TMC

Federal_Attitude1459

$5k is barely 3% of your $140k, so even a 10x on TMC changes nothing about your retirement. If you want to gamble, gamble $500 and put the rest in SWPPX like the rest of your IRA, at least then the money is doing something.

Cal_carl

TMC is 🍇ing me

Thick_Passenger413

TMC 🪨🚢

Thick_Passenger413

https://preview.redd.it/9p6jcnvwjxvh1.jpeg?width=1290&format=pjpg&auto=webp&s=73c83585adb68f69d5d034632a4adfa540bfc191 One account of several. Two Stocks: IONQ ⚛️ & TMC 🪨🚢 #DiamonHands 💎👊

drakilian

The market does not hate drones, drone companies hate drones They're all shitcos with infinite dilution and insider selling designed to treat your dumbass like a piggy bann. A few shitcos like that slip through the cracks sometimes and become multibaggers, like RKLB or ASTS or TMC. But they always find a way back down because they never stop diluting.

HauntingAardvark521

Is anyone buying the TMC dip?

maguire_21

TMC

Cal_carl

my loss is mostly from TMC, MU, and KXIAY. Without them I would be cheeky.

Fire_Man2

I greatly prefer etfs/voo over individual stocks during a recession. If you are going to stay in stocks I would be in large blue chips. Coca cola will survive a recession. I don't know that TMC will. What have you earned over the last 2 years to justify being in stocks instead of etf's?

YDjey242

TMC.

Cal_carl

my $TMC port is -40%. I would average down more but I'm out of money.

night_shredder

Anyone still holding ACHR, BULL? My shit stocks collection is growing. TMC too.

debugg_and_bait

yoo, what's the word on TMC. should i buy the dip or is the company dead in the water?

Ocilla

Should I average down on OKLO or TMC? What are you guys buying?

ThanksDependent1001

Calls on TMC

ThanksDependent1001

Buying next week lottos on TMC. Vibes on Xi 🥭meeting on critical minerals and cus I’m regarded.

jevanm11

TMC

Sierra_Smith

Bought TMC calls for the next few weeks. I think it's ready for a boost and there may be some good news to boot

Status-Put8162

Fooled me with TMC already.

dwoj206

Fr the first couple months were all time. Last year was way better and won't be matched, TMC, OPEN rippers. 6x my account. This years been wobbly for me. Trying to take longer holds and more fundamental plays. Trying to figure out wtf is going on. I've got no good ideas anymore for long term plays. Everything seems fucked.

LiteratureFamiliar26

I also had pltr but i sold and put it all in TMC. I got palantir from 20 bought around 8k worth and sold at around 130 i held till 230 should have sold at the peak but yeah. I think for the time being tsm is the better bet than palantir

psykez

TMC

drinkinthakoolaid

Yo im terrible at this. Is TMC still something to continue to hold? Im +338.83% is there a % where I should always cash out or what? Obviously I get situations are situational, but I have a couple I've doubled up on (EVLV +108.94%), but I dunno wtf I am doing. I have a couple (3 actually) down 99-100% too. Hella smart guy here, thanks for any help.

sowich4

Yes, TMC! I didn’t make life changing money, but I have a taxable account that went from 3k up to over 35k over a few years, just from holding a lot of TMC and PLTR. I also made a decent return on ASTS, but nothing like what TMC did when it went from <$1 up to $5+. I currently wheel TMC, it has decent premiums, and I have no issues with owning the stock long term.

sowich4

Not RICH rich, but I held TMC from 2021, buying more (a lot more) in 2022 and selling it earlier this year. My average was <$1, and I sold for mid $5’s

Lardcowpie

Bought TMC for .88, and am still holding.

Sierra_Smith

Not rich because I am so poor to begin with but $TMC and $QBTS both put me in a position where I could entertain the idea of retiring and buying a house. Probably 15k to 100k in about 3 years. Lots of dudes in between (probably 5k losses I'd guess), but over all those two put me way ahead of my losses

DutchGooner23

TMC, if deep sea mining actually kicks-off and permits are granted this could be huge. Permits have been applied for and should get permission within a year (or two?).

