The U.S. government is planning to acquire more equity stakes in critical minerals companies, a White House official stated on Thursday. Government investment in public companies was once unusual, but is now considered necessary to challenge China’s dominant position in supplying the rare earth materials needed for many high-tech goods from semiconductors to EV batteries.USAR stock is moving. See the real-time price action here. Government Strategy and JustificationCritical minerals are essential for produc ...

The deep-sea mining company is riding positive momentum this year, but the stock has tumbled in recent weeks.The United States is aiming to secure its critical mineral and rare-earth supply chains. U.S. President Donald Trump has made this a priority, and many precious resource companies have popped as a result.One small company that has had a banner year with its stock performance is The Metals Company (TMC +1.04%). The deep-sea mining company has made progress that could help it begin mining in a resource ...

Group 1 - TMC the metals company Inc (NASDAQ:TMC) experienced a significant stock increase of 17.74% on Tuesday, closing at $7.40, driven by positive investor sentiment related to U.S. alliances for critical minerals development [1][3] - The U.S. is set to meet with representatives from several countries, including Japan, South Korea, and the UK, on December 12 to discuss global critical minerals expansion and reduce reliance on China [2] - TMC focuses on deep-sea mining for essential minerals like nickel and copper, which are crucial for semiconductor and AI industries [4] Group 2 - TMC reported a substantial widening of its net loss in Q3, increasing by 800% to $189.39 million from $20.5 million in the same period last year [4] - Despite the challenges, there is a belief that TMC has potential as an investment, although some AI stocks may offer better returns with lower risk [5]

The company reported no news today. So why are investors so happy?Starting the week on an inauspicious note, shares of TMC The Metals Company (TMC +12.89%) closed 9.7% lower yesterday, compared to their closing price at the end of last Friday's trading session. Today, though, they're driving in the other direction. As of 10:37 a.m. ET, shares of The Metals Company are up 14.7%.However, those who suspect that the company reported something positive today may be surprised to find that it's not a company annou ...

Company Overview - TMC the metals company Inc. is a Canada-based deep-sea mining exploration company focusing on nickel, copper, cobalt, and manganese nodules in the Clarion Clipperton Zone [2] Recent Performance - TMC finished 9.70 percent lower on Monday at $6.28 per share as investors engaged in profit-taking after a four-day rally [1] - The recent boost in TMC's stock was driven by copper hitting a new record high amid tighter supply and a weaker US dollar [1] Financial Performance - The company reported a significant widening of its net loss and comprehensive loss by 800 percent to $189.39 million in the third quarter, compared to $20.5 million in the same period last year [4] - Operating loss expanded by 177 percent to $55.36 million from $19.96 million year-on-year, influenced by non-cash and non-recurring items such as share-based compensation and fair value changes in liabilities [5] Strategic Moves - Despite being a Canadian firm, TMC submitted its interest to the US government earlier this year to engage in deep-sea mining in the international seabed through its US subsidiary [3]

We recently published 10 Stocks Racking Up Big Gains. TMC the metals company Inc. (NASDAQ:TMC) is one of the top performers of last week. TMC the metals company rallied for a fourth straight day on Friday, soaring 19.38 percent to close at $6.96 apiece as investor sentiment was boosted by copper’s surge to a new record high. On Friday, copper prices on the London Metal Exchange jumped to a new all-time high of $11,200 before paring gains to end the day just up by 2.28 percent at $11,189 per ton amid tigh ...

