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 $4.34 per share, highlighting the confidence and validation this brings to TMC’s business s...
In this episode, we sit down once again with Craig Shesky, CFO of The Metals Company ($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
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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/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
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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
