Olivia
Online
30 Packets
@30Packets
Here to spread the positive impacts of deep sea resources while squashing the misinformed narratives of activist groups with hidden agendas.
Joined September 2024
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378 Followers
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In my opinion, $TMC is by far the most undervalued company out there. This company is attempting to become the world's first deep sea metals extraction company with the goal of collecting Nickel, Manganese, Cobalt and Copper. They have already completed a pilot study and through a partnership with Japan's PAMCO, successfully refined Nickel and Cobalt into sulfates with near zero waste.
If #deepseamining regulations are developed and an application for exploitation is submitted in March at the next @ISBAHQ meeting, then the path will be paved for incredible success.
$TMC is currently trading at around $1.00 after being recklessly shorted since delays in regulations and heavy activist propaganda. False information has been spread in an attempt to destroy this company and the deep sea mining industry as a whole.
Insiders own over 55% of the shares.
Royal Bank of Canada recently filed a 13F/A disclosing the closure of their large put position while keeping their shares.
The Metals Company is currently waiting to hear back on a $9 million investment from the United States Department of Defense.
Regulations and an Application for Exploitation (ready for submission along with an ever developing Impact Statement) is all they need.
A few things to take note of:
1. Both @GM and @Tesla shareholders recently voted against a moratorium on deep sea mining, signaling a desire to explore the benefits seafloor nodule extraction can provide.
2. @FutureJurvetson, a former board member of Tesla and an early investor in Tesla, @SpaceX , Planet and Commonwealth Fusion, recently joined the board of TMC as the Vice Chairman and Special Advisor to the CEO, @gtbgtb.
3. Steve Jurvetson and @elonmusk have a long standing relationship built on trust and respect. They have seen an incredible amount of success together through multiple business ventures.
4. Elon Musk and @realDonaldTrump have a relationship now that doesn't have to be explained as it has been displayed on a global stage.
5. Elon Musk has multiple companies that will benefit heavily from polymetallic nodules - Tesla, SpaceX and The Boring Company.
Elon wants these metals - he needs these metals.
Do you believe that someone like Steve Jurvetson, who obviously has a vision for the future, would join the board of a trailblazing company in a breakthrough method of metals extraction to fail?
No.
Do you believe that fossil fuels are a permanent solution? No.
Do you believe that terrestrial mining is less harmful than vacuuming up polymetallic nodules from the sea floor (6000m deep) with only 5cm of the sea floor penetrated?
No.
Do you believe that deep sea mining is the common sense solution to furthering a green transition and breaking away from fossil fuels?
Yes.
https://t.co/RLyvecWEqT
@Jake__Wujastyk
@Banana3Stocks
@Micro2Macr0
@Mr_Derivatives
$TMC Greenpeace has become a professional outrage machine masquerading as an environmental charity. The organization raises money by promoting fear, resisting innovation, and opposing technologies that challenge its narrative. In the case of deep sea mining, its absolutist stance risks locking the world into continued dependence on environmentally destructive land mining while protecting entrenched interests that benefit from the status quo. When billions of dollars in donations and influence are on the line, it's reasonable to question whether Greenpeace is defending the planet or defending its own business model.
🌊Good update on the critical metals resting on the deep seabed
TLDR; “Who extracts these minerals will determine more about the next century than most of the decisions being made in Washington… The floor of the Pacific is the last great untapped resource extraction prize on Earth.”
Excerpts: “The target for this mining is a 104.5 million acre stretch of seabed between Mexico and Hawaii known as the Clarion-Clipperton Zone (CCZ), where US Geological Survey estimates suggest deposits contain more nickel, cobalt, and manganese than all known worldwide land-based reserves combined. The full CCZ is estimated to contain up to 30 billion metric tons of nodules — a deposit, at current valuations, worth up to $18.4 trillion.
Critical minerals demand is accelerating beyond what the existing supply system was designed to handle. By 2035, EVs could account for as much as 70% of global new car sales. The critical minerals supply system has no plausible path to keeping pace.
