AXMIN Inc (TSXV: AXM)
AXMIN Inc. (TSXV:AXM) is a Canadian-based exploration and development company with a strong focus on central and West Africa.
In the mining sector, large-cap companies typically dominate with established business models, economic moats, and stable dividends. However, in today’s market, long-term investors are increasingly eyeing unique small-cap opportunities—and Vancouver-based The Metals Company (NASDAQ: TMC), a pioneer in deep-sea mining, is emerging as a compelling speculative play.
The Metals Company specializes in extracting battery metals (such as lithium) from the ocean floor. As traditional land-based mining faces escalating environmental restrictions globally, TMC’s low-impact deep-sea mining approach could offer a sustainable solution for the green energy transition.
The company gained a significant tailwind on April 24, 2025, when former U.S. President Donald Trump signed an executive order directing the Interior and Commerce Departments to accelerate deep-sea mining exploration and commercial permitting.
While TMC’s stock performance has been volatile—especially after its pandemic-era IPO near market peaks—its recent uptrend signals growing investor confidence in disruptive mining technologies.
Though still awaiting full regulatory approvals, TMC has made notable strides. Wall Street analysts currently rate the stock as “Overweight,” acknowledging its potential despite its lack of revenue and cash burn. If permitting advances as expected, some forecasts suggest profitability by 2026, with annual revenue growth potentially hitting 60-80%.
There’s no sugarcoating it: TMC is a high-risk bet. Yet, for investors with a long-term horizon, its first-mover advantage in deep-sea mining and strategic positioning in the energy transition could justify the speculative appeal.
While financials remain unproven, The Metals Company represents a bold bet on the future of sustainable mining. For those comfortable with volatility, this small-cap stock could be one to watch closely as regulatory and technological developments unfold.
