Been following this company most of the year and was in at 3 out at 4.50 (too soon) in spring, in again at 5 and out at 11 recently (timed nicely) I'm DCAing into this dip now. I agree with OP's thesis and his price target. Permit approval is pretty much a sure thing although only thing I disagree with OP is I'm not sure how quick it will be. Could be tomorrow, could be next year. It seems they want to do everything by the book instead of rushing it through and getting sued later. The CFO has confirmed conversations with the government about financial incentives, be that stock buy in, offtake agreements or something else. The C-Suite has been to the White House numerous times, and there are some very well connected people on the board. There is bipartisan support for this and bills in congress to facilitate and finance this industry, which as OP says as of now consists of basically only this company. People will comment that this is a pie in the sky idea but Allseas are serious people and one of the main backers of the project. Korea Zinc took a large chunk of shares a few months ago and they are no mugs either. Speculation is that they want to build a smelter in the US to process the nodules. They met with Trump on his recent trip to Asia. So yeah I approve of this play, and the catalysts could be KZ announcing US plant, USGovt taking a stake, or permit approval, but I am expecting to hold for weeks or months rather than quick in and out.

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How so? Related to their CFO selling his shares?

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Yeah but why did msft drop them? They had nothing but excellent earnings, they beat on cloud by almost 27% and the CFO said they could of done even better but don't have the infrastructure at the moment and still took a huge hit. The stock remained flat since last earnings so it really should of popped. 

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puts on delta airlines $50 strike it tanks every time it touches resistance on the 5y chart you can see it. around $60 and always tanks. Itll hit $40-45. Insiders including CEO CFO and CEO just dumped a bunch of millions worth of stock

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Absolutely. I was short META from $700, covered at $655, and flipped long at $648. I don't really target gaps, but the fact that this fell all the way to *May* prices was insane. A nearly six month bull run getting erased this way is something you might expect if a CFO got caught cooking the books or a company's flagship product was getting recalled for causing fatalities. This seems like it was just a perfect storm of profit-taking and panic selling. I don't necessarily expect a lightning quick recovery, and it very well could dip a bit more if there's a weak market next week, but opportunities like this don't come around too often.

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OpenAI CFO knows this. Other companies are just going with the flow as shareholders expect them to use AI whether it makes sense or not.

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The funny thing about your comment is how it exemplifies your lack of knowledge on the subject. “Hurr durr cfo of giant company isnt thinking about input costs for his COGS” - reddit

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Just in case you aren't actually reading the post from apple: PRESS RELEASE October 30, 2025 Apple reports fourth quarter results September quarter records for total company revenue, iPhone revenue and EPS Services revenue reaches new all-time high https://nr.apple.com/Dm8J9w0fi4 CUPERTINO, CALIFORNIA Apple today announced financial results for its fiscal 2025 fourth quarter ended September 27, 2025. The Company posted quarterly revenue of $102.5 billion, up 8 percent year over year. Diluted earnings per share was $1.85, up 13 percent year over year on an adjusted basis.1 “Today, Apple is very proud to report a September quarter revenue record of $102.5 billion, including a September quarter revenue record for iPhone and an all-time revenue record for Services,” said Tim Cook, Apple’s CEO. “In September, we were thrilled to launch our best iPhone lineup ever, including iPhone 17, iPhone 17 Pro and Pro Max, and iPhone Air. In addition, we launched the fantastic AirPods Pro 3 and the all-new Apple Watch lineup. When combined with the recently announced MacBook Pro and iPad Pro with the powerhouse M5 chip, we are excited to be sharing our most extraordinary lineup of products as we head into the holiday season.” “Our September quarter results capped off a record fiscal year, with revenue reaching $416 billion, as well as double-digit EPS growth,” said Kevan Parekh, Apple’s CFO. “And thanks to our very high levels of customer satisfaction and loyalty, our installed base of active devices also reached a new all-time high across all product categories and geographic segments.” Apple’s board of directors has declared a cash dividend of $0.26 per share of the Company’s common stock. The dividend is payable on November 13, 2025, to shareholders of record as of the close of business on November 10, 2025.

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Always a sign things are going well when you announce on your already catastrophic earnings call that your CFO is leaving too lol

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$AAPL | Apple Q4’25 Earnings Highlights 🔹 Revenue: $102.47B (Est. $102.19B) 🟢; UP +8% YoY 🔹 EPS: $1.85 (Est. $1.77) 🟢; UP +13% YoY 🔹 Greater China: $14.49B (Est. $16.43B) 🔴 🔹 Americas: $44.19B (Est. $44.45B) 🔴 Product revenue: 🔹 iPhone: $49.03B (Est. $50.1B) 🔴; UP +6.1% YoY 🔹 Mac: $8.73B (Est. $8.55B) 🟢 🔹 iPad: $6.95B (Est. $6.97B) 🔴 🔹 Wearables, Home & Accessories: $9.01B (Est. $8.64B) 🟢 Segment 🔹 Products Revenue: $73.72B (Est. $73.49B) 🟢 🔹 Services Revenue: $28.75B (Est. $28.18B) 🟢 Other Metrics: 🔹 Cash Dividend Declared: $0.26/share 🔹 September quarter records for total company revenue, iPhone revenue, and EPS 🔹 Services revenue reached an all-time high Commentary: 🔸 “September quarter revenue record of $102.5 billion, including a September quarter record for iPhone and an all-time revenue record for Services.” – CEO Tim Cook 🔸 “Record fiscal year with revenue reaching $416 billion and double-digit EPS growth; installed base of active devices at an all-time high across all product categories and regions.” – CFO Kevan Parekh

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