1. Home
  2. TMCWW
  3. Earnings

AI Earnings Predictions for TMC the metals company Inc. (TMCWW)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

BUY

1-Day Prediction

+11.19%

$0.06

99% positive prob.

5-Day Prediction

+27.47%

$0.07

99% positive prob.

20-Day Prediction

+65.19%

$0.08

94% positive prob.

Price at prediction: $0.05 Confidence: 97.9% Model AUC: 1.0000 Quarter: Q2 2026

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q2

Q2 2026 Earnings

8-K BUY

Aug 13, 2026 · 98% conf.

AI Prediction BUY

1D

+11.19%

$0.06

Act: -68.68%

5D

+27.47%

$0.07

20D

+65.19%

$0.08

Price: $0.05 Prob +5D: 99% AUC: 1.000
0001104659-26-095883

EX-99.1

2 tm2623094d1_ex99-1.htm

EXHIBIT 99.1

Exhibit 99.1

TMC Provides Second Quarter 2026 Corporate Update

NEW YORK, August 13, 2026 — TMC the metals company Inc. (Nasdaq: TMC) (“TMC” or “the Company”), a leading developer of the world’s largest resource of critical metals essential to energy, defense, manufacturing and infrastructure, today provided a corporate update and second quarter financial results for the period ended June 30, 2026.

Q2 2026 Financial Highlights

·Current liquidity available from our cash on hand and our credit facilities of approximately $143 million as of June 30, 2026

·$20.1 million cash used in operations for the quarter ended June 30, 2026, which included $9 million in withholdings related to equity awards collected at the end of March 2026 and remitted in early April 2026

·Net loss of $60.1 million and net loss per share of $0.14 for the quarter ended June 30, 2026

U.S. Government Funding Update

·The Company is actively engaged in funding processes with multiple U.S. agencies named in President Trump's Executive Order 14285 regarding plans to build nodule processing and refining capacity in the United States

·While these processes continue confidentially, the Company does not currently intend to pursue other capital market transactions until such time as one or more of these processes are completed

·The Company will provide more substantive detail at the appropriate time

TMC USA’s Applications Continue Progressing Through NOAA Review

·TMC

USA’s consolidated USA-A application and USA-B exploration license application continue to progress through NOAA’s review under DSHMRA and its implementing regulations

·Based on NOAA guidance, the Company continues to expect the permit in advance of targeted Q4 2027 offshore collection system commissioning; the rigor of NOAA’s review supports the permit’s long-term durability and legal defensibility and reinforces the high standards applicable to all applicants

·The Company’s USA-A area covers approximately 65,000 km² with an estimated 619 million tonnes of wet nodules and potential exploration upside of an additional 200 million tonnes; the USA-B area covers approximately 122,000 km² and hosts an estimated 1.02 billion tonnes of polymetallic nodules

Strategic Partnerships Progress Key Offshore and Onshore Developments

·On July 21, 2026, TMC USA entered into a Master Services Agreement with Mariana Minerals for a phased program to advance a proposed polymetallic nodule processing and refining industry park at the Port of Brownsville, Texas, beginning with mobilization, concept development and technical design work to establish plant feasibility and design basis — building on the internal prefeasibility study commissioned by TMC USA from a third-party engineering firm

·Allseas continued engineering, project management and vessel-use activities during the second quarter of 2026 under its definitive agreement with TMC to develop, commission and operate the Hidden Gem commercial nodule collection system, designed for a nameplate capacity of 3.0 million wet tonnes per annum

·On July 22, 2026, TMC signed a Mutual Master Services Agreement (“MMSA”) with U.S. exploration company Eco Minerals intended to expand TMC’s offshore capabilities through exclusive vessel charter access and advanced seafloor mapping, sampling and autonomous survey services, while enabling the companies to jointly pursue third-party opportunities. Under the agreement, TMC will provide Eco Minerals with environmental and regulatory advisory services. Under a separate MoU, TMC USA has provided Eco Minerals with a non-binding offtake for Eco Minerals’ nodules to be processed in TMC USA’s planned U.S. facility with Mariana Minerals, subject to definitive agreements, government financing and required approvals.