Traditional-Ad-303

TMC

Uzunzatu

TMC plans to send nodules to PAMCO in Japan for processing, so they would go to a country that is part of the critical minerals resistance. Moreover, there is talk of govt offtake agreements for stockpiling TMC's nodule, I don't know if that changes your calculations if it happens?

PopUsed2884

Appreciate the detailed answer! I had money in TMC at one point and pulled some decent profit out of it. I haven’t kept up with critical minerals space since I got out, but I am interested to hear about the dominant players.

Bloat_Dastardly

One man's opinion and not the guy you asked - TMC won't make it. Same problem as all juniors: no refinement/processing. The TMC bulls will spout nonsense about Brownsville port in TX. What they won't tell you is it isn't funded (yet) and while it may get funding some day you're talking about 5-7 years and 2-3 Billion to do so. And that's just to START running ore/nodules through it. That's precisely why MP is in the dominant position out of all REE names. Their refining was mostly in place when they bought it out of bankruptcy in 2017. It took them six years to get it operational and it's now ramping. This shit takes time. TL;DR - if a miner has to send their ore to china to be refined you haven't solved the problem

PopUsed2884

TMC is working on licensing through NOAA(American regulatory agency) to mine seabed for critical minerals. They also have plans to build massive domestic processing and refining hub in Brownsville Texas (1500 acre site). They are also partnered with Korea zinc and they are currently building a $7.4 billion integrated non-ferrous metal refinery in Clarksville, Tennessee. I know deep sea mining is completely new endeavor, but I think there could be huge gains to be made if they receive the full approval/license to start mining and can actually pull it off, which I know is a big IF.

PopUsed2884

Thoughts on TMC?

Spongebubs

People might think this is a joke, but it’s literally happened before with $FORD (confused with Ford Motor Company) and $TMC (confused with TSMC)

Interesting-Try2133

TMC, 2027 will be an interesting year

Able-Breadfruit-5981

If AI gets as good as Nvda says it will, why will we need the rent seeking engineers at Nvda to design chips? Apple, meta etc can just ask AI to design one and send the plan directly TMC.

Cal_carl

TMC will whiplash all day and end +5%

Cal_carl

TMC is finally waking up

Potential_Mistake288

TMC

Beazt11123

TMC going apeeee

Beazt11123

TMC goin dum today

StophJS

Wow, should've bought TMC this morning

Super-Activity-4675

honestly, I think any that are producing in the US will be good. I've got TMC right now. I'm kind of banking on some asymmetric growth with their ability to scoop up nickel and other rare earths just sitting at the bottom of the ocean. USAR should start rebounding soon. MP is another play there as well. I'm long on the leveraged junior minors ETF as well. That should be pretty hot over the next year I'd guess. Commodities are going to be hot, both due to inflation as well as the demand the AI bubble is putting on them.

xeemyy

TMC is retarded. There are so many hurdles they’ll be facing. Yes there are huge deposits, but deep sea mining is a lot more expensive and riskier than above ground. Also the supply is secondary, they won’t be able to process their feedstock and that’s where the money is.

CEO_of_SOXL

Wow $TMC is dead. Way does the gram keep promoting that thing

CEO_of_SOXL

What’s the deal with $TMC?

Hodgey91

I’m bag holding TMC, OKLO and KRKNF. Y tho

ThatOneRedditBro

Im actually highly profitable at SPY 0dte and 1dte, yet I keep losing money buying options in stocks. TMC better rip 6%+today, otherwise there goes a wasted 1k

Purple_Bearkat

TMC going back to the 3’s.

ThanksDependent1001

Let’s go TMC

ThatOneRedditBro

They are gobbling up that TMC dip

Bob_the_peasant

Oh neat I didn’t realize TMC had earnings today, some more losses to look forward to in after hours to offset spy gains

Put_Er_There_Sport

6 days ago The Motley Fool said to forget about TMC and to go for another rare earth trade. So naturally im gonna inverse that

ThanksDependent1001

TMC as a cheap lotto for next week

MXY2022

TMC?

