$85 Million Boost for TMC: What Retail Investors Should Know | Craig Shesky

$85 Million Boost for TMC: What Retail Investors Should Know | Craig Shesky

Author: rockstockchannel June 20, 2025 Duration: 18:36
In this episode, we sit down once again with Craig Shesky, CFO of The Metals Company ($TMC), for an informative discussion on the company's recent strategic developments: The Metals Company has experienced significant changes and milestones over the past year, highlighted by recent strategic equity investments and important partnerships. Craig provides detailed insights into the $85 million strategic investment by Korea Zinc at $4.34 per share, highlighting the confidence and validation this brings to TMC’s business strategy and its critical role in supplying essential battery metals—nickel, manganese, and cobalt—to the U.S. market. Craig also discusses the revised sponsorship agreement with the Pacific Island nation of Nauru, emphasizing the strategic geopolitical importance of Pacific Island states and TMC’s commitment to fair economic collaboration. Additionally, the conversation touches upon the recent appointment of two influential directors, Alex Spiro and Michael Hess, strengthening TMC’s expertise in regulatory, legal, and investment arenas. Craig underscores the significance of partnerships, particularly with Allseas, who have continued investing significantly, reflecting their confidence in the future of deep-sea mining. Howard and Rodney also explore the evolving market landscape for battery technologies, notably the lithium-manganese-rich (LMR) batteries being championed by companies like General Motors, signaling strong future demand for manganese sourced sustainably through deep-sea nodules. For retail investors seeking detailed and timely insights into the strategic trajectory of TMC and its role within the evolving global battery materials supply chain, this episode offers measured, in-depth, and valuable analysis. For further details, visit https://metals.co/ and follow The Metals Company on X @themetalsco CHAPTERS 📖(00:00) Introduction(02:23) Wolfe Nomura Conference Highlights & Government Support(04:25) Revised Nauru Sponsorship & Korea Zinc Equity Agreements(09:17) Board Appointments & Governance Enhancements(11:38) Allseas Partnership & Operational Readiness(15:01) OEM Engagement & Lithium-Manganese-Rich Battery Outlook(17:34) Closing Remarks _________________________________________________ Links 🌍 Previous TMC Interviews: TMC is the Solution to Critical Raw Material Supply for the US | Craig Shesky:https://youtu.be/1v0Wugwvcrk US Permitting Path for The Metals Company w/ Craig Shesky:https://youtu.be/uYRdCcWDwKo Noa Lithium Brines, The Metals Company and Solis Minerals at PDAC 2025:https://youtu.be/UDUDPgIQP1M Vancouver Resource Investment Conference 2025 Critical Mineral Snippets:https://youtu.be/9-7NO4sBv1M Deep Sea Treasure: The Metals Company - w/ Craig Shesky:https://youtu.be/uXHeo2yXfUY Getting To Know You: The Metals Company. w/ Craig Shesky:https://youtu.be/6K-kpl7aN5Q RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13 _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

Tune into Rock Stock Channel for a clear-eyed look at the investment landscape being reshaped by our electrified future. Hosts Howard, Rodney, and Matt steer conversations away from surface-level hype, focusing instead on the foundational materials that make this transition possible. Each episode connects you directly with the people on the ground-major project developers and seasoned analysts-who break down the realities and complexities of sourcing critical minerals. Their in-depth discussions delve into the markets for lithium, battery metals, and rare earths, while also exploring a wider range of specialty commodities essential to modern technology. This isn't about fleeting stock tips; it's about understanding the entire supply chain, from geological challenges to geopolitical factors, that defines the critical minerals thematic. For anyone interested in the tangible business of building a sustainable economy, this podcast offers essential context and expert insight you won't find in mainstream financial commentary. Listen to Rock Stock Channel to ground your perspective in the expertise of those defining the new resource economy.
Author: Language: English Episodes: 100

Rock Stock Channel
Podcast Episodes
Inside Look Into The Metals Company Strategy Day [not-audio_url] [/not-audio_url]

Duration: 47:52
In this episode, I attended The Metals Company Strategy Day to gain a first-hand look at the company’s progress, leadership, and investor perspectives. Over the course of the event, I heard from a diverse group of board…
$TMC $23.6B NPV! World’s First Nodule Reserves | Craig Shesky [not-audio_url] [/not-audio_url]

Duration: 26:45
In this episode, Rodney and I sit down with Craig Shesky, CFO of The Metals Company (TMC), to unpack the key takeaways from TMC’s recent Nasdaq Strategy Day, the release of its first-ever nodule reserves, and the detaile…
Lithium Bull vs. Equity Long Debate | YJ Lee vs. Chris Robb [not-audio_url] [/not-audio_url]

Duration: 1:23:29
In this episode, Howard and Matt are joined by Former Bear, Chris Robb from Chris Robb Consulting and Uber Bull, YJ Lee of Arcane Capital for an in-depth discussion on the current state of the lithium market and where it…
Critical Minerals Super Cycle is Here. Where Best to Invest? [not-audio_url] [/not-audio_url]

Duration: 55:27
In this episode, we are delighted to welcome our friend and industry expert, Matt Fernley, as a new partner at RK Equity. Howard and Rodney discuss with Matt the dynamics shaping today's critical minerals market, includi…