The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Aj, personally I have no issues with your posts but let me put it different way from someone who has no interest in the telegram crusade group also.
I’m sat long and don’t watch it tick for tick, it’s there I’ll worry about it when there’s something meaningfully changed.
If I wanted to buy this share in similar amounts to the seller, surely the best time I buy is all the way down to your .65 territory?
I don’t have the time nor care to sell this and try buy it back lower from here on a chart / technicals. I believe equally that if your seller is cleared way before that 0.65, the chance of bouncing back to 1.2/1.4 is equally as high. If anything the recovery in sp is strengthening as sellers clear. Im quite happy to say by end q1 24 if I bought today I believe I’d be sitting on a positive performance.
By the way for anyone that knows what’s TW crew?
Jeez this feels a proper hatchet job really.
Look whose queuing up, Genzero who are part of this were founded by temasek…I mean temasek is huge, $40mn is a rounding error they are like $400bn aum!
Don’t really get how a company like this which “could” be game changing in the U.K. is being allowed to just shift off into private hands where no qs asked and now effectively part of the Singapore govt.
I’d imagine our fuel bill for the RAF alone is more than this investment!
Da mole, don’t waste your time on it, also if you read out loud what your writing “leak the responses”
Don’t you find that ridiculous? Like two pis are some sort of connected mafia on this stock?
This is a stock in a stock market they have made the group massively untoward I would stay clear of it, it’s very suspect to me.
Keith and riz paint themselves are some stand up people and oracles, genuinely I’d be careful and stay well clear.
Focus solely on the business, you don’t need some suspect chat room for that.
Haha did you get banned by Keith and riz? Two total hypocrites who think they are king and country of the tm1 stock. Are they employed by a broker or something?
It’s better to be out I can forecast what’s being said:
Keith will be saying it’s a good time to top up, how great the company is, and someone will blame “short sellers”
Keith you have constant egg on your face, investors make mistakes. Not everyone is over stretched here that needs to focus on it day to day and have a telegram group.
I didn’t even get time to read the rns till later on, but it does appear previous one was ill thought out and reactionary.
You are speculating about the ticker changes and warrants being extended. It’s not like you put out a Few possible reasons, yours instantly is screaming for a rise in the sp. Who cares as a long term holder you can’t seriously be so concentrated on warrant extension to jan.
It’s like 2 months away worry about the underlying business.
Not sure why you need to write the comments about robin not caring, he damn well should care when there’s a volatile poor performing share price and hasn’t reacted well to a single rns!
Anyway there’s way too much hostility on this board, if people are posting in your view to push the price down report it, or leave it be.
Traders are allowed to do exactly that and trade. The best traders in the world “own” positions don’t fall in love with positions.
I’m moving on, there’s way too much time wasted here as it is. Fair play to pony if was the one that wrote the Letter and had decency to share. Entitled to do so and I wish investors all luck.
Aj congrats on your short if you have one, I’d argue unwinding it as think there will be enough demand coming through and any positive revenue numbers will trigger renewed cares. The business is getting there to being operational on a circular level.
I am moving focus to what might trigger early elections and what sectors benefit there.
From the limited time I wasted in the telegram group there’s a lot of bs as you say in there also.
Stop trying to blame a market fall with flakey pis, lack of consistent performance and let’s face it poor communications from the company on posters.
I was pre ipo and have bought and sold with a core position since then, it doesn’t give you some exclusive rights or make you correct.
Lance has written a good post if you were a balanced investor you would read it and dissect it.
It’s clear the telegram group is majority punters and crypto type.
I’m sure some have written knowledgeable posts etc and have a strong conviction view.
However look at what you are all blaming this fall on (or lack of buying)- posters rather than actually questions what is going on with loans, cash burn, cash generation etc.
The last rns looked put out in haste and this is looking increasingly poor on those running the company.
This has been the case since 2.5p in falls, it is not 60%
Market fall due to posters. If it was it would equally rise, it’s pathetic to think that’s the case. The company needs to rectify a lot here, that’s where you should concentrate on.
Thank you Lance, very informative and well written post. I appreciate it takes a lot to share given your expertise, will review this with someone much better knowledge than me.
One of the bit Iv been concerned on recently that you’ve eloquently put - “ The team at TM1 does not seem to understand that without downstream processing they cannot make money from this machine. In the early communications to investors they were saying that this machine will make a lot of money but this is only because they did not understand the supply chain and business. The machine has been operational for some time and the fact that we have not seen any impact proves this.”
Company needs to clarify several of your comments here. Now over to the tm1 telegram crusaders.
Lol join the club getting cut from the cult tm1 telegram group! I was actually glad, too much waffle in there.
Don’t worry though, plenty of them hovering around here defending themselves and repeating same rhetoric .
I’ll forecast the group for you….
It’ll be lead by calls to 4.5p coming and positive rns around corner to change the fortunes.
Then Keith will go on about rto being done by end of jan, ticker change and that’s why warrants extended…4.5p incoming.
Then prob some righteous chat about the letter they sent…
Then a little on “derampers” throw in the old “fud” line for anything negative,…then the strachen poster will post something, moment I see his handle/post father Jack from tv series father Ted springs to my
Mind typing it…
Prob aj on here getting a going over…how
Did I do?!
