This Mining Stock Is Up 385% in 2025. 1 Reason This Could Be Just the Beginning.

Core Viewpoint - TMC The Metals Company presents a potential solution to the global scarcity of essential metals needed for data centers and electric vehicles, which could lead to significant stock appreciation if regulatory approval is obtained [1][6]. Group 1: Company Overview - TMC aims to extract metals like copper, nickel, cobalt, and manganese by vacuuming nodules from the Pacific Ocean seafloor, offering an alternative to traditional mining methods [2]. - The company experienced a stock price increase of up to 854% in 2025, although it has since declined by approximately 49% from its all-time highs [2]. Group 2: Financial Potential - The estimated net value of the metals TMC expects to extract is around $23.6 billion, significantly higher than its current market valuation of about $2 billion [3]. - TMC ended the third quarter with approximately $115 million in cash, providing a financial runway for a couple of years based on its current cash burn rate [4]. Group 3: Regulatory Challenges - TMC currently lacks regulatory approval to mine the area under its exploratory control, and while progress has been made, the steps to obtain the necessary license remain unclear [6]. - If TMC secures the mining license, the stock's current gains could be just the beginning of a much larger upward trend [7].