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$TMC

The Metals Company
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The Metals Company focuses on sustainable extraction of metals from the ocean floor.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
Sikand holds TMC as largest asymmetric bet on deep-sea mining permit catalyst▾

TMC is the only company advanced enough to secure a NOAA deep-sea mining permit under the Trump administration, which could trigger an immediate re-rating toward its $23.6B NPV (~$25/share). A potential government stake — as seen with MP Materials, Lithium Americas, and Trilogy Metals — would provide further upside.

michael sikandT2Michael Sikand2025-10-28
confidence 78 / 100impact High
key themes
  • Critical Minerals & Supply Chain100%

bull thesis · 1

91 / 100
  • •Sikand holds TMC as largest asymmetric bet on deep-sea mining permit catalyst

bear thesis · 0

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mentions · 1

Michael SikandThis Mining Stock Is Trump's Secret Weapon Against China (The Metals Company)1 mentions · 1▲ 0▼ 0○ · 11 months ago
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