In light of tense relations between the U.S. and China, access to rare earth minerals has become a key strategic priority for the Trump administration. The dynamic has helped to power huge gains for TMC stock, and its share price booked another week of big gains this week despite no fresh bullish news developments. In April, President Trump signed an executive order to accelerate the the review process for mining applications. TMC quickly submitted its first application for seabed mining approval, and inves ...

Core Insights - TMC The Metals Company has seen a significant increase in stock value, rising 576% this year, indicating strong investor interest in the deep-sea minerals sector [1][10] - The company focuses on harvesting polymetallic nodules from the ocean floor, which are rich in critical metals such as nickel, cobalt, manganese, and copper, essential for various industries and a lower-carbon future [3][4] Company Overview - TMC is based in Vancouver and holds exploration rights in the Clarion-Clipperton Zone, a mineral-rich area in the Pacific Ocean [7] - The company has not yet commenced mining operations, pending regulatory approval from the International Seabed Authority (ISA) [7][9] Industry Context - The U.S. relies heavily on foreign sources for critical minerals, with over 80% of its supply coming from abroad, raising national security and environmental concerns [4][5] - Deep-sea mining is presented as a less disruptive alternative to land-based mining, which threatens sensitive ecosystems [6] Financial Performance - TMC reported a net loss of $20.6 million in Q1 2025 and has invested over $500 million in developing deep-sea mining technology [11] - The company has $2.3 million in cash and $41.5 million in available credit, which is expected to sustain operations until at least May 2026 [11] Future Projections - TMC has ambitious projections for its NORI-D project, estimating nearly $2 billion in EBITDA by 2027 and annual revenue of $4.7 billion from 2030 to 2046, although these estimates are based on numerous assumptions [13]

Group 1 - The Metals Company experienced a significant stock increase of 489.3% in the first half of 2025, following a 19.1% gain in 2024 [1] - The new administration under President Trump is focused on securing the supply of critical minerals, which has positively influenced investor sentiment towards The Metals Company [3] - The company is engaged in collecting seabed nodules to produce critical minerals such as cobalt, copper, manganese, and nickel [4] Group 2 - An executive order issued by President Trump in April emphasized the importance of seabed mineral resources, leading to a 45% increase in The Metals Company's stock on the day of the announcement [5] - In June, The Metals Company announced an equity investment of $85.2 million from Korea Zinc, further boosting investor confidence [6] - The company remains in the pre-revenue phase, and potential investors are advised to consider their risk tolerance before investing [8]

Core Insights - TMC The Metals Company stock has experienced significant gains, rising 9.2% on a recent trading day and over 500% year to date, driven by news of a 50% tariff on copper imports announced by the Trump administration [1][3]. Group 1: Tariff Impact - The Trump administration plans to implement a 50% tariff on copper imports starting August 1, which aligns with efforts to enhance domestic mineral sourcing [3]. - This tariff is part of a broader strategy to reduce reliance on foreign minerals, particularly from China, amid rising geopolitical tensions [4]. Group 2: Regulatory Environment - In April, President Trump signed an executive order aimed at expediting permit grants for deep-sea mining companies, which has implications for TMC's operations [5]. - TMC has submitted applications for its first commercial mining permit, and recent developments indicate a favorable regulatory environment that may lead to approval of these permits [6].

Core Insights - TMC the Metals Company (TMC) shares increased by 8.6% following a significant deal between the Pentagon and another mining company, amidst a general rise in the S&P 500 and Nasdaq Composite indices [1] Group 1: Government Involvement in Rare Earths - The Trump administration is considering federal investment in domestic rare earth mining due to the U.S.'s heavy reliance on foreign sources, particularly China, for critical defense materials [2] - MP Materials, the only operational rare earth mine in the U.S., announced a $400 million investment from the Department of Defense (DoD), making the DoD the largest shareholder [3] Group 2: Market Reactions and Speculations - The announcement of the DoD's investment has positively impacted shares of rare earth and critical mineral mining companies, with expectations of further deals from the Trump administration [5] - TMC is speculated to potentially benefit from similar government deals, although this remains uncertain [5][6]

