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The Metals Company’s Stock Soars More Than 800% in a Year on Deep-Sea Mining Hopes

The miner remains pre-revenue without a commercial license, posting a $184.5 million Q3 loss with $165 million in liquidity.

Overview

  • A $1,000 investment a year ago would be worth about $9,000 after the rally, with shares recently trading near $8.
  • The Canada-based firm holds exploration rights in a Pacific zone with polymetallic nodules containing nickel, copper, cobalt, and manganese.
  • Its plan is to vacuum potato-sized nodules from the seabed and process them into battery-grade metals rather than mine rock on land.
  • The company has no permit and remains pre-revenue as the International Seabed Authority has yet to finalize a rulebook for commercial deep-sea mining.
  • The White House showed interest this year, and an obscure U.S. law could offer a path to a 2027 start, though any move seen as bypassing the ISA remains uncertain.