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Posts Tagged ‘financial astrology’

(This Post originally appeared on this site on July 10, 2026)

The Iranian situation has now bifurcated; broken apart into two factions: the moderates and the radicals.

We have seen this movie before. An iron-fisted ruler keeps all the political/religious/cultural factions in his country under control. The ruler is forcibly removed from power. A vacuum is created; the various factions cannot manage to get on the same page together. Things spiral out of control.

Iran has now broken into the moderate camp and the radical camp. The moderates engage in talks with the U.S. administration; progress is made. The radicals (IRGC members) meanwhile go stir crazy and start firing missiles at ships in the Strait of Hormuz and at U.S. military facilities in nearby Gulf countries.

WTI Oil futures follow two offsetting 58.65-day cycles plus an 88-day cycle. One of these 58.65-day cycles ends on July 18.

On July 19, a Bayer’s Rule 11-A projection lands.

August 3 and August 14 are two more Bayer’s Rule dates.

From the April 7 swing high, if one projects 2^nd harmonic advances of heliocentric Mercury, the date of August 3 comes into focus.

The one thing planetary movements do for the trader/investor is they present future dates to focus on.

July 18 and 19 are week-end dates. Look for some kind of price reaction next Monday July 20. Then start to anticipate August 3.

If this conflict has any chance of settling down, the radicals must be brought under control by the moderates. The two dates for something to happen by are being dictated by the planets.

What Has Happened Since

The projected July 19 date turned out to be the geometric mean of the bullish run that lasted from July 6 to 23.

August 3-4 was a swing low on Oil prices.

August 14 was the geometric mean of the bullish run that lasted from early to August 20.

Right now, if one makes some Bayer’s Rule projections from recent pivot points (see above chart), it becomes evident that the first week of October will bring some pivot points on WTI Oil. What could happen in the coming 7 or so days?

(this Post appeared originally on this website on July 9, 2026)

On January 1, 2027 a procurement ban will take effect in which Chinese rare earths, magnets and other critical minerals will not be allowed to find their way into U.S. defense applications. The procurement ban will affect samarium-cobalt (SmCo) magnets, neodymium-iron-boron (NdFeB) magnets plus tantalum metal and tungsten metal originating from China, Russia, Iran, and North Korea.

In my July 8 issue of the Bull, Bear, & Planets Report, I examined several companies that are involved in pursuing Tungsten.

Elmet Group (N: ELMT)

ELMT is based in Portland, Maine. It has a deal with an Australian based Tungsten miner for a supply of Tungsten ore concentrate. At its facility in Maine, ELMT further processes the received concentrate. From the refined Tungsten metal, ELMT manufactures critical components mainly for the U.S. Defense industry. This business strategy means the Company does not need to have its own mining operation. It is strictly a processor of Tungsten alloys and components. At last check, ELMT has taken an equity ownership stake in the Australian mining company that supplies the Tungsten concentrate.

ELMT made its market debut April 13, 2026. At the time, Mercury was at -5.5-degrees latitude and Venus was at practically 0-degrees latitude.

A projection of Bayer’s Rule 11-A shows that July 14 is a key date to watch. August 3^rd will be the next date of interest. Venus passing through its natal latitude level of 0-degrees will next occur August 3^rd. Mercury passing parallel to its natal latitude level will occur around July 14. I find it curiously interesting that dates from the Bayer’s Rule projections align to planetary latitude dates.

From the significant price high on June 2, heliocentric Mars degree projections suggest that Aug 5^th is a key date to watch. This aligns closely to the Bayer’s projections. 

The trend on ELMT is bearish at this moment. However, a Fibonacci 78.6% retrace of the move from May to early June is now in sight. Analyst price targets show that the $20-$21 price level is where to focus.

What Has Happened Since

Although Venus was at 0-degrees latitude at the IPO, I have noticed that Venus at latitude minimum (as it was in mid-September) does align to price inflections. Coming dates to also watch are October 5 and 27, when Mercury will pass its natal latitude level.