Group 1 - U.S. stocks experienced an upward trend, with the Dow Jones increasing by approximately 300 points on Friday [1] - Micron Technology, Inc. shares rose sharply by 2.5% to $235.92, driven by positive sentiment following Dell's strong third-quarter earnings and guidance [1] - Investors perceive Dell's results as indicative of broader strength in the technology sector, contributing to Micron's stock performance [1] Group 2 - DeFi Technologies Inc. shares surged by 20.5% to $1.6750 after the approval of QCAD as Canada's first compliant CAD stablecoin [3] - YD Bio Ltd saw a 13.7% increase in shares to $11.96, following the announcement of 510(k) clearance and plans for a clinical trial in Taiwan [3] - Other notable gainers included Savara Inc. (+12.3% to $6.02), TMC the metals company Inc. (+12.2% to $6.54), and ImmunityBio, Inc. (+10.7% to $2.3586) [3] - Precious metals stocks, including First Majestic Silver Corp. (+8.3% to $14.64) and Endeavour Silver Corp. (+10% to $9.47), rose amid increasing gold and silver prices [3] - Intel Corporation shares jumped by 7.8% to $39.65, reflecting positive market trends [3] - Crypto-linked stocks, such as Applied Digital Corporation, gained 6.8% to $26.61, following Bitcoin's rise above $90,000 [3]

Core Viewpoint - The rare earth sector in the U.S. stock market experienced a collective rise in share prices on Friday, indicating positive market sentiment towards this industry [1] Company Summaries - TMC the metals (TMC.US) saw a significant increase of over 14% in its stock price [1] - Critical Metals (CRML.US) experienced a rise of more than 3.8% [1] - American Resources (AREC.US) reported a stock price increase of 1.9% [1] - NioCorp Developments (NB.US) had a stock price increase of over 2.3% [1]

Core Viewpoint - The rare earth sector in the U.S. stock market experienced a collective rise in share prices on Friday, indicating positive market sentiment towards this industry [1] Company Summaries - TMC the metals (TMC.US) saw a significant increase of over 14% in its stock price [1] - Critical Metals (CRML.US) reported a rise of more than 3.8% [1] - American Resources (AREC.US) experienced a stock price increase of 1.9% [1] - NioCorp Developments (NB.US) had a stock price rise of over 2.3% [1]

Core Insights - The global competition for critical minerals is intensifying, with United States Antimony Corporation (UAMY) focusing on domestic antimony mining and The Metals Company (TMC) pursuing deep-sea nodule extraction for key minerals [1][2] UAMY Overview - UAMY is experiencing significant revenue growth, with a 160% year-over-year increase in the first half of 2025, reaching $17.5 million, and gross profit rising by 183% [5] - By the third quarter of 2025, UAMY's revenues for nine months reached $26.2 million, up 182%, with gross margins expanding from 24% to 28% [5] - The company has restored domestic antimony mining for the first time in approximately 40 years at Stibnite Hill, Montana, with ore grades expected to exceed 10% [6] - UAMY has expanded its processing capacity at the Thompson Falls facility and remains the only domestic processor and producer of antimony products, aligning with U.S. defense supply-chain priorities [9] - UAMY is also exploring additional critical minerals, including tungsten and cobalt, to replicate its antimony model [10][11] TMC Overview - TMC is focused on a long-term strategy for harvesting polymetallic nodules from the deep seabed, with no revenues reported in the last two quarters but significant regulatory and technological advancements [13] - The company published studies indicating a combined net present value of over $23 billion for its NORI-D project and broader resources [13] - TMC has made progress in engineering innovations for its nodule collector system and has successfully converted nodule-derived manganese silicate into battery-grade manganese sulfate [14][15] - Regulatory compliance under the U.S. Deep Seabed Hard Mineral Resources Act is crucial for TMC, with expectations for commercial recovery by Q4 2027 [17] - TMC maintains a strong liquidity position with $165 million in cash and potential from warrants exceeding $400 million, projecting EBITDA margins approaching 50% by 2040 [18] Comparative Analysis - UAMY is positioned for immediate operational growth through rising antimony production, while TMC is building a comprehensive seabed-to-battery mineral ecosystem for long-term supply chain reshaping [20] - Both companies serve strategic U.S. interests but differ in risk-reward profiles, with UAMY offering short-term traction and TMC promising substantial long-term scale [20]