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Just For You The Metals Company: Unlocking a Klondike-Quality Mineral Rush By Thomas Hughes. Date Posted: 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: Have $500? Invest in Elon's AI Masterplan
The Metals Company, Inc. (NASDAQ: TMC) is as futuristic as it gets, yet it isn't involved in space or AI. The company aims to unlock a mineral rush over the coming decades by harnessing a resource once only dreamed of by scientists, politicians, and schoolchildren. It focuses on deep-sea nodules—once an unrecoverable resource but now a potential key to mineral independence. Each nodule contains manganese, nickel, cobalt, and copper (all critical for battery production), plus trace amounts of rare earths—and there are vast quantities on the seafloor. The Metals Company targets the Clarion-Clipperton Zone, a 4.5 million-square-kilometer area between Hawaii and Mexico. It lies about 4,000–5,500 meters below the surface, and its nodules are estimated to be worth up to $1,500 per dry metric tonne. SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation could reach over $1.5 trillion. But since SpaceX isn't publicly traded, most investors assume they have no way to invest—that assumption may be wrong. According to veteran investor Matt McCall, there's a little-known public investment vehicle that provides exposure to SpaceX and dozens of other private companies, and today shares trade for less than $30. Click here to see the full story One mining site within the zone is estimated to be worth up to $1.7 billion annually; the zone may contain an estimated $19 trillion in minerals. The main obstacles are regulatory approvals, which are underway and, according to the company, progressing smoothly. 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 that lifts nodules from the seafloor by suction, limiting silt disturbance and delivering material 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, it completed initial testing and recovered 3,000 tonnes of nodules in 2022. The project is awaiting regulatory approval; NOAA 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 Buy There isn't a lot of analyst coverage, but enough to form a baseline view. The four analysts tracked by MarketBeat collectively rate the stock as a consensus "Hold," with roughly 50% Buy-side bias and 25% Sell-side. Three of the four ratings were issued in January 2026 and the fourth in December 2025, so they are fairly current. There is an additional, older Buy rating, but it is over 120 months old and less relevant. Price targets imply meaningful upside: the consensus suggests about 165% upside, with even the low-end targets showing more than 100% potential. 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 large jump to over $550 million by 2028. Earnings are also anticipated by 2028, as this asset-light operation should begin generating revenue soon after commercial operations begin. Operational risk is considered limited because the technology has been proven; the main constraint will be processing the nodules, and the company is making progress on that front. Catalysts in 2026 include advances in nodule-processing. The company plans to use rotary kiln electric arc furnace (RKEF) technology, either via contract partners or in its own facility. The Metals Company is working with Japan-based Pacific Metals for testing and verification while also exploring the construction of processing facilities in Texas. A feasibility study is underway for a Brownsville, TX facility that could process nodules alongside other feedstocks. RKEF is used globally to process nickel; in this case it would produce a high-grade nickel-copper-cobalt alloy and manganese silicate. Notably, 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 Cheaper The Metals Company's 2026 stock price action has been uneven. The market has retreated from long-term highs and is approaching a critical support level at the 150-week exponential moving average (EMA). The 150-week EMA is a long-term indicator of buy-and-hold sentiment and a key pivot point for this market. 
If the price falls below this level, the stock may struggle to regain traction until a stronger catalyst appears. However, institutional activity suggests a bottom could be found soon: institutions are net buyers and increasing activity as the price declines. | 
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