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Bonitas Research · research-note

TMC the metals company Inc. (TMC)

15 pages · 3 arc beats · 2 loops

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TMC the metals company Inc. (TMC)

Bonitas Research · 2021-10
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 13 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 10 slides 100% 10/10 slides 100% 10/10 slides · 78 hits
— 0/10 slides
— 0/10 slides
30% 3/10 slides 100% 10/10 slides 80% 8/10 slides The Struggle 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits
— 0/2 slides
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50% 1/2 slides 100% 2/2 slides
— 0/2 slides
The Victory 1 slides 100% 1/1 slides 100% 1/1 slides · 2 hits
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100% 1/1 slides
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Slide inventory

15
every slide · same image gating as the playbook
01
Slide 1
The slide functions as a cover/summary page for a short-seller report, outlining four key allegations against the company.summarize
Open slide detail
02
This is a short-seller research report page.summarize
Open slide detail
03
Uses excerpts from a PwC Monitor report to contradict the valuation of the acquired assets.expose_contradiction
Open slide detailBeat · The MonsterLoop · Pattern Hunter
04
This is a research note from Bonitas Research highlighting non-disclosure and industry context regarding mining licenses.expose_contradiction
Open slide detailBeat · The MonsterLoop · Pattern Hunter
05
Includes a map of the Clarion-Clipperton Fracture Zone Exploration Areas for Polymetallic Nodules.appendix
Open slide detailBeat · The MonsterLoop · Pattern Hunter
06
The slide uses excerpts from financial reports to challenge the company's asset valuation.expose_contradiction
Open slide detailBeat · The MonsterLoop · Pattern Hunter
07
The slide uses a table to contrast company-reported data against regulatory records to prove financial misrepresentation.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
08
Includes red-boxed highlights on specific financial figures.analyze_data
Open slide detailBeat · The MonsterLoop · The Reveal
09
Includes a direct excerpt from ISA regulations regarding termination of sponsorship.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
10
The slide highlights the shift in director nationality from Tonga to Australia/Canada, likely to imply a lack of local substance or control.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
11
The slide uses a screenshot of a Kitco News interview and technical diagrams to establish a link between the current company and a failed predecessor.expose_contradiction
Open slide detailBeat · The Monster
12
The slide uses direct excerpts from legal/financial documents to challenge corporate claims.expose_contradiction
Open slide detailBeat · The Monster
13
Includes a red-boxed callout highlighting allegations of systematic attacks on financials by major shareholders.expose_contradiction
Open slide detailBeat · The Struggle
14
The slide uses a network diagram to visualize the connections between Matthias Bolliger and several USM-branded entities.expose_contradiction
Open slide detailBeat · The Struggle
15
other
Open slide detailBeat · The Victory