TMC the metals マネジメント
マネジメント 基準チェック /44
TMC the metalsの CEO はGerard Barronで、 Sep2021年に任命され、 の在任期間は 4.75年です。 の年間総報酬は$ 4.27Mで、 17.6%給与と82.4%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の4.5%を直接所有しており、その価値は$ 82.86M 。経営陣と取締役会の平均在任期間はそれぞれ4.8年と4.2年です。
主要情報
Gerard Barron
最高経営責任者
US$4.3m
報酬総額
| CEO給与比率 | 17.56% |
| CEO在任期間 | 4.8yrs |
| CEOの所有権 | 4.5% |
| 経営陣の平均在職期間 | 4.8yrs |
| 取締役会の平均在任期間 | 4.2yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jun 26
TMC: NOAA Milestone And Allseas Partnership Will Drive Seabed Mining Upside
The analyst price target for TMC the metals has moved by $1, with analysts citing updated fair value estimates, revised discount rate assumptions, and refreshed revenue growth, profit margin, and future P/E inputs to support the change. Analyst Commentary Recent research coverage on TMC the metals shows a mix of views, with some analysts highlighting upside potential alongside more cautious voices focused on execution risk, valuation assumptions, and the timing of future cash flows.Seeking Alpha • May 25
TMC The Metals Company: Buy The Critical Minerals Play On The Dip
Summary TMC the metals company Inc. is positioned for deep-sea mining of critical minerals essential for EVs and low-carbon energy. The company targets production capacity of 3.0 million wet tonnes of deepsea nodules annually, with key minerals including nickel, copper, manganese, and cobalt. TMC anticipates commissioning and installation in Q4 2027, following a deep seabed mineral exploration permit expected in Q1 2027. I am ultra Bullish on TMC, viewing the current ~$5 share price as highly attractive given the company's progress toward production and valuation far below the NPV of projects. Read the full article on Seeking Alpha新しいナラティブ • Apr 14
Offshore Permit Delays And Cost Risks Will Eventually Support Critical Minerals Opportunity
Catalysts About TMC the metals TMC the metals is focused on developing deep seabed polymetallic nodule resources and related offshore collection and onshore processing capacity in the United States. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • Mar 31
U.S. Seabed Permitting And Brownsville Hub Will Reshape Future Critical Metals Supply
Catalysts About TMC the metals The Metals Company is developing deep seabed polymetallic nodule collection and onshore processing solutions focused on supplying critical battery and industrial metals. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • Mar 05
Seabed Nodule Permitting And Critical Mineral Demand Will Reshape This Long Term Opportunity
Catalysts About TMC the metals TMC the metals is focused on collecting polymetallic nodules from the seafloor and processing them into nickel, manganese, copper and cobalt products for industrial and battery supply chains. What are the underlying business or industry changes driving this perspective?分析記事 • May 28
An Intrinsic Calculation For TMC the metals company Inc. (NASDAQ:TMC) Suggests It's 47% Undervalued
Key Insights TMC the metals' estimated fair value is US$8.86 based on 2 Stage Free Cash Flow to Equity TMC the metals...Seeking Alpha • Apr 21
TMC the metals company: It's All Politics Now
Summary TMC the metals company faces significant political hurdles in obtaining a mining license for deep-sea manganese nodules, despite solving technical challenges. TMC's financial stability hinges on capital infusions, with a recent $19.9 million offering providing short-term liquidity but not funding through to production. The environmental movement and international bureaucracy are major obstacles, delaying the establishment of mining regulations and potentially preventing TMC from obtaining necessary licenses. The valuation of TMC is highly dependent on political outcomes; without a license, the company is overvalued, but with a license, it holds substantial value. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
TMC the metals company: Still Speculative, But Cautiously Optimistic
Summary The Metals Company's stock surged 93% recently due to optimism about potential commercial operations under the new US administration, despite a deteriorating financial position. The new US administration's support for deep-sea mining could enable TMC to start scaling commercially, but the company urgently needs cash. TMC's financials show a significant decline, with a sharp increase in short-term payables and a reduction in cash burn from operations. TMC remains a speculative buy, driven by potential political tailwinds and financial discipline, but it is a highly risky investment. Read the full article on Seeking AlphaSeeking Alpha • Oct 17
The Metals Company: High-Potential Deep-Sea Mining Company, But Regulatory And Financial Uncertainty Remain
Summary The Metals Company has large potential in deep-sea mining of polymetallic nodules, which is crucial for the electrification transition, with minimal environmental impact compared to traditional mining. TMC's NORI-D field alone has a net present value of more than $8 billion, with total potential revenue from all fields estimated at $500 billion. The anticipated ISA approval could enable TMC to start collection by 2026, but regulatory uncertainty remains. TMC's operations could significantly reduce geopolitical dependency on critical metals, positioning it as a future leader in sustainable mining for the renewable energy sector. Regulatory uncertainty and the low cash position make me rate this stock as a hold. Read the full article on Seeking AlphaSeeking Alpha • Jun 14
