$TMC — FinTwit mentions on Surfaced

$TMC — FinTwit mentions on Surfaced

Recent calls

21 calls

@dustinhuntwnMay 11, 2026 · 3:29 PM

$TMC The Allseas agreement is a major operational derisking milestone. This is not just “we have a partner.” Allseas is now contracted to complete development, commissioning, and operation of the first commercial nodule recovery system. Key points: • 3.0M wet tonnes/year nameplate capacity • Hidden Gem + 2 collector vehicles • Key long-lead engineering already completed • Subcontract awards expected by end of Q3 2026 • Commissioning expected Q4 2027 • Allseas funding a significant portion of development costs, recoverable through production revenues To me, this reduces execution risk, financing risk, and timeline uncertainty. The story is moving from resource + permitting toward actual commercial production infrastructure. Long $TMC, opinion only.

@dustinhuntwnMay 7, 2026 · 1:57 AM

$TMC NOAA quietly updated their page for The Metals Company applications 👀 They’ve added a placeholder for: “Application certified by NOAA Administrator (link + date)” That might look small… it isn’t. Certification is the moment the process officially starts: • Triggers the environmental review clock • Confirms the application is complete • Moves this from “waiting” → “in motion” You don’t build that line into a live page unless you’re progressing toward it. We’re now one step away from the real catalyst: ➡️ Certification letter + date going live When that drops, the timeline becomes real and the market has to start pricing it in.

@jasonl_capitalApr 29, 2026 · 12:27 PM

8. $TMC - The Metals Company Deep-sea mining company focused on polymetallic nodules in the Pacific Ocean containing nickel, cobalt, copper, and manganese. NOAA just confirmed their exploration and commercial recovery permit application is in substantial compliance - a major regulatory milestone. These nodules sit on the seafloor and contain four critical minerals in a single source without traditional mining.

@dustinhuntwnApr 1, 2026 · 4:00 AM

$TMC Nasdaq Golden Cross inbound. A couple more days like today and we get there. On top, some of the highest overall short percentages in years against it. Squeeze IS incoming. It’s a guarantee. Square the Strait, and a MASSIVE squeeze is inbound. We all KNOW this. Just wanted to post it. Good luck all. :)

@dustinhuntwnMar 31, 2026 · 3:43 PM

$TMC TMC The Metals Advances Permits And Eyes US Government Demand Risks. The company also joined the Defense Industrial Base Consortium, opening a potential path into US government supply chains for critical minerals. At US$4.10 against a US$10.60 analyst target, the price sits about 61% below consensus. The Metals Company permitting progress and partnerships keep Wedbush bullish. Wedbush analysts maintained an ‘Outperform’ rating on the deep sea mining company following the report, noting that TMC continues to advance its long-term strategic goals. “We maintain our ‘Outperform’ rating as the company continues to chip away at its long-term strategy while looking to get its commercial permit during 2026,” they wrote

@dustinhuntwnMar 30, 2026 · 7:44 AM

$TMC In the last 3 years we had little rips at the signing NORI-D and the invoking of the 2 year rule, filing permits with NOAA/US, and the NPV report. All 3 of these moments were big but all were at some level speculative. We now have our CEO and CFO not talking in maybe’s.. but when, and with stated hard timelines. We have multiple processing plants under contract, and we have buyers under contract. Paper hands SELL! Short term traders SELL! Longs for this journey… we ALWAYS knew 2027-2030 would be when this all *just begins* to pay off. The path that has been clearly laid out is long term wealth. Like if you STILL believe $TMC.

@dustinhuntwnMar 17, 2026 · 6:08 AM

$TMC for those who aren't in the trenches for this stock here is a recap of near-term catalysts: 1) RPP-CM-26-01, compliance on our quad submission 48hrs post march 20 & than selected for Phase 2 in late april (8-K filed) 2) TMCR listing (23rd?), Bidding on any royalities--specifically cashflow generating ones. 3) Formal certification of TMC USA A & B (Exploration) 4) Issue Note of Intent to start on the EIS process 5) Any of the tranches of warrants being cashed if price increases 6) May/June 1st draft of FY2027 NDAA, if this mentions nodules or the sea floor it's off to the races. This would be like codifying RPP-CM-26-01 into the military budget to help "derisk" agaisnt china. Stock price might be boring as watching shit dry right now but the cogs are churning. We have a packed next few weeks.

@dustinhuntwnMar 11, 2026 · 2:22 AM

$TMC My opinion on the matter is that NOAA's revised rules were designed to fast track our recovery permit at the same warp speed as exploration. I know everyone, even Gerard, thinks the recovery permit is coming late this year or in 2027, but I bet everyone gets stunned when both are issued simultaneously soon. These are extraordinary times, and like the Manhattan project or Apollo mission, America is doing America. This stock will probably be halted all day when it's announced.

