Member Info for BogdanT

Https://www.thehindubusinessline.com/companies/lohum-to-invest-2000-crore-in-krishnagiri-plant/article68440960.ece

The only things "persecuted" are our eyes reading your silly posts. Too bad this forum traded quality views to loud and cheeky circus

Dynamic is bad all across the market. Company will be fine, same for the stock. Rto wont happen until the right conditions are met which is understandable and fine with me. In the end it will probably be a buy and not an rto

As an investor, if you can't discern the facts from tendentious negative custard foul views from self proclaimed samaritans then you deserve your own torment

Good luck to all honest lth and opinion holders

Still have hopes for this one. But times are hard and companies need to adapt to new circumstances.. raise service prices accordingly. MBO hasn't been too talented at making a profit

Https://www.recyclingtoday.com/news/altilium-and-enva-partner-on-battery-recycling/

"Expert handling and storage of this potentially hazardous material is paramount."

They're better at offering lessons than following them. Tm1 like boxes should be the next obvious standards requirement for storage and transport

5% per annum over Bank of England base ratefor atlas CLN says something about the risk here

as for aj.. if one wants to interpret a situation badly would do so regardless of what arguments others are bringing in.

This is a good long term stock. Some are looking for faults with the company to justify why the sp tanked... It's not the company, capital markets overall are the issue

Interesting article for a perspective on topic

https://www.reuters.com/sustainability/renault-advanced-talks-with-partners-recycle-batteries-says-executive-2024-03-26/

Black mass prices have started to rise again

https://www.metal.com/Used-Lithium-ion-Battery/202311230007

Personally, can't blame the company for the delays in permits or agreements, it's just not their fault, they've done their part on time and adapting to thin budgets. But I would have appreciated more details about the "similar terms" for the RTO, although again I'm not sure how much the company itself knows at this point.

I believe there is very good quality here in terms of technology and people. Market opportunities are huge as well. I guess there will still be a bit of a fingers crossed period ahead so good luck to all honest LTHs and opinion holders.

I believe there is a lot of exagerated negativity around these loan notes and the strong points of the company are disregarded.

They have a good approved technology at work with production licenses in place, good opportunities in a growing green market and quality research input. Like all startups they need money badly now and still decide not to dilute shareholders and opt for a CLN instead to pass RTO prerequisites and draw as little as necessary.

I don't see any reason here to be upset about and personally i am positive that the company will steamroll after it's set in motion.

More dark pool trading, close to 5 mil shares. It's not affecting the price

There is a producer's legal responsability towards proper waste disposal of batteries at the end of life. That's where the 'gate fee' comes from, it's the cost the responsible side pays to extinguish its liability. The more valuable the battery, the smaller the fee.

Good article on the topic

https://cepr.org/voxeu/columns/transition-global-circular-economies-waste-batteries-and-extended-producer

I do not agree with the CLNs either. And the repricing of warrants so low it's disappointing. At the same time, i can't know the specifics of that decision inside the company, could be that they wanted a fair option for these warrant holders given the drop in price, the need for money would have influenced too without too many option given the upcoming rto. But at this moment it's done and doesn't seem to be that much dilution either so as a LTH I am happy. Don't believe there will be more of these moves in future, it doesn't look like that type of company that dilutes shareholders to pieces, it's the way I see it anyway.

My concerns with the rto are about the share price and the number of shares issued for buying the rest of Recyclus, there are rules that prohibit artificial valuation. The price difference is almost 4x and Recyclus valuation is oldish too with the black mass prices being depressed now. But who knows, we might have surprises given this unreasonable market is a known fact out there. Revenue projections still look good even at these prices, my hopes here are that the TFSs are issued soon and some good revenue begins to flow finally

What's your concern with the RTO aj?

You can't conclude a stock is bad just by his falling SP or that they've been delayed by permit issuing or that they are cash strapped like most tech companies at their beginning. The potential and quality of the company is clear to me. There are facts which are not understood maybe by people with no industrial experience , that for example their line is a first generation tech and usually these are far from perfect at first and will have issues and improvements during the first year of running, possibly longer.

Their recycling process and output has been assessed by the EA over 2 long years and issued them a licence, I believe this says something. It's been assessed by battery producing companies as well that expressed positive interest, those communications and interviews by the company don't look in any way untrue to me.

As for the team I think they're great professionals, has good engineering background, contacts in the battery world, contacts with university research at Warwick and top contacts in JLR , business model looks profitable and accurate. I find the negative sentiment around the company and it's future is exaggerated, it's probably just the unreasonable SP that's making people a little tensed.

Maybe you can reply to what I asked aj , thanks

It's a margin loan, TM1 can borrow up to 50% of securities' market value. There is no need to compound anything

"that will probably involve a ************* "

What is a ************ ?

I dont believe these to be favors to shareholders. The way I see it is that the company wants to buy thir own shares back v quickly after the delisting and will probably pay more than this derisory AIM price.

I can still hold them in my HL account after delisting and trade from there with only a 25 quid as an extra charge for Jenkings.

Good news in my opinion, especially because of the matched bargain facility and continuation of CREST trading for shares. There is very good value here for the price

If the combination goes through, we might be looking at the next big fintech giant in asian markets. Projected revenues look well documented

"Based upon the Company’s anticipated collaboration with MYISCO and other potential collaborations, the combined company projects revenue of approximately $348 Million for the financial year ending December 31, 2023."

https://www.globenewswire.com/news-release/2022/10/19/2537503/0/en/Super-Apps-Holdings-to-Become-a-Public-Company-Through-Merger-with-Technology-Telecommunication-Acquisition-Corporation.html

This would be the source of revenues in the first instance

Super Apps and MyIsCo Sdn Bhd, a wholly owned subsidiary of MyAngkasa Digital Services Sdn Bhd, a Malaysian private limited company led by Angkatan Koperasi Kebangsaan Malaysia (“ANGKASA”), shall, at least one day prior to the Closing, enter into a Collaboration Agreement (the “Collaboration Agreement”) allowing OneShop Retail, as the authorized bill payment collection and credit lending agency of ANGKASA, to operate its payment collection system through ANGKASA’s authorized dealers for the collection and remission of any payment of bills via cash payment, credit card, debit card or cheque

Angkasa is huge

Https://www.nasdaq.com/market-activity/stocks/teteu/sec-filings

Https://www.youtube.com/watch?v=KYH-oeFK5Kc