u/yarenSC

We all feel bad about the current share price. But lets not forget that we know why its happening. The market is reacting to the delay, and people are temporarily moving their money elsewhere while waiting for news to rebuild trust in the timeline being accurate. If NOAA's timeline is even close to accurate, TMC is still getting their permit in time to start Hidden Gem commissioning Q4 2027, and start production Q1 2028.

The permit delay doesn't affect that since AllSeas has said they're already started work on the long lead time items. The permit delays affect short term confidence, but not the medium term path or production timeline, even with some small additional government delays.

Now, the promised list:

• Hidden Gem application to reflag (was supposedly due end of Q3 - probably won't get a PR, and might have slipped. Likely update on Nov earnings call if anything)
• Nov earnings call?: AllSeas updates on contracts being awarded for long lead time items
• Oct 7th: Brownsville board meeting to approve working with TMC (minutes won't be published for a few weeks)
• Oct 13th: USA-A permit public hearing (and likely Greenpeace hit pieces will come out around this time - has potential to be a negative catalyst)
• Oct 13th: TMC to attend 121 Mining Investment event - might find some new funds to invest before the permit Certification which could lead to a bump
• Oct 19th: USA-A comments close
• Oct ??? : USA-A expected Certification
• Nov/Dec : Ideally get the Federal Register posting for NOAA starting the main USA-A permit Draft EIS
• Dec : Possibility of NOAA finishing USA-B Exploration permit Draft EIS (180 day deadline from Aug 17th - so might be Q1 instead since NOAA is understaffed)
• Q4?? : Brownsville BFS released
• Nov/Dec: Eco Minerals exploration work in CCZ, hopefully to increase PFS area
• Q4??: Theoretically could get government funding for the Brownsville Refinery (but I see this as more likely in H1 2027 based off past earnings call comments)

I see statement reports you can run that show gain/loss of a specific trade, but there can be many lots associated with a single trade.

What settings in the client portal or TWS do I select to actually find the per lot info?

Or if that's not the best option, is there a better way to find how many shares have been sold at a loss in the trailing 30 days so I know how many repurchased would count as a wash sale?

12 months is $2000/month
6 months is $2150/month
3 months is $2450/month
Other terms can be provided upon request

Pets allowed

1025 sqft, 1bed/1bath + large bonus/flex room + large living room

Full kitchen

lots of natural light in most rooms

More info and pics in:

https://www.zillow.com/homedetails/6011-Ridge-View-Dr-BASEMENT-Alexandria-VA-22310/464880339_zpid/?view=public

• Comment on USA-A CRP permit: https://www.regulations.gov/commenton/NOAA-NOS-2026-1751-0001
• Comment on USA-B Exploration license (focus comments around environmental impact): https://www.regulations.gov/commenton/NOAA-NOS-2026-1816-0001
• Sign up to attend the combined public hearing for USA-B and USA-A permits (cap is 1000 people): https://events-na13.adobeconnect.com/content/connect/c1/2358677976/en/events/event/shared/10659348487/event_landing.html?sco-id=10659339308&_charset_=utf-8
  • You don't have to speak, but you can just do a very brief "I support this permit since I believe this is the lowest environmental impact way to retrieve critical minerals"

You do NOT have to be a US Citizen or live in the US to comment on these

Comment and show your support. Write a few paragraphs, or give something quick like "I support TMCs application because I believe it will strengthen critical mineral independence and is the most environmentally friendly option available to gather these metals"

EDIT:
And here are some other relevant links:
- Full TMC USA-A CRP application:

- NOAA DSM overview page: https://oceanservice.noaa.gov/deep-seabed-mineral-resources/deep-seabed-mining/

- NOAA PR for USA-A announcement: https://www.noaa.gov/news-release/noaa-advances-review-of-first-ever-deep-seabed-mining-commercial-recovery-application

- TMC PR for USA-A announcement: https://investors.metals.co/news-releases/news-release-details/noaa-publishes-tmc-usas-consolidated-application-exploration

- USA-A full application with lots of details on TMCs plans for production: https://www.regulations.gov/document/NOAA-NOS-2026-1751-0002

I **believe** we might be getting that TMC USA-A Federal Register update tomorrow!

https://www.federalregister.gov/public-inspection/2026-16869/licenses-exemptions-applications-amendments-etc-deep-seabed-mining-exploration-virtual-public

which opens: https://public-inspection.federalregister.gov/2026-16869.pdf

This is on the 'Public Inspection' list, which I believe is always a 1 day preview, so should be posted for real tomorrow: https://www.federalregister.gov/public-inspection/current

This will start the 60 day comment period, followed by Certification. This all matches with TMCs statements on their earnings call last week that they would get a Federal Register update in August, and Certification expected in Oct.

60 day comment period gives 2 weeks in Oct for NOAA to review comments and certify the application, which seems realistic. That puts the 60 days ending Oct 18th (A Sunday)

TL;DR:
Email the county by August if you're in favor of creating rental unit additions on single family homes. More housing supply is how we lower prices, but many homeowners are pushing back!

More context:
Fairfax County is currently considering expanding access to build ALUs (Accessory Living Units - formerly called ADUs, in-law suits, granny flats, etc). An ALU is an addition on a house (attached or detached) that has everything you need to live in it. Bedroom(s), bathroom, kitchen. For everyone who complains about basement rentals w/o a kitchen, these rules are why. Most anyone can build an addition, but adding a second kitchen is nearly impossible currently.

The county is evaluating loosening the rules for ALUs, but are getting a lot of pushback, largely from older homeowners concerned about "the feel of the neighborhood with all these people moving in", or parking concerns. That ignores the fact that people already (often) rent out a room/basement. The renter just doesn't get a kitchen.

I bet most renters, who would be the primary beneficiaries of these changes, don't even know this change is happening right now. If you're in favor of changes to make ALUs easier to build, then PLEASE email the county folks below and just simply let them know you are in favor of it but missed the survey earlier this year. I'd say especially mention if you're a renter, since I've heard 0 renters in the last 3 public meetings (another virtual meeting Monday the 20th at 7pm!)

More ALUs = More housing Supply = Cheaper housing costs due to supply and demand

The official county contacts are below (I don't think this is breaking rule2, since they are listed on the county website as the contacts for comments?) Email them your support before August

carmen.bishop@fairfaxcounty.gov; casey.judge@fairfaxcounty.gov

Hi folks, this isn't exactly fashion, but this group seemed like the best ones who might know the answer to this question?

I want to make a shade sail around my AC unit. Similar to this product[1], but with sustainable/natural fabric. What kind of fabric would be best for this, since it would need:

- To hold up under direct sunlight for at least a couple years (if I have to replace the fabric every 2-5 years, that's preferable to 10 years with their polymer version)

- Not absorb too much water that it becomes extremely heavy in the rain

- Block/reflect UV/IR heat from sunlight

I was thinking maybe Linen coated in linseed oil maybe?

[1] https://www.kickstarter.com/projects/438361791/ac-shade-increase-air-conditioning-efficiency/description