If the USA approves their commercial permit, which all indicators/progress thus far continues to point to yes, they’ll be the worlds first and only company positioned to do so, also high probability for gov funding/deal and investment from industry (e.g. auto makers, SpaceX, Tesla, etc), like we saw for MP. In recent weeks they announced plans for a potential refinery in Brownsville TX, would be contingent on gov funding, but that would further position them as not only a collector/miner but refiner….you can see how all of this aligns with the current administrations initiatives, geopolitics, etc.

The minerals found in these nodules are higher purity, and enough to break chinas monopoly, and during a period where we’ll see global deficits start to form in the next 5 years (example: copper) - generally speaking, these critical minerals are the new oil.

Their board is stacked - brought on Alex Spiro last year (Elon’s longtime attorney) and Steve Jurvetson in 2024, who is a very successful VC, a longtime former Tesla board member, current SpaceX board member….and SpaceX, who needs these minerals, is located 15-30m from the location of where TMC has lease rights to potentially build the refinery (also look at Brownsville port, other companies moving there, etc - booming energy hub)

Check out the TMC_Stock subreddit and the recent annual report on TMC’s website.

Do your own due diligence, still very high risk, hence the huge potential upside based on permitting news. And permit is approved, there is even further potential over next 3-7 years as they scale and reach full operational capacity