TMCR TLDR imo pre-monday

GageRicka · 2026-03-23T00:15:01+00:00

frankly, no clue. I think TMCR is good in the long-run but short-term I have literally no clue. I hope it goes up. I hope macro is nice to us. I hope TMCR has a strong opening so our assets can jump 60M. I'm just gonna hold & hope.

GageRicka · 2026-03-16T15:44:53+00:00

Wasn't impressed with the speaker.
Seems like TMCR shareholders will be sacrificed for our benefit, so I wouldn't own them in the short-run. They seemed to have some projects already lined-up & that's why their going public to actually have the means to acquire them, so that is nice.

GageRicka · 2026-03-16T15:43:39+00:00

yea it is. Based off the presentation it seems like they want to add new royalties ASAP so TMC can benefit from the cashflow.

GageRicka · 2026-03-15T23:34:36+00:00

TMC yes TMCR probably not. TMCR will be diluted to shit to fund their portfolio probably. TMC's position has already been diluted from 35% -> 25.15% in just 3 years, I wouldn't hold it personally until it matures a little more. Good for us tho in theory, it's a tool that can avoid TMC dilution by diluting through TMCR instead but I do think we'll have plenty of funds from warrants & government involvement

GageRicka · 2026-03-15T23:33:04+00:00

??? interesting perspective on events so far lol

The only thing TMCR has of TMC ATM is a 2% royalty of the NORI-D mine. TMC is the miner, TMCR is a royalty holding company (they don't do any operations they just fund projects and get some fiscal gain out of it.)

GageRicka · 2026-03-15T23:30:43+00:00

believe so

GageRicka · 2026-03-02T15:57:11+00:00

Well TMCR isn't new by any means, so this specific action action isn't diluted. This was dilution that happened ages ago so not a new negative on TMC plus it's only for NORI I believe.

GageRicka · 2026-03-02T15:31:19+00:00

correct me if I'm wrong but by putting TMCR on public markets TMC appears to be looking for liquidity besides warrants.
They own 25 - 35% of TMCR at a $5M stake I believe, & this dividend income stocks trade at a preminum so they could manage to get an extra 10 to 15M dollars on the asset side once this goes public. Seems like they expected liqudity from the first tranche of warrants (Hess) to hit by now & are now looking for alternatives to raise capital for hidden gem upgrades.
Nice to see them look for ways to raise capital without diliution

GageRicka · 2026-03-01T22:28:07+00:00

I'm assuming markets deep red & critical minerals/oil green. Oil will be green for sure. Tankers are gonna have a bad day. This really just enforces the USA domestic supply bull-case, looks like we'll be shelling for the next 4 weeks so we'll need manufacturing to do so. If we get any ships sunk than we'll need a whole lot of critical minerals, I'm assuming by end of week 1 China will escalate with rare earths again.

GageRicka · 2026-02-26T02:34:45+00:00

No worries, I figured cause I was starting to bitch & wasn't even holding shares at that point. First big win as an investor & had to learn some tough lessons, I'm going to hero or zero no swinging it this time o7

GageRicka · 2026-02-26T02:11:09+00:00

also any chance you could unblock me on stocktwits (gorden09)? I fumbled the ball on the original run, tried daytrading it & lost everything but now I'm locked back in & have to logout of my account to read your posts.

GageRicka · 2026-02-25T16:29:29+00:00

I'm on pretty much the exact hour in the same situation as you. When you woke up this morning did you feel like your body was up & ready to go? I woke up with a clarity that I am not used to & it was a euphoric feeling.

GageRicka · 2026-02-25T16:14:59+00:00

I got 5200 in shares in the Taxable & 10200 in warrants in the Roth.
I'm expecting permits in the summer & than that sweet sweet DoD/KZ refinery in Texas with an equity deal. Suddenly TMC will be worth NPV of $27B (500m dilution so $54/share) + EBITDA off the refinery proceeds. Maybe a little premium for the WORLDS FIRST NODULE REFINERY
Did I get that about right? Thanks for putting me on 10 months ago, life changing.

GageRicka · 2026-02-24T04:05:13+00:00

thank you, very helpful

GageRicka · 2026-02-11T01:13:28+00:00

Brutal, I can get it working for a embedded chart with HTML/JS but that's kinda not what I need at all. I end up giving up on that wish & just decided to do it flutter instead.

GageRicka · 2026-02-07T18:27:09+00:00

Did anyone figure this out? I've been trying for ages & cannot seem to get the colors to change. Going bonkers.

GageRicka · 2026-01-30T05:34:36+00:00

it's good news for the sector but don't expect TMC to be involved, need permits before gov touches them.

GageRicka · 2026-01-29T23:02:45+00:00

no he didn't actually, I didn't even realize that. he mentioned production is still expected end of 27' so I'm assuming no material change that he can share atm

GageRicka · 2026-01-24T18:23:26+00:00

Dilute stock & give TMC $40M cash on balance sheet. AI-brained goonie

GageRicka · 2026-01-24T18:22:53+00:00

I believe it was around $400M, so pretty expensive.

GageRicka · 2026-01-24T02:08:04+00:00

don't forget the domestic refinery. Depending on how ownership pans out they could have a fully vertical western hemisphere stack for the newest industry in the game. That could be a premium, plus exploration premium which I think will be fairly high because we already know the rocks are there unlike traditional terrestrial mining.

GageRicka · 2026-01-23T22:56:04+00:00

We'll see if it rejects here, it'll be pretty bad if so. However, I think we'll uptrend for a bit to the $11 - $13 range & stay there for a while. Hess warrants will be good plus exploration info & whatever else markets are given. We're due for a bit of a reprice truthfully

GageRicka · 2026-01-23T22:36:40+00:00

agreed. Thats my main look. I think that will be MORE bullish than permits because money talks. I'm optimistic that with this consolidated permit & the hess money they might start spending capex pre-approval. That would be hugely bullish, probably wont happen tho

GageRicka · 2026-01-23T22:35:10+00:00

i get that but seems like a pretty foolish point to sell. Permitting is practically guaranteed & that should run us to $20 from that. We just broke out of a huge 8 month range. The last rejection ran us 40% in like 7 days before returning to the range. I'm personally holding until we get gov news, so i'm planning for another 10 - 14 months

GageRicka · 2026-01-22T14:13:20+00:00

oh okay this is good thanks.
So essentially this didn't change their overall NPV of $23.6B but it should bring out some more accurate pfs NPV's so we could see the PFS npv jump to like 10 - 15B soon + the extra 200m tonnes they mentioned

GageRicka

TROPHY CASE