ThanksDependent1001

Anyone playing TMC for earnings? Looks like the chain has some deep call positioning on 8/21. Better bet then Hrtz 🤡

bootsupondesk

TMC reports tomorrow

MarionberryBorn2525

TMC

sowich4

My TMC avg was below $2 for a while, I sold it all when it hit $6 the first time. I didn’t fomo back in during any of the spikes, instead I’m selling CSP’s for a nice premium and decent re-entry. Currently hold 12000 shares at just under $5, can’t wait for late 2027. This company has a real chance to shave a few years off my retirement.

freddy1151

TMC is by far my biggest conviction play rn the fact that TMC went over 11 from an executive order that didn't even name them directly last year when they're on track to get their recovery permit in less than a year and it's below 5 bucks right now. I'm thinking that if/when they get their permit that would take it over 11 easily.

sowich4

This was how my taxable account started, I got into various air and cruise lines with about 2k. Sold it all for about 5k, dumped everything into Palantir and TMC. Now I casually run wheel options for 6-800 a week with little stress and a nice payout every month

HauHauHauHauHauHau

Can’t forget about TMC

DairyonBigs

Hoping this mining meeting with Trump hits TMC

Scr3aming3agl3

USAR and TMC to the moon, big rare earth metals meeting today

SignificantAd2833

I don’t understand TMC

Purple_Bearkat

Some noise with TMC and this critical mineral summoning - may get a temporary bump above and beyond the current bump.

NewlyOld31

BIG day for my TMC leaps!!

Super-Activity-4675

part of why I have TMC (the ocean). I see your point there. I suspect though with commodities rising like they are, it's only a matter of time I suspect. Mars is a bigger lift (and reward) obviously, but pulling H3 off of the moon for next generation fusion power likely happens sooner than later.

SormgigJonny

Why is TMC not talked about more

babyd42

buying GENI, PAR, TNDM, UBER Panic selling ASTS AMPX PL TMC MRAM

AcceptableOptimism

Chat what's the thought on TMC metal?

Past_One3442

TMC and other rare earth stocks.

LiquidSquids

The first uptrend is ASTS when it took off. I sold a position early that would have been worth $1.2m at the top... The next random spike is when roaring Kitty came back, then got wrecked. Forgot what I did after that but it wasn't great. The jump from 8-30k was a weekly microstrategy call play from the user here that recommended PEW to everyone and then crashed out. After that I full ported $TMC options for a while, you can see the three big spikes that match that chart. Now I'm not full porting but mostly porting $SLS options bio-tech, the most degenerate shit. Bought into SLS around $1.80 with a small position and it's mostly just been offsetting my $TMC losses all year.

xxxMarilee

I made a mistake. I never owned TMC. I meant to write TSM. This losing money has me losing my mind too.

Cal_carl

I'm down \~30% on TMC since I started buying in April. I buy into it to lower my average. I brought it from \~6.50 to 5.07. Still, these <4.00 prices are extremely low. Lowest prices in a year. It will break back up, eventually, so I am holding. If it hits 7.00 then I might sell to lower my exposure. TMC is \~14% of my portfolio.

xxxMarilee

I was holding shares of TMC and fool that I am bought more in premarket thinking I'd get in at a low price. It keeps dropping. I'm getting hit hard today. Really really bad. My port is concentrated all tech.

JSlickJ

ASTS NBIS TMC bagholder. im so cooked

Cal_carl

TMC getting graped

Cal_carl

I used to do swing trading on TMC but it hasn't swung up in 3 months.

orcassharks

We’re all just waiting for TMC huh

Bansionboy

If you wanna play it safe XME... if you wanna play strong individuals MP, USAR... if you want longterm small cap with big gains LAC, TMC, UURAF

HighwayExotic2808

Memory stocks are probably gonna close where I sold today. They’ll pump at TMC earnings so I’ll FOMO back in…and then the cycle is gonna repeat itself with the stocks immediately collapsing

JustDial911

Also, don't conflate TMCR money for TMC money, they own some of TMCR, but not all so its minimal.

NewlyOld31

TMC finally has some revenue! Down today hit a great sign going forward. Still believe in this one.

mrmrmrj

How many analysts are following TMC around the world? 1000? Probably. The past is largely irrelevant the second it happens. Earnings were exactly what everyone expected.

earthbender06

$TMC Trumps corruption will take this far!

