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This Week's Featured Content The Metals Company: Unlocking a Klondike-Quality Mineral Rush Authored by Thomas Hughes. Originally 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.
- Special Report: Elon Musk already made me a "wealthy man"
The Metals Company, Inc. (NASDAQ: TMC) is as futuristic as they come, yet it isn’t involved in space or AI. The company aims to spark a mineral rush by harnessing a resource once only imagined by scientists, politicians, and schoolchildren: deep-sea nodules. These nodules, once unrecoverable, are now being pursued as a path to mineral independence. Each nodule contains manganese, nickel, cobalt, and copper (all critical for battery production), plus trace amounts of rare-earth elements—and the resource base is enormous. The Metals Company is targeting the Clarion-Cuiperston Zone, a roughly 4.5 million-square-kilometer area between Hawaii and Mexico. The nodules lie about 4,000 to 5,500 meters below the surface and are estimated to be worth up to $1,500 per dry metric tonne. After nearly five decades on Wall Street, Louis Navellier says a major currency shift is already underway - and the wealthiest Americans, including Musk, Zuckerberg, and Ellison, are quietly moving money out of dollars and into a different type of asset entirely. It's not bitcoin or any other crypto. Navellier has identified 7 companies he believes are positioned at the center of this trend - the last time he spotted a setup like this, Nvidia climbed as high as 10,000%. Watch Navellier's urgent briefing and get all 7 company names Estimates put a single mining site within the zone at as much as $1.7 billion in annual value, and the total resource across the zone has been estimated at roughly $19 trillion. The main hurdles are regulatory approvals, which are underway and progressing. The Metals Company plans to collect nodules through a partnership with Allseas, a Swiss-based leader in subsea construction, pipelaying, and heavy-lift operations. The recovery method uses a hydraulic collection vehicle that lifts nodules from the seafloor by suction, minimizing silt disturbance and delivering the material to a floating processing ship. The Hidden Gem, a converted drilling ship and the first floating processing plant of its kind, was commissioned by The Metals Company earlier this decade and is owned and operated by Allseas. Initial testing has been completed: the ship recovered about 3,000 tonnes of nodules in 2022 and is awaiting regulatory approval. NOAA has deemed the company’s application largely in compliance, and executives believe licensing approval will be granted before the end of Q1 2027. Analysts Like the Numbers, but The Metals Company Is a Speculative Buy Analyst coverage is limited but sufficient for a baseline read. The four analysts tracked by MarketBeat give a consensus rating of Hold, with a 50% Buy-side bias and 25% Sell-side. Three of the four ratings were set in January 2026 and the fourth in December 2025, so they are relatively current. There is a fifth rating that lists a Buy, but it is over 10 years old and less relevant. Consensus price targets imply roughly 165% upside, while even the most conservative target suggests more than 100% upside. One key sentiment driver is the outlook for revenue and profitability. The analysts project initial revenue of about $50 million in 2027, followed by a dramatic rise to over $550 million in 2028. Analysts expect the company to reach earnings in 2028, once commercial operations begin generating cash. Operational risk is viewed as limited because the core recovery technology has been proven; the main bottleneck is processing the nodules, an area where the company is making progress. Catalysts in 2026 include advances in nodule-processing. The company plans to use rotary kiln electric arc furnace (RKEF) technology, 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 capacity 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 output 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 Cheaper The 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 a gauge of long-term buy-and-hold sentiment and a key pivot for the stock. 
If the share price falls below this level, it may struggle to regain traction absent a stronger catalyst. However, institutional activity indicates buying on balance and increasing participation as price declines, suggesting a bottom may be forming. | 
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