TMC Stock Price Prediction: The Bull Case

A TMC stock price prediction is what the campaign around Dr. Mark Skousen’s “SKO List” implicitly offers: the pitch’s Target #2, a sub-$5 deep-sea mining company whose fingerprint matches The Metals Company (Nasdaq: TMC), is framed to “soar as much as a 100% overnight and explode up to a thousand percent over the next few months.” We do not make price predictions at NewsletterVetter, and the honest version of this search is the analysis underneath the number: what would have to happen for the bull case, how the pitch constructs it, and what the risks do to it. The complete campaign treatment is our SKO List review. For the full backstory, see our The Metals Company Stock: The Seafloor Case article.

How the Pitch Constructs the Bull Case

The bull case is built from documented events plus one speculative layer. The documented layer: China’s April 2025 export licensing on seven medium and heavy rare earths “threw the supply chain that powers America’s defense industry… into chaos,” the Pentagon took a 15% equity stake in MP Materials, and the target company’s U.S. application was found in full compliance under the Deep Seabed Hard Mineral Resources Act, a milestone that gives a domestic permitting path to polymetallic nodule extraction. The speculative layer: Musk must acquire the company “before 01/01/2027,” per the pitch’s hit-list thesis, and the acquisition is what the “100% overnight” scenario prices.

That structure is worth understanding, because the two layers fail differently. The regulatory and geopolitical events are facts; they have already happened and are already partly in the price. The acquisition is a guess about one man’s deal appetite, and the pitch’s own language concedes its nature everywhere except once: the campaign hedges with “could,” “I expect,” “I wouldn’t be surprised” throughout, then breaks on this target with “I have no doubt about it,” the strongest unqualified claim in the transcript.

What Would Have to Happen

For the scenario to play out as pitched, three things line up: the minerals squeeze persists (supporting the strategic value of seabed resources), the regulatory path converts from compliance finding to actual extraction licenses on a commercial timeline (the genuinely uncertain part, since no one has produced nodules at scale), and Musk’s empire decides to buy rather than build or partner. A fourth, unstated condition: the market has not already priced the expectation, which for a sub-$5 name with a compliance milestone already announced is not a given.

The Honest Read

What the pitch gets right: the fingerprint is specific and verifiable (seabed rights “across an area the size of the entire state of South Carolina,” sub-$5 price, the dated compliance milestone all match TMC’s documented situation), the geopolitics is real, and the minerals logic of vertical consolidation is sound. Our TMC ticker profile and Metals Company profile cover the company’s full situation.

What a price prediction article owes you instead of a number: the risk shape. TMC is a development-stage company in an industry with zero commercial-scale production worldwide. Its price moves on regulatory events, financing rounds, and partnership announcements, each binary, in a stock small enough that those moves are violent in both directions. The bull case is coherent; the bull case’s timeline is the pitch’s invention; and the two should never be quoted as one claim. The pitch’s own general risk language, “I obviously can’t promise every trade will be a winner. No one can do that. There will be losses,” is the frame to keep around the “thousand percent” line.

For the wider chain: the SKO List review covers all four targets, our rare earth stocks piece covers the producing sector, and the Rocket Lab profile covers the named free pick.

The Offer

The Skousen Report carries “Elon’s Hit List” with TMC’s full thesis and exit target, plus “SpaceX’s Secret Partners,” at “$249… just $99” with a further discount behind the button and a 365-day full refund keeping the reports. If the seafloor bull case is what you are weighing, the full presentation is here.

The Sector Context the Pitch Draws On

The pitch’s context names are real and correctly used, which is worth listing because it defines the competitive picture around the seafloor thesis. The Pentagon’s 15% equity stake in MP Materials is documented and is the clearest signal that the U.S. government now treats critical-minerals supply as a national security asset. China’s April 2025 export licensing on seven medium and heavy rare earths is documented and is the event that reshaped every Western supply-chain plan. The pitch’s wider context list (USA Rare Earth, BHP, Livent, Liontown, Vale) are real companies in the adjacent production chain, and its producing-sector contrast is fair: the established rare-earth names are mines and processors with revenue, while the seafloor target is a resource company whose revenue is still ahead of it. That contrast is the honest framing for any price prediction: you are comparing an option on a regulatory path against companies with earnings, and the market prices those two things differently. The bull case for the seafloor name is that its resource scale per dollar of market cap is extraordinary; the bear case is that the path from resource to revenue is unproven at commercial scale anywhere on Earth. Both cases are true simultaneously, which is why the stock moves violently on every milestone.

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