Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Not entirely sure why this wasn’t in an RNS as it seems market sensitive information. Some mining stocks on my watchlist put out an RNS when they breathe near a drill, let alone use it. Perhaps they don’t think it’s market sensitive until they perform an analysis of the sample? Or have a sample worthy of analysis? Not sure, who are our miners in the group?
The plant will attract cash generating contracts. I could be wrong but I don’t think any significant ones have been announced yet, they alluded to ‘high demand’ in the LSE presentation. I’d expect some of those contracts to be in an RNS fairly soon? I imagine it’s quite a piece of work getting those complete. What are other people’s thoughts?
I’m sure we’d all like this to be linear, but investing rarely (never) is. It’s still fantastic value within this range. Totally agree that it will flex within that deviation for a few weeks, I expect we might get a few nothing burger RNSs, but there are some very significant landmarks on the nearish horizon, it won’t be long before people return and focus on those. I’m human and obviously don’t like the price dropping, but nothing draws a crowd like a (value) bargain, with a clear moat and good management.
It’s a great opportunity for a whole new UK green agenda industry. The government KNOW that, it’s 100% on brand and even if Labour get in next year, they will be all over the lithium boom. I might have to diversify my portfolio though, it’s basically just lithium based companies. I even have an electric moped (not sexy).
This is absolutely why I’m investing in any part of the lithium chain of commerce in the UK. TM1 are in-line with government objectives, local councils are already doing a very clunky and ineffective version of battery recycling using companies that don’t really have the infrastructure, or knowledge. TM1 have obviously also been working with academia, which when grants arise from those relationships always seems a very good indicator. People were so focused on the licence, that they have possibly forgotten the gateway the licence has created, a ‘huge demand’. Exciting month ahead.
Yeah, when I was new to investing I was very suggestible to FUD. I tend to just ignore and don’t engage. In my day job I write papers about ‘truth’ using logic models. When I feel something isn’t clear in my head, I tend to just revisit what is ‘known’, that helps me manage any lapses in clarity.
Some of my bigger 1k+ buys show as sells, and some don’t even show. I use HL and never had that before, so not quite sure what’s going on. I mostly just track some basic patterns on TradingView. However, at the moment this stock is more about human behaviour (including my own), luckily studying human behaviour is my job.
Similar position, smaller holding. After the initial drop, which was always going to happen as many knew the short term news was the licence. However, I wrote down my thesis for TM1 at work, reread everything they have said about the fundamentals of the company and it’s really hard to see any gaps. Doubt the wait will be long for more positive news.