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China Rare Earth export limitations incoming
▲ 11 r/TMC_Stock

China Rare Earth export limitations incoming

In my opinion: China's first step would be to put restrictions on rare earth exports If the visit of Trump to Taiwan continues.

bbc.com
u/Inside-Air5256 — 10 hours ago
▲ 46 r/TMC_Stock

The floor seems to be $5. I’m scraping together every dollar I can to add more shares. My cost average is $1.07 but I’m all good with that going up. I want ALL the shares!

reddit.com
u/Candyman6971 — 21 hours ago
▲ 78 r/TMC_Stock+2 crossposts

China Set to Impose Mining Controls on Some Strategic Minerals

China plans to impose new mining controls on certain “strategic minerals” beginning June 15. Beijing will have authority to:

  • Control total mining output
  • Restrict which entities can mine
  • Conduct national security reviews on foreign mining investments

China did not specify which minerals are included, meaning the list can change dynamically depending on:

  • National security
  • Economic importance
  • Domestic demand
  • Supply chain resilience

This gives China flexibility to tighten control over different minerals whenever geopolitical or industrial conditions change. China is also accelerating construction of strategic mineral reserve facilities across the country. Some mineral deposits/resources may now be reserved for a minimum of five years before reassessment. Strategic reserves protected by the state cannot be mined or accessed without central government approval. China also appears focused on preserving finite domestic resources instead of rapidly exhausting them for export markets.

bloomberg.com
u/Klutzy_Mud2850 — 20 hours ago
▲ 21 r/TMC_Stock

Why does the market continue to price $TMC significantly lower than the fair value NPV stock price I keep seeing float around this sub?

reddit.com
u/plairboicarti — 3 days ago
▲ 12 r/TMC_Stock

Threat level of the tree-hugging, armchair quarterbacks?

I am not currently a $TMC holder but have been recently interested in becoming a long term investor. I’ve done moderate research, and am ready to begin DCA’ing in. In echo chambers like this subreddit, I think most people are objective and have done great DD and have kept hopium posting to a minimum. My only concern is:

Today I just wanted to see how the normies react to- or what they’ve heard of the stock/deep-sea mining in general. The results were actually a little concerning. On the first few introductory TMC instagram reels/tiktoks i saw, almost every comment was from some Lorax level, “protector of the ocean pebbles” type regard who wanted to portray deep sea mining as like the next possible human-induced global extinction event… I attached the screenshots of their commentary lol.
Their ignorance is my current biggest concern- not the odds at getting a permit, not the fact that TMC is pre-revenue. But the “save the turtles” crowd…

As someone who is really interested and ready to buy-in, what is the argument for ignoring the know it all tree huggers? Are they of minimal concern to the current bag holders? It seems like the same people who gave us paper straws could potentially contest a future industry that perhaps stirs up a little seafoor once in a while.

TLDR - In our little TMC echo chambers, the stock looks like a no brainer… however, surface level tree huggers have commented on TMC believing deep sea mining is actually the boogie man… and thousands of people like their comments in agreement. See attached.

u/plairboicarti — 4 days ago
▲ 8 r/TMC_Stock

NORI & TOML ISA lease extensions??

Does anyone know where the process is on getting 5 year lease extensions from ISA? & I am assuming we need these to exploit the areas in 2027 assuming timelines hit. Is this assumption wrong?

reddit.com
u/RMAS1 — 3 days ago
▲ 10 r/TMC_Stock

Short Term Pain inbound

I'm a long term holder here but I need to get this off my chest. Everybody keep some powder dry for the summer. Short term we are going to feel max pain. The Chinese MMs will do everything they can to stop this company from succeeding. This, added with a bear market and MMs at play will completely deter this SP moving up.

Long term this will be a very lucrative stock, this year, we could see 3-4 dollars again.

Just my opinion of course.

reddit.com
u/Wonderful_Rub_7760 — 8 days ago