(this post originally appeared on this site July 8, 2026)

Further to the coming January 1, 2027 procurement ban in which Chinese rare earths, magnets and other critical minerals will not be allowed to find their way into U.S. defense applications, in my July 8 issue of the Bull, Bear, & Planets Report, I examined several companies that are involved in pursuing rare earth metals.

U.S. Rare Earths (N: USAR)

USAR is taking big, bold steps to establish itself as the dominant player in the global Rare Earth sector.

USAR has purchased ($300 million cash + 126.849 million shares  = $2.8 billion) the Serra Verde project in Brazil. The deal should be wrapped up right in September. This project has REE mineralization in an ionic clay formation. The mining project has been in production since 2024. USAR has inked a 15 year deal with the U.S. government in which Nd, Pr, Dy and Tb rare earths will be purchased subject to a floor price.

USAR is constructing a magnet-making facility in Nebraska.

USAR has bought a mining project in west Texas. In a couple years from now, this project should be ready to start mining operations providing all government approvals fall into place. Price paid for the project was 4.98 million shares.

USAR bought U.K.-based Less Common Metals ($100 million). The Company makes alloys that are used in magnet making.

USAR started trading for the first time March 14, 2025. On that date, both Mercury and Venus were at their latitude maxima.

Take a look at this chart. Mercury parallel and contra-parallel latitude events align to price pivot points. The Mercury latitude event of early June aligns to the 225-day cycle that underpins USAR. The coming Mercury latitude minimum event in late July will align to the end of the 88-day cycle that also underpins USAR.

Use these cycles and these Mercury latitude events to your advantage if you are planning on getting into USAR.

This chart also shows that according to Bayer’s Rules, July 13 is a date to be alert to. After that, August 2 is a date to watch. Typically, there is a price trend change at these Bayer projected dates.

What Has Happened Since

Momentum on USAR started to tail off at the Mercury latitude maximum event in late August. A Bayer’s Rule 11-A projection from mid-August suggests that mid-October is a key time to watch. This also happens to be the end of the current 88-day cycle.

(This Post Originally Appeared on this Website June 7, 2026)

We hear about Rare Earth (REE) metals on a regular basis now.

China controls the bulk of REE production.

The administration in Washington has taken steps to start building a stockpile of critical minerals to counter the China threat.

One metal we hear little about is element #21 on the Periodic Table – Scandium.

It is typically found in small quantity in most REE deposits. It is also often found in ore bodies containing Niobium and Titanium. So it is not “rare” per se, it just occurs in small amounts mixed in with other minerals.

Why will we be hearing more?, you ask.

Adding scandium to aluminum creates lightweight, high-strength, and highly corrosion-resistant alloys. This is critical for aerospace manufacturing, where structural weight savings drastically reduce fuel consumption. And let’s face it – expect to hear more – lot’s more – about space investments going forward. Wall Street is going to judge space investments based on the cost to lift 1 kg of cargo into orbit. Reduce your cost by using light-weight metals in your rocket, your operating margin will improve, and your share price will move higher.

Scandium-stabilized zirconia alloys significantly increase the electro-conductivity of solid oxide fuel cells, making them highly efficient. Think Bloom Energy (N:BE) and its solid oxide fuel cells that are capable of powering everything from small towns to massive data centers.

High-strength aluminum alloys with Scandium will allow for significant electric vehicle weight reductions. Lighter vehicles will have a longer driving range. Consumers tend to judge EV’s based on their driving range. Even traditional gas-powered vehicles will benefit from these alloys. Lighter vehicles burn less fuel. The net pounds of aluminum per light duty vehicle is forecast to increase from 459 lbs. in 2020 to 570 lbs by 2030.

So, where does Scandium come from?

Here is one example: Rio Tinto (N:RIO) operates a titanium metallurical facility near Montreal, Quebec. Rio has pioneered a breakthrough process to extract and produce high-purity Scandium directly from the waste streams of titanium dioxide production. The Canada Growth Fund (CGF) has now invested heavily into this facility.