DipSniper69

I'm blessed with the ability to pick huge winning stock at the absolute bottom. I'm cursed by being the most paper handed bitch this sub has ever seen. notable achievements. Palantir Bought at 7.23. sold at 17.50 Rocket Lab Bought a 4.38 sold at 9.50 TMC bought at 0.70 sold at 1.35 ASML bought at 480. Sold at 600 Cameco bought at 22.71 sold at 33.00

YoursTrulyKindly

Yeah atm, but I'm *hoping* the hardware breakthroughs will materialize in like 10 years. The Chinese are working on stacked 3D chip designs to rival TMC and also some other advancements ([ferroelectric transistors](https://archive.ph/6VCmz) for combined processing and memory). So hopefully ram to run a large LLM will become cheap enough. Just speculation, but then we might not see a monopolization.

EconomicsFriendly427

You are just scratching the surface but i am mining deep. AREC REA and TMC are what im counting on

embraacethesuck

This makes me pretty averse to buying TMC shares. Execs have overwhelmingly done nothing but dump shares for the past 3 years. USAR and MP insider buying dont look too swell either, but considering the govt equity, I think it these two have a stronger bull case. https://preview.redd.it/2vwke67ug9ch1.png?width=1293&format=png&auto=webp&s=ec8dd2b3432a809906521ba8a6cdf327f9bc822e

certifr1ed

If you mention rare earth's you need to mention TMC the metal company as well.

General-Froyo-7498

Here’s my high level DD on TMC! $TMC — TL;DR: Only company in line for the first-ever US deep-sea mining permit. Decision \~Q1 2027. Trades at under 10 cents per dollar of its own NPV because one document is unresolved. The Pentagon has been deploying billions into minerals companies with equity stakes and price floors. I hold 3,100 shares @ $5.87 with exits pre-set at every level. AThe setup: One rock on the ocean floor contains copper, nickel, cobalt, and manganese. The US imports \~100% of its manganese and nearly all of its nickel and cobalt. China has restricted exports of 11+ minerals in three years, and the Hormuz closure just gave the world a live demonstration of what chokepoint warfare costs. Washington got the message: executive order, fast-track NOAA process, national security framing. The receipts: TMC filed its application the same week NOAA opened the fast-track lane. Every milestone since has landed on schedule. You don’t have a world-first application ready to file unless you knew the lane was coming. The board was built for access: Hess oil family money (the family patriarch gave $1M to the Trump super PAC weeks before the fast-track rule appeared — it’s in FEC records) and Elon Musk’s personal attorney, whom the company publicly credited with helping “work with the new Administration.” The Pentagon playbook already exists: $4.5B+ deployed into minerals companies. MP Materials got equity, a 10-year offtake, and price floors — and tripled. The DoD also owns 40% of the new refinery belonging to TMC’s own refining partner. Allseas — the company building the actual collection ships, and a \~14% shareholder — just accepted 7.3 million shares as payment for development work instead of cash. The contractor chose stock at $4.66 over invoiced dollars. The people building the machine are betting it works. Glencore has held rights to 50% of the flagship project’s nickel and copper for years. PAMCO in Japan has already smelted 2,000 tonnes of real nodules at a commercial facility. The customer chain exists before the mine does. Market cap: \~$2B. The company’s own project NPV: $23.6B. Under a dime per dollar, entirely because of one pending document. The bear case, stated honestly: The risk isn’t NOAA saying no — it’s the courts. Lockheed attempted this under the same statute and was stopped by litigation in 2015. Environmental groups have already signaled they’ll sue again. Filed lawsuits are expected and priced in; an injunction is the real kill shot. My honest odds of a permit that survives and works: 55–60%. This can go to zero with no soft landing. Size accordingly — I did. Position and plan: 3,100 @ $5.87. The ladder is set and non-negotiable: trim 10% at $6 (with tax-loss harvesting on my highest-cost lots), scale out at $15 and $18 — full cost basis recovered at $18, everything after is house money — sell a major tranche at $100, and hold \~1,000 shares permanently for the scenario where this becomes an established American industry with dividend potential. If it fails, I lose \~$18K at a size I planned for. Catalysts: 7/13 critical minerals trade report • 8/13 earnings + 8/14 13F filings (institutions hold only \~11% — if the permit lands, they build toward a normal 40%+ into a float that’s one-third locked by insiders) • Draft EIS in Q4 2026 — the one that matters most. For reference: the stock ran $1.72 → $11.35 on the executive order alone, with zero hard milestones achieved. The permit, a Pentagon deal, and the first production would each be larger events than the EO — landing on the same thin float.

