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Meeting set up for Wednesday evenin. This is a shareholder group with no current or future Ned’s/board members. The intention is to have rationale debate on what we want to know before making a decision and also discuss our preferred outcome.
E.g I would want to understand the new ned package if they was successful (concern would be they would give themselves warrants in millions, agree they need incentives but need to be on good performance).
I will be proposing whoever is successful this group continues every 2-3 Months and feeds points into the board instead of separate emails. This will help with I believe
I do need to be clear that I will not share any information from my meetings but want to get a list of questions that as honest shareholders we want answering
All,
Having spoken to both groups I feel both have positives and negatives.
I am proposing to set up a shareholder advisory group with shareholders who do not wish to be on ethier board or take over the business but want best for the company.
The group will be shareholder lead and will feed into the main board. If you wish to have your views heard, we will list a series of questions that we want new and current board to respond too.
The group does not want paying but wants best for the business. Similar to a fan advisory group in football. If you want to be part of this can you let me know. Email John.Business@hotmail.co.uk and I will set up a teams call this week.
This is about a group having a debate on what is best for the business without involvement from ethier group. Best way to have rationale discussion.
To join the group you will be required to identify yourself as the group needs to have no representatives for ethier party.
Likely get a call in on Tuesday-Thursday
My initial views:
- tommorowland- if you are part of Free T group. Your professionalism, consistent barrage of posts, narrative would put me off and is putting me off voting for the group. If you are one of the Neds then you are not someone I would want running TGR. If you are just a supporter then I can appreciate you are trying to help but my view is better to have a rationale discussion than to litter the board with posts as you are putting people off including me who own decent amount of shares.
1. Personally I think Shishir has made mistakes, I don’t know if these are fraudulent (I suspect not) but I also know he works 24/7 to help grow the company from what I understand.
2. The points FT raise are valid and I would recommend better governance, new Neds, more oversight to investment and third party transactions.
3. Both current and FT want a better business for shareholders and it’s evident both believe in fundamentals of the business that it is with some change a future cash cow.
4. It’s clearly TGR need funding for expand, how would FT get this funding without diluation; they are not just going to get investment by being appointed as NEDs.
My view is a hostile takeover or change to the board will not work well. I would much prefer a sensible, rationale discussion with both current and FT group on how we improve goverence. If this approach is refused by current board, would need to understand rationale e.g happy to have the discussion but not with 1-2 of the prior neds. ( I could understand this as there may be history here.) it is clear all parties would bring value to the board but we also know that none of them have the understanding of graphite that the poddars do.
Brining all parties around the table would be the best situation and one as shareholders we should encourage.
If I do continue to see posts from tommorow land taking over the conversation on the board, not allowing others to have a say and acting as a representative of TF. I certainly won’t be voting for Yes but like I said earlier do agree with the points raised as part of FT just believe there could be a better way of getting the goverence that the approach taken. What I don’t understand but will seek answers is has this dialogue been requested but ignored.
What I do know is TGR is on the cursp of profitability; soon as this happens it is a game changer and opens up new markets for expansion. Sit tight this could be some ride and not sure on the outcome….
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
I agree on the graphite pricing. Good to see the price of larger flake has remained stable so when TGR do expand other assets got great chance of expanding when prices rises for small flakes.
New low for tommorow land setting up numerous accounts to talk to himself “borisman” 🫣🫣🫣🫣 hahah. I will give him something he’s commitment.
I really shouldn’t give you the time of day and you are a waster with no job. But I bought at 9.084 share price, volume 17,115.
You do know the buys and sells are not correct . Says a sell but was a buy…
Get a job fella. Why don’t you ask TGR for a job given your an expert.
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Thanks for posting
Great price, I picked up another tranche yesterday
Great stock. Just seen it so many times before that good stocks filter out and drift back to 2-3p.
Personal think BRES will get there but can’t afford money to be locked down for 3-4 years. Only personally invest in stocks ready to get in production or in production.
Boring to watch for next 2/3 years.
Here here, I wouldn’t engage with him. Created an account to talk about a stock he’s invested in but constantly slating. I do believe he holds other accounts also and talks to himself . Sad man
Yes be good to get some positive updates:
-Q3/4 production
- headgrade/PCU
- drilling campaign on new licenses
- funding for new assets.
- strategy for expansion
- Downstream
-MOU for offtake
- innovation
- tax rebate.
DYOR,
If we hit production targets even 1500 a month, we will be the only ex china graphite producer making profit. That is some statement…
No debt at all
Great prospect but so long to go with funding and dilution expected. I have small position but will wait longer before entry as can see it staying at this position for a long while and people will get bored.
Great prospects if you can time it right…
Only the ones growing at the right pace and making money will survive… #TGR
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