TMC the metals: A Speculative Buy Where Patience Could Benefit The Brave
Summary TMC is a deep-sea minerals exploration company that could become a viable player in battery metals over the next years, if regulation permits. The political climate appears to moderately appease, and an exploitation permit may be in sight over the next 12–16 months, according to its management. While the company still depends on external financing to sustain itself, the commitment of all stakeholders remains strong. Any decisive news on when operations can actually commence could unlock value for investors, and I rate TMC a highly risky and speculative buy. Read the full article on Seeking AlphaSeeking Alpha • Sep 30
TMC signs labor neutrality agreement with UAW
The Metals Company (NASDAQ:TMC) has entered a labor neutrality agreement with the International Union, United Automobile, Aerospace and Agricultural Implement Workers of America (UAW). The labor agreement will ensure that TMC will not oppose any effort by its workers to unionize through UAW. The union organization currently has more than 400,000 active members and 600 local unions, with 1,750 contracts with around 1,050 employers in the US and Canada. TMC will explore and mine for metals crucial for electric batteries on the seabed of the Pacific Ocean. It holds exploration and commercial rights for an area between Hawaii and Mexico. TMC also plans to establish a large-scale processing facility to produce battery metals such as nickel, cobalt sulfate and copper cathode in the US to support a localized battery supply chain.Seeking Alpha • Aug 22
TMC the metals company: Profiling A Lottery Ticket
Today, we put TMC the metals company in the spotlight for the first time. Management believes it has the production rights to globe's largest undeveloped Nickel project. An investment analysis on this very high risk/high reward concern follows in the paragraphs below. Nothing that is worth knowing can be taught”― Oscar Wilde Today, we take our first look at a small and unique mining concern with an unusual name. The company came public via the SPAC craze of 2020 and 2021. Like most of that "vintage," the stock has done little but destroy shareholder value since debuted on the public markets. However, the shares are seeing insider buying and the company is potentially position to ride the huge growth in the electric vehicle ("EV") space. An analysis follows below. Seeking Alpha Company Overview: TMC the metals company Inc. (TMC) is headquartered in Vancouver, Canada. The company plans to primarily explore for nickel, cobalt, copper, and manganese products via the collection, processing, and refining of polymetallic nodules found on the seafloor in the Clarion Clipperton Zone [CCZ] in the southwest of San Diego. The stock sells for just under a buck a share and sports an approximate $200 million market cap. May Company Presentation Given the explosion in electric vehicle production, the company has some long term tailwinds given how much of its potential future production such as nickel is used in the electric vehicle manufacturing process. May Company Presentation The company was formerly known as Sustainable Opportunities Acquisition Corp. ("SOAC"), which came public last summer via a SPAC merger with DeepGreen Metals Inc. Deep Green Metals was a Canada-based mining group founded in 2011. It is important to note the company is really more of an advanced concept right now than an operating mining concern. The firm intends to extract materials the deep seabed floor starting in 2024 in the CCZ where it has secured rights. Management believes it has rights to globe's largest undeveloped Nickel project. It also thinks it can be a low cost producer as plans to harvest these Polymetallic nodules (AKA, manganese nodules) from the sea floor. These nodules hold the four primary battery metals which are cobalt, nickel, copper, and manganese. These are contained within a single ore which doesn't have heavy metals, easing the process of extraction considerably. Both the equipment and process for this sort of complex extraction is in the testing phases, and the true ecological impact of such deep-sea extractions remains unknown. One of the many obstacles the company will have to overcome to start extracting minerals from the sea floor is waiting for final regulations from International Seabed Authority, or ISA. They are due out in 2023. Then there will likely be resistance/potential lawsuits from the usual environmental groups. However, that is likely to balanced by the increasing national security ramifications from Russia's invasion of Ukraine this year. This resulted in myriad sanctions against Russia, which is the largest producer of nickel and a large producer of many other minerals. A recent article