss of $184.5 million, equating to $0.46 per share [1]. - TMC's stock has increased by 277% over the past 52 weeks and 6% year-to-date [2]. - The company secured a $37 million investment and an $85.2 million strategic investment from Korea Zinc, which indicates strong interest in U.S.-based refining [7]. - Analysts have a consensus "Strong Buy" rating for TMC, with an average price target of $10.60, suggesting a potential upside of about 62% [8]. Critical Metals (CRML) - CRML is a development-stage rare earths company advancing the Tanbreez project in Southern Greenland [9]. - The stock has risen by 54% over the past 52 weeks and 88% year-to-date, reflecting positive market sentiment [10]. - The company closed a $50 million PIPE financing to support its project, extending its operational runway [12]. - U.S. government interest in CRML has been highlighted by discussions of converting a $50 million Defense Production Act grant into an equity stake [13]. - One analyst rates CRML as a "Strong Buy" with a price target of $20, indicating a potential upside of approximately 54% [13]. NioCorp Developments (NB) - NioCorp is focused on developing the Elk Creek Project in Nebraska, targeting scandium, niobium, and titanium materials [14]. - The stock has appreciated by 161% over the past 52 weeks and 26% year-to-date [14]. - For the three months ending September 30, 2025, NioCorp reported a cash balance of $162.8 million and a net loss of $42.7 million, or $0.53 per share [15]. - The U.S. Department of Defense awarded up to $10 million to support NioCorp's domestic scandium supply chain, indicating strategic importance [16]. - Analysts have a consensus "Strong Buy" rating for NioCorp, with an average price target of $13.12, suggesting a potential upside of about 97% [17]. Industry Context - The U.S. government is prioritizing domestic critical mineral supplies due to China's dominance in the sector, controlling approximately 70% of rare earths mining and 90% of processing [6]. - "Project Vault" aims to create a strategic reserve of rare earth elements, with nearly $12 billion allocated to reduce reliance on China [6]. - The demand for critical minerals is projected to double or triple by 2030, emphasizing the urgency of securing domestic sources [6].

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Group 1 - SF Express (09699) expects a profit of no less than RMB 238 million for the year ending December 31, 2025, representing an increase of at least 80% compared to 2024. Adjusted net profit is projected to be no less than RMB 376 million, a growth of at least 158%, with revenue expected to reach no less than RMB 22 billion, a 40% increase from 2024 [1] - Fuhong Hanlin (02696) shares rose nearly 5% following a successful offline researcher meeting in San Francisco regarding its international multi-center Phase III clinical study for HLX22, a new anti-HER2 monoclonal antibody [1] - Xpeng Motors (09868) saw a decline of over 2.2% as it reported January vehicle deliveries of 20,011 units, a year-on-year decrease of 34.07% and a month-on-month decrease of 46.65% [1] Group 2 - Engineering machinery stocks continued to rise, with Zoomlion (01157) up 7.47% and Sany International (00631) up 3.57%. The total import and export trade of engineering machinery in China for 2025 is projected to be USD 62.743 billion, a year-on-year increase of 13.2% [2] - Ruipu Lanjun (00666) shares increased over 5% after announcing its first profit forecast since listing, expecting a net profit of RMB 630 million to RMB 730 million for the year ending December 31, 2025 [2] - Pony.ai (02026) shares rose over 2.5% following a partnership with Aitbot to build a fully autonomous driving service fleet [2] Group 3 - MINIMAX-WP (00100) shares surged over 12.7% after the release of the MiniMax Music 2.5 audio model, which achieved breakthroughs in "paragraph-level strong control" and "physical-level high fidelity" [3] - China International Marine Containers (02039) shares rose over 12% after discussing its data center business and container manufacturing performance in an investor relations activity [3] Group 4 - WanGuo Gold Group (03939) shares increased over 6.8% after announcing an expected profit of approximately RMB 1.4 billion to RMB 1.5 billion for 2025, a year-on-year increase of about 143% to 161% due to rising sales volume and prices of gold products [4] - Junda Co., Ltd. (02865) shares rose over 13% after completing a placement agreement [4] Group 5 - Carnival Cruise Line (CCL.US) shares rose 8.09% as U.S. House Speaker Mike Johnson expressed confidence in gaining Republican support to end the government shutdown [5] - Major tech stocks like AMD (AMD.US) and Intel (INTC.US) saw gains, with AMD up 4.03% and Intel up 5.04%, following unexpected expansion in U.S. manufacturing activity [5] - The storage sector strengthened, with SanDisk (SNDK.US) up 15.44% as demand for AI and data centers continues to drive price increases in DRAM and NAND Flash products [6] Group 6 - Disney (DIS.US) shares fell 7.4% despite reporting a 5% year-on-year revenue increase to USD 26 billion for Q1 2026, exceeding analyst expectations [7] - Coterra Energy (CTRA.US) shares dropped 3.6% following Devon Energy's announcement of a significant acquisition deal [6] - Oracle (ORCL.US) shares declined 2.75% as the company plans to raise USD 45 billion to USD 50 billion for expanding its cloud infrastructure [8]

