Member Info for bogyo

Lithium futures are breaking out, and CTL is still sitting at heavily depressed levels. It can always drift lower in the short term, but once it turns you’re unlikely to see this cheap price again. This is an asymmetry to your advantage, if you are willing to take the risk.

Not only sub 1 they are raising as it is their only chance to survive raising at 0.167p! Even on the AIM scale this is near the bottom of the desperation spectrum.

Taking out a bridge loan to even start raising money.

This is a death-spiral style raise.

Today was the right time to say that PIs were selling in fear, and they let that drift the price down before demand steps back in. This is what happens when you can’t tell a breakout from a fake-out, or a downtrend from a potential shift into an uptrend. I hope you understand where this is heading, because there’s no reason to fear missing anything from here. The II demand is still very clear.

And exactly what Jlovie said, another basics of investment school: dilution reduces effective upside proportionally. Your potential to go to 40p from 4p today is far less than it was 10 years ago. I’m valuing your same money in 2015 where it should be today. To your bully friend and geopolitical expert you can label me what you want, it’s obvious how little you actually know. You’ve already lost all credibility in this down cycle to anyone who’s watching, and unfortunately, you are a major reason for the damaged reputation of SEE investors here.

"Including dilution" No wonder you think you’re right, when dilution or the decade you spent here clearly doesn’t matter to you.

Don’t spin my words s2020, I never said you get 1000%. You keep sticking to that because you’re not understanding what you lost in the dilution since.

Your money in 2015 was in a £50m company at 5p. Today it’s a £190m company, so the company grew, but your investment didn’t, because at 4p you now own a much smaller slice. For your original money to be worth the same share of the business, the price today would need to be above 20p from dilution only.

And BB is right: a 7% average index fund would roughly double your money in ten years. That’s where you should be today if you’d taken the low-risk index route instead of absorbing all this dilution.

Lol, I’m not even trying to deramp today, just putting things in perspective. After ten years, you should be up there, not still trying to break even. A 10x from here would only just make it feel right. I’ll let you do the math, 4.9× dilution and an average 7% annual index fund return, compounded over ten years. And just to correct the 200 day average sp in 2015 was above 5p, so this should come out well above 40p today. But wtf do I know just daytrading here...

Why does it even matter what you hold? The only real question is, are you making money or not? If not, you’ve lost, time or money. End of story.

And for what's even worse, you’ve got to multiply that by the years you’ve wasted, add what you could’ve made in a simple index fund, and subtract the dilution you’ve swallowed along the way. That’s your real loss. If you’ve been holding SEE for ten years, here’s the simple math: the share price should be above 40p today just to match what you could’ve made in a basic index fund including dilution.

So for anyone still thinking they’re “right” today when this went above 4p and for holding all this time, hell no, you’re not.

It’s a missed communication strategy opportunity, and it has been for years. That’s exactly how SEE keeps killing every spark of market momentum and only rely on the actual numbers whether they are great or not. You should again flag this directly to your contact at SEE, so maybe, they’ll finally give a damn and rethink their approach.

They should be all over this now getting these names out officially and building market confidence, not leaving the narrative to the so-called “unofficial experts” who drop hints, wink on and then quietly confirm it in meetings once everyone already knows and the moment’s gone.

This same news, if it actually named Amazon, would be on Bloomberg, not buried in another irrelevant Proactive interview. The share price would likely be five times higher this week, and the CEO would already be on track to earn his bonus shares next year instead of quietly rewriting the new target price. Maybe it’s time to start doing things differently from previous mistakes apart from the ongoing useless speculation, because I don't think they have the idea what they are missing.

Totally irrelevant unless they actually name it. Without that, it’s just a number for your share price. Don’t try to hype it by PIs over-speculating, you’re actually working against the possibility of another hype.

Miss it or not, even if it’s delayed by a few months, the delays in news and lack of trust in delivery have been priced into the share price for years. Given the market’s belief in eventual delivery and the turning point just ahead, this should already be sitting above 6p, by just waiting with only the timing left to play out.

If they don’t miss what they’ve promised multiple times to deliver, you're looking at double digits in the near term. The market’s re-rating has been downward for this long, now’s the time to reset it to where it should be.

Of course, it’s never easy to see, but let yourself be guided by the underlying demand. Retail investors and these discussions make zero difference, they are being played. Anyway, I’m waiting for the day’s close and then the weekly to judge from my end, but the path to this point has shown a complete irrelevance to expectations, the reported news and the interpretation of the many, once again.

If it’s Amazon, the demand should be there to push this further, as it was, and still is.

But they need to actually name-drop to create the effect everyone’s looking for, not just slip it into a meeting two years later like they used to when the news is old news to everyone. It will move either way, but the scale of the volume an actual announcement could trigger is just what we saw with QCOM or even more. So the cycle repeats.

This is repeating 2020, but it’s an intrinsic move, not external drag, and should accelerate from here. 5.5 looks easy now.

Or maybe not. But either way, there’s more reason for it to move and make most miss out than not. The only risk here is more waiting, so it should start leaving things behind now, imo.

Have you heard in a holding RNS who the “existing and new investors” were that took the shares from FH in April?

So this is likely those who bought the low. The only justified reason to sell here would be if you’d managed to double your large volume holdings in six months.

He’s not reducing any actual cash flow, those payouts wouldn’t have happened anyway. At least this is what they believe in by lowering the bar from 12-20p to the new 4-5p target for August ‘26 instead.

If the SP ever reached above 12p, nobody would care. By openly admitting they’re now aiming this low, they’re just hitting their own market trust again.

Feels like Friday FOSMO – Fear Of Schadenfreude Missing Out

You shouldn’t state what I think either, but clearly, you know that even better than I do? Everybody knows what you know. Is that your big research achievement? Zero clue.

You clearly missed the surprise London meeting, and the previous ones too, with investors who actually matter, the ones who move this to their advantage. Meanwhile, you, the “know-it-all,” are the last person anyone would bother sharing a discussion with.

You’ve got zero edge in your investment if you’re just following what’s already out there for dumb money. And it shows. Once again, you prove the point: when you’ve got nothing left, you resort to calling people names. Fits perfectly with your so-called “geopolitical expertise” too.

Well don’t, because you don’t even know what it is. Last time you reacted 'technicals doesn’t move the price', and now you’re here copy-pasting some TA straight from AI without even knowing why it’s saying that. I at least explained you how stupid this was... Yet somehow, you still take every opportunity to poke me about “trader mumbo jumbo.”

Let me tell you something, though I know you don’t need it, since you already know it all: TA doesn’t move the price, but it describes what’s happening. And every trader should know this. Maybe start by learning the basics before forming an opinion about anything. You’ve clearly had no clue for weeks about what’s actually happening, or years, since it works across different timeframes. Here’s a conversation starter for you.

I don’t even bother correcting the kind of idiocy you post here with that attitude, you don’t deserve the basics to understand it.

And no, I’m not a short-term trader. I trade momentum, it’s working for me for years, consistently profitable, and it values my time. Something you clearly don’t, proudly wearing the label of LTH.

That made me laugh. So if it goes under 3.5, you’ll sell? LoL, Maplin, now you’re short-term trading on those nasty technicals with AI?

Your AI tool is just looking at the current move in September from the Aug ’25 rejection high. It hit 3.7 and reacted for a completely different reason, but I guess that’d just be more of that technical mumbo jumbo trader talk. So let’s cross our fingers they tell you something this week.

I’d pay anything to get a driverless taxi in London without an Uber driver even if it’s a trash Prius.

Until then, I walk.