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This Week's Exclusive News
The Metals Company: Unlocking a Klondike-Quality Mineral Rush Author: Thomas Hughes. 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 it gets, yet it isn’t involved in space or AI. The company aims to unlock a mineral rush by harvesting a resource long imagined by scientists, policymakers, and schoolchildren: deep-sea nodules. Each nodule contains manganese, nickel, cobalt, and copper (all critical for batteries), plus trace amounts of rare earths—and there is a lot of it on the seafloor. The Metals Company is targeting the Clarion-Clipperton Zone, a roughly 4.5 million-square-kilometer area between Hawaii and Mexico. The nodules sit about 4,000 to 5,500 meters below the surface and have been valued at up to $1,500 per dry metric tonne.
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Estimates suggest a single mining site within the zone could be worth up to $1.7 billion annually, and there's an estimated $19 trillion in minerals across the region. The primary hurdle is regulatory approval, which is currently in progress. The Metals Company plans to collect nodules through a partnership with Allseas. Allseas, a Swiss-based subsea contractor and leader in pipelaying and heavy-lift operations, will use a hydraulic collection vehicle to lift nodules from the seafloor by suction. That approach limits silt disturbance and allows 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 and commissioned by The Metals Company earlier this decade, initial testing has been completed. The ship successfully recovered about 3,000 tonnes of nodules in 2022 and is awaiting regulatory approval. NOAA found the company’s application largely in compliance, and company executives believe licensing approval will be granted before the end of Q1 2027. Analysts Like the Numbers, but The Metals Company Is a Speculative BuyAnalyst coverage is limited but sufficient for a baseline read. The four analysts tracked by MarketBeat rate the stock as a consensus Hold with roughly a 50% Buy-side bias and 25% Sell-side. Three of the four ratings were set in January 2026, the fourth in December 2025, so they are fairly current. There is an additional fifth rating pegged at Buy, but it is more than 120 months (over 10 years) old and thus less relevant. Price targets remain notable: the consensus implies about 165% upside, with even the low-end targets showing more than 100% upside. One driver of sentiment is the revenue and profitability outlook. The analyst group forecasts initial revenue of approximately $50 million in 2027, followed by a roughly tenfold increase to over $550 million in 2028. Earnings are also expected by 2028, as the asset-light operation should begin generating cash soon after commercial operations commence. Operational risk is reduced because the core collection technology has been proven; the main challenge will be processing the nodules, and the company is making progress there as well. Key catalysts in 2026 include advances in nodule-processing. The company plans to use rotary kiln electric arc furnace technology (RKEF), either under contract or at its own facility. The Metals Company is working with Japan-based Pacific Metals for testing and verification and is exploring construction of processing capacity in Texas. A feasibility study is underway for a Brownsville, Texas, facility that could process nodules alongside other feedstocks. RKEF is widely used to process nickel; applied to nodules, it would produce 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 volatile. 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). That EMA is a long-term indicator of buy-and-hold sentiment and a key pivot point for the stock. 
If price action falls below this level, the stock may struggle to regain traction until a more significant catalyst appears. Still, institutional activity indicates the downside could be limited: institutions have been net buyers and appear to be increasing activity as the price declines, suggesting a potential bottom may be forming. |
