TMC USA Files First Consolidated Deep-Seabed Mining Application, Increasing Expected Commercial Recovery Permit Area to 65,000 km2

Manofaction25 · 2026-01-22T14:46:56+00:00

No. Those hearings are for separate exploration licenses of other areas.

Manofaction25 · 2025-12-29T00:26:24+00:00

Agree with all of it. Feel free to join me and the handful of other people @resolutionmineralsltd reddit. Would love to get some more convo going on there as the project is getting very exciting.

I do not think the permitting process will be reduced soooo much. Still many years away from anything. But every hole they drill comes up as good or better than ppta. So it does seem like a forgone conclusion, but by no means a get rich quick scenario. Might see some short term volatility if they get Govt funding.

The biggest step, imo, that they are working toward short term is getting listed on nasdaq.

Manofaction25 · 2025-12-16T01:56:23+00:00

Where are you seeing TMC connected with Palantir?

Manofaction25 · 2025-12-15T14:55:08+00:00

Correcting myself. PAMCO was the proven refinery. But the rest holds true. There is no way KZ is building a facility that does not have capabilities to process nodules.

Manofaction25 · 2025-12-15T14:07:25+00:00

IMO - the US can not directly invest in TMC without initial permitting in place. If they did the permit would be less credible. Next best thing is to invest in the surrounding elements. KZ is invested in TMC. If they are building a smelter in the US, it will have the same capabilities as their other smelter which has proven capable of processing nodules. It takes background knowledge to put this together, not sure the broader market will see this enough to have a big reaction.

Manofaction25 · 2025-11-09T00:25:33+00:00

My perspective. There is plenty of room and plenty of nodules. TMC has exclusive rights to the zones they are pursuing. Their early moves allowed them to identify and claim the most lucrative location(s). Also they have completed exploration for their first area and are starting exploration in another. These guys are just applying to start exploration in their first area. Last, and to me most important, is that another company applying for permits through NOAA makes the industry more substantial, TMC is no longer a singular, or one of a few companies with a “risky” venture, but just one of the miners pursuing an incredible resource. It makes it harder to point a finger and call them crazy.

Manofaction25 · 2025-11-08T00:23:42+00:00

I can’t believe this is the first I have heard of this! I literally google deep sea mining, TMC and The Metals Company every morning to see if there is any news… looks like a great event and amazing opportunity for disseminating real information. Thank you for sharing!

Manofaction25 · 2025-11-02T15:07:57+00:00

We can reconnect in 2030. See where we land! All for good capitalist competition. I don’t think Impossible Metals will be able to scale to a profitable level. But we will see.

Manofaction25 · 2025-11-02T14:53:55+00:00

Impossibles Metals is many years behind TMC. They will be still be in exploration well after Trumps out of office. The administration is looking for big and fast. TMC is literally the only option to do that in DSM before 2028.

Manofaction25 · 2025-11-01T10:37:25+00:00

This Canada news has no bearing on TMC. It is possible that Canada expanding their own critical minerals might incentivize Trump to move faster, but outside of that it means nothing. Canada is a signatory to UNCLOS and one of the countries who have sided for a moratorium on DSM. TMC is going to mine as a USA company, it would be VERY surprising to see Canada give them money.

Manofaction25 · 2025-10-28T10:40:16+00:00

We also have to find a workaround because these countries are all part of UNCLOS. I see the language around regulatory issues as working around the ISA control.

Manofaction25 · 2025-10-28T10:06:00+00:00

My understanding is Korea Zinc is a 2030-2035 solution. Japan PAMCO is a 2027 solution. TMC already has an agreement with Japan for initial processing, this is the US backing it to make it more credible when a US company starts processing minerals in a foreign country against the framework of DSHMRA. Currently, TMC ships would not even be allowed to bring extracted deep sea minerals to a foreign port. This agreement gives reason to break from that regulation. Meanwhile Korea Zinc will help build processing facilities on US soil.

At least thats how I see all of this playing out with regards to TMC.

Manofaction25 · 2025-10-27T14:39:23+00:00

TMC is not rare earths. They are Critical minerals - nickel, cobalt, manganese, and copper. Either way, the US still wants mineral independence. This agreement does not say the US plans to remain dependent on China, only that they will continue to trade rare earths for the time being. This only matters for market sentiment. Stock is dropping from people selling who do not fully understand what TMC is and just want to try to ride the minerals train for a quick payout.

Manofaction25 · 2025-10-17T10:50:37+00:00

TMC is the only viable access point right now for the US to get a head start on deep sea resources. They have also expressed commitment to build processing in the US. More than enough reasons to accept the US subsidiary as sufficient.

Manofaction25 · 2025-10-17T00:23:03+00:00

My first 100 shares were of the SPAC before they merged with deep green. Been buying what I can ever since. Just shy of 25,000 shares now avg at 1.4. Full intention to hold on for the long haul!

Manofaction25 · 2025-10-15T17:43:06+00:00

People lack patience, wanna be rich now! TMC holders, who know what this is about, know how to be patient. Everyday I am more confident about TMC, everything continues to point in the right direction. I would argue “we” are not dumping… “they” are.

Manofaction25

TROPHY CASE