General-Froyo-7498

Love this! Here’s my high level TMC DD **$TMC —** **TL;DR:** Only company in line for the first-ever US deep-sea mining permit. Decision \~Q1 2027. Trades at under 10 cents per dollar of its own NPV because one document is unresolved. The Pentagon has been deploying billions into minerals companies with equity stakes and price floors. I hold 3,100 shares @ $5.87 with exits pre-set at every level. **AThe setup:** One rock on the ocean floor contains copper, nickel, cobalt, and manganese. The US imports \~100% of its manganese and nearly all of its nickel and cobalt. China has restricted exports of 11+ minerals in three years, and the Hormuz closure just gave the world a live demonstration of what chokepoint warfare costs. Washington got the message: executive order, fast-track NOAA process, national security framing. **The receipts:** TMC filed its application **the same week** NOAA opened the fast-track lane. Every milestone since has landed on schedule. You don’t have a world-first application ready to file unless you knew the lane was coming. The board was built for access: Hess oil family money (the family patriarch gave $1M to the Trump super PAC weeks before the fast-track rule appeared — it’s in FEC records) and Elon Musk’s personal attorney, whom the company publicly credited with helping “work with the new Administration.” The Pentagon playbook already exists: $4.5B+ deployed into minerals companies. MP Materials got equity, a 10-year offtake, and price floors — and tripled. The DoD also owns 40% of the new refinery belonging to TMC’s own refining partner. Allseas — the company building the actual collection ships, and a \~14% shareholder — just accepted **7.3 million shares as payment** for development work instead of cash. The contractor chose stock at $4.66 over invoiced dollars. The people building the machine are betting it works. Glencore has held rights to 50% of the flagship project’s nickel and copper for years. PAMCO in Japan has already smelted 2,000 tonnes of real nodules at a commercial facility. The customer chain exists before the mine does. Market cap: \~$2B. The company’s own project NPV: $23.6B. Under a dime per dollar, entirely because of one pending document. **The bear case, stated honestly:** The risk isn’t NOAA saying no — it’s the courts. Lockheed attempted this under the same statute and was stopped by litigation in 2015. Environmental groups have already signaled they’ll sue again. Filed lawsuits are expected and priced in; an *injunction* is the real kill shot. My honest odds of a permit that survives and works: **55–60%.** This can go to zero with no soft landing. Size accordingly — I did. **Position and plan:** 3,100 @ $5.87. The ladder is set and non-negotiable: trim 10% at $6 (with tax-loss harvesting on my highest-cost lots), scale out at $15 and $18 — full cost basis recovered at $18, everything after is house money — sell a major tranche at $100, and hold \~1,000 shares permanently for the scenario where this becomes an established American industry with dividend potential. If it fails, I lose \~$18K at a size I planned for. **Catalysts:** 7/13 critical minerals trade report • 8/13 earnings + 8/14 13F filings (institutions hold only \~11% — if the permit lands, they build toward a normal 40%+ into a float that’s one-third locked by insiders) • Draft EIS in Q4 2026 — the one that matters most. For reference: the stock ran $1.72 → $11.35 on the executive order alone, with zero hard milestones achieved. The permit, a Pentagon deal, and the first production would each be larger events than the EO — landing on the same thin float.

Miljonairsteam

$TMC

No-Eagle-8055

I’m a defen so 1. BMR 2. HOVR 3. TMC

Uzunzatu

I actually added on recent dips. Position is up to 2800 contracts now. I am now 'full port TMC'. No difference in thesis for me, but I recommend you have a look at the discord where you can see very bullish and more risk averse takes.

labuscg

Check out TMC

dwoj206

wish TMC went to the fucking moon like it was supposed to. I guess we'll just buy rare earths from china as usual and keep dogging them on the mainstream media and I'll go fms.

SaturnineApples

I was buying TMC at $9 in Sept 2021 $2 in March 2022 $0.88 in Jan 2023 And its currently around $4 If it goes under $4 it could fall back low to around $2 but likewise above $7 it may reach double digits. Until it breaks through one of those numbers either up or down it will just bounce between $4-7 Just keep an eye on it