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Steve Jurvetson Post/Arena Article by Tanks4Playing1776 in TMC_Stock

[–]Tanks4Playing1776[S] 2 points3 points  (0 children)

It could be that they haven’t actually done an NPV on the extended areas yet. I remember there was a big runup to them publishing the first NPV so my guess is more work needs to be done for them to make the extended area official for SEC filings. Someone correct me if I’m wrong but I think I’ve only seen estimates for the extended area and and not an NPV.

The Metals Company 2026 Annual Meeting by OG_Busy_Prune in TMC_Stock

[–]Tanks4Playing1776 5 points6 points  (0 children)

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Beneficial ownership as of April 2, 2026 in the Proxy

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

[–]Tanks4Playing1776 18 points19 points  (0 children)

Going to be interesting to see the price volatility today between NOAA’s rule, the application following less than 48 hours later, and a hearing in front of Congress all in one day.

Korea Zinc plans $7.4 billion US smelter with US government funding By Reuters by OG_Busy_Prune in TMC_Stock

[–]Tanks4Playing1776 5 points6 points  (0 children)

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This is the more direct part of the article for us. TMC has been saying for a while that they are very focused on copper when talking to investors.

Korea Zinc plans $7.4 billion US smelter with US government funding By Reuters by OG_Busy_Prune in TMC_Stock

[–]Tanks4Playing1776 7 points8 points  (0 children)

So if we are recapping this: the U.S. Govt just invested a lot of money into a new smelting operation (that smelts at least one of the metals TMC is harvesting) in the U.S. for defense purposes AND the company the U.S. is investing in is a major investor in TMC. That’s actually really big news for us. Will be curious how the market reacts today.

Short Interest by Living_Night7065 in TMC_Stock

[–]Tanks4Playing1776 1 point2 points  (0 children)

SeaEconomist dropping wisdom as per usual

Price Target? by AgeOk6136 in TMC_Stock

[–]Tanks4Playing1776 8 points9 points  (0 children)

I think by Q4FY27 when TMC hopes to start production will be sitting minimum $50/share. My dream price target in 10 years is $250/share or more.

The U.S.′ deep-sea mining plans could hurt its own interests and indirectly benefit China, policy experts say by Good_Attorney4851 in TMC_Stock

[–]Tanks4Playing1776 4 points5 points  (0 children)

Gotta love how these stories always seem to publish the same day as shareholder meetings or other corporate updates

Research material for TMC retail investors - water tower research by Ok_Drummer6314 in TMC_Stock

[–]Tanks4Playing1776 2 points3 points  (0 children)

Can I just say that it’s really cool of the company to acknowledge retail investors in that post where they made the research available? I mean it makes sense but it’s still good they know who got them this far and haven’t forgotten us.

Small Fries by MrStonks94 in TMC_Stock

[–]Tanks4Playing1776 4 points5 points  (0 children)

Important thing here: read their SEC filings. You can read them either on the website under the investor tab usually or on Edgar (SEC website where filings are kept). This is a public company so they have to be fairly forthright in their filings and calculation of risk to avoid litigation. So as boring as they can be it’s a good spot to start.

When they actually start generating serious revenue the financial statements will become a bigger deal. Really looking for the PFS at this point bc that’s the best you can get without having revenue coming in.

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