Сигналы
1
u/AnTRopy69
Reddit r/wallstreetbets
Винрейт
0.0%
доходность
-24.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
06 мая
$5.33
-24.2%
TMC’s combined NPV of $23.6B ($54/share) vs. current market cap ~$2.2B (~$5/share); three of seven regulatory gates cleared, Trump EO 14285 and NOAA full compliance on May 1, 2026. The market panic from the Iran war mispriced TMC; as regulatory milestones and offtake agreements materialize, a re-rating toward 30% of NAV ($16) offers 3x upside, with potential 10x if everything pans out. TMC is a high-risk, high-reward long-term bet on US critical mineral sovereignty, with near-term catalysts and a strong strategic moat. Environmental opposition delays permits, metal price collapse, failure to secure financing/offtake, execution risk in deep-sea mining technology.
TMC’s combined NPV of $23.6B ($54/share) vs. current market cap ~$2.2B (~$5/share); three of seven regulatory gates cleared, Trump EO 14285 and NOAA full compliance on May 1, 2026. The market panic from the Iran war mispriced TMC; as regulatory milestones and offtake agreements materialize, a re-rating toward 30% of NAV ($16) offers 3x upside, with potential 10x if everything pans out. TMC is a high-risk, high-reward long-term bet on US critical mineral sovereignty, with near-term catalysts and a strong strategic moat. Environmental opposition delays permits, metal price collapse, failure to secure financing/offtake, execution risk in deep-sea mining technology.
Критические минералы
Показано 1 из 1 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У u/AnTRopy69 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: TMC.
