TMC the Metals Company Inc (TMC) 銘柄情報

Bought more at 4,5. See you at $6-$7.

The ship was classed by ABS in October 2021, according to press releases.

According to ABS, the ship must be drydocked twice in a 5 year period and cannot be more than a 36 month interval.

They haven’t done this…

“ABS (American Bureau of Shipping) classed ships generally undergo drydock inspections twice within a five-year period, with the interval between drydockings not exceeding 36 months, according to the Coast Guard. This includes a full drydock and internal structural examination.”

The boat sat off the west coast of Mexico at anchorage for well over a year and then sat parked at a scrap yard dock in South Korea for several months.

So before they get everyone all excited, at some point the bad news will be released about the ship being stuck in dry dock for an extended period and ungodly huge costs to reclaim their certification. Deferred maintenance is orders of magnitude greater than required scheduled maintenance.

Without ABS, the boat doesn’t get insured and likely gets locked out of ports. Getting a crew for an unclassed ship will also be very difficult

BE IMFORMED ABOUT YOUR INVESTMENT

Not interested. Every day the re-class on the ship is put off, the more expensive it becomes. At some point without the proper classifications, the ship would be denied entry into port. Maybe that might be why the boat sat at anchorage for over a year off the Mexican coast. Just an assumption

I know for all the wrong reasons, just how much these old boats cost to sit around, not in service, and the ungodly cost to bring the boats back into class.

$5-$7 incoming.. 

I love people like you. Wait for the second mining ship to show up. That is a great time. Chase this SP all the way for a moon shot. All of us longs will cheer you on.

Well if they do collect anything the old ship would have a more likely sinking event if it is full of rust holes in the hull, as you claim. This is why ships are put in dry dock and go through rigorous inspections for ship classification compliance and of course, insurance.

Nice move on the sp. I wish I would have bought into this when it was cheap .
I’ll wait for the new ship.

That is very short term. I say it will go up 300 percent on a flash when the approved permit comes back. The clock is ticking for it to get approved.
And if anyone thinks the president owns over 30 million shares for no reason… then you have not been paying attention.
I am still looking for this to break a hundred a share with dividend once we get production.

I already told you. The rust holes you keep talking about are small when considering the size of the nodules. Whatever is picked up from the ocean floor will make it to the smelting unit. So quit your worries.

Going to $5-$7 short term. 

Are they still towing the boat to the scrapyard ?

When will they attempt to get re-classed on the boat ?

About to moon... 

Has the Coast Guard reported the old bucket of rust missing or sinking ?

When is the boat going to be reclassed ?

TMC reports May14 according to Seeking Alpha

Dear Stakeholders,


April marked a turning point—not just for TMC, but for the future of critical minerals—as the U.S. issued a landmark Executive Order on deep-sea mining and TMC submitted the world’s first commercial application to recover polymetallic nodules under U.S. law.

This submission—covering a commercial recovery permit and two exploration licenses—represents a major step forward for the industry. We’re applying over ground we know well, supported by decades of research, offshore campaigns, environmental studies, and SEC-compliant Technical Resource statements.

With this foundation, TMC USA offers a shovel-ready pathway to unlock critical minerals vital for U.S. energy, infrastructure, and defense. We welcome NOAA’s fair, flexible, and transparent regulatory approach, and look forward to contributing to its NEPA-compliant Environmental Impact Statement development.

We believe that the impacts are minimal, manageable, and the start of responsible operations is fast approaching.


Kind regards,

The Metals Company


World First: TMC USA Submits Application for Commercial Recovery of Deep-Sea Minerals in the High Seas Under U.S. Seabed Mining Code

Following last week’s?Executive Order, ‘Unleashing America’s Offshore Critical Minerals and Resources’,?TMC USA submitted applications to the National Oceanic and Atmospheric Administration (NOAA) for two exploration licenses and one commercial recovery permit under the Deep Seabed Hard Mineral Resources Act (DSHMRA) and NOAA implementing regulations which form the U.S. seabed mining code.