In the US alone there are 570 gigawatts of battery storage projects waiting to be added to the grid. The International Energy Agency (IEA) has projected that demand for battery metals could grow by a factor of 30x by 2040 from 2024 levels.
Battery storage costs will fall another 35–55% by 2035. At that level, the economic case for new gas-fired power plants collapses because storage can undercut gas on price while performing the same grid-balancing function. But this plummeting cost curve assumes a steady flow of raw materials, an assumption that currently rests on shaky ground.
The biggest risk to this energy transition is a lack of mines. The IEA estimates the world needs 80 new copper mines, 70 new lithium mines, and 70 new nickel mines to meet projected demand. Historically new copper mines take 15-20 years or longer to come online. Closing this gap through conventional mining alone is functionally impossible.
The structural supply shortage of the materials we need to electrify our economies will redraw the map of global power. Instead of Saudi Arabia and other petrostates holding the world politically hostage, power could shift to what we might call electrostates that possess or control the critical minerals needed for electrification.
The largest electrostate is China. Chinese companies control significant shares of global cobalt and manganese extraction in Africa and elsewhere and have locked up supply through overseas mining investments as part of a deliberate industrial strategy. China is the dominant refiner for 19 of the 20 minerals analyzed in the IEA’s Global Critical Minerals Outlook 2025. The country manufactures more than 80% of the world’s finished batteries and controls over 98% of lithium iron phosphate battery cell production.
What [Metals Company CEO] Barron was offering President Trump, in his own words, was “an amazing way of catching up from what is a very distant second place to China when it comes to critical minerals.” Four days after that Oval Office meeting, Trump signed an executive order directing the US government to expedite seabed mining licenses in international waters...
Any environmental concerns must be balanced with the reality that open-pit mining is more ecologically destructive than the methods proposed by Western deep-sea mining companies; open-pit mining projects are mostly located in countries with weaker environmental protections than the international frameworks governing the CCZ. The relevant comparison here is between different forms of mineral extraction, because extraction is necessary and environmental costs can only be mitigated, not eliminated.
The Metals Company’s PATANIA III collector vehicle uses hydraulic suction to skim nodules from the seafloor rather than the bulldozing motion of earlier prototypes, reducing sediment disturbance by roughly 90%.
‘Copper is the new oil,’ according to Robert Friedland, a legendary mining industry figure and one of the first investors in Apple. Copper is why the economics of deep-sea mining are becoming newly compelling. Copper has no real substitute. It’s also embedded in virtually every system that carries an electrical current.
China reversed course on deep-sea mining, a position it had resisted for decades. Beijing’s calculation had changed because land-based mineral strategies in Africa were proving expensive, politically unstable, and increasingly exposed. China now holds more deep-sea exploration licenses than any other country and has built a large fleet of research and survey vessels operating across the Pacific and Indian Oceans.
The appeal of deep-sea mining to China, which prizes self-sufficiency above all else, is apparent. The ocean asks nothing of you. Unlike developing nations, the ocean won’t attempt to nationalize your assets or default on a loan or hold elections with unpredictable consequences for your investments.
In the March 2026 issue of Qiushi, the Chinese Communist Party’s top theoretical journal, an editorial declared 'The 21st century is the century of the ocean; whoever wins the ocean wins the future. China is one of the earliest nations in the world to develop and utilize the ocean ... We must deeply implement Xi Jinping’s vision to build a maritime power.'
If the Chinese pursue deep-sea mining as part of an integrated strategy to control the world’s oceans, the US must treat it as a mandatory theatre of competition. The Trump administration is pushing forward. NOAA and the Bureau of Ocean Management are accelerating permitting. In late March, the US and Japan signed a memorandum of cooperation to jointly advance deep-sea mining.
Who extracts these minerals, and under what legal framework, will determine more about the next century than most of the decisions being made in Washington right now. A CCZ developed under American legal frameworks produces a different world than one developed under Chinese state direction, with output flowing into Chinese refineries, Chinese battery factories, and Chinese defense supply chains.
