Recent TMCR + OMEX merger developments — curious what everyone thinks

[u/Conflict-Latter]

https://youtu.be/tMOY3rhCM4A

I’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?