Jul. 3 at 9:36 PM
$TMC 1.8B MC, projected revenue 20B/year (40m/tonne ramp, 6B/year at intial 12m/tonne with current PFS assumpations)
$CRML 1.4B MC, 150 - 250M/year
$USAR 4.7B MC, 450 - 600m/year
TMC is also going to have some of the best margins in the industry without the capex as their either going to go via Pamco or get gov funding for brownsvile pushing away the initial 4.6B early capex spend.
Ik the pressure is starting to hit for some folks but you buy when blood is in the water, understand the thesis & have conviction. People are hardly pricing TMC right now compared to what it could be in as little as 18 - 24 months