Read the Press Release
TMC Welcomes U.S. Executive Order to Expedite Permitting and Evaluate Offtake of Critical Minerals from Nodules in the High Seas

On April 25, 2025, President Trump signed the Executive Order 'Unleashing America’s Offshore Critical Minerals and Resources', a major step toward securing domestic supplies of seabed-derived critical minerals. The order directs the Commerce Secretary to fast-track permitting under DSHMRA, the U.S. law passed in 1980.

It also calls on the International Development Finance Corporation, Export-Import Bank, and Trade and Development Agency to explore support tools for the industry. The Departments of Defense and Energy are tasked with evaluating nodule procurement for the National Defense Stockpile, reviewing domestic processing capacity, and assessing use of the Defense Production Act.

The order further directs a joint assessment—led by Commerce, State, Interior, and Energy and in coordination with allies—on the feasibility of a seabed benefit-sharing mechanism.

TMC CEO Testifies In Congress

TMC CEO Gerard Barron recently testified in front of the House Natural Resources Oversight and Investigations Subcommittee on “Exploring the Potential of Deep-Sea Mining to Expand American Mineral Production”. Gerard highlighted the abundant, unattached polymetallic nodule resource as a platform to secure new supplies of critical minerals essential for U.S. infrastructure, defense, energy, and technology—and to drive reindustrialization across shipbuilding, port infrastructure, minerals processing, and manufacturing

Gerard told lawmakers, “With seabed minerals, America can end critical mineral dependence; reclaim leadership in offshore innovation; inspire generations of American engineers, scientists, and mariners; and create over 100,000 American jobs and generate over $300 billion in GDP.”

Gerard also directed the Committee to his written submission “for a detailed rebuttal of common environmental myths used to confuse the public.”

Rutger Bosland, Pioneering Engineer and Technical Lead on Development of TMC’s Nodule Collection System, Joins Company to Drive Commercial Readiness

On April 15, 2025, we announced that Rutger Bosland, the engineer and technical lead who oversaw the design, build, and successful test deployment of Allseas’ integrated nodule collection system, had joined the Company as Chief Innovation and Offshore Technology Officer (CIOTO). Rutger will lead offshore innovation and efforts to scale our technologies for commercial production. He brings world-class expertise in deep-sea mining, naval architecture, and offshore operations to TMC, having led a team of 80+ engineers in developing TMC’s pilot nodule collection system, and Allseas’ program to scale up nodule collection technology in preparation for TMC’s commercial operations.

Roland Berger: Deep-sea mining – A Promising Critical Mineral Solution

A new report by consultancy firm Roland Berger finds deep-sea mining “offers major advantages over terrestrial mining “from a strategic, economic and environmental perspective. With deep-sea minerals expected to have a significant impact on supply and demand for numerous minerals, the report argues “countries and companies dependent on critical minerals should review their stance on deep-sea mining and consider stronger engagement to de-risk their supply chains."

The Economist – Donald Trump is Right to Go After Metals in the Deep Sea

The Economist has long been a trusted source for Presidents and global leaders alike — when it speaks, people listen. The latest Leader, the paper’s second article on deep-sea mining in a week, is a standout example of quality, independent journalism.

"There is a strong argument that deep-sea collection will be better for the environment than mining on land. It will cause the release of less carbon dioxide and it will do less harm to rare species and precious habitat."

The Economist – A Trump Executive Order Will Unleash a Global Deep-sea Mining Boom

The Economist notes how the recent Executive Order provides the U.S. with an invaluable opportunity to regain its leadership in deep-sea mining and pave the way for responsible operations to begin.

“And the ISA, despite years of effort, is little closer to coming up with its own mining rules. Here, a growing number of policymakers and executives now say, is a chance for America to take back the initiative and help shape the international rules of the coming seabed boom.”

New York Times – Days After Trump Commits to Seabed Mining, Two Sides Face Off

The New York Times published a good write up of the recent Congressional hearing and highlighted comments from Dr Thomas Peacock, Director of the Environmental Dynamics Laboratory?at MIT and a leading expert on the behaviour of sediment plumes, who stated that “research indicates that some of the proposed impacts of nodule mining may not be as severe as speculated”, and that sediment plume concentrations were “roughly the equivalent of a grain of sand in a fishbowl.”

