CHEMICALS & MATERIALS TECHNOLOGY

TMC the metals company, Inc. (NASDAQ: TMC)

Building Momentum into the Final Stretch; Turnkey Tolled Processing with PAMCO

Update Note · 27 Mar 2023

Pilot costs drive higher losses. TMC reported 4Q22 results that included a net loss of $109.6 million, compared with a net loss of $19.6 million in 4Q21. Higher Y/Y losses were driven largely by the $70 million fair value of the Allseas warrant exercisable post successful collection test, valued ...

CHEMICALS & MATERIALS TECHNOLOGY

TMC the metals company, Inc. (NASDAQ: TMC)

Going Down Asset-Light Road with PAMCO Fireside Chat CEO Gerard Barron and CFO Craig Shesky March 30, 2023, at 11:00 am ET

Fireside Chat Invitation · 24 Mar 2023

Please join us for a conversation with CEO Gerard Barron and CFO Craig Shesky of TMC the metals company, Inc. (NASDAQ: TMC) on March 30, 2023, at 11:00 am ET, as we discuss the steps the company is taking with its asset-light approach of getting into initial production, as well as the progress it...

CHEMICALS & MATERIALS TECHNOLOGY

Westwater Resources, Inc. (NYSEAMERICAN: WWR)

Impressive Progress on Multiple Fronts to End the Year

Update Note · 13 Mar 2023

WWR provided an investor update for 4Q22 and FY22 results, which included a full-year net loss of $11.1 million, compared with a $16.1 million loss in 2021, driven by lower product development costs, partially offset by higher general and administrative costs, as the company continues to add to i...

CHEMICALS & MATERIALS TECHNOLOGY

TMC the metals company, Inc. (NASDAQ: TMC)

Getting ISA Exploitation Application Ducks in a Row with the Help of Bechtel

Update Note · 13 Mar 2023

Having completed the large-scale pilot program in December 2022, TMC, along with its NORI partners, consultants, and independent observers, generated and collected a wealth of environmental, technical, and economic data pertaining to deep-sea mining operations the company intends to undertake on ...

CHEMICALS & MATERIALS TECHNOLOGY

TMC the metals company, Inc. (NASDAQ: TMC)

Deep-Sea Mining Regulation Regime Looks on Track, Despite Media Noise

Management Series · 21 Feb 2023

We recently had an opportunity to discuss the nature of the International Seabed Authority (ISA) with TMC’s management and review the ISA’s mandate and the progress it has made toward establishing international standards and regulations for exploitation of minerals found in international waters.

CHEMICALS & MATERIALS TECHNOLOGY

Focus on Ag-Tech: 2023 Outlook

Industry Report · 08 Feb 2023

Agriculture industry pressures continue. Last year was challenging for the global ag industry, with supply chain disruptions due to COVID lockdowns in China and Russia’s invasion of Ukraine resulting in higher costs for everything from fuel and energy to fertilizers to seeds to crop protection.

CHEMICALS & MATERIALS TECHNOLOGY

Westwater Resources, Inc. (NYSEAMERICAN: WWR)

Latest Letter of Intent Indicative of Growing Inbound Customer Interest

Management Series · 30 Jan 2023

12.5% of Phase-1 production spoken for. Earlier this month, WWR announced the signing of another customer letter of intent (LOI), its fifth, for ultra-purified micronized graphite (Ultra-PMG), which, in combination with four previous LOIs, is pre-filling the production capacity of Phase-1 of the ...

CHEMICALS & MATERIALS TECHNOLOGY

TMC the metals company, Inc. (NASDAQ: TMC)

Fireside Chat: CFO Craig Shesky and Head of Stakeholder Engagement Corey McLachlan, February 1, 2023, at 1:00 pm ET

Fireside Chat Invitation · 23 Jan 2023

Please join us for a conversation with Craig Shesky, Chief Financial Officer and Corey McLachlan, Head of Stakeholder Engagement of TMC the metals company, Inc. (NASDAQ: TMC), on February 1, 2023, at 1:00 pm ET. Mr. Shesky and Mr. McLachlan will discuss the progress in the ongoing efforts by the ...

CHEMICALS & MATERIALS TECHNOLOGY

Mat-Chem Notes For the Week Ended January 6, 2023

Industry Report · 12 Jan 2023

WTR-CMI last week. The market ended last week in positive territory, with the S&P 500 and the Russell 2000 posting returns of 1.2% and 1.5%, respectively. Our WTR-CMI index of 30 chemicals and materials technology stocks nearly kept pace, improving 1.1% for the week. PLL led the way with an 18.5%...