March 27, 2026 25 45 70 •‧‧‧‧‧‧‧‧••‧‧‧••‧‧•‧ The Metals Company (Nasdaq: TMC) – Unlocking the World's Largest Undeveloped Resource of Metals for Energy, Defense, Manufacturing and Infrastructure 2 Nasdaq: TMC Forward looking statements. 0 145 255 253 226 83 169 170 174 249 50 0 115 175 210 Master Headline | Arial 25, Bold Headline | Arial 21, Bold BLUE SUBHEAD | Arial 12, all caps Subhead | Arial 16, Bold Body Copy | Arial 14 For Bullets, use - 115 175 210 25 45 70 0 145 255 253 226 83 169 170 174 249 50 0 ...

Core Viewpoint - TMC the metals company Inc. is set to provide an update on its fourth quarter and full year 2025 financial results and recent corporate developments during a conference call on March 27, 2026 [1] Group 1: Conference Call Details - The conference call will take place on March 27, 2026, at 08:00 a.m. ET [2] - Participants can join via audio-only dial-in or a virtual webcast, which will be available for replay approximately two hours after the event [2] Group 2: Company Overview - The Metals Company focuses on developing lower-impact critical metals sourced from seafloor polymetallic nodules [3] - The company's dual mission includes supplying metals for energy, defense, manufacturing, and infrastructure while ensuring net positive environmental impacts compared to traditional production methods [3] - The company has over a decade of research into the environmental and social impacts of offshore nodule collection and onshore processing [3]

Core Insights - Clarios Connected Services launched Battery Manager Pro™, a fully managed service designed to enhance battery performance through continuous health monitoring and predictive replacement planning [1][2] Group 1: Product Features - Battery Manager Pro offers remote monitoring of battery health, allowing for timely replacements and reducing unnecessary costs associated with premature battery replacements or unexpected failures [2][4] - The service operates on a subscription model, providing fleets with predictable costs while ensuring optimal battery performance tailored to each vehicle's usage profile [4] Group 2: Market Position and Strategy - Battery Manager Pro is part of Clarios' Connected Services portfolio, which includes other solutions like IdleLess™ and Trailer Battery Manager, leveraging IoT hardware and cloud-based analytics [3] - The introduction of Battery Manager Pro aims to reduce vehicle downtime and optimize operating costs across various vehicle segments, reinforcing Clarios' position as a leader in advanced battery technologies [3][5]

Core Viewpoint - TMC The Metals Company is poised to operate under a new legal framework for deep-sea mining in the U.S., potentially accelerating its ability to extract valuable polymetallic nodules, despite ongoing regulatory uncertainties with the International Seabed Authority [1][4]. Group 1: Regulatory Environment - The deep-sea mine contains billions of dollars' worth of polymetallic nodules but has faced regulatory delays due to the lack of finalized rules from the International Seabed Authority (ISA) [1]. - The U.S. has opted not to join the ISA and is establishing its own rules for deep-sea mining, with TMC's application being the first to comply with these new regulations [3]. - The accelerated timeline set by the U.S. may pressure the ISA to finalize its own rulebook for deep-sea mining [4]. Group 2: Financial Overview - TMC's current stock price is approximately $6.11, with a market capitalization of about $2.5 billion, reflecting a 37% decline from its initial price of $10 due to regulatory uncertainties [5][6]. - The company is still in a pre-revenue stage, with no expected earnings for at least another year, leading to significant uncertainty regarding its future profitability [6]. - The potential market opportunity for TMC could be substantial if it successfully begins commercial-scale harvesting of nodules, but its current financials offer little assurance [8]. Group 3: Investment Considerations - TMC stock is considered risky, appealing primarily to aggressive investors interested in speculating on the future of the U.S. metal supply chain [8]. - Investors seeking stability may prefer safer stock options instead of investing in TMC [8].

Group 1: Industry Overview - The International Energy Agency (IEA) reported in 2021 that demand for critical minerals like cobalt, lithium, and copper will exceed mining production by 2030, highlighting the concentration of control in countries like China [1] - As of now, China continues to dominate the supply of critical minerals, with increasing demand driven by electric vehicles, renewable energy, data center construction, and battery storage [2] Group 2: Company Focus - TMC The Metals Company - TMC The Metals Company (NASDAQ: TMC) is positioned as a crucial player for the U.S. government due to the lack of strategic control over the critical mineral supply chain and an impending supply gap [3] - TMC aims to harvest poly metallic rocks, known as nodules, from the Pacific Ocean, which contain essential ingredients for electric car batteries [4] - The company plans to utilize a robotic vacuum to collect these nodules, process them into battery-grade metals, and sell them to battery manufacturers [5] Group 3: Regulatory Environment - The deep-sea mining process TMC is pursuing is unprecedented, with no established regulatory framework for approval, leading to delays due to environmental concerns [6] - TMC may leverage a U.S. mining law that allows it to pursue deep-sea mining outside the International Seabed Authority (ISA) process, as the U.S. is not a member of the ISA [7] - An executive order by President Trump last year expedited the deep-sea mining approval process, allowing TMC to be the first company to have its consolidated application approved under this new framework [8]

