Member Info for DrRunner

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.

I’ve been watching since the 120s. I think the equity raise has helped clarify the baseline in my mind. Could be wrong, but I expect some more positive ‘directional’ news about the company strategy might follow.

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.

Cheers. I’ll have a search too.

Anyone know if there’s an ALK telegram group?

Just the post RNS lull. Stocks aren’t linear. Lots more news pending, lots more growth, so I’m just going to sit on my hands for a few weeks and buy into any dips.

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.

Yep, equally there will be a news flurry soon enough, contracts etc…

I vaguely hope you are right, and I will gladly buy into this dip. Who knows, but it’s highly unlikely this will go into the mid 1.50s. I would sell my children, a kidney and my house at that point.

Both analysis are welcome. The potential profitability and market cap far exceeds where it is now.

It’s just people either trading, or selling because they felt the share would dip below where they initially bought. Most will buy back in, because ultimately this company has countless positives in the near and long term. I’m not adverse to taking profit, but I think the price will even out over the next few days, so I will ignore the noise, trust my thesis and buy into this dip.

Quite happy to hold. Just a lull, and a buying opportunity. Agree there are many upsides in the coming months.

I wonder if we could keep the discussion more professional. This isn’t a great tone for a message board and reflects baldly on the company.

This is very different. They have stated they have no intention of exercising…because they know there is growth.

I doubt it will make any/much difference, most people have priced it in and still many pending upsides, short and longer term.

Anyone else thought about how affordable Superdry is at the moment for ‘someone’ wanting to take the company private? The recent IP deal was well remunerated and although Mr Market didn’t approve of it as a growth strategy, a private business selling off IP could be a good way of profitably scaling out of the company.

The tone of the RNS is very confusing in places.