Member Info for isas

Interims seem to be good, and margins improved.

The market is not rational, that's where the opportunity to make money arises.

Yes, it is company-sponsored, but it is factual information and a reasoned-out conclusion. If someone wants to point out any inaccuracies or arrive at different conclusions then they are welcome to do so.

The giant is stirring

London SE webinar on 25/04/2023 Alex mentioned that FCA had informed them what needed to be done in Jan and they were in the process of completing the paperwork.

I can't recall the exact date but in one of the interviews in April or June the interviewer asked on this and the response was that the issue with FCA had been resolved.

Even things within their control, like amalgamating Recyclus 100% within TM1 have not been completed. One has to ask what the hold up on that is.

Thanks Cleverthoughts-The figures I've ascertained from the company website are:

Warrants (4p,6p and 8p) 78,966,966.

options 6p 21m

fully diluted we should have 309, 346,916 shares- I am assuming with the pending take-up of 3.5m 4p warrants we should only have 6p and 8p warrants and options- it would be interesting to find out what proportion the 6p and 8p warrants remaining to be exercised?

Cleverthoughts - Agree Offtake and financing are bound into DFS, there are warrants at 6p and 8p available also, management does not want dilution and would be a last resort, project level debt financing is the route that is emphasised.

Does any one have a handle on how many warrants remain to execised and what price/coditions?

Typo- is not too far off.

Things don't happen the way prefer them, but my thinking is an offtake with equity participation like KOD (even on much better terms) is too far off.

Musicman- I know nothing about charting, but going on fundamentals this is one of those opportunities that is very rare- good management, excellent resource in demand, superpower strategic interest confirmed. wish had some more cash.

I cannot see hanging around these pennies for long- if anything someone somewhere is eyeing this big time.

6p&8p warrants once get taken up whoosh.

Next rns should be a warrant exercise by BOD, at 4p, a relatively small amount in comparison the way should be clear above 6p and beyond. I suspect some shrewd institution is building a stake here, will have to see after hour trades in the next few weeks to get a picture.

Thanks for updating on your communication with the company- can you shed any further light on the situation regarding DFC. presumably, that was part of your query.

I detect a bit of fomo!

Purely guessing, I think they have gone cold on DFC, it maybe that they have been offered some lucrative offtake proposals from the Chinese side- that could be one explanation.

0.56 to sell on ii.

I think it would be better if they just stated it was out of their control and would happen as when and they were using their best endeavours to get it resolved asap. Pointless giving deadlines when they don't have the foggiest, it just sets up unrealistic expectations and create uncertainty.

7.16 am on the investegate site Holdings in company.

Just noticed NMT rns with regard to their collaboration with Mercedes for carrying out Lithium battery recycling- is their technology similar to ours?