Metals Company (TMC) Target Price Raised to $6.25 Amid New U.S. Policy Support

Alliance Global Partners has raised the target price for Metals Company (TMC) to $6.25, up from $4.50, based on a new executive order promoting offshore critical minerals and resources. The analyst, Jake Sekelsky, recommends buying TMC shares, citing government backing as a catalyst for the company's revised permitting approach and its role in developing a domestic supply chain for critical minerals.

Shares of The Metals Company (NASDAQ: TMC) surged 34% following reports that President Donald Trump is expected to sign an executive order promoting deep sea mining. The order, anticipated to be signed on Thursday, aims to advance the industry by developing international deposits of essential minerals such as nickel and copper [1].

The executive order, titled 'Unleashing America's Offshore Critical Minerals and Resources,' directs Commerce Secretary Gina Lutnick to streamline permitting under the Deep Seabed Hard Mineral Resources Act (DSHMRA). Additionally, it instructs the Defense and Energy departments to evaluate using the National Defense Stockpile for nodule-derived minerals and potential offtake agreements [2].

The Metals Company, which specializes in the exploration of critical metals from seafloor polymetallic nodules, stands to benefit significantly from this regulatory push. The company's dual mission of supplying metals for infrastructure and power generation while fostering a sustainable "metal commons" aligns well with the administration's objectives [1].

Alliance Global Partners has raised its target price for TMC to $6.25, up from $4.50, citing the new executive order as a catalyst for the company's revised permitting approach and its role in developing a domestic supply chain for critical minerals. Analyst Jake Sekelsky recommends buying TMC shares, noting the government backing as a key factor [3].

The market's response underscores investor confidence in TMC's prospects, with the company's focus on environmentally conscious extraction methods and strategic positioning within the industry aligning with the potential new regulatory frameworks expected from the executive order [1].

References:
[1] https://au.investing.com/news/stock-market-news/tmc-the-metals-company-shares-soar-on-deep-sea-mining-prospects-93CH-3801359
[2] https://www.stocktitan.net/news/TMC/tmc-welcomes-u-s-executive-order-to-expedite-permitting-and-evaluate-ckbv5wgn1mz6.html
[3] https://www.allianceglobalpartners.com/press-releases/2025-04-25-tmc-target-price-updated-to-6-25