Going forward, expect to hear more about Scandium. Expect any number of small cap mineral exploration companies to suddenly start pounding the Scandium drum. Just be careful with these junior stories. Do your due diligence. Stick with legitimate stories only…

One Scandium story that is legitimate is Sunrise Energy Metals – an Australian company that trades under the ticker SRL in Sydney. It has the Syerston Scandium project located some 300 kms NW of Sydney. The project has an average grade of 644 ppm Scandium. Think about this number…. In 1 million grams of rock mined from this project (1 tonne), there will be on average 644 grams of Scandium. Compare this to what Rio Tinto has in the bauxite at its Canadian facility – 50 to 70 ppm. Clearly the economics are on the side of Sunrise.

The entire Syerston deposit is thought to comprise 2000 tonnes of Scandium oxide ore. Sunrise is suggesting that its cost of mining will work out to $534 per kg of Scandium oxide. The cost of building the mining facility will be $120 million. The timeframe to build the complex and have it up and running is about 18 months yet. Final processing of the Scandium mined ore concentrate will be done in America.

So far, the Company has received a “Letter of Interest” from the Export-Import Bank of the United States (US EXIM) for up to US$67 million in financing repayable over 15 years. I have no doubt this Letter will turn into a completed deal package.

The Company has offered Lockheed Martin (N:LMT) an option to purchase the first 15 tonnes per year of Scandium oxide production over an initial five-year period.

The market for Scandium oxide metal is opaque. Purchase agreements are not always made public. Scandium refined to 99.999% purity is thought to sell for $4500 per kg. What mined ore concentrate from a minesite will sell for is not known at this point. However, the selling price will be comfortably above the projected $534/kg operating costs. So – Sunrise will be a money maker. The Company (whoever they are) in America that ultimately gets the contract to do the high purity 99.999% refining will also be a money maker.

Let’s take a look at a chart for Sunrise (IPO date Oct 9, 2007).

Price action follows an 88-day cycle (this is the Mercury orbital period). The above chart has a plot of Mercury latitude in the lower pane. The horizontal pink lines depict the first trade natal latitude of heliocentric Mercury. Take a look at the blue arrows on the chart. The blue arrow around May 28 denotes Mercury passing its natal latitude. Notice how share price started to fade right at this latitude event. Notice how price bottomed and started to gain right at the end of the 88-day cycle. 

Planetary latitude events should be taken seriously. On June 5, the entire Nasdaq 100 index literally crapped its knickers when Mercury passed through its Jan 31, 1985 natal latitude level.

In my May 26 Substack post I warned: … caution is advised. Before you “bet the farm” on Sunrise, remember that Sunrise still does not have all the funding in place to build the minesite. The timeline to a first production scenario is probably 18 months away yet. Share price is going to gyrate around on news or lack thereof. probably best to approach the stock with a short term trading mentality.

Mercury will again pass the Sunrise natal latitude point in late July. Hopefully the share price is down to the $12 region. If the chart technical trend indicators suggest a bottom, there could be opportunity for a short term trade. 

Using the planets, their cycles, and their latitudes can help a person stay focused and out of trouble. Think of all those people out there right now who bought at the peak of teh market because they listened to the talking heads on the financial media who waxed prophetically about the AI revolution.

Take charge of the markets. Take charge of your investing future. Learn to use the planets to navigate the markets.

What Has Happened Since

The Scandium project has received a conditional nod of approval from the US Government for $400 million. There are some hurdles and conditions to satisfy yet and it is hoped that by the end of 2026, the conditions will have been met.

Keep an eye on late November when Mercury again passes its natal latitude level.

(This Post Originally Appeared on This Site May 6, 2026)

You have probably read and heard about it by now – there is a shortage of Sulfur in the world thanks to the blockade in the Strait of Hormuz. Copper prices are starting to react as this story gains traction.

Here is what is NOT being asked.

(1) Why is there Sulfur coming out of the Gulf Region in the Middle East?

(2) What is the relation between Copper and Sulfur?

The short answer to query (1) is, Sulfur is a by-product of oil gas refining especially if the oil or gas is “sour” (ie contains Hydrogen Sulfide- H2S).

The short answer to query (2) is, Sulfur is used to make Sulfuric Acid which is used to “leach” Copper mineralization from big heaps of mined Copper ore at mine sites. The collected leachate is then subjected to the SXEW process (Solvent Extraction Electro Winning). Basically, take an acidic solution containing leached/dissolved Copper, subject it to an electrical current, the Copper comes out of solution and collects at the cathode of an electrolytic cell.