U.S. Reaffirms Its Right to Exercise High Seas Freedoms as ITLOS Protects NORI and TOML’s Due Process Rights

·Last month at the ISA proceedings in Kingston, Jamaica, the United States strongly reiterated that it is not a party to UNCLOS and does not regard Part XI or the 1994 Agreement as customary international law

·On July 18, 2026, the Seabed Disputes Chamber of the International Tribunal for the Law of the Sea (“ITLOS”) prescribed provisional measures recognizing the rights of the Company’s subsidiaries, Nauru Ocean Resources Inc. (“NORI”) and Tonga Offshore Mining Limited (“TOML”), to due process and fair treatment in their proceedings against the ISA

ISA Approves NORI’s Exploration Contract Extension

·On July 20, 2026, the ISA Council approved by consensus a five-year extension of NORI's exploration contract in the Clarion-Clipperton Zone

Gerard Barron, Chairman & CEO of TMC, commented: “The regulatory picture is becoming clearer as our applications continue to progress through NOAA’s review process. There has been a delay of a few months in the USA-A consolidated application certification process, but we remain confident that the permit will ar

2026
Q1

Q1 2026 Earnings

8-K

May 14, 2026

0001104659-26-061202

EX-99.1

2 tm2614595d1_ex99-1.htm

EXHIBIT 99.1

Exhibit 99.1

TMC Provides First Quarter 2026 Corporate Update

NEW YORK, May 14, 2026 — TMC the metals company Inc. (Nasdaq: TMC) (“TMC” or “the Company”), a leading developer of the world’s largest resource of critical metals essential to energy, defense, manufacturing and infrastructure, today provided a corporate update and first quarter financial results for the period ending March 31, 2026.

Q1 2026 Financial Highlights

·Current liquidity available from our cash on hand and our credit facilities of approximately $164 million as of March 31, 2026

·$0.6 million cash used in operations for the quarter ended March 31, 2026

·Net loss of $20.6 million and net loss per share of $0.05 for the quarter ended March 31, 2026

TMC and Allseas Sign Commercial Agreement for First Nodule Recovery Operation

·Allseas, a global leader in offshore pipeline installation, heavy lift and subsea construction, will complete the development of and operate the first commercial nodule collection system

·The commercial system will have a nameplate production capacity of 3.0 million wet tonnes per annum with the surface vessel Hidden Gem receiving nodules collected by two collector vehicles operating at depths of over four kilometers

·TMC and Allseas are advancing detailed engineering and offshore logistics planning to support reliable, continuous commercial-scale nodule collection operations, including the coordination of fuel supply, crew changes, nodule transfer and transport activities essential to transitioning from pilot operations to sustained commercial offshore production

·TMC expects system commissioning to begin in Q4 2027

National Oceanic and Atmospheric Administration (NOAA) Determines Consolidated Exploration License and Commercial Recovery Permit Application for TMC USA A is in Full Compliance

·Determination of full compliance represents another key step in a steady, transparent cadence of expected regulatory milestones:

oThe consolidated application now moves into the certification stage and is expected to be posted to the Federal Register

oFollowing certification, a Notice of Intent to Prepare an Environmental Impact Statement will be published, followed by the development and then publication for public comment of a draft Environmental Impact Statement (EIS) and draft Terms, Conditions and Restrictions (TCRs) for TMC USA’s USA A project

oFollowing the public comment period, the EIS and TCRs will be finalized and NOAA is expected to make a final determination on issuing the license and permit

oTMC USA expects the process will conclude before the end of Q1 2027

Gerard Barron, Chairman & CEO of The Metals Company, commented: “The first months of 2026 have been defined by accelerated execution across every part of our business. On the regulatory front, NOAA’s determination that our consolidated application for TMC USA A is in full compliance under the Deep Seabed Hard Mineral Resources Act (DSHMRA) and NOAA implementing regulations gives us increasing confidence in a clear path toward potential commercial permit approval.

Our new commercial production agreement with Allseas enables us to complete, commission and operate the first commercial polymetallic nodule collection system.

Together with Allseas, we are designing and integrating a complete offshore production and logistics network, including continuous transfer operations, support vessels, bulk transport coordination, environmental monitoring and adaptive management systems intended to support uninterrupted offshore nodule production at scale. Importantly, many of the critical long-lead engineering activities have already been completed, allowing procurement and subcontracting activities to accelerate through the balance of 2026. As we continue optimizing future system configurations — from larger collector spreads to autonomous operations and energy-efficiency improvements — we see multiple pathways to materially reduce unit costs and improve offshore productivity over time. Taken together, these milestones are supporting increasingly constructive discussions around project-level financing opportunities.

We’re also encouraged to see growing interest from new entrants pursuing NOAA exploration applications under DSHMRA. Building a new industry requires more than one company, and after more than a decade spent pioneering the science, technology, environmental programs and permitting pathways for this sector, we believe we are uniquely positioned not only to maintain our first-mover advantage, but also to help accelerate development of a broader U.S.-led nodule industry capable of restoring America’s dominance in critical minerals.”

