Added to YB: 2026-07-29
Pitch date: 2026-05-25
TMCR [bearish]
The Metals Royalty Company Inc.
Author Info
No bio for this author
Company Info
The Metals Royalty Company Inc. engages in the acquisition and management of metals and mineral royalties, streams, and other related interests in North America.
Market Cap
$364.2M
Pitch Price
N/A
Price Target
6.00
Dividend
N/A
EV/EBITDA
N/A
P/E
-15.97
EV/Sales
N/A
Sector
Metals and Mining
Category
value
The Metals Royalty Company Inc. - $TMCR (short)
TMCR (short): Short at $13.50, target $6-7 (55-60% downside) to 1.5x P/NAV vs current ~3x. $770mm cap on 2 pre-revenue royalties: NORI deep-sea binary NOAA permit bet & Mesabi twice-bankrupt iron plant. No revenue, first-time team. Catalyst: Oct 15 lockup, Mesabi/NORI slips, dilutive raise. Risk: squeeze on tight-float IPO.
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