Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
@AndyOzwald
Pretty much sums up my thoughts. The mining assets aren’t reflected in the mcap at all IMO, but the true value of the recycling business isn’t either. For example, the mine in the US has a value to TM1 of £8m as they sold a 10% stake for £900k.
I’m optimistic that over the next few years, one or more of these mining assets will add significant value to the company. Hopeful of news shortly from Ireland in terms of JV/partnerships for the lithium prospect.
Many investors are only interested in the recycling and ignore the upside here.
So much for the doom-monger and sub hitting 2p, or even ’testing the gap’ at 1.5p :-D.
Volume seems better today and the larger trades appear to be buys.
The 30% margin is on the lead-acid plants (from the Roast Podcast).
The lithium plants will be higher, however I don’t know if that is based on the fact we currently will get gate fees and that the black-mass is higher than IPO projection.
Personally, I think the lithium will always be higher than lead-acid, even without gate-fees and if the black-mass price drops back to £3500/tonne.(Which seems unlikely if the drive to electric keeps going).
@