on Seeking Alpha captured nicely these competing influences. May Company Presentation The company has many partners is this huge endeavor including Allseas, Glencore, Epsilon Carbon and Maersk. As can be seen below, there are numerous major tasks to check off before production can begin, hopefully in 2024. May Company Presentation Analyst Commentary & Balance Sheet: Only two analyst firms, Wedbush ($3 price target) and Piper Sandler ($2.50 price target) have offered up ratings on TMC the metals company Inc. so far in 2022. Both have Hold ratings on the stock. Insiders seem more sanguine on the company's prospects. The CEO purchased some $100,000 of new shares on August 12th. The same day a beneficial owner added $5 million to their holdings in TMC, which was part of PIPE to raise additional capital. This follows similar moves by both entities in March of this year. There has been no insider selling in the shares since the company debuted on the market. Less than three percent of the outstanding shares are currently held short.Seeking Alpha • Mar 17
In For A Nickel With TMC The Metals Company
Shares of TMC The Metals Company are up from their most recent lows but still down 70% from their de-SPAC debut price of $10 just six months ago. Much of the recent price move may be due to current and anticipated moves in the prices of the resources TMC intends to produce such as Nickel. While this is significant, it misses the big picture for why TMC is far more valuable today than it was just a few weeks ago.Seeking Alpha • Mar 07
TMC The Metals Company: Not A Story I Believe, Sadly
It's a very cool plan. There are those manganese nodules that are packed with nickel, copper and cobalt. Get the nodules off the deep sea bed, process them for the metals and gain cheap Ni, Cu and Co. Sounds great - except I don't think the economics works here.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$320m |
| Dec 31 2025 | US$4m | US$750k | -US$320m |
| Sep 30 2025 | n/a | n/a | -US$296m |
| Jun 30 2025 | n/a | n/a | -US$132m |
| Mar 31 2025 | n/a | n/a | -US$77m |
| Dec 31 2024 | US$24m | US$696k | -US$82m |
| Sep 30 2024 | n/a | n/a | -US$99m |
| Jun 30 2024 | n/a | n/a | -US$91m |
| Mar 31 2024 | n/a | n/a | -US$85m |
| Dec 31 2023 | US$3m | US$565k | -US$74m |
| Sep 30 2023 | n/a | n/a | -US$150m |
| Jun 30 2023 | n/a | n/a | -US$165m |
| Mar 31 2023 | n/a | n/a | -US$164m |
| Dec 31 2022 | US$883k | US$565k | -US$171m |
| Sep 30 2022 | n/a | n/a | -US$81m |
| Jun 30 2022 | n/a | n/a | -US$90m |
| Mar 31 2022 | n/a | n/a | -US$107m |
| Dec 31 2021 | US$14m | US$565k | -US$141m |
| Sep 30 2021 | n/a | n/a | -US$139m |
| Jun 30 2021 | n/a | n/a | -US$109m |
| Mar 31 2021 | n/a | n/a | -US$99m |
| Dec 31 2020 | US$565k | US$565k | -US$57m |
| Dec 31 2019 | US$508k | US$508k | -US$43m |
報酬と市場: Gerardの 総報酬 ($USD 4.27M ) は、 US市場 ($USD 5.15M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Gerardの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Gerard Barron (59 yo)
4.8yrs
在職期間
US$4,270,118
報酬
Mr. Gerard Barron is Director of The Metals Royalty Company Inc. from February 21, 2023. Mr. Barron is the Co-Founder, Chairman and CEO of TMC the metals company Inc. from September 9, 2021. He has Bachelo...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Chairman of the Board | 4.8yrs | US$4.27m | 4.5% $ 82.9m | |
| Chief Financial Officer | 4.8yrs | US$13.41m | 0.33% $ 6.1m | |
| Chief Strategy Officer | 4.8yrs | US$13.48m | 0.51% $ 9.4m | |
| Chief Accounting Officer | no data | データなし | データなし | |
| Chief Technology Officer | no data | データなし | データなし | |
| General Counsel & Corporate Secretary | no data | データなし | データなし | |
| Head Of Communications & Brand | no data | データなし | データなし | |
| People & Business Manager | 1.1yrs | データなし | データなし | |
| Chief Development Officer | 4.8yrs | US$661.38k | 0.076% $ 1.4m | |
| Chief Ocean Scientist | 4.8yrs | データなし | データなし | |
| Chief Sustainability Officer | no data | データなし | データなし | |
| Head of Onshore Development | no data | データなし | データなし |
4.8yrs
平均在職期間
59yo
平均年齢
経験豊富な経営陣: TMCの経営陣は 経験豊富 であると考えられます ( 4.8年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Chairman of the Board | 4.8yrs | US$4.27m | 4.5% $ 82.9m | |
| Vice Chairman | 2.2yrs | データなし | 0.16% $ 3.0m | |
| Independent Director | 4.8yrs | US$494.50k | 0.072% $ 1.3m | |
| Lead Independent Director | 3.7yrs | US$225.00k | 1.17% $ 21.6m | |
| Independent Director | 4.8yrs | US$202.50k | 0.078% $ 1.4m | |
| Independent Director | 2.1yrs | US$205.00k | 0.036% $ 655.1k | |
| Director | 1yr | データなし | データなし | |
| Independent Director | 4.8yrs | US$217.50k | 0.091% $ 1.7m | |
| Independent Director | 4.8yrs | US$210.00k | 0.10% $ 1.9m | |
| Director | 1yr | データなし | 0.77% $ 14.2m |
4.2yrs
平均在職期間
55.5yo
平均年齢
経験豊富なボード: TMCの 取締役会 は 経験豊富 であると考えられます ( 4.2年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/29 06:04 |
| 終値 | 2026/06/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
TMC the metals company Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Jacob Sekelsky | Alliance Global Partners |
| null null | Cantor Fitzgerald Canada Corporation |
| Jonathan Day | Edison Investment Research |