Core Viewpoint - Rare earth stocks experienced a significant pre-market surge, driven by the announcement of a $12 billion strategic critical minerals reserve plan by the U.S. government aimed at bolstering industrial security and protecting manufacturers from supply chain disruptions [1] Group 1: Stock Movements - Critical Metals (CRML.US) rose over 8% in pre-market trading [1] - NioCorp Developments (NB.US) increased by more than 6% [1] - United States Antimony (UAMY.US) saw a rise of over 5% [1] - TMC the metals (TMC.US) and USA Rare Earth (USAR.US) both increased by more than 4% [1] - MP Materials (MP.US) gained over 3% [1] Group 2: Government Initiative - The initiative, named "Project Vault," will utilize $10 billion in loans from the Export-Import Bank of the United States, along with $1.67 billion in private capital [1] - The plan aims to procure and store minerals for automotive manufacturers, technology companies, and other industrial giants [1] - This will be the first private sector reserve project of its kind in the U.S., setting a record in scale and operating similarly to the national strategic petroleum reserve [1]

Core Viewpoint - The article highlights the significant rise in the rare earth sector, driven by the announcement of the "Project Vault," a strategic critical minerals reserve initiative by the U.S. government, aimed at protecting manufacturers from supply shocks. Group 1: Market Reaction - On February 2, pre-market trading showed a strong performance in rare earth stocks, with NioCorp Developments up nearly 9% and Critical Metals up over 7% [1] - Other notable gains included TMC the metals (6.5%), American Resources (6.01%), United States Antimony (6%), USA Rare Earth (5.71%), and MP Materials (4.88%) [2] Group 2: Project Vault Details - The "Project Vault" will combine $1.67 billion in private capital with a $10 billion loan from the Export-Import Bank of the United States, aimed at purchasing and storing mineral resources for various industries [3] - The Export-Import Bank's board is expected to approve this record-setting 15-year loan, which is more than double the size of the bank's second-largest transaction in history [4] Group 3: Strategic Importance - The reserve will cover rare earths and other strategically important elements, helping companies hedge against price volatility without the need to stockpile materials [4][5] - Major companies involved include General Motors, Stellantis, Boeing, Corning, GE Vernova, and Google, indicating strong industry support for the initiative [5] Group 4: Market Stability - The initiative is designed to stabilize markets and mitigate price fluctuations, which can significantly impact financial statements, as seen with the historical spike in nickel prices following the Russia-Ukraine conflict [5] - Commodity traders will be responsible for sourcing raw materials to fill the reserves, further emphasizing the project's market-oriented approach [5] Group 5: Investor Confidence - The project has reportedly received oversubscription, reflecting investor confidence in the creditworthiness and long-term commitments of the participating companies [6]

Core Viewpoint - Rare-earth stocks are gaining attention as China tightens export controls amid the trade war with the United States, prompting U.S. policymakers to focus on domestic mining and production to enhance manufacturing capabilities [1]. Group 1: MP Materials - MP Materials operates the only large-scale rare-earth mining and processing site in North America, specifically the Mountain Pass Rare Earth Mine in California, which is one of two major light rare-earth production facilities outside China [3]. - The Mountain Pass facility produces refined rare-earth oxides, particularly Neodymium-Praseodymium (NdPr) oxide, essential for powerful magnets used in electric vehicles and consumer electronics [4]. - In July 2025, MP Materials halted all sales to China to align with U.S. national security goals, and its Independence Facility has started generating revenue, with plans for a significant expansion to increase U.S. magnet manufacturing capacity from 1,000 to 10,000 metric tons annually [5]. Group 2: The Metals Company - The Metals Company (TMC) is focused on seabed mining, aiming to extract polymetallic nodules rich in nickel, copper, cobalt, and manganese, which could help secure critical minerals for the U.S. [6]. - TMC is targeting the Clarion-Clipperton Zone, located approximately 1,500 miles from San Diego, and has submitted the first application for a commercial recovery permit under the U.S. Seabed Mining Code [7].

Core Viewpoint - The Metals Company (TMC) experienced a remarkable stock increase of 450.9% in 2025, driven by heightened interest in critical metals and deep-sea mining [1]. Group 1: Government Influence - The return of President Trump to the Oval Office led to speculation about increased domestic production of critical minerals, which was confirmed by executive orders aimed at advancing the deep-sea mining industry [3]. - Following the announcement of these executive orders, TMC's shares surged nearly 45% on the day of the announcement [4]. - The U.S. government's efforts to reduce regulatory barriers for deep-sea mining operations have been beneficial for TMC, which has faced regulatory uncertainty in the past [8]. Group 2: Strategic Investments - Korea Zinc's investment of $85.2 million for 19.6 million shares of TMC, along with their interest in collaboration for processing and manufacturing in the U.S., further fueled investor interest [5]. Group 3: Market Dynamics - Escalating trade tensions between the U.S. and China, particularly China's export limits on critical minerals, positioned TMC as a strategic investment opportunity for U.S. investors looking to secure domestic supply [6]. - TMC plans to produce not only copper but also cobalt, manganese, and nickel from polymetallic nodules, enhancing its market appeal [6]. Group 4: Recent Performance - As of early 2026, TMC's shares have increased by 25.9%, largely due to new regulations from the National Oceanic and Atmospheric Administration (NOAA) that facilitate deep-sea mineral exploration and recovery [8].