Group 1 - TMC's stock experienced a significant increase of 47.7% in June, outperforming the S&P 500 and Nasdaq Composite, which rose 5% and 6.6% respectively [1][2] - The rally in TMC's stock was supported by easing geopolitical tensions and expectations of interest rate cuts by the Federal Reserve [2] - A major financing deal with Korea Zinc, involving $85.2 million for 19.6 million shares, was a key driver for the stock's surge [4][5] Group 2 - The investment deal with Korea Zinc included three-year warrants for an additional 6.9 million shares at $7 per share, which was initially seen as a premium valuation [4][5] - TMC's SEC filing on June 18 revealed a waiver on restrictions for stock warrants, allowing cashless exercises, which is expected to reduce share dilution for existing shareholders [6] - Despite a slight decline of approximately 2% in July, there has been no negative news affecting TMC, indicating a potential market correction after reaching high valuations [8] Group 3 - TMC's business outlook remains speculative, but recent developments, including an executive order from President Trump to expedite seabed mining permits, could create opportunities for the company [9]

Core Viewpoint - TMC The Metals Company experienced significant stock gains, attributed to a favorable macroeconomic environment and strong job growth data, despite the absence of company-specific news [1][2][4]. Group 1: Stock Performance - TMC stock rose by 11.4% in a single trading session, outperforming the S&P 500 and Nasdaq Composite, which increased by 0.8% and 1% respectively [1]. - The stock has surged 531% throughout 2025's trading, indicating a substantial valuation increase [6]. Group 2: Economic Indicators - The Bureau of Labor Statistics reported that 147,000 non-farm jobs were added in June, exceeding the expected 110,000 jobs, with upward revisions for previous months [4]. - The jobs report suggested a stable economy, alleviating concerns about inflation while allowing for potential interest rate cuts by the Federal Reserve, which encouraged stock purchases [5]. Group 3: Industry Outlook - TMC aims to lead in deep sea mining operations, with favorable conditions emerging for the company amid geopolitical tensions, particularly with China [6][7]. - The U.S. government's focus on domestic mineral sourcing as a national security initiative may enhance the role of deep sea mining in the economy [7].

Core Viewpoint - TMC The Metals Company has experienced a significant increase in stock price, driven by positive market momentum and favorable analyst coverage, despite some sell-offs in the latter half of the trading week [1][2][4]. Group 1: Stock Performance - TMC's stock closed the week up 3.8%, outperforming the S&P 500 index, which rallied by 3.4% [1]. - The stock has risen 44% over the last month, largely due to bullish market sentiment and a major investment from Korea Zinc [2]. - Following Wedbush's upgrade of TMC's rating from neutral to outperform, the stock saw a significant increase in trading activity [5]. Group 2: Market Dynamics - Positive macroeconomic indicators, including potential interest rate cuts by the Federal Reserve, have contributed to a bullish market outlook [4]. - A ceasefire between Israel and Iran has also provided a favorable geopolitical backdrop, enhancing investor sentiment [4]. Group 3: Analyst Coverage - Wedbush raised its one-year price target for TMC from $6 to $11 per share, indicating a potential upside of approximately 61.5% [5]. - The positive analyst coverage has played a crucial role in boosting TMC's stock performance [5]. Group 4: Regulatory Environment - The U.S. is increasing its domestic mineral production capabilities amid geopolitical tensions with China, which may benefit TMC [6]. - TMC still faces regulatory hurdles but the overall conditions appear to be improving for the company [6].

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what's up everybody dave Bartziaak here and I've got another chart of the day for you now I'm back from vacay ready to rock this one is the metals company ticker TMC now there's been a lot of talk about US I'm sure you heard about our energy independence right but now there's a lot of talk about mineral independence so what does this company do deep water mineral mining oh so no wonder this thing has gone virtually parabolic uh since some Trump executive order back in April aiming to make sure that the US i ...