It’s such pathetic terms “fud” and all of that to try justify the move down. I can ignore negative posters don’t get myself too involved like whatever both sides won’t change my investment choices. However Let’s be absolutely clear this is a volatile share that can be moved up and down and aim is shocking for that. You know what you are in and If you believe in the future then it’s time to sit back and just be quiet.
There’s nothing new to add bar blind speculation about some warrants. Both sides that’s applies to.
What has some random ggp stock got to do with this? It’s like going Oh Apple is up 46% ytd and everyone was too bearish coming into 2023 so what?
You can’t have a go at negative mindless comments when equally they are made at will from the tt (telegraph) group and here daily on the positive side.
I have never seen so many screaming for a golden goose rns, and making the same points time and time again.
I’m down here I thought about averaging down, but this latest move feels horridly leaky.
Unless you got enough pi cash to drive this back up it’s going to remain a shoddy performance as it has been for a long while now.
I have no idea for the extension on warrants, good or bad it might be a simple structure thing to do with year end. Who knows but mindless speculation both sides.
Bradda head had a huge resource update also, and dropped after initial decent jump higher back through lows.
It’s still been disappointing and slow from znwd they’ve achieved nothing with the Oem’s.
Think there’s a lot of investors losing patience, where’s the buying going to come from to push this higher?
Amg just need to make a bid and clear everyone out on the low side…
The only way for manufacturers to avoid 10% duties kicking off next year would be to source all battery parts and critical battery materials in the EU and the U.K., and “this is practically impossible to achieve today,” ACEA said in its statement
The ft article stated that mini were going to source lithium from Europe or China…latest trade war path between China and eu got to think znwd is in the mix!
V-it is, cl is a tough one isn’t it….I have kind of accepted that the investment for these project in these markets come at a horrifically tough price.
Don’t get me wrong it’s disappointing to say the least but for me funding is secured what matters is time to production and getting to a listing.
The thing with retail is there’s not even close to enough to carry it, does that mean we deserve a much worse deal? No but effectively dilution rights were signed away pre this anyway.
Totally agree on comment re all the production coming here, frustrating to hear bmw / mini talking about getting lithium from Europe or China but given the trade wars that eu seem to be setting a course with China on could change!
The EA delays are painful and not unwinding anytime soon so totally agree re delays and election delays etc.
I still think retail investors will do at least 4-5x on cl by 26-7 so it’s not the end of the world!
Right now It’s also really the only current investment in U.K. based lithium you can actually make.
I actually think the return profile is quicker and higher in cl than Cm but to be clear I like both!
So you admit removed, virtual postman if you have a shred of honesty I think you should apologise for accusing me of lying below?
Seagulls Crying like a baby where?! Where have I once complained about the recent sp fall?! If you read my post it’s exactly as you said small cap and growth stocks will suffer in this market and the market is solely focused on capital returns. Therefore stocks like tm1 will suffer and I signed off that post by saying the only q is whether to add more!!
You are like a pack of seagulls attacking in a group, this isn’t some cult!
It’s hilarious how one of you says personal attack which I didn’t do I simply challenged the fact he’s been calling for higher prices and ever since he has it’s fallen heavily so what? Nothing wrong with me challenging the fact he’s been wrong on the sp.
My response we being called a “fud” which isn’t the case at all and is a Derogatory used term to try attack me personally.
I also see a lot of what was posted as mindless ramping which as you said that impacting pis that don’t have the same tools.
The posts now should be saying this is oversold and therefore if can afford it and range trade a little buy some to then sell that back and average down.
However many are showing true colours attacking me in a personal manner. Being called a fud and then a liar below is personal.
As per several the other posters that don’t dare challenge you in the room they think your numbers are rubbish as do I.
It it truly the last I’ll say on the manner and you should do the same.
Strichen come on grow up a little, you can’t try to devalue me by making out I’m lying about being removed from the group!
Iv been removed by the admins I’m assuming they are the prolific posters there?
I really don’t get the need to question it surely you see posts in there from me and now nothing! Try sending me a message in there….and yes there were 232 or something in group.
I couldn’t care less if there’s 20 different groups the point is removing someone because they challenge you is pathetic.
However I’m also glad to be out of it so it’s fine for me.
Members of the group have individually messaged me to share their exact feeling about challenging the group and even one said I was the only one talking sense!
Anyway this is childish it’s one share of tens of thousands of companies.
The sensitivity on it is amazing, think people have stretched themselves too far and they were expecting some quick pay day to 3-4p, hence the crypto comments. Which I stand by.
Let’s just not engage on it, this board getting clogged up by spats its childish.
Other members here prob want to talk about the stock I have nothing more to say I just don’t do or like mindless ramping, happy to say I’m about 40k down, it’s a smaller less sensitive position so not overly concerned.
Agree with you there, it’s a good spot. Just not expecting much to happen here ahead of 2024 now
Lol removed from the telegram group as they can’t accept anything but posting positive comments on a day to day basis and almost every minute the same repeated drivel. Wouldn’t waste your time there personally 232 investors or whatever it is yet most the leading ones act like a bunch of crypto investors hoping for a pay day and they can’t take a challenge to that thesis.
I’m decently involved here but don’t have to justify to myself with agreeing on all they say.
Genuinely don’t understand how people think a chat room where they’ve posted and it’s down over 100% can’t discuss it like an adult?
Everything has to be an acronym using terms of fud if don’t like something people have different views grow up and deal with it.
Anyway moving on better things to do!