Gerard Barron Speaks with Bloomberg TV

Gerard recently sat down with Alix Steel at Bloomberg for a live television interview in which he discussed America’s return to leadership in deep-sea mining since first pioneering the industry in the 1970s, and to the extensive research that has been carried out by NOAA and private contractors like TMC in the decades since. Backed by decades of environmental research and with three NOAA applications now submitted, it's time for responsible operations to begin.

This document contains links to third-party websites that are not owned or controlled by The Metals Company. The Metals Company has no control over, and assumes no responsibility for the content, privacy policies, or practices of any third-party websites, and does not adopt the disclosure on these websites as its own. You acknowledge and agree that The Metals Company shall not be responsible or liable, directly, or indirectly, for any damage or loss allegedly caused by any content available on or through third-party websites, including any statements or information used or relied upon from these third-party websites. We strongly advise you to read the terms and conditions and privacy policies of any third-party websites that you visit.

Copyright © 2024 The Metals Company, All rights reserved.

Our mailing address is:
The Metals Company
1111 West Hastings St
15th Floor
Vancouver, BC V6E 2J3
Canada

The Metals Company is committed to supplying lower impact metals for renewable energy and electric vehicle batteries.

https://mailchi.mp/61a004d8bfff/tmc_april25_update-12885631?e=d301df9fff

Long term chart is looking good. Breakout of $3 has no resistance until it reaches $10.
Weekly Chart

TMC has now sent in their mining permit application. I think the amount of metals is close to a bazillion tons? What do you think?
“ We believe the TMC USA-A and USA-B exploration areas contain SEC SK 1300-compliant resources of 1,635 million wet tonnes of polymetallic nodules, with an additional estimated 500 million tonnes of exploration upside. Together, the resource is estimated to contain approximately 15.5 million tonnes of nickel, 12.8 million tonnes of copper, 2.0 million tonnes of cobalt, and 345 million tonnes of manganese”
https://investors.metals.co/news-releases/news-release-details/world-first-tmc-usa-submits-application-commercial-recovery-deep/

Okay, I found the solution to your possible problem you came up with. TMC has an American subsidary that will benefit from the Executive order. Below is from an article on Schwab.
Also did you see the target price is now $6.00 ? I think that is just around the corner and just the next stepping stone.
“The Company’s U.S. subsidiary, The Metals Company USA LLC (“TMC USA”), is strategically positioned to play a central role in responsibly recovering polymetallic nodules to strengthen U.S. critical mineral supply chains and in building an industrial ecosystem enabled by deep seabed minerals—an emerging sector expected to mobilize tens of billions in private investment in the United States across shipbuilding, ports, mineral processing and refining, and advanced manufacturing. TMC USA has been evaluating U.S. locations for nodule processing since 2019, in order to reshore critical mineral processing and related mid-to-downstream industries to America”

China is cutting the world off of many metals. So the world will work with us to get what is needed .
https://fortune.com/2025/04/14/china-rare-earth-exports-halt-trump-trade-war-tariff-retaliation/

What Scientists Discovered 5000m Under The Ocean Is Insane!



Nice increase in volume and a breakout of $3.00 shows very little resistance until $10.00.
Weekly Chart

Here is what is posted on Schwab.it looks to me like you don’t have to be an American company to bypass the seabed authority and get your permit this other way.
President Donald Trump is expected to sign an executive order on Thursday that aims to expedite permits for deep-sea mining in international waters, allowing mining companies to bypass a United Nations-backed review process, Reuters reported. Shares of TMC (TMC), a major deep-sea mining company, jumped past 35%.

Your remark is valid. BUT, The rare earth metals issue isn’t about money. Trump is making sure China doesn’t control the market. He wants other Market Makers. If a Canadian company can supply us with what we need and China cannot freeze us out we win.

Wonder what today brings into the weekend. Probably a churn. 

Schwab said on June 5 it was 320 million. Now they say 358.7 million. Some dilution without income to keep things running. I would assume they will sell a few million more once we get the permit. Just a drop in the bucket to get rolling.

Schwab said on June 5 it was 320 million. Now they say 358.7 million. Some dilution without income to keep things running. I would assume they will sell a few million more once we get the permit. Just a drop in the bucket to get rolling.

