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Exclusive Article from MarketBeat.com
The Metals Company: Unlocking a Klondike-Quality Mineral Rush Submitted by Thomas Hughes. Article 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’s “Hidden” Company
The Metals Company, Inc. (NASDAQ: TMC) is as futuristic a company as can be, yet not involved in space or AI. It aims to unlock a mineral rush that could unfold over coming decades by harvesting a resource once only imagined by scientists, politicians, and schoolchildren: deep-sea nodules. At face value, each nodule contains manganese, nickel, cobalt, and copper (all critical for battery production), along with trace amounts of rare earth elements — and there is a lot of it down there. The Metals Company is targeting the Clarion-Clipperton Zone, a 4.5 million-square-kilometer area between Hawaii and Mexico. It lies about 4,000 to 5,500 meters below the sea surface, and some estimates value the nodules at up to $1,500 per dry metric tonne.
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A single mining site within the zone is estimated to be worth up to $1.7 billion annually; there is an estimated $19 trillion in minerals across the region. The primary obstacles are regulatory approvals, which are in progress and moving forward. The Metals Company plans to collect nodules via a partnership with Allseas, a Swiss-based leader in subsea construction, pipelaying, and heavy lifting. Allseas will use a hydraulic collection vehicle to lift nodules off the seafloor using suction. Advantages of this approach include limited silt disturbance and direct delivery to a floating processing ship. The Hidden Gem is a converted drilling ship and the first floating processing plant of its kind. Owned and operated by Allseas, it was commissioned by The Metals Company earlier this decade, and initial testing has been completed. The ship successfully recovered 3,000 tonnes of nodules in 2022 and is awaiting regulatory approval. NOAA has deemed the company’s application largely in compliance, and executives expect licensing approval before the end of Q1 2027. Analysts Like the Numbers, but The Metals Company Is a Speculative BuyThere isn’t a lot of analyst coverage, but there is enough to form a baseline view. The four analysts tracked by MarketBeat rate the stock a consensus Hold, with a 50% Buy-side bias and 25% Sell-side. Three of the four ratings were issued in January 2026, the fourth in December 2025, so they are fairly current. There is an additional fifth rating, marked Buy, but it is more than 10 years old and less relevant. Price targets are notable: the consensus price target implies roughly 165% upside, and even the low-end targets imply more than 100% upside. Among the sentiment drivers is the outlook for revenue and profitability. The analyst group forecasts initial revenue of roughly $50 million in 2027, followed by a roughly tenfold increase to over $550 million in 2028. Earnings are expected by 2028, as this asset-light business is projected to begin producing revenue soon after commercial operations commence. Operational risk is viewed as limited because the technology has been demonstrated; the main challenge will be processing the nodules, and the company is making progress there as well. 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 company is already working with Japan-based Pacific Metals for testing and verification while exploring construction of processing facilities in Texas. A feasibility study is underway for a Brownsville, Texas facility that could process nodules alongside other feedstocks. RKEF is used globally to process nickel; in this case the expected products are a high-grade nickel-copper-cobalt alloy and manganese silicate. Importantly, 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 CheaperThe Metals Company's 2026 stock price action has been uneven. 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 an indicator of long-term, buy-and-hold sentiment and serves as a key pivot point for this market. 
If price action falls below this level, the stock may struggle to regain traction until a more potent catalyst appears. However, institutional activity suggests a bottom could be near: institutions are buying on balance and increasing activity as the price declines. |
