Calls
1
u/AnTRopy69
Reddit r/wallstreetbets
Win Rate
0.0%
return
-24.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 06
$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.
Critical Minerals
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u/AnTRopy69 has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: TMC.
