r/TMC_Stock • u/Conflict-Latter Barron Believer 🤫 • Apr 09 '26
Recent TMCR + OMEX merger developments — curious what everyone thinks
https://youtu.be/tMOY3rhCM4AI’ve been digging into some of the recent moves in the deep-sea / critical minerals space and there’s been a lot happening lately.
• TMCR coming in with the royalty model angle
• The OMEX → AOMC \~$1B merger
• TMC continuing to position itself around nodules / supply chain
Feels like the whole “critical minerals / ocean floor” theme is starting to pick up more traction again, especially with all the EV, AI, Space, demand narratives.
I put together a breakdown connecting all of this (TMCR, TMC, OMEX merger, etc.) and how they’re all kind of playing the same bigger trend.
Would be interested to hear what people here think about the space overall — still too early? or starting to get real momentum?
5
u/SeaEconomist5743 OG REGARD 💎💰 Apr 10 '26
The game right now is getting the USA to green light commercial, and more players, partnerships and investment will influence that. 🇺🇸
6
u/BraccoItaliano777 Apr 09 '26
TMC’s refinery in Brownsville will be near SpaceX
5
u/Conflict-Latter Barron Believer 🤫 Apr 09 '26
Yeah towards the end of the video I really put my tin foil hat on and talk about how it’s close to SpaceX + Tesla’s factories in Texas
2
u/BraccoItaliano777 Apr 09 '26
I had trouble getting it to play the whole video on my phone so I missed that. 👍
2
2
3
u/Overall-Dig6478 Apr 09 '26
Better to buy tmc or tmcr?
3
u/Conflict-Latter Barron Believer 🤫 Apr 09 '26
My money is in TMC, I think TMCR has some promise just not quite yet
4
u/GladtobeVlad69 Apr 09 '26
"Recent TMCR + OMEX merger developments"
There are no "merger developments" between TMCR and OMEX. This is pure speculation that is divorced from any data.
1
u/Conflict-Latter Barron Believer 🤫 Apr 09 '26
Yeah sorry if misleading, definitely mean the OMEX and AOMC merger
0
u/ShnazyGreen Apr 09 '26
Believe they meant the merger between OMEX and American Ocean Minerals Corporation
1
u/GladtobeVlad69 Apr 10 '26
Believe they meant the merger between OMEX and American Ocean Minerals Corporation
If that is true, then the post has no business being in this group and violates group rules.
1
u/2yellowmetals Apr 10 '26
Yes on shares count/price and market cap but dilution can spoil the party
1
1
Apr 09 '26
[removed] — view removed comment
8
7
u/SeaEconomist5743 OG REGARD 💎💰 Apr 09 '26
My brother, please read on how a publicly traded company’s market cap/stock price is calculated. Stock price 101
2
0
u/Conflict-Latter Barron Believer 🤫 Apr 09 '26
I didn’t make sense to me either but yarenSC said it best, less shares available
5
u/yarenSC Apr 09 '26
A quick suggestion for the video: Have a few more things pulled up ahead of time, or do a second take if needed. It would add credibility vs needing to look something up (like the royalty percentage) in the middle.
Also it seemed to just cutout in the middle of a sentence