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Thanks SI. Appreciate your thoughts.
Not necessarily SGF. As you can imagine you always have pre-ipo and ipo investors with typically an unrealised profit post IPO. Some will sell a few, others most and some keep their holding for example because they think this will next year go to 100 mio mcap. In some cases the pre-ipo and ipo investors are just HNW investors in other cases mainly institutional or a mix and so on. I think TM1 have done the pre-ipo and ipo with HNW individuals and will in the next year attract institutional investors with a longer investment horizon, which in turn will reduce the shares available in the market and this coupled with the first and second recycling plant starting in January and February should all lead to the price moving upwards from here IMO, but nothing happens quickly and therefore it's key to wait patiently.
@SI
Hopefully. Also with the rumoured presentations to II's, maybe that will give this some momentum in the NY.
In you experience, do you feel that SP's get manipulated to allow the II's a decent entry when they take a stake?
Good plan SGF. With reference to TM1 I think this is the usual churn post IPO and sellers will be out soon and thereafter we move upwards.
So they are in discussions, rather than they have signed on the dotted line?
Nothing is confirmed until RNS'd, at the moment it's conjecture. I'm not saying that is bad, but the truth is it's conjecture over substantiated facts?
SI
Very true - my top-up at 3p I thought was a good price.
I need some funds available to add to the next pre-IPO fund raise of the other one we’re in. As much as this looks good at these prices, I think I need to hold back right now. I was hoping the ‘oiler’ would be in a position to top-slice a bit to free, but I need to leave that to run for a bit longer.
Seems to be quite a few opportunities around at the moment. See there’s been a decent bounce on TGR for you today - been looking at them for a while but was holding off until funds became available. Still looks decent entry at the current level.
SGF I already have a good position in here but must admit that it looks very interesting at this level.
@Suasage
This is true - there are. They are also in discussions with Tier 1 car manufacturers to deal with their battery recycling. Tier 1 manufacturers don’t want to deal with making/recycling components - they want a solution provider. TM1 have first mover advantage and will be looking to close the deals. Any Tier 1 is in ADDITION to the current projections from the UK manufacturing sites.
Twitterarti are back, "many more partnerships in the pipe" fact or just another Twitterarti promotion effort?
London I have a large position here and in TGR and hold them as a medium term investment and not just a quick trade. I looked into them in detail and know the TGR board well. Both TM1 and TGR will do in my opinion very well from these levels. TM1 is finding a base around these levels post IPO churn by retail investors and will move higher once institutional money will follow next year as they open the first recycling plant. TGR had a large pullback from the 160 high and sits below the last 90p raise which will make it attractive soon. Clearly DYOR as with any investment. but for me the differentiator is that both they companies will generate incremental revenue growth YoY, which many other early stage mining companies can only dream about as their only way of funding growth is with ongoing placings and churn.
TGR also one of those twitter ramped stocks that is promoted by the same peeps that are pumping Helium stocks, ODX and TM1. They are all doing badly, I was looking to invest here but doing a lot more research now.
I first got into HE1 at 7.25p and in TM1 at 3.25p, both high risk but high reward companies IMO and not in any way influenced from twitter
Nc10
What made you invest in he1 and tm1? Both shares are heavily promoted by the Twitterarti.
Completely agree, but some people get led very easily by those that build credibility by blowing smoke up each others a r s e s.
If anyone buys based on twitter they are a moron .... Bought my allocation early and will happily sit on this for a while now
I still say the Twitterarti heavily promoted this with emotive language, as they have with other shares, and have now moved on as have many people that are influenced by what they stated.