Core Insights - Wabash is showcasing its DuraPlate® dry van platform and digital innovations at the 2026 TMC Annual Meeting, emphasizing the integration of durable engineering and digital intelligence to enhance trailer lifecycle performance [1][6] Product Innovations - The DuraPlate® dry van platform features advanced cargo assurance technology, digital configuration, order tracking tools, and OEM-backed parts solutions aimed at extending asset life and maximizing revenue potential [2][3] - A new cargo assurance solution integrates a digitally connected cargo door and intelligent locking system with the TrailerHawk.AITM technology platform, enhancing cargo security and shipment visibility [3][4] - The TrailerHawk.AI platform is currently in use for inspections, verification, and asset visibility, providing real-time alerts and chain-of-custody tracking [4] Digital Solutions - Wabash is highlighting a suite of digital innovations that simplify specification, maintenance planning, and parts ordering, supported by a nationwide dealer network [5] - Technologies on display include advanced edge detection, interior cargo cameras, Kinedyne cargo management systems, and a Phillips rearview camera system, all designed to improve operational efficiency [4][5] Strategic Focus - The company aims to support fleets throughout the full lifecycle of trailers by combining durable engineering, parts availability, service support, and digital innovations to enhance operational efficiency and asset longevity [6]

Core Insights - TMC The Metals Company aims to provide a sustainable solution for sourcing battery metals by harvesting polymetallic nodules from the deep ocean floor instead of traditional land mining [1][5] Company Overview - TMC has rights to harvest a significant amount of polymetallic nodules, which may contain enough nickel, cobalt, copper, and manganese to power approximately 280 million electric vehicles [2] - The company's market capitalization is currently $2.5 billion, with a stock price range between $1.57 and $11.35 over the past year [7] Regulatory Environment - TMC is navigating a complex regulatory landscape, with the International Seabed Authority (ISA) being cautious about finalizing mining regulations due to ecological concerns [9] - The U.S. government has not ratified the treaty that established the ISA, allowing TMC to explore its own mining regulations [10] - A recent determination by the National Oceanic and Atmospheric Administration (NOAA) that TMC's exploration complies with regulations marks a significant milestone for the company [11] Environmental Considerations - The potential environmental impact of deep-sea mining remains uncertain, with concerns about disturbing ocean ecosystems and harming marine life [8][9] - While traditional land mining also causes environmental damage, TMC's positioning as a clean energy supplier makes ecological concerns particularly critical [9] Market Opportunity - TMC is positioned to become a key supplier in the clean energy sector, with its metals forming the backbone of battery technology for electric vehicles [5] - The company's innovative harvesting method using robotic vacuuming has been demonstrated to be effective, indicating a viable path forward for operations [7]

FORM F-1 TABLE OF CONTENTS REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 As filed with the Securities and Exchange Commission on March 13, 2026 Registration No. 333-293837 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to 1040 The Metals Royalty Company Inc. (Exact name of registrant as specified in its charter) British Columbia, Canada (State or other jurisdiction of (Primary Standard Industrial Classification Code Number) 1900 Dome Tower 333 7 Ave SW th C ...

Core Viewpoint - TMC the metals company has made significant progress in obtaining regulatory approval for deep-sea mining in the Pacific Ocean, with its application deemed "in substantial compliance" by NOAA [1][2]. Regulatory Changes - In January, NOAA revised the Deep Seabed Hard Mineral Resources Act to streamline the permitting process by combining exploration and commercial recovery licenses into a single application [2]. - The revision was proposed following an executive order by President Trump aimed at enhancing the deep-sea mining industry and reducing reliance on China for critical minerals [3]. Company Developments - TMC submitted a consolidated application under the new regulations, becoming the first company to do so, which replaces its previous application from April 2025 [3]. - The consolidated application covers a commercial recovery area of approximately 65,000 km², more than double the previous area of 25,000 km² [6]. Resource Estimates - The licensed area is estimated to contain 619 million tonnes of wet nodules, with potential exploration upside of an additional 200 million tonnes [6]. - TMC aims to extract essential battery metals such as manganese, nickel, copper, and cobalt from polymetallic nodules in the Clarion-Clipperton Zone [5]. Market Reaction - Following the announcement, TMC's shares rose by up to 4%, reaching $6.00 per share, resulting in a market capitalization of $2.42 billion [6]. Environmental Concerns - TMC's mining efforts have faced opposition from environmental groups, particularly Greenpeace, which argues that the company's application violates international law and existing contracts [7][8]. - Greenpeace has called for the International Seabed Authority to take action against TMC, alleging breaches of core contractual obligations under the United Nations Convention on the Law of the Sea [10].

Core Viewpoint - The Metals Company Inc. shares are experiencing a significant increase in value following the NOAA's determination that the company's seabed mining application is in substantial compliance with federal requirements [1][2]. Group 1: NOAA Determination - The NOAA's determination pertains to a consolidated application submitted by The Metals Company USA LLC for an exploration license and commercial recovery permit under the Deep Seabed Hard Mineral Resources Act [2]. - The application encompasses approximately 65,000 square kilometers in the Clarion Clipperton Zone in the Pacific Ocean, targeting the exploration and recovery of polymetallic nodules [3]. - The estimated resource in the area includes 619 million tonnes of wet nodules, with potential exploration upside of an additional 200 million tonnes [3]. Group 2: Company Response - Gerard Barron, Chairman and CEO of The Metals Company, emphasized that NOAA's determination reflects the extensive work undertaken by the team and partners to understand and responsibly develop the resource [4]. Group 3: Stock Performance - The Metals Company shares are currently trading 1.57% higher at $5.83, indicating positive market momentum following the NOAA announcement [5].