Around 25% of global Copper production relies on acid leaching and the SXEW process for Copper recovery. The other 75% of global Copper production involves crushing the mined ore into a fine power and adding it to a tank that contains a chemical solution. The chemical coats the particles of Copper mineralization and causes the particles to float to the surface where they are skimmed off. This process is otherwise called “flotation”.

Here is the other thing that the markets are not realizing right now as panic sweeps the landscape and images of mines being shuttered due to lack of acid are painted in people’s minds – in Canada we refine oil and gas. A goodly amount of it is “sour” and Sulfur is recovered from it as a byproduct.

Consider a Company like Suncor (TSX:SU). It produces 800,000 metric tonnes of Sulfur per year. Other oil and gas producers add to this figure. The Province of Alberta (where the Canadian oil and gas industry is centered) produces 4 million metric tonnes per year. So there are lot more Sulfur makers than just Suncor.

I am quite certain that the Copper mining industry will not be faced with a shutdown and a lack of sulfuric acid. Canada and the US will ensure that the mining industry is not left twisting in the wind.

That being said, Copper prices are rising out of concern of such a shortage. This is pulling share prices of Copper miners higher as a result. One Company to look at is Canadian-based Hud Bay Mining (TSX:HBM).

HBM is underpinned by an 88-day cycle (Mercury orbital period) and a 58.65-day cycle (Mercury axial spin period). The above chart has been fitted with these cycles.

Bayer’s Rules 10-A and 11-A give us further insight into what to expect. From the price gap around April 6, a Bayer’s Rule 10-A projection lands here and now, today. And today HBM reacted sharply to the sulfuric acid shortage story, rising 2% to $32.78. Of course, part of this sharp reaction was due to the 88-day cycle having ended a couple days ago.

What Has Happened Since

The Sulfur shortage fear drove HBM price even higher after this Post. But eventually the market figured it out (there was no shortage crisis) and HBM share price tumbled hard all the way to the $28 level. The AI theme then propelled HBM and copper prices higher into late August and the end of the 58.65-day cycle. Here and now, I am watching the first week of October and the end of the 88-day cycle.

(This post originally appeared on this website on April 7, 2026)

OMG! An entire civilization is going to be wiped out at 8 pm Eastern Time on April 7 !!!!

While the media was in full panic mode and quite unsure what to do, say, or think – I remained calm. The heliocentric zodiac wheel was telling me that cooler heads would prevail. In the 2026 Financial Astrology Almanac, I introduce the reader to the Torque Index which calculates the cosine of the degree angle between each of the following two planets: Mercury, Venus, Earth, Jupiter, and Saturn.

If the Torque Index calculates to be a robust number (many angles between the various planets), then the reasoning says that human emotion will be agitated and the markets will be volatile. If the Torque Index calculates to be a small number (only a couple planets making aspect with each other), the markets will be calm and human emotion will remain steady.

As the deadline towards the annihilation of Iran inched closer, I could not help but notice the following setup in the heliocentric zodiac:

In the Torque Index calculations, Mars is never included. It is a small planet and relatively far removed from the Sun. Venus and Earth in the above wheel are at a 120-degree angle. The cosine of 120 is 0.5 (in absolute value terms), That’s it…that’s all.

With the Torque Index at such a small value, I knew that the 8pm deadline would not be an issue. And sure enough – with minutes to go before market close, the headline rolled across the screen: negotiators in Pakistan were promoting an extra window of time for a deal to be made with Iran. The market quickly responded and green began to appear on the screen. 

Between now and April 15, the Venus-Earth 120-degree aspect will remain in force. Along the way, there will be some 90-degree aspects made. However, the cosine of 90 is “0”. Therefore – no effect on emotion or the markets.

On April 15, the following heliocentric wheel shows what to expect: a 180-degree aspect between Mercury and Jupiter. The cosine of 180 is 1.0 in absolute value terms. The 120-degree Venus-Earth aspect is still there with its cosine value of 0.5. The 90-degree aspects in the wheel will produce cosine values of “0”. Therefore come April 15, the Torque Index will jump to 1.5. This may well be enough to unsettle human emption and the markets. Watch carefully….

