Member Info for DrRunner

Hopefully within the next few weeks revenue will begin being generated and then this stock should rerate, hopefully significantly. It’s a cliche (and totally unbelievable, so make of this what you will) but this is going to be my first long term hold, 2p will be laughable value in a few years.

Yeah, agree. I’d rather they do it properly and in a way that maximises the launch and all the news that might go with becoming revenue generating, than rush to get a week ahead. That said the language and tone of the Tweet seemed very much to indicate imminent preparedness. Soon enough we will be in a very different space.

The RNS of the 8th April 2021 refers to a non-binding agreement, which they redacted Sept 2021. By definition you can’t enforce a non-binding agreement and it’s two years after the fact.

Because announcing nothing burger news is a really good way to detract from significant news, of which there will be plenty.

Not really, although I totally get it must feel like that. The TM1 Twitter feed has been accelerating in quite a deliberate manner. Always quietest before the storm. The storm being an active cash generating, lithium battery recycling plant, once those numbers become apparent the market cap will rerate accordingly.

I’m sure once the site is commissioned and then launched and the money starts rolling in that people will wake up.

My daughter has added a few times in her Freetrade account the past two days and they all came up as sells @ 2.089p, still low volume though.

Great find.

Agree. I love their circular lithium economy graphic they Tweeted today, their business literally touches every aspect of that cycle.

Great article. As the estimated numbers evolve into a reality, so will the share price.

Yep, I @ Twitter support but I think it was pretty pointless. Hopefully they will notice and revert to the old algorithm.

It gets a bad name but I’ve found some of the Twitter metrics to be a fairly good indicator of how many people are watching or active in a stock, such as ‘impressions’. Although recently Twitter has started to included usernames in any # searches, rather than just the text of the Tweet itself, which means if you search for #TM1 you get hundreds of irrelevant results.

Definitely noticing an uptick in their Tweet frequency, hopefully it seems TM1 are building to the launch and any press events.

When the plant goes live they will be able to give an indication of real world demand and output, currently it is just estimates. Or perhaps information concerning third parties and their interest, or collaborations. One thing that seems certain is that turning the plant on will be a catalyst to a stream of very pertinent news.

It would surprise me if this wasn’t in their radar and you’d have thought it was an easy win for them, as EV expansion has broad appeal, especially if it boosts employment and the UK as a manufacturer again.

I think it’s a good move, offers more flexibility. TM1 retain the control and also they can get a feel for demand and what people will pay going forwards.

If the drilling results in proof of concept, in the first instance that would be profitable for the mining assets, before they actively mine those assets.

Great summary by the Roast guys. Going to be an exciting next few months. Agree that it’s not long before the government concedes something to businesses involved in the circular lithium economy. Especially with TM1 having such close credible links to universities.

I just think that process mapping to this point must have been hugely complex. Since early this year they seem to have delivered on core objectives and we’ve had more clarity about why some of the other objectives haven’t gone as smoothly. But, like you I agree it seems everything is coming together in this/next quarter. The plant being operational in June will be a huge achievement and will catalyse lots of the other near term objectives, not to mention some of the broader aspects of the TM1 portfolio that are often overlooked.

There’s definitely huge potential. As you state the EV market, and associated focused on Lithium active ventures has been exponential. TM1 has so many potential revenue generating aspects of their business, some are pretty much definite and to be announced in the very near term. Some are less certain, such as the drilling and prospecting, but this side of TM1 could also add huge value at any given point. I’m not clever enough to predict market cap changes and much of that depends on market confidence, which I’m sure will grow once they have secured the immediate key landmarks. But it seems not wholly beyond the realms of possibility that we see something hugely different to the current market cap this year. 2p blows my mind slightly. DYOR and all that shizzle.