Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
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Only stock on my monitor that looks strong. Full 5.5p to buy and bidding over mid price so with less and less stocks going up at the moment those that do might get more attention. It was nearly 7p the other day so 5p bid is too low you'd hope
"Weird new electron behaviour in stacked graphene thrills physicists" https://www.nature.com/articles/d41586-024-00832-z
Dummy sell of 250000 shares no problem on HL, someone wants my shares
Thank you ODIP.
BB
D.i.r.e.c.t.o.r.s t.a.l.k i.n.t.e.r.v.i.e.w.s
Is it p.r.o.a.c.t.i.v.e. I.n.v.e.s.t.o.r.s. ?
BB
updated link
https://www.***************************/tirupati-graphite-plc-a-compelling-investment-case-lontgr/4121149286
just bought in here, lots of potential and good interview.
https://www.***************************/tirupati-graphite-plc-a-compelling-investment-case-lontgr/4121149286
Oct 2023. It is latest one on site. If you subscribe hopefully you see latest.
No smoke an mirrors from me. The quote below is from last results.
Pls dont be angry with me i am just pointing out something they wrote. Their words not mine.
Why do i think they need alot of capital. They wrote it down.
Nope.
He said it publicly. Watch the vid.
So i reasked in calls. Nothing wrong.
Look at the video. Did he say nondilution. Yes
Did he do raise yes.
Was he saying no raise while writing about a raise in official rns.
Feel free to insult me. But i posted the facts. Watch the vid. Read the rns.
This is not me it is the company
Gallat
'Re-assuring me of no raise.....' You are unbelievably nieve what makes you think he was going to give you personally prior warning of a raise. You point me to a CEO who as ever done that. I am begjning to think you are a paid de-ramper.
This board does go from one haunting to the next!
Evidently there’s a working capital gap as mentioned in the last one or two RNS: VAT refund likely a solution in near term /+ a working capital facility, give the recent RNS a read. If they get some money from any of these avenues clearly this is primed for a very strong move, just look what it did on tiny volume the other day +30%!
From the Q and A from July 2022?
The Company continued discussions with various potential lenders and it has structured an instrument for raising convertible debt of up to £6,000,000 for meeting its working capital and investment needs for ramping up production and sales at its Madagascar projects.
From unaudited results. Written in black and white ( hidden at end!!).
They dont need a couple of 40ft containers at 25pct premium. They need capex for concentration units and the money for working capital to produce output.
They shouls nevwr have purchases new projects
That took all the caah out of the business and then they cannot ramp.
Or they shouls have done a convertible at higher price post completion of aquisition.
How are you going to generate 6m gbp organically, can do but it takes time and luck with pricing!
Https://www.investormeetcompany.com/
No problem
Register for free and select the company. Check out recent meeting. Goto q and a sections. Where people ask about non dilutive financing.
You will find it.
After this have a look at resent results rns's. Do search for word convertible.
Happy to help
Could you link me the video or article where he states there will be no raise please. Surely you find it understandable that the CEO probably has bigger fish to fry instead of replying to emails asking the same questions over and over. I do wonder how many emails he had over the nonsense that the company was being taken private..
And i am talking about the ceo!
I did 4 times.
Reasuring me of no raise until it popped out in rns!.
Here is the interview for those interested - https://tinyurl.com/2xsg37uk
watch the most recent interview with alastair bath on *************. what you would find out from doing some research is, he’s available to talk to prospective and current investors regarding tgr and also the wider graphite market. to top it off he said he is available in person.
what more could you possibly want? if you have any real concerns speak to him? or more than likely just keep deramping tgr in the forum..
Foul play could include
Stating no placing multiple times. Then doing one
Doing one on one calls to assure investors while knowing you have severe cashflow issues.
Trying to get a convertible done while stating no dilution planned.
Feel free to go by the headlines. But they have told you they need capex to get production up. You might get lucky and graphite prices spike but sadly this is not a case of just increasing output
I believe the same was said regarding the HY results just before new year, the absence of a production update is frustrating but a bit presumptuous to say it’s because they are hiding poor results, laughable that you would bring “foul play” up again.
From the half year results - the most recent one made available to us. What were they hiding…
“Revenue from sales increasing by 170% to £3,146,627 (H1FY23: £1,165,195).
· Production increasing by 160% to 4,508 tons (H1FY23: 1,731 tons).
· Gross operating profits increased by 106% YoY to £780,328 despite enlarged workforce and establishment costs for enlarged capacity.”
The absense of update tells you what you need to know.
If they had good news they would have put in rns, instead the put out 3 fluff RNS.
They are going to miss target i suspect
DReal agree has navigated us through a difficult year . Just needs to get us through this one and I believe the share price will fly . Also the VAT refund would put us back on a positive road back to growth and a profitable company .
You look at the Syrah results from 2023 and compare them against TGR m. It certainly puts things into perspective and i have been critical of Poddar but he has transition his way through a tough year.
It can only get better for the graphite market… hopefully 2024/25 is the year for #TGR