Member Info for munchbox54

Cristalball. Your post has baffled me. After a 600% rise the Compsny is worth £30m with billions in the ground and national governments fighting to control it or so it stemmed with that meeting they had.

It’s not a comparison but a bit like bitcoin when people though it was a crazy bubble at $100.

They have the goods in the ground and if they really wanted to ....put a for sale sign today and have a buyer tomorrow for the entire comoany at £80-100m giving us £75p or so.

Worst case they throw on the Towel and are done with it .... £60m and 45p would be causing many to queue up.

We’re safe here ..... big news is on its way, got a big feeling there’s been a change of guard and a change of plan.

Someone .... whoever they are have been selling for weeks n weeks. We shall soon find out. Nice bounce back above 25p would be nice.

Malbright. Same here although I banked profits before I’m staying put this time. Have over 200k shares at around 10k loss currently.

Relax my friend, they will not let mka get to production and it will be over very soon as the takeover gets announced.

£30m for the comoany right now ? Lol at that.

At 21.69p

Let’s go. Something big is afoot here. I’m all in.

Scooby. I hope your name sake is not one for your intelligence.

If we had $3.6m at the end of March ..... what will we have at the end of July ? That’s another 4 months of working capital.

On top of that companies always have a pre-buffet of 6 months working capital in the bank unless they let it dwindle to the last few pennies and institutional investors hammer them on the raise by giving money at 40-50% below average price.

I do think a raise is needed but what I don’t get is who is selling and selling hard for about 4-5 weeks now.

I’m long n strong here but my sixth sense is telling me either we open up 50% on a banger rns ..... get taken over at 300% or raise at 20p. Down 10%.

I will take those odds all day everyday !!!!

Mate forget the EV here. Someone has been selling for weeks.

Normally I would be worried but I’m not .... yet. Can’t see how we have fallen so much from 34p to 22p.

It’s obvious that there is a huge shift happening here and something will give way here.

I’m buying more today. F it ...... we balls deep.

Amazed to see how easily we have fallen.

I’m topping up but will wait to see what happens next few days.

Makes it easier to be taken over with price falling but way harder trying to raise.

Let’s see what gives way.

I know some of you are shouting how cheap this is but wake up and realise sometimes it’s not as cheap as you think.

The quantity produced or sold may not take the world by storm as WE all predicted in the earlier run.

Market always knows the the clear fact is people / institutions are selling stock.

Production is one thing .... achieving sales another.

Croda deal with back up the sp fundamentally but I think some of you on here need to stop shouting from the roof tops .... it’s 55p for a reason. Biotechs are always risky and at anytime considering it was 60-70% effective roughly speaking ... it’s not like the majors will be lining up !!!

This will come good and I hope it does for you guys on here that helped me before and that are still holding but patience will be needed.

It’s plain to see that the next rns will blow away everything and cause a massive explosion to the sp.

Twitter gone silent, the price static and dropping, it’s like everyone partied hard at the main meeting and that mineral water done the trick.

There’s no way things have gone quiet behind the scenes, as we see late trades and big buys / sells being pushed through there is obviously a change of guard going on here and some big boys behind the wall ready to show face.

Watch this space chaps .... I give it until next week. Boom

Looks like my targets are coming in to play here.

Below £6 is certain and with a market sell off due I can see myself picking up shares around £4 if the market sells of 20% which is nailed on.

At £4 or so I’m all in. I mean all in. Everything !!!!!

Stebol. I understand our product is worth a lot but in a takeover you must leave some margin for the purchaser.

After all they won’t pay full value to get full value ... don’t make sense. Also what you didn’t factor was future prices could also fall as more RRE are found or tgeres new solutions created so all in all £100m is a good deal in my book.

Smithy. I’m content here. No dodgy location. No fraudster CEO. A real product. Uk based. They have a Uk contact number ...lol. That’s good enough for me.

You wana see some of the junk I’ve invested in over the years to learn where risk / reward is geared. Let’s see where we are after the next contract. Year end price £4+ with new contracts causing the sp to double.

I meant roughly £100m not £70m. 80p and they would accept.

I think if I was a betting man I would say the price is being held back waiting for that big RNS. There’s no way with that meeting recently that the US have not stepped in. I think they have taken out talaxis and in the process the company. Huge bet for a takeover to cone here. No way we will reach production. I think 80p or around £70m might just do it.

Is written all over this for tomorrow.

Huge squeeze coming up ..... with no news.

With news .... well let’s just say the Market will finally wake up.

Added 50k shares today. Got a feeling this will give a blowout rns. Rutile results being held back for a big reason.

Smithy. I really thought more of you, guess not. For starters Arrival increased their original order by 50% that endorses roughly £50m of our PCB components.

Then you have employment or arguably the most potent of people with Their last 2 additions that you think they all gather around for a coffee to talk about the same component ?

For me the Nissan deal is huge for the EV industry and in particular TWD, although we wouldn’t initially have the capacity to supply their 100,000 car production target I’m sure we can certainly bag a contract or 2 to play a small part of it .... which in turn means millions n millions in revenues n eventually profits.

If anyone can’t see the potential here then your free to go elsewhere with your money .... 2022 will change the face of TWD forever.

Read the report and am ok with it. TWD is 70% of my portfolio and will remain so. I am 80% cash so can always buy more.

The key here is future revenue, I think they should have announced the 50% increase order from ARrival in a separate rns.

We will come through the other side in a big way but as a long term holder and very enthusiastic about our project I want to see more contracts signed.

The US healthcare contract is way overdue. If we can get Atleast 1 or maybe 2 BIG ones by end of this year then the projections for FY22 will get blown out the water and substantial re-rate will begin.

Ps. Don’t forget the GKN order can drop anytime !!!

Contract in India ??? For how much ? £££££

When all the world is trying to get in .... good old RMS gets there first. Lmaooooooooo

Smithy. Funny how you see the 600k sell but not the multiple 100s. 250k and many other buys that exceeded the 600k.

Never mind. Each to their own. Wait for the contract to drop that’s way over due. US healthcare = boom.

Patience. Fella. Patience.

Trade. I understand what your saying 100%. Ofcourse there’s other techs out there but arrival increasing their order amount is more than enough to get revenues and profits soaring here. Another contract for the same amount in value will set the cats amongst some big pigeons.

Good luck to all who buy and sell.