For many years, I used to think that financial astrology was all about geocentric aspects between all of the planets. I also used to watch the Moon traveling around the zodiac in the context of the McWhirter method. But in mid-2025 I had an epiphany of sorts when I discovered the work of academics Scafetta, Tattersall, Willson, and colleagues. Their heliocentric approach and their Torque Index is powerful. When I combine their work with my cycles calculations, I have to conclude that heliocentric planetary studies are the only way to study the financial markets.

What Has Happened Since

April 15 ignited a fire under investor emotion and sent the S&P 500 surging higher.

(This post initially appeared on tyhis website on March 22, 2026)

Gold – the safe haven – has been more volatile than ever. However, the general trend does remain bullish. The following chart has been fitted with Jupiter quantum lines. As at March 20, the quantum line at $4600 was providing underlying support.

Gold follows a 243-day larger cycle and a smaller 58.65-day cycle. Recall that 243 days is the axial spin time of Venus and 58.65 days is the axial spin time of Mercury. A Bayer Rule 11-A projection from late January points to the last days of March. A Bayer Rule 10-A projection from the March 2 pivot points to the first week of April. The 58.65-day cycle is due to end/start again at the end of March. Another Bayer Rule 11-A projection from late January points to the last days of March.

Pay close attention to the events that are immediately ahead of us. It is hard to see through the mixed messages coming out of Washington. However, cycles and tools like Bayer projections can help cut through the confusion. Something is about to happen. It could be a positive development or it could be something worse….

What Happened Since

Late March gave a swing pivot low and a brief recovery. However, the recovery failed in early April and sent Gold prices to the $4000 level. The end of the 58.65-day cycle in early August gave a buying opportunity, but this rally too failed at a Bayer’s Rule 10-A projection from the June 29 low. From the swing point in mid-August Bayer’s Rule 10-A and 11-A projections are pointing to mid to late October for the next pivot point. Watch carefully. The current 58.65-day cycle will be ending in early October (next week).

Jupiter quantum lines continue to act as support and resistance. Here and now, Sept 29, the underlying Jupiter lines is being severely tested. A failure of this line to hold will bring the $3950 level into focus.

(This post appeared on this website originally on March 21, 2026).

The S&P 500 Index follows a 225-day (Venus orbital), 243-day (Venus axial spin), and an 88-day (Mercury orbital) series of cycles. The 88-day cycle and the 243-day cycles will reach their midpoints at the end of March (in about 8 days…).

The above chart segment has been fitted with Jupiter and Venus quantum lines. The S&P severely tested the Jupiter quantum level at 6600 which equates to a Fibonacci 23.6% retracement of the bullish move from April 2025 to early 2026.

On March 30, Earth will be 180-degrees to Saturn, heliocentric Mercury will be 120-degrees to Saturn, and heliocentric Venus will be 60-degrees to Jupiter. This gives a Torque Index reading of 2.0. Moon will be at 0-degrees declination at this time also.

Cycle midpoints must be watched closely. Bayer Rule 11-A projection points should be especially watched. Elevated levels of the Torque Index must also be watched. I have a feeling that the end of March will bring a significant shift in human emotion. I have no way of telling if this shift will be positive (ie. the Iran situation ends) or whether it will be negative (ie. the Iran situation escalates out of control). I am watching the chart technical indicators very closely…

What Happened Since

It turns out late March delivered a sell-off low. But, on news that Iran had been “decimated”, the market started to move higher again, supported in large part by the strong AI data center theme.

Jupiter quantum lines continue to bracket the performance of the S&P 500. In mid-September the S&P tested the lower part of the bracket, but AI stocks prevented a messy outcome. A violation of the 7600 level will signal that the 18.6 year cycle final innings are starting to bite..hard.

The S&P 500 could not get above the 7800 level recently. No surprise given that the 88-day cycle midpoint stopped further upside advancement.

Late October will see the endpoint of teh current 88-day cycle.

From the Sept 21 swing high, a Bayer’s Rule 10-A projection says to watch late October/early November. This is the same timeframe as the end of the 88-day cycle.

