The Metals Company (TMC) Could Set You Up for Life (Or Go to $0)

Impact · against what's priced in

The Metals Company (TMC) sees potential upside from streamlined U.S. permitting and expanded exploration areas, though the stock remains a binary bet on regulatory success. Nvidia is mentioned only in a general industry context and is unaffected.

TMC+0.40

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In context

The company's filing for a 65,000 square kilometer recovery area and supportive U.S. executive orders to expedite permitting reduce the timeline to commercialization.

Read from the article alone

• mining▲15%
• semiconductors▲4%
• geopolitics
• regulation
• TMC
• critical minerals
• deep sea mining
• electric vehicles