TheVixFix

[Figgy1m @figgy1million]

$TMC The @nytimes article on Sunday 6/28 reported that TMC @themetalsco is one of the 14 companies the USGOV is working with on a CRITICAL MINING DEAL.
Brownsville Refinery is coming!
#DSM #Criticalminerals #copper #REE #Brownsville
#metalsprocessing #TMC
#Nickel #cobalt #manganese
https://t.co/kGD64c36NL

[TheVixFix @TheVixFix]

@figgy1million 🤫

[Figgy1m @figgy1million]

$TMC America’s critical minerals supply crisis has become a national security imperative and deep-sea mining is poised to play a vital role in solving it.
The only fast scalable option is @themetalsco

[TheVixFix @TheVixFix]

@figgy1million The time to buy is now!!!

[TheVixFix @TheVixFix]

@figgy1million @themetalsco @SpaceX When will the market understand and put 2 and 2 together? 🤔

[Figgy1m @figgy1million]

$TMC Draw your own conclusions. @themetalsco will build a Refinery right next to @SpaceX $SPCX
Elon's lawyer, Alex Spiro is on the TMC board as well as Steve Juvertson, OG Tesla & Space X investor and Elon's friend.
NFA

[TheVixFix @TheVixFix]

@figgy1million 👨‍🚀

[Figgy1m @figgy1million]

$TMC No better time🧑🏻‍🚀

[TheVixFix @TheVixFix]

$TMC

[TheVixFix @TheVixFix]

@figgy1million The Metals Company is helping build the future! The future is metallic!

[Figgy1m @figgy1million]

$TMC This may be one of the most MISPRICED assets in the public markets today.
Investors often underestimate the importance of a Pre Feasibility Study (PFS) in mining. A PFS is NOT speculation. It is a detailed engineering and economic framework that defines viability through production assumptions, costs, capex, and revenue under defined commodity prices.
The Metals Company published its PFS on 8/6/2025 via SEC SK 1300, estimating an NPV of approximately $26.3B under base assumptions.
With ~433M shares outstanding, that implies about $55+ per share of modeled value.
Today the market prices it at roughly ~10% of that implied value.
That $26.3B NPV is NOT static.
Since the PFS:
1. New resource zones are being integrated into updated models
2. Commodity assumptions for Ni, Cu, Co, Mn have shifted materially
3. The Brownsville refinery adds downstream value not fully reflected in the base case
Each factor is incremental UPSIDE to NPV.
The key disconnect is no longer geological. It is REGULATORY TIMING.
The market prices TMC as if commercialization may never occur, while NOAA progression through compliance and certification places the project inside formal environmental review.
This creates a valuation gap driven almost entirely by PERMIT RISK discounting.
Historically, mining equities DO NOT re rate slowly through late stage permitting. They TEND TO re price SHARPLY as uncertainty compresses, often BEFORE final approval.
AS permitting continues to advance, the market will NOT wait for final approval to re rate the asset.
Short interest of ~31M shares WILL further amplify upside during catalyst shifts.
The Brownsville refinery, if funded, could also be a MAJOR inflection point.
It may support a scenario approaching ~1.5 x current base case NPV, or roughly $83 per share under favorable assumptions. Today, not 2 years from now.
More importantly, it is not just incremental. It structurally transforms the project into an end to end industrial chain.
That matters because it:
1. REDUCES downstream execution risk
2. STRENGTHENS commercialization credibility
3. ACCELERATES re rating toward production reality.
In effect, a funded refinery begins to shift valuation toward partial commercialization de risk, as refining capacity is often viewed as the missing bridge between extraction approval and industrial scale production.
@themetalsco #DSM #Criticalminerals #copper #REE
#metalsprocessing #TMC
#Nickel #cobalt #manganese

[TheVixFix @TheVixFix]

@ExperimentalPar THE FUTURE IS METALLIC $TMC

The Metals Company is going to bolster American critical mineral supply chains!

[Quant @ExperimentalPar]

https://t.co/8aR0JQKhqc

[TheVixFix @TheVixFix]

@figgy1million 🧑‍🚀

[TheVixFix @TheVixFix]

@cekdrew Don't forget $TMC !!

[TheVixFix @TheVixFix]

@zerohedge $TMC will receive NOI and certification soon. Full permit early next year. Production q4 2027.

[zerohedge @zerohedge]

NOAA OKs First Deep-Sea Mining Plan For Critical Minerals In Pacific Ocean https://t.co/4GG6vOCQqi

[TheVixFix @TheVixFix]

@gtbgtb TMC is the only way for the US to secure critical minerals for copper, nickel, and cobalt!

2026 is the year the world wakes up to the reality that the future is metallic!

[TheVixFix @TheVixFix]

@figgy1million @themetalsco @gtbgtb We need news to stop the bleeding.

[The Metals Company @themetalsco]

As the only seabed mineral developer with proven capabilities across the value chain, we’re bringing our offshore and onshore expertise to @DIBConsortium—a public-private partnership within @DeptofWar’s MCEIP office with a clear mandate to deliver a resilient, high-grade supply chain for critical defense technologies.

https://t.co/GgyJOj37K0 $TMC