(Originally posted to this website Jan 16, 2026)

I encourage people to get their hands on Fred Harrison’s book (2014) titled Boom Bust 2010.

In it, Harrison carefully explains that the global economy is synchronized to operate on approximately an 18 year economic cycle. He shows that this cycle extends back to at least the 1700s Industrial Revolution. The cycle does not operate by itself. It is manipulated by the global banking system. Bankers feed credit to the economy. As the economy responds, bankers expand the valuation of assets which means they can feed more credit into the system. Eventually the whole scheme implodes and bankers swoop in to lay claim to people’s assets through bankruptcy proceedings. Then the cycle starts anew.

Let me give you an example taken from my back year here in western Canada. A couple years ago, the excited conversation at a family gathering was about how a 160 acre parcel of land had just sold for $500,000. Farmers that were party to this conversation were almost in disbelief. What happened next was quite predictable according to the Harrison thesis. Bankers raised the assessed value of every farmer’s land in the immediate area and extended more credit to them. New trucks, new combine harvesters, new tractors were soon seen everywhere. And then…in early 2025 it happened again. A couple farmers near me sold their land to an investment group at the staggering sum of $600,000 for each 160 acre parcel. Unheard of! Bankers have since extended more credit to farmers. When I look out my office window right now I see 8 brand new John Deere combines ($900,000 each!) waiting to be delivered to farmers who have sunk themselves deeper into debt. Some back-of-the envelope math suggests a farmer buying land at these elevated prices will have to grow crops yielding 30 bushels to the acre for the next 25-30 years. That’s a tall order to fill given the climate variability we are experiencing these days. Yet, If I talk to some of these farmers they tell me that land prices will just keep rising. Wishful thinking has apparently won out over common sense…

Harrison’s observations are not new. In 1937 an obscure New York astrologer named Louise McWhirter wrote a book in which she explained that she had studied economic data going back to the mid-1800s. She found cyclicality to the data. Being an astrologer, she sought an explanation for this cyclicality. What she came up with was the notion that the North Node of Moon takes 18.6 years to travel one time around the zodiac wheel. Hence was born the McWhirter cycle or as it is often now called the 18.6 year cycle. She further observed that when the Node reaches the sign of Aquarius, the economy is entering the bottom of the overall cycle.

Based on my observations with farmland, surely we must be getting advanced in this cycle. Indeed we are. The Node is currently at 11 Pisces and will arrive at 0 Aquarius in early August, 2026.

Last night I spent some time perusing data from the B.I.S. – that’s the Bank for International Settlements. These guys are the bankers to the world’s central bankers. The data they have on their website suggests  that housing market valuation in the US has now peaked. Commercial property valuation has peaked in the US also and is looking stupidly stretched in other countries.

Look at what else is happening: Cattle prices peaked in Oct 2025, Pork prices peaked in June 2025, Grains peaked in 2022 but showed a secondary peak at various points in 2025, Cotton peaked in early 2024, Oil peaked in Sept 2023, Coffee peaked in Feb 2025, Sugar in Nov 2023, and Cocoa in Dec 2024. Crypto currency peaked in October 2025. Gold, Silver, and Copper are now being chased higher, but I fear that this wild action will soon lead to a roll-over peak too.

What has not peaked (but may be about to…) is the S&P 500. Wall Street sage/oracle Ed Yardeni is calling for a substantive correction on the S&P led by the tech stocks that have inflated the index. As we all know, about a dozen stocks (many AI related) have driven the equity market over the past couple years. But now the reality is dawning….the power hungry data centers that are being built are showing a greater appetite for critical metals (used to dope the silicon GPU chips that Nvidia and AMD make), and for electrical power than what is available. This is a shaky, maybe even unsustainable situation. Tech firms are plowing enormous amounts of cash into AI. Prudent investors are now beginning to ask some tough questions about share price and valuation metrics. Moreover, the appetite for metals and power are causing geopolitical unrest – talk of taking over Canada (for its uranium that would help create small modular reactors to power data centers) and talk of annexing Greenland (for its critical minerals, hydro power, and cooler climate to support data centers).