Operational Highlights

TMC and Allseas Sign Commercial Agreement for the First Offshore Nodule Recovery Operation

On May 11, 2026, TMC announced that we had signed a Contract for Development Work and Commercial Production with our strategic partner and investor Allseas,

2025
Q4

Q4 2025 Earnings

8-K

Mar 27, 2026

0001104659-26-035748

EX-99.1

2 tm269884d4_ex99-1.htm

EXHIBIT 99.1

Exhibit 99.1

TMC Announces Fourth Quarter and Full Year 2025 Results

NEW YORK, March. 27, 2026 — TMC the metals company Inc. (Nasdaq: TMC) (“TMC” or “the Company”), a leading developer of the world’s largest resource of critical metals essential to energy, defense, manufacturing and infrastructure, today provided a corporate update and fourth quarter and full year financial results for the period ending December 31, 2025.

Fourth Quarter and Full Year 2025 Financial Highlights

•Total cash of approximately $117.6 million at December 31, 2025

•$11.4 million cash used in operations for the quarter ended December 31, 2025

•Operating loss of $44.7 million, net loss of $40.4 million and net loss per share of $0.08 for the quarter ended December 31, 2025

Exclusive Negotiations Underway for Nodule Processing & Refining Hub in Brownsville, Texas

•Exclusive negotiations for 1,466 acres with the Port of Brownsville

•Intended land use is to develop an integrated nodule processing and refining facility for American nodule industry with optionality to process other feedstocks

•Preliminary Master Plan for a 12 Mtpa facility developed and prefeasibility study under way

•As the only American nodule developer to have designed and tested nodule processing and refining technology at scale, TMC USA is spearheading this potential development along with its consortium partners

•No capital commitments made by TMC USA, and investment decision is conditional on U.S. government support

•In addition, capital-light tolling option still being fully explored in Japan

Strategic Partnership with Mariana Minerals

•Following a non-binding MOU signed in April 2025, TMC USA signed a Strategic Partnership Agreement earlier this month with Mariana Minerals, a software-first mineral developer with operations in San Francisco, Texas and Utah

•The initial focus of the partnership is to conduct a feasibility study for a staged development of a nodule processing and refining facility in Brownsville, Texas, and develop AI-enabled process controls for such a facility

Gerard Barron, Chairman & CEO, commented: “In my time leading TMC, I’ve never felt better about our pathway to production because of our financial, strategic, and permitting position. 2025 was a transformative year for our business — we pivoted to a clear U.S. permitting pathway, saw strong policy support for our industry through the Administration’s Executive Order and new consolidated application regulations from NOAA, welcomed several strategic partners and investors including Korea Zinc and the Hess family, and delivered the world’s first Pre-Feasibility Study for an integrated polymetallic nodule project demonstrating commercial viability. We ended the year with $162 million in liquidity including undrawn, unsecured credit facilities and expect to report around $154 million of liquidity at March 31, 2026.

In 2025, we established a new roadmap for our company and our industry. In 2026, we are focusing on accelerated execution. We believe our new consolidated application can deliver a commercial recovery permit faster than had we followed a sequential process. NOAA’s determination of substantial compliance was a significant milestone. Our next key milestones are expected to be full compliance and certification, as well as an Environmental Impact Statement for our consolidated application.

Our confidence in our ability to secure the permit within a year is high, so we are not waiting to move forward toward production and expect to complete our updated commercial agreement with Allseas in the coming days.

To unleash offshore minerals, we must also solve for domestic processing and refining—with last year’s Executive Order tasking several government agencies to explore and support domestic processing. While we are not committing to domestic onshore capital expenditures at this time, we are exploring all available options which will include our capital-light, tolled processing options, along with progressing the prerequisites required to unlock U.S. government support for a domestic processing and refining hub for our industry, including site-specific planning and feasibility work.

To that end, last year we secured an exclusive right over a potential land lease option in the Port of Brownsville, Texas, near where plans have recently been announced supported by this Administration for the first new U.S. oil refinery in decades — underscoring the broader momentum behind strengthening American industrial capacity. We’ve developed a preliminary master plan and a Pre-Feasibility Study is already under way for a 12 Mtpa industry park, with the ultimate decision likely to be conditional on financial support from this Administration. We have also partnered with Mariana Minerals to support feasibility studies and planning in Brownsville as part of our owner’s team. Founded by a team with decades of experience from Tesla, Exxon and BA

About TMC the metals company Inc. (TMCWW) Earnings

This page provides TMC the metals company Inc. (TMCWW) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on TMCWW's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

Share on Social Networks: