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    Will TMC the metals' (TMC) Deep-Sea Battery Metals Pitch Reshape Its Long-Term Risk Narrative?

    Simply Wall St·12/10/2025 21:15:23
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    • TMC the metals company Inc. previously announced that its Chief Financial Officer, Craig Shesky, will present at the “Metals & Mining: The Race to Onshore Critical Minerals” Virtual Investor Conference on December 10, 2025.
    • The event spotlights how a pre-revenue deep-sea miner, still awaiting commercial permits, is positioning its seabed polymetallic nodules as a potential source of critical battery metals.
    • We’ll now examine how this focus on deep-sea polymetallic nodules shapes The Metals Company’s investment narrative and long-term risk profile.

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    What Is TMC the metals' Investment Narrative?

    To own TMC, you have to believe deep-sea polymetallic nodules can eventually translate into permitted, commercially viable production before the company’s cash and investor patience run thin. That means confidence in regulators approving mining, in TMC’s ability to scale its offshore technology, and in continued appetite for critical battery metals. Right now, the biggest near-term catalysts are any concrete progress on permitting, technology milestones, and further funding clarity after a year of heavy losses and ongoing dilution. The latest news, with the CFO presenting at a “Race to Onshore Critical Minerals” conference, looks more like investor-relations positioning than a fundamental shift. It may keep sentiment and trading interest elevated in the short term, but it does not on its own reduce the core risks around permits, cash burn or future dilution.

    Yet behind the excitement, one structural risk continues to stand out for potential shareholders.

    In light of our recent valuation report, it seems possible that TMC the metals is trading beyond its estimated value.

    Exploring Other Perspectives

    TMC 1-Year Stock Price Chart
    TMC 1-Year Stock Price Chart

    Thirty-three fair value estimates from the Simply Wall St Community span roughly US$1.05 to US$10.50 per share, underlining how differently people are thinking about TMC’s upside. Many are clearly focused on the optionality in those seabed resources, while others seem more cautious given the company’s pre-revenue status, sizable recent losses and reliance on fresh capital. With opinions this spread out, it can be useful to weigh several of these views against the same regulatory and financing risks that currently define TMC’s story.

    Explore 33 other fair value estimates on TMC the metals - why the stock might be worth as much as 36% more than the current price!

    Build Your Own TMC the metals Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.