What Has Happened Since

Ed Yardeni apparently bends to whatever the way the wind is blowing. He is now calling for S&P 8000 by year end/early 2027.

Gold and Silver peaked shortly after this post was added to this website.

The appetite for critical minerals showed its voracity when the Trump administration plowed money into a number of rare earth and critical mineral companies.

American mineral exploration companies have now staked huge swaths of land in Greenland. No need to annex the country if American companies have laid claim to mineral deposits.

Interest rates (10 Year Treasuries) have risen to levels last seen in 2007. No surprise given that America is sporting $40 Trillion in debt (this does not include items like Social Security future payments).

Housing stats remain sluggish.

Credit default swaps on Oracle debt have risen to uncomfortable levels.

What was to have been a 3 day war with Iran has now dragged on for 8 months. Energy prices remain stubbornly high and are starting to take a bite out of the economy.

The big question now is what will the remainder of this 18.6 year cycle look like? Will Wall Street be affected as it was in the 2007-2008 cycle?

(originally posted to this website on Dec 31, 2025)

The race is on to see who can be the first to extract critical minerals from the seafloor. One of the race participants is The Metals Company (N:TMC). Here and now, the Company is awaiting approvals from the White House regarding the suggested NOAA approach to the seafloor mineral extraction permitting process.

In the meantime, TMC has now completed some laboratory studies that demonstrate the mineral-rich nodules on the seafloor area near the South Pacific island of Nauru contain valuable amounts of manganese sulfate – a key material in battery cathodes for EVs.

TMC price has a cyclicality to it. Larger cycles are equivalent to the 225-day Venus orbital cycle around the Sun. Smaller cycles equate to the Mercury axial spin cycle of 58.65 days. Here and now, one can see on the above chart how the larger 225-day cycle ended in early December. The end of this cycle marked the failure of a rally attempt. Here and now, one can also see the trend on TMC – as measured by the Slow Stochastic and the True Strength Index – is bearish. Late January will bring the end of the current 58.65-day cycle AND a Bayer Rule #11-A increment (see green line in chart). I will be watching TMC closely in January. I have reason to believe share price is going to briefly dip to around $4.50 per share.

The Company says it has about $115 million cash on hand now. Exploration expenses plus general & admin expenses in Q3 amounted to around $50 million. TMC says not to worry because there are outstanding warrants that when exercised will bring in fresh money.

Here is the breakdown: there are 5.3 million warrants outstanding at an exercise price of $2.00. There are 12.3 million warrants outstanding at an exercise price of $4.50. There are 1 million warrants at an exercise price of $5.87. There are 9.1 million warrants at an exercise price of $4.72 subject to the US Govt granting mineral extraction licenses. Beyond these tranches, there are 6.8 million warrants at an exercise price of $7.00 and 24.5 million with an exercise price of $11.50.

TMC needs some dramatic news and soon if it is going to sport cash “burn” rates like it did in Q3. The share price really needs to get closer to $9 or $10 to encourage warrant holders to exercise their warrants. Share price will only move if the US Govt can offer up some approval of the recent NOAA proposal and if the island of Nauru itself needs to issue operating permits to TMC.

The clock is ticking….I am watching the 58.65 day cycle slowly unfold….

What Has Happened Since

TMC finally hit a brick wall. It is the United Nations (a subcommittee on seafloor activities) that gives permission to exploit minerals from the seafloor. In an effort to save itself, TMC then entered into a bizarre deal where it used its remaining cash plus proceeds from a financing to acquire a 1% royalty in a Minnesota iron ore project. Shareholders have been less than impressed.

At the time TMC went public, Venus was at -1.00 degrees latitude and Mercury was at -5.00 degrees latitude. Examining these latitude levels into the current timeframe shows that price does exhibit a response at Venus +/- 1.00 degrees and Mercury at +/- 5.00 degrees. TMC is also underpinned by a 58.65-day cycle. Price tends to exhibit a response at cycle endpoints and midpoints.

Until or unless the United Nations decides to allow sub-surface exploitation of mineral respources, TMC will be nothing more than a 1% royalty in an iron ore mine in Minnesota.