u/AnTRopy69

Reddit r/wallstreetbets
· tracked since May 2026
Calls 1 1 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
TMC long +7.1%
Worst Calls
No live losers yet
Most Mentioned
TMC ×1
Recent Calls
TMC long 3 weeks ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +7.1% Long Return +7.1% Short Return -
Average Return
7d +5.8%
30d —
90d —
Result
Result
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Thesis
Theme
Source
TMC TMC the ... TMC the metals company Inc.
Long
May 06
$5.33
+7.1%
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.
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