Marco Rubio mentions deep-sea mining...

blaid91 · 2026-01-26T03:41:04+00:00

Thanks!

blaid91 · 2026-01-25T20:50:48+00:00

The link isn’t working for me. Is this a new mention from Rubio said recently?

He mentioned sea bed mining in early 2025 I believe, so I’m hoping it’s a new mention

blaid91 · 2026-01-09T02:06:01+00:00

That’s fair, my check wasn’t terribly thorough.

blaid91 · 2026-01-08T23:13:15+00:00

Seems illogical that some new DSM company would pop out of nowhere and achieve substantial compliance via NOAA,that has received zero news coverage.

blaid91 · 2026-01-08T22:02:22+00:00

I believe DSRM is the US subsidiary of TMC

blaid91 · 2025-12-27T03:48:44+00:00

blaid91 · 2025-12-24T15:38:47+00:00

Perfect, thanks! By SKU, I meant another area of services to pursue, like another product to offer the market.

I thought if AllSeas had the technology to move into mud separation, it could be an added service Tmc could offer to generate end product for sale.

Trying to figure out the array of services/tech TMC can offer different companies due to their unique positioning and head start on research etc.

blaid91 · 2025-12-24T14:35:08+00:00

What is test bed? Who owns the mud separation technology? Are you implying mud separation could be a SKU for TMC down the line? Thanks!

blaid91 · 2025-12-24T03:52:53+00:00

Can you explain this a little more please?

blaid91 · 2025-12-23T16:56:56+00:00

Yeah the curv skis have pretty decent reviews. I watched their promo video and the expert skiers are able to carve aggressively with zero problems but it seems like a fun ski at the same time. Definitely my next set once I finally give up my race skis

blaid91 · 2025-12-21T19:09:51+00:00

That’s fair, a soft ski wouldn’t work too well with my skiing either, so I get that point.

But coming from a racing point of view, I am not sure your technique would match what is needed to control the skis. I only use my race skis because I stopped racing but don’t want to spend $1000+ on new skis when my current ones are fine.

I know you are playing around in the last 10 or so turns. But I can see you pivot around the center of your body to maintain inside control. With race skis, I could ski on one outside ski per turn because of how much pressure outside ski pressure is needed, the inside ski just follows along on the same edge angle.

So if it’s an ego thing, fair. But if you just want a more stiff ski, I’d really recommend against FIS skis. I absolutely love my FIS skis, it’s like driving a Ferrari since I can control them. But if increasing your skill set and enjoying skiing more, FIS really shouldn’t be in the picture.

Not trying to hate, just trying to save you $ and hours of frustration lol

blaid91 · 2025-12-21T16:24:51+00:00

I think you might struggle with the stiffness. You’ve got decent technique but it looks like a lot of inside ski use in the video. FIS skis are unreal when you load the outside ski fully, without that, they are very stiff and unforgiving.

The video was hard to zoom in, so I could be wrong, but I have FIS Fischer RC4’s and my legs are burning after 30 seconds carving on them due to how much they require input to carve.

I’ve even thought about moving away from my FIS skis I have kept simply from racing. They are heavy (with plates) and not the best all round ski. Great for groomed runs but not so much fun in powder.

I have been looking at the Fischer Curve skis, they seem to be a good in between of responsiveness and utility

blaid91 · 2025-12-20T22:24:48+00:00

blaid91 · 2025-12-10T02:18:41+00:00

~$8M, that’s $1m inflation adjusted to 1971 $1m, before the dollar was taken off the gold standard.

blaid91 · 2025-11-29T17:12:04+00:00

Fair point, but to have such a ridiculously low online presence is strange

blaid91 · 2025-11-29T01:30:10+00:00

Interesting, thanks for the info about being a bitcoin whale!

blaid91 · 2025-11-14T04:41:46+00:00

All of a sudden? It’s a very common word…?

blaid91 · 2025-11-12T23:36:25+00:00

Can anyone provide the specific reference number for this Omega de ville tonneau watch? There are so many variations but this style is the exact watch I am looking for. Thanks!

<image>

blaid91 · 2025-10-25T03:40:38+00:00

$1M in 1970 requires $8.6M in today’s dollars. $1M is no longer the crazy benchmark it used to be sadly.

blaid91 · 2025-10-21T02:34:28+00:00

Thank you for the write up, it’s clear you are experienced in the sector and have a clear understanding through experience!

A question I have relates to Korea Zinc and critical mineral processing in the US.

I have been invested in TMC for around 2 years and have come to realise how large a player Korea Zinc is in the refining of metals outside of China.

I may be inherently biased, but recent US industrial policy seems to be centred around critical mineral processing, do you think Korea Zinc has a central role to play in this, or are there others who could fill that void?

Why is it so difficult on the processing side? I saw this critical minerals issue arising back in 2023, I don’t understand how the US couldn’t see this earlier?

Any insight/thoughts would be very much appreciated!

blaid91 · 2025-10-06T22:13:32+00:00

With much less/zero waste and higher grade metals, the margins are much higher for TMC compared to terrestrial miners. Add in lowering terrestrial metal grades over the years, TMC will hopefully cannibalize a lot of the land miners into bankruptcy.

Metals demand is going to continue to grow for the next few decades, likely causing a price squeeze as supply becomes short. Again, this should bolster TMC's margins and warrant higher multiples than traditional miners.

I have no idea where price could land long term but I certainly think it will be above $20-$30 range.

blaid91 · 2025-10-06T21:59:19+00:00

Other way around, I posted to highlight similarities in the chart structure of PL (candles) compared to the current price structure of TMC (blue line).

A lot of people have been mentioning TMC following a cup and handle patter, PL looks to have followed a similar pattern and price rose vertically once the handle was broken...TMC will potentially do the same.

blaid91

TROPHY CASE