Member Info for DrRunner

Great to hear the update and thanks for the summary. The press event is really good news too, like you said, this should draw in some larger investors into this soon to be cash generating business. Should be quite the news stream!

There seems to be a paradigm shift recently, driven by the expansion of Tesla and the Chinese EV market.

As much as I hope you’re right, 10p feels ambitious. Although I could probably retire if that were the case. However, I agree that there are many potential positives coming in the short and the longer term. These upsides should significantly increase the market cap. But, DYOR blah blah blah.

TM1 are 100% on brand for the move to EVs. Unfortunately, with everything going on the government tends to be reactive rather than proactive. But TM1 have proof of their model now, the final piece will be once they are operational, hopefully in June, I expect we will hear more about that in the site visits in the next Sunday Roast podcast this week.

I don’t believe they have named specific locations yet. Just that they have stated an ambition for five sites. I would have thought once the initial one is up and running and they have a tested model, that they will then start moving on other sites. But they have quite a few other projects on the go, so I’m not quite sure what the sequence of events will be. Perhaps once this site is active, they will do another interview circuit and talk about ‘where next’.

Absolutely, the university links make TM1 very authentic, government grants, or incentives are a real possibly for any authentic viable business in the lithium circular economy.

LSE logged my last little purchase as a sell 2.145. So annoying! Chipping away whilst it’s low.

I can’t really see any negatives with TM1. Everything is pretty much lined up, it’s just a (fairly brief) waiting game. Like people have said, it wouldn’t be wise for TM1 to be too specific about timelines, but I’m mentally preparing for news to start rolling in during June, maybe some surprises before then. Either way, it’s barely a blink of an eye. This company will be cash making very soon, many other ‘speculative’ stocks are trading much higher and this will most likely start creeping up again soon.

Yep. They still need to vote, but it looks like a given. Market is a bit dead at the moment so might not see an impact until more evidence of the turn around. But it seems like they are turning a positive corner.

The lithium circular economy is one heck of a growth area.

Haha totally! I think maybe it’s a sensible choice not to RNS absolutely every single detail, sometimes it reduces the impact of the much more significant news. I get the feeling they are quite savvy about that. Or they forgot and they will announce having some really nice sandwiches for lunch.

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?

Positive results would certainly be a great addition to opportunities for growth. I love how many components there are to TM1.

I believe so. Lots of red tape which is why it’s taken so long. The list of catalysts is extensive though, the licence was a stop on the route, not the destination.

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?

The Superdry product and branding approach is very extensively mapped out in their corporate strategy. It’s very comprehensive.

Cool, thanks. Very interesting. The government (and the one that might replace them in 2024) are all over lithium and EVs.

I hope Julian will be highly motivated to make the most of his increased position.

I’m sure TM1 is on plenty of watchlists. I think after this lull there will be a cluster of potential cash generating news.

The ‘year of efficiency’ didn’t seem to do other businesses any harm.