Don't forget.... Trump's executive order applies to U.S. companies. So if TMC wants to participate in the Golden Age of minerals mining, they had better move their corporation from Vancouver to Seattle or better yet to Nevada or Texas! 

Nice drop. 

What is the float?I've found now that it is 183m, is this correct??

I didn't know people did this to get ree. Pretty neat!

Tmc on breakout mode. Heading up on the high of the day again. Congrats to those holding.

TMC is strong as a garlic milkshake!!!
We are talking about a trillion dollars worth of nodules on the ocean floor. Not Billions.

This pop is just the fuse getting lit. Don’t forget Trump’s executive order to get us mining nodules. Also, the Subcommittee meeting on keeping the USA flush with valuable metals. It’s just a day or so away.
I am still holding on to my moldy shares from a few years ago. Looking for many bags from here.

Wow we going places!??

https://naturalresources.house.gov/calendar/eventsingle.aspx?EventID=417053

Pretty cool companyReminds me of that tv show bearing sea gold where they suck up gold on a hose with a diver. Great idea:)

This one has a little game in it:)

It wasn’t researching anything with a bare bones crew anchored off Mazatlan Mexico for well over a year and tied up to a Korean scrap yard dock for about a year. Marine traffic does not appear to show it stopping along to way to suck up nodules so no I don’t buy their fantasies. When they do get around to production, the boat will have to be dry docked and get reclassed.

Look it up yourself, it’s all public record

I do not buy into these guy’s stories

Most people don’t care what you think about our working ship. Somewhere in your story about what the ship has been doing you failed to mention a few things. It has been doing research with the seabed authority. It also picked up over 3000 tons of nodules that have been processed. So the rust holes don’t appear to be bigger than the nodules. If the ship was full of holes the nodules would have dropped back to the bottom.
You forgot to tell everyone that in processing the nodules they recovered unique components that make the process even more lucratuve.

Yes pointing out the ship sat anchored OFF the coast of Mexico (not in port) for over a year or 2 then sat at a scrap yard pier in Korea for a year is good new to whom ?? I don’t believe their drill ship is still classed for maritime clearances and insurance. I would think dry dock and refit is on the horizon. They aren’t coming into US waters in that rust bucket unless it’s for dry dock. I don’t know which insurance underwriters are going to insure the next mission to vacuum up nodules.

Good things for TMC when you show up!!!

Their old rust bucket ship is more likely to sink being towed out of port. They will need to put the boat in the shipyard for awhile to get their classifications back

Their old rust bucket ship is more likely to sink being towed out of port. They will need to put the boat in the shipyard for awhile to get their classifications back

The Company’s NORI and TOML projects are ranked by Mining.com as the two largest undeveloped nickel projects on the planet, with a higher nickel equivalent grade than any other major undeveloped nickel project on land.

Institutions only own about 9 percent of TMC. I am sure tat this SP will shoot up as the Institutions grab shares.
Tell your friends what you think about TMC. I am sure they will want a hand full of shares because of the potential we have here.

HELlOoooooo! Anyone out there? Can anyone tell me why TMC won’t be in the top ten movers of 2025?

China said they are cutting us off of rare earth minerals. Trump is doing something about this. We will see TMC soar!!!!!

Why would anyone sell shares? Tons and tons of nodules is like trillions of dollars .

Why would anyone sell shares? Tons and tons of nodules is like trillions of dollars .

Tell Trump to stop!! I can’t take all this winning.

Looks like a gap up tomorrow as well. One thing for sure. I have not lost my patience when it comes to holding TMC. Been holding for two years. Even when I was 50 percent under water.
My target price is somewhere around a hundred dollars. That sounds crazy. But TMC has leases where there are tons and tons of high grade nodules. All that is needed is the permit. And Trump is working on that for us.

Gaped up at the open:




MP Materials (MP) and the Metal Company (TMC) stocks rise on reports from the Financial Times that Trump plans to stockpile metals.

https://finance.yahoo.com/video/lvmh-mp-materials-metal-company-150147524.html

MP is up 19 percent and we are up 30. Just the tip of the iceberg as they say. Trump will make us wealthy on this one.