Member Info for BuyMeAnother

Good exposure for TM1 on Proactive Investors

https://www.proactiveinvestors.co.uk/companies/news/1077977/technology-minerals-surges-on-business-update-1077977.html

Buried_t,

I'm new to TM1 having taken a position for the first time yesterday. I'm over exposed to explorers & miners in oil and critical minerals at the moment and see TM1 as a contrarian investment. Raw materials are available 'at the gate' and offtake agreements with Glencore ramping up. This risks here are much reduced compared to a miner. From the history of TM1 it seems any investor here more than 18 months is well underwater. I think I've found the floor and it's upwards from here. I'll continue to build a position here as I learn more about the business fundamentals of black mass.

Anyone any idea how much Glencore are paying per ton for black mass? Have searched through the RNS's since the offtake agreement last Dec 17th which started with a 100-tonne trial, after which commercial terms would be revisited.

Also, from March to July it's looks like they are producing 40 tonnes per month which should be close to break even. Hopefully we'll know more at the finals published end of October.

Reminder :- RNS 9th July

"Chance of Success of finding movable hydrocarbons in this (Sark) robust, multiple target structure is 65%"

... So if they do find something it'll probably be a dribbler. Of course it'll be promoted as another success story... My arse

The original title of that piece in The New Region was 'KRG, Baghdad negotiating delegations ink oil export resumption agreement'...it's a flipping pendulum and I doubt a deal will ever be done to be honest

Some interesting reading to cement in the importance of today's RNS. This link will take you to the patent DISA HPSA technology that is in play here. Very unique and proven results from DISA for other miners. This is the sort of research that underpins my investment here rather than a few rockets. DYOR.

https://ppubs.uspto.gov/api/patents/html/20250050352?source=US-PGPUB&requestToken=eyJzdWIiOiIxMGIzNWRhOS1mNjM5LTQyMTctYThhYy00YzYxZGQxYTRkOTAiLCJ2ZXIiOiIxNDBjZWFiYi0xZDU0LTQ0NjUtYTdiYy04YmI3YWVkOWY4NjYiLCJleHAiOjB9

HE1 is BUY on British Bulls

https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=HE1.L

....and yet to read the interim results for H1 25. In the absence of monthly operations updates, at least they should come clean on how bad things are by posting the interims

Bizarre there has been no RNS re interest payment on its outstanding bonds for which the 30-day grace period ended on 30 Aug. This should be in administration or close to it by now.

Ausslander,

I'm guessing you're a Kainos insider from your last post. Member since 11-Jul-24, 3 posts, all for Kainos, first post 'New Partnership with Workday' following the RNS

https://www.londonstockexchange.com/news-article/KNOS/workday-partnership-co-sell-drives-ps200m-target/16586995

I think you have positive bias towards Kainos. Are you WAJ? Any thoughts for the trading update on Monday? Have been watching the trading volumes in the run up to that date. There's was an interesting spike that caught my attention. Do you know if retail investors can submit questions to the AGM on 23rd Sep?

Always,

How'd you work out 0.64?

I'm averaging 0.72 at the moment so looking to top up today to bring that down some more

I see MET1 evolving into more of an ETF for critical minerals. Not a bad play to have in my opinion. Spreads the risk nicely.

DEC had a good day in the US with encouraging after hours volumes. Bodes well for a possible rise 1% -2% tomorrow imho

https://www.marketwatch.com/investing/stock/dec

Remember, when they get all the approvals for Hussar the initial programme of work requires to undertake repairs at the Hussar Airstrip and access roads, and begin to construct drilling and camp location pads together with water wells in preparation for drilling. If there is little cash as hand, this may involve a raise.

Could Mosman renege on the Mt Winter deal with all this positive news re Helium-3?

And now the could be Helium-3 (³He) at Mt Winter!!!

https://www.londonstockexchange.com/news-article/GEX/offtake-proposal-helium-3-potential/17199150

Wondering if the pending sale of EPA 155 for $300k to Georgina Energy will be renegotiated after the 38% uplift in recoverable resources?

https://www.lse.co.uk/rns/GEX/mt-winter-epa-155-update-j13vg4sm1zdat1a.html

Good work Pharm

💯📊

Should be getting an RNS this week to announce when interim results for 2025 will be published.

I expect that date should be at the end of August

What is a RR?