Geopolitical dynamics could help TMC accelerate its progression to commercialization. The company has yet to generate any sales from its mining and processing operations.
In the world of small-cap gems with incredible long-term upside, readers are well aware that I'm very bullish on The Metals Company (NASDAQ:TMC) and its long-term outlook.
TMC is a deep-sea mining company that has exploratory rights for a deposit of critical minerals in the Pacific Ocean. The company recently became the first to submit an application under NOAA's newly consolidated deep-seabed mining permit process.
TMC the metals company Inc. offers a compelling deep-sea mining opportunity with a resource base covering nearly 100 years of critical metals supply. TMC's application expands commercial recovery areas to 65,000 sq km, targeting manganese, cobalt, nickel, and copper—key for U.S. supply security. Recent economic studies value TMC's projects at a combined after-tax NPV of $23.6 billion versus a ~$5 billion market cap, supporting a bullish stance.
The Metals Company soared 450% in 2025. The company is aiming to harvest polymetallic nodules, which could unlock billions in value.
TMC the metals company stands to benefit from NOAA certification, which provides a regulatory backstop and enhances project credibility. PFS results indicate significant upside potential for investors, highlighting the scale and economic attractiveness of TMC's resource base. While share dilution risk exists, sovereign backing helps limit this threat and supports capital access.
When the word “innovation” is thrown around in the finance world, most investors would immediately jump to the conclusion that a particular investors is talking about a technology company.
Currently priced at $5.42, TMC The Metals Company (NASDAQ: TMC) is trading for less than half of its 52-week high of $11.35, highlighting the volatility of this stock's narrative — and how tenuous that narrative can be.
TMC the metals company Inc. ( TMC ) Q3 2025 Earnings Call November 13, 2025 4:30 PM EST Company Participants Craig Shesky - Chief Financial Officer Gerard Barron - CEO & Chairman of the Board Conference Call Participants Dmitry Silversteyn - Water Tower Research LLC Presentation Operator Thank you for standing by, and welcome to The Metals Company's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] I would now like to hand the call over to Craig Shesky, CFO.
TMC the metals company Inc. (NASDAQ:TMC ) Q2 2025 Earnings Conference August 14, 2025 4:30 PM ET Company Participants Craig Shesky - Chief Financial Officer Gerard Barron - CEO & Chairman of the Board Conference Call Participants Dmitry Silversteyn - Water Tower Research LLC Heiko Felix Ihle - H.C. Wainwright & Co, LLC, Research Division Jacob G.
Imagine diving into the Pacific Ocean's depths, not to see coral reefs or look for sunken pirate treasure, but to gather metal-dense rocks containing materials that can power the electric vehicle (EV) revolution.
Famed oceanographer Jacques Cousteau mused, "The sea, once it casts its spell, holds one in its net of wonder forever." TMC The Metals Company (TMC -3.29%), a deep-sea minerals exploration company, has had a similar effect on investors, soaring 576% this year.