"One of the key factors that I continue to harp on as intrinsic to my bullish thesis on TMC is the company's control of what it claims is the world's largest undeveloped battery metals resource in the Clarion-Clipperton Zone (CCZ). The company estimates that it has access to around 274 million metric tons (Mt) of wet nodules, including 51 Mt of probable reserves. These are the first, and largest-ever declared reserves for deep-sea mining, with key battery minerals included in these nodules that are surging in value."
"Scaling commercialized production should lead to a mine life of around 25 years, though we'll have to see ultimately how fast TMC can scale, and what it's able to bring to market (at what quality). Initial exploration suggests that much of the company's proven reserves are indeed on the higher quality end of the spectrum. So, once TMC starts commercial production near the end of 2027, this is a stock I think investors will jump aboard as a way to play the ongoing commodity bull market cycle."
The Metals Company (TMC) represents a small-cap investment opportunity with significant long-term upside potential. The company controls approximately 274 million metric tons of wet nodules in the Clarion-Clipperton Zone, including 51 million metric tons of probable reserves—the first and largest-ever declared reserves for deep-sea mining. These nodules contain battery minerals experiencing rising demand. Initial exploration indicates high-quality reserves, with commercial production expected to commence near the end of 2027, supporting a mine life of approximately 25 years. The company's shift to U.S. jurisdiction under NOAA's consolidated process provides regulatory advantages, positioning TMC to capitalize on the ongoing commodity bull market cycle.
Read at 24/7 Wall St.
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