@dustinhuntwnMar 9, 2026 · 3:37 PM

$TMC NOAA Determines TMC USA's Consolidated Deep-Seabed Mining Application is in Substantial Compliance https://t.co/D0lrMcyHSw

@michaelsikandMar 3, 2026 · 12:34 AM

@VValentine_4th i have had very few maybe my $tmc calls down 25%

@dustinhuntwnFeb 3, 2026 · 3:52 AM

$TMC President Trump announces 12 Billion for a strategic rare earth minerals reserve! By the end of this month, the shortest month of the year- the US will be done with Critical Minerals Ministerial in Washington, D.C. The NOAA public comment period will be done, and our permits will be waiting to be issued… along with a nice piece of that $12,000,000,000 👀 U.S. Strategic Critical Minerals Reserve! Look at all those zeros 😋 I’m guessing $500,000,000 in stock and $1,500,000,000 to help increase the fleet size. We’re going to need it.

@michaelsikandJan 28, 2026 · 11:52 PM

If you can't stomach the wild swings in $TMC, you don't deserve the reward. There are hundreds of mining companies. But only one has the technology and research to make deep sea mining an American advantage. Long $TMC. https://t.co/Sfaiix5Yo4

@dustinhuntwnJan 26, 2026 · 2:52 AM

$TMC The morning after NOAA finalized the new regulations for deep sea mining, TMC had their application submitted. That’s how close they’re working together. Not if, but when the permits are approved there will be government funding imo. It’s going to be a wild ride!! https://t.co/KCq3l7b31n

@michaelsikandJan 22, 2026 · 6:30 PM

A lot of folks been asking me if my conviction in $TMC and $KRKNF are connected. Well, absolutley. Kraken Robotics CEO Greg Reid specifically said on a podcast a few years ago that deep sea mining could be an industry of interest. Kraken's 3D at Depth divisionand its subsea lidar will be critical as countries race to map and declare the most nodule rich sections of the clarion cliperton zone as their sovereign mining grounds. Basically before any mining is done, mapping the seafloor will be the first step. Then maybe TMC calls in some Anduril Dive-LDs to protect America's deposits, or purchases their aquatic sentry systems. I don't think anyone really realizes how big of a gold rush deep sea mining will be and the second/third order effects. Just one example of how much alpha there is in the ocean tech space.

@michaelsikandJan 21, 2026 · 9:48 PM

$TMC fortune favors the patient Stock is flying because the new NOAA rule just went live today. Deep-sea miners can now file a single, consolidated application for exploration + commercial recovery.  We're one signature away from a huge re rating. https://t.co/JIcos8RZgN

@michaelsikandJan 15, 2026 · 8:19 PM

All the hype around copper boosts my conviction in $TMC 1/3 of known copper is in CCZ polymetallic nodules, with up to ~2% Cu If copper faces a huge squeeze, TMC isn’t just a battery story, it’s an AI one. The US HAS to be first to deep sea mining and secure this supply https://t.co/onf42fMn6H

@michaelsikandNov 18, 2025 · 11:51 PM

My second largest position $TMC surging after hours Can't seem to pinpoint why other than that tomorrow the House Select Committee is holding a hearing on Chinese manipulation of mineral prices https://t.co/kjKL1fwDSu

@michaelsikandNov 13, 2025 · 9:56 PM

$TMC earnings 🪨 - All 4 Metals in Nodules are now on U.S. Critical Minerals List - U.S. partnering with Japan on seabed mineral processing ( 🐂 signal) - 10/30 NOAA sent to White House rule that would grant exploration AND recovery into one approval This is a when NOT if. https://t.co/LpC2mJoPku

@michaelsikandOct 28, 2025 · 4:37 PM

This mining stock is Trump's secret weapon against China. $TMC could be months away from the first U.S. deep sea mining permit to unlock metals w/ an NPV of $23B. With shares down 30% in 14 days, hype has faded but fundamentals have not. Here's why I'm in ⬇️ https://t.co/VUpVSbTjh7

@michaelsikandOct 14, 2025 · 11:56 PM

$TMC Last Week, Trump Ally Neil Jacobs was confirmed as the director of the NOAA This is the agency that can grant TMC the world's first commercial deep sea mining permit So bullish 🪨 https://t.co/dHvVoPFfkk

@michaelsikandOct 12, 2025 · 6:21 PM

BREAKING: $TMC The Information reports two Trump officials attended the company's August party. CEO Gerrard Barron is open to a stake. "I’ve hitched the TMC wagon to the U.S.A.” Permitting or gov stake catalyst feels like a 🔒 https://t.co/J0qkLZZwcx