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Saturday's Exclusive Content
The Metals Company: Unlocking a Klondike-Quality Mineral Rush By Thomas Hughes. Article Published: 3/30/2026. 
Key Points
- The Metals Company, Inc. is on the verge of licensing approval and commencing commercial operations.
- It is the leader in a rush to unlock a multi-trillion-dollar seafloor opportunity.
- Revenue is expected in 2027 and profits the year after.
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The Metals Company, Inc. (NASDAQ: TMC) is as futuristic a company as can be, yet it isn’t involved in space or AI. The company aims to unlock a mineral rush over the coming decades by harvesting a resource once only imagined by scientists, politicians, and schoolchildren: deep-sea nodules. Each nodule contains manganese, nickel, cobalt, and copper (key for battery production), along with trace amounts of rare earth elements — and there is a lot of it on the seafloor. The Metals Company targets the Clarion-Clipperton Zone, a 4.5 million-square-kilometer area between Hawaii and Mexico. It lies roughly 4,000 to 5,500 meters below the surface, and its nodules are estimated to be worth up to $1,500 per dry metric tonne.
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A single mining site within the zone is estimated to be worth up to $1.7 billion annually; the broader resource is estimated at about $19 trillion. The primary obstacle is regulatory approval, which is in progress and advancing. The Metals Company plans to collect nodules in partnership with Allseas. Allseas, a Swiss-based leader in subsea construction, pipelaying, and heavy lifting, will use a hydraulic collector that lifts nodules from the seafloor using suction. Advantages include limited silt disturbance and direct delivery to a floating processing vessel. The Hidden Gem is a converted drilling ship and the first floating processing plant of its kind. Owned and operated by Allseas, it was commissioned by The Metals Company earlier this decade and completed initial testing. The ship recovered 3,000 tonnes of nodules in 2022 during trials and is awaiting regulatory approval. NOAA deemed the company’s application largely in compliance, and executives expect licensing approval before the end of Q1 2027. Analysts Like the Numbers, but The Metals Company Is a Speculative BuyAnalyst coverage is limited but sufficient to gauge market sentiment. The four analysts tracked by MarketBeat assign a consensus rating of Hold, with 50% of those ratings as Buys and 25% as Sells. Three of the four ratings were issued in January 2026, the fourth in December 2025, so they are relatively current. There is an additional Buy rating, but it is over 120 months old and therefore less relevant. Price targets imply substantial upside — the consensus target suggests roughly 165% upside, while the low-end target still implies more than 100% upside. A key driver is the revenue and profitability outlook. The group forecasts approximately $50 million in initial revenue for 2027, rising to more than $550 million in 2028. Earnings are also expected by 2028; the company anticipates cash generation soon after commercial operations begin. Operational risk is considered limited because the collection technology has been demonstrated; the main challenge will be processing the nodules, and the company is making progress on that front. Catalysts in 2026 include advances in nodule-processing. The company plans to use rotary kiln electric arc furnace technology (RKEF), either under contract or at its own facility. The Metals Company is working with Japan-based Pacific Metals for testing and verification while also exploring construction of processing facilities in Texas. A feasibility study is underway for a Brownsville, TX facility that could process nodules alongside other feedstocks. RKEF is used globally to process nickel; in this application, the outputs would be a high-grade nickel-copper-cobalt alloy and manganese silicate. Notably, the process eliminates solid-waste tailings — all inputs are converted into usable materials, including fertilizer-grade ammonium sulfate. TMC Stock Is Cheap, but It Can Get CheaperThe Metals Company's 2026 stock price action has been volatile. The market retreated from long-term highs and is on track to test — and potentially break — a critical support level at the 150-week exponential moving average (EMA). The 150-week EMA is commonly used as an indicator of long-term, buy-and-hold sentiment and as a pivot point for this market. 
If price falls below this level, the stock may struggle to regain traction until a stronger catalyst appears. However, institutional activity — net buying and increased participation as the price declines — suggests a bottom could form soon. |
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