Member Info for DrRunner

I agree. The profile of TM1 seems to be gaining traction nationally, fuelled by the spotlight on the circular lithium economy.

Great to see that level of coverage. I think it’s useful, not just to the investor community, but those in positions of power will have read that and hopefully the penny will drop that with gigafactories being built and vapes being throw away, there needs to be a safe, economic and environmentally friendly way of dealing with the potential landfill.

Great news. We definitely need these bigger macro catalysts. It should also draw in competition and growth.

Agreed. TM1 are on a totally different scale to the outfit in this link. Also, eventually competition can be good for a sector.

I think the share price reaction is more reflective of the UK market than TM1 flunking. The press coverage and all the interviews with Robin have been excellent. So much news seems to be lining up, I’m not overly worried about the lack of movement, I’m adding into this general market apathy.

Love the ‘out of the blue’ mining news, always forget about that and the potential good prospective drilling results could give the company.

Agreed. Robin is an excellent spokesperson. More of this would be very welcome. Interesting that he refers to Recyclus and not TM1, technically he is correct but did make me think that he is paving the way for a rebranding once the takeover is complete, maybe the omission of TM1 in the BBC article was deliberate. Also, very reassuring that the boxes, future contracts and lead acid plant milestones are all imminent. Buying into this apathy at the moment as at some point this will melt up when the market wakes up and people suddenly realise the value of all these revenue streams.

When I feel like this I usually buy. I’m contrary like that.

Very positive RNS. Wouldn’t get hung up on semantics, better to use cautious language than overpromise (which they have been heavily criticised for). Clearly the commissioning has happened, or is immediately imminent. Recyclus will happen at some point, I expect they are quiet about it because their priority is to get the plant generating cash systematically and safely, that would surely have been a condition of the licence. To my mind they have been pretty much on target with their promises and timelines since earlier this year. I sold out last year when it became clear everything wasn’t plain sailing, but they have crested the wave now and on the other side of that wave is a big pile of lithium cash. I doubt this will be a quick trade, clearly the macro is holding the market down at the moment. But if you have bought below 2p, imagine what this will do once the market trends up, which it will. My holding is just sitting there, might be, one, two, three years, at this price I’ll just keep adding more until it finally melts upwards.

The consultancy is hugely important, given the amount of connections they have. The doctoral post, although important as having academia allied to any business strengthens it, is totally different and more about testing a particular focused part of the business, not necessarily about expanding and building networks.

Massive news in my book. Management is so important, this level of appointment wouldn’t happen unless the appointees believed in TM1. Massive green flag, adding.

We will see. Long term this stock will be epic.

Yep that explains it and why TM1 need better communication, as others have said Robin was much better at paving the way for up coming news before the licence and the radio silence recently hasn’t helped bridge the gap, the daily tweets don’t feel personal enough. Still at this price I should think interest will significantly increase early next week and long term this will be a banging stock and anyone LTHing won’t remember the stress of a small dip.

My daughter added four small buys (30-100 £) today and all went through as sells, same all week. Lithium isn’t going anywhere for the foreseeable.

Ahh okay, phew.

What news? Seems business as usual to me, they are tweeting regularly in a positive way. News probably imminent about plant going live.

My daughter has been tapping me for cash all morning to add to her freetrade holding. She’s so smug that her average is 0.25p less than mine.

Good take @flypanam. They definitely won’t be switching on for the first time when they launch, so seems reasonable that some beta testing has been going on. Also, they tweeted that ‘everything is in place’ which feels pretty conclusive and confident. Also, a late 10k buy! As others have said, a few weeks won’t make a difference and I’ll add when I can until then.

I think the quiet is probably quite intentional so they can get everything just so for the launch. They have started tweeting on a daily basis, general tweets but I think it’s designed to build the foundations running up to the plant going live. Always a bit nerve racking in this phase of pending news.

Agree that the revenue is somewhat speculative at this point. But still calculable within some variance of risk. I guess the assessment of that risk reduces as we become more and more informed about the realisation of revenue. Personally I’m in on the clear demand, good management, liaison with academia, the (current) moat, lots of areas of potential growth which could accelerate at any given point in the next few years, gigafactories will begin rolling into the UK over the next couple of years, and definitely value at this price. That’s enough for me.