The floor of the Pacific is the last great untapped resource extraction prize on Earth.”
— From: https://t.co/y6xOIJ7Hw5 $TMC
![FutureJurvetson's tweet photo. 🌊Good update on the critical metals resting on the deep seabed
TLDR; “Who extracts these minerals will determine more about the next century than most of the decisions being made in Washington… The floor of the Pacific is the last great untapped resource extraction prize on Earth.”
Excerpts: “The target for this mining is a 104.5 million acre stretch of seabed between Mexico and Hawaii known as the Clarion-Clipperton Zone (CCZ), where US Geological Survey estimates suggest deposits contain more nickel, cobalt, and manganese than all known worldwide land-based reserves combined. The full CCZ is estimated to contain up to 30 billion metric tons of nodules — a deposit, at current valuations, worth up to $18.4 trillion.
Critical minerals demand is accelerating beyond what the existing supply system was designed to handle. By 2035, EVs could account for as much as 70% of global new car sales. The critical minerals supply system has no plausible path to keeping pace.
In the US alone there are 570 gigawatts of battery storage projects waiting to be added to the grid. The International Energy Agency (IEA) has projected that demand for battery metals could grow by a factor of 30x by 2040 from 2024 levels.
Battery storage costs will fall another 35–55% by 2035. At that level, the economic case for new gas-fired power plants collapses because storage can undercut gas on price while performing the same grid-balancing function. But this plummeting cost curve assumes a steady flow of raw materials, an assumption that currently rests on shaky ground.
The biggest risk to this energy transition is a lack of mines. The IEA estimates the world needs 80 new copper mines, 70 new lithium mines, and 70 new nickel mines to meet projected demand. Historically new copper mines take 15-20 years or longer to come online. Closing this gap through conventional mining alone is functionally impossible.
The structural supply shortage of the materials we need to electrify our economies will redraw the map of global power. Instead of Saudi Arabia and other petrostates holding the world politically hostage, power could shift to what we might call electrostates that possess or control the critical minerals needed for electrification.
The largest electrostate is China. Chinese companies control significant shares of global cobalt and manganese extraction in Africa and elsewhere and have locked up supply through overseas mining investments as part of a deliberate industrial strategy. China is the dominant refiner for 19 of the 20 minerals analyzed in the IEA’s Global Critical Minerals Outlook 2025. The country manufactures more than 80% of the world’s finished batteries and controls over 98% of lithium iron phosphate battery cell production.
What [Metals Company CEO] Barron was offering President Trump, in his own words, was “an amazing way of catching up from what is a very distant second place to China when it comes to critical minerals.” Four days after that Oval Office meeting, Trump signed an executive order directing the US government to expedite seabed mining licenses in international waters...
Any environmental concerns must be balanced with the reality that open-pit mining is more ecologically destructive than the methods proposed by Western deep-sea mining companies; open-pit mining projects are mostly located in countries with weaker environmental protections than the international frameworks governing the CCZ. The relevant comparison here is between different forms of mineral extraction, because extraction is necessary and environmental costs can only be mitigated, not eliminated.
The Metals Company’s PATANIA III collector vehicle uses hydraulic suction to skim nodules from the seafloor rather than the bulldozing motion of earlier prototypes, reducing sediment disturbance by roughly 90%.
‘Copper is the new oil,’ according to Robert Friedland, a legendary mining industry figure and one of the first investors in Apple. Copper is why the economics of deep-sea mining are becoming newly compelling. Copper has no real substitute. It’s also embedded in virtually every system that carries an electrical current.
China reversed course on deep-sea mining, a position it had resisted for decades. Beijing’s calculation had changed because land-based mineral strategies in Africa were proving expensive, politically unstable, and increasingly exposed. China now holds more deep-sea exploration licenses than any other country and has built a large fleet of research and survey vessels operating across the Pacific and Indian Oceans.
The appeal of deep-sea mining to China, which prizes self-sufficiency above all else, is apparent. The ocean asks nothing of you. Unlike developing nations, the ocean won’t attempt to nationalize your assets or default on a loan or hold elections with unpredictable consequences for your investments.
In the March 2026 issue of Qiushi, the Chinese Communist Party’s top theoretical journal, an editorial declared 'The 21st century is the century of the ocean; whoever wins the ocean wins the future. China is one of the earliest nations in the world to develop and utilize the ocean ... We must deeply implement Xi Jinping’s vision to build a maritime power.'
If the Chinese pursue deep-sea mining as part of an integrated strategy to control the world’s oceans, the US must treat it as a mandatory theatre of competition. The Trump administration is pushing forward. NOAA and the Bureau of Ocean Management are accelerating permitting. In late March, the US and Japan signed a memorandum of cooperation to jointly advance deep-sea mining.
Who extracts these minerals, and under what legal framework, will determine more about the next century than most of the decisions being made in Washington right now. A CCZ developed under American legal frameworks produces a different world than one developed under Chinese state direction, with output flowing into Chinese refineries, Chinese battery factories, and Chinese defense supply chains.
The floor of the Pacific is the last great untapped resource extraction prize on Earth.”
— From: https://t.co/y6xOIJ7Hw5 $TMC](https://pbs.twimg.com/media/HLCUo5iXgAACKNm.jpg)
$TMC you'd have to be a fool to think deep sea mining isn't happening.
So incredibly undervalued.
Glomar Minerals and Cobalt Blue Holdings Limited have announced the selection of four sites across Louisiana, North Carolina, and Texas as finalists for the development of what would become the first #polymetallicnodule processing facility in the US.
https://t.co/SxRioC7nDT
@NighthawkTradez It's amazing that they are down 64% since their Dylan Mulvaney deal. Guess that didn't work out too well.
$TMC The time is right for TMC, and the demand for copper is higher than ever, but the stock price is not right, it's way undervalued. So, buy now or buy when the market realizes this is the best kept secret on Wallstreet🧑🏻🚀
@figgy1million @JasonLaser8 Premium not that impressive but someone was loading the January 2027 7c on Friday as well. Going to watch options flow heavy this week.
@Polymarket My uncle is one of these people, but when King Charles came through the Commonwealth he was right there on the side of the road cheering and waving flags with the rest of them. The irony is palpable.
@libsoftiktok just when I thought it couldn't get any crazier...
$TMC Environmental Program Manager Dr. Michael Clarke provided an informational briefing to the House Science, Space and Technology Committee on what more than a decade of in-field research tells us about the impacts and opportunities associated with seabed nodule collection.
Thank you to Environment Subcommittee Chairman @RepFranklin for hosting and advancing thoughtful dialogue on this important topic. @housescience
$TMC 2 Collectors!!!! Confirmed
@gtbgtb I look forward to seeing more $TMC @themetalsco and Allseas firsts including the planned small nuclear reactor upgrade slated for the Hidden Gem!
TMC 🤝 Allseas
Pushing State of the Art to New heights!
$TMC
The Metals Royalty Company to Host Corporate Update Webinar on May 13, 2026 at 9:00 a.m. Eastern Time.
Brian Paes-Braga, Chairman and Chief Executive Officer, will discuss the strategic rationale behind the Company's recently announced Mesabi Royalty acquisition - including how the transaction provides TMCR with near-term cash flow visibility from a Tier-1 asset in a Tier-1 jurisdiction and advances the Company's portfolio construction strategy. Management will also discuss TMCR's growing pipeline and outlook for the remainder of 2026. An interactive question-and-answer session will follow the formal presentation.
To participate, please use the following information:
Date: Wednesday, May 13, 2026
Time: 9:00 a.m. Eastern Time
U.S. Dial-in: 1-877-407-3982
International Dial-in: 1-201-493-6780
Conference ID: 13760395
Webcast: https://t.co/OFMlemNll8
The Metals Royalty Company to Host Corporate Update Webinar on May 13, 2026 at 9:00 a.m. Eastern Time.
Brian Paes-Braga, Chairman and Chief Executive Officer, will discuss the strategic rationale behind the Company's recently announced Mesabi Royalty acquisition - including how the transaction provides TMCR with near-term cash flow visibility from a Tier-1 asset in a Tier-1 jurisdiction and advances the Company's portfolio construction strategy. Management will also discuss TMCR's growing pipeline and outlook for the remainder of 2026. An interactive question-and-answer session will follow the formal presentation.
To participate, please use the following information:
Date: Wednesday, May 13, 2026
Time: 9:00 a.m. Eastern Time
U.S. Dial-in: 1-877-407-3982
International Dial-in: 1-201-493-6780
Conference ID: 13760395
Webcast: https://t.co/OFMlemNll8
@WStreetDragon Are your talking about Rutger Botsland? He left AllSeas to join TMC lol.
Don’t miss the next $MP
Deep-sea critical metals are here.
75$ multi bagger with untapped potential just chilling.
I give you $TMC
Up 92% past year
Up 28% past month
Earnings May 14
Only ~$2.5B market cap while the company outlines resource economics tied to a potential $23B+ project NPV👀
And now the HUGE catalyst:
NOAA officially confirmed $TMC’s deep-seabed mining application is in full compliance. Shout out Trump
That changes everything.
The market is finally realizing the U.S. is not waiting around while China dominates critical minerals.
$TMC is now sitting directly in the middle of the U.S. battery metals + AI infrastructure supply chain race.
Same theme:
Critical minerals ➝ AI / batteries / energy security
$MP dominates rare earths
$TMC is targeting nickel / copper / cobalt / manganese at massive scale
What makes $TMC different:
- Surface nodules = no blasting, drilling, or massive overburden
- Multi-metal resource in one collection system
- Potentially lower operating costs vs many land miners
- Massive scale potential across 65,000 km² permit area
- Potential 200M+ tonnes of nodules under NOAA application areas
- U.S.-aligned strategic metals exposure
Projected steady-state output:
~97kt nickel
~70kt copper
~7.4kt cobalt
~2.3M tonnes manganese annually
Targeting first production Q4 2027
Potential economics from company studies:
~43–57% EBITDA margins
~27–36% IRR
~$23.6B combined project NPV
Additional upside:
~51Mt probable reserves already outlined at NORI-D
Potential long-term scaling toward ~40Mtpa systemwide production
Strategic onshore processing ambitions in Brownsville, Texas
Financials / positioning:
~$154M liquidity entering 2026
~$162M total liquidity including facilities
Operating cash burn trending near ~$10–11M quarterly
Strategic backing from Korea Zinc + Allseas
Capital-light phased ramp approach
This is still pre-revenue.
That’s why the upside exists.
The market is pricing this like a concept while NOAA is actively moving the permitting process forward.
If commercial recovery gets approved, this becomes one of the only scalable U.S.-aligned battery metal platforms on earth.
This is the early stage.
High risk.
High reward.
But the risk/reward still looks completely unscaled compared to where this could trade if execution lands.
WHERE MY CANADIANS 🇨🇦
SHOUTOUT GERARD 📢
$USAR $IREN $MU $AMD $NVDA $GOOGL $UUUU $NAK $EOSE $FLNC $NBIS $META $TSLA $RKLB $OPEN $ENB $WULF $NAK $OKLO
DONT MISS 🔥
$TMC +17.56% today.
TMC is trending after NOAA officially determined the company's deep-seabed mining application is in full compliance, providing a clear regulatory path toward commercial recovery permits by 2027.
Investors are actively discussing this milestone as a major de-risking event, with many debating the stock's long-term potential as a critical component in the domestic battery metal supply chain.
#OceanMining #CleanEnergy #BatteryTech #SustainabilityInnovation
https://t.co/ovkdJPxQQx
@Elenadaydreams @zerohedge Please do your research it's apples to oranges. Harvesting polymetallic nodules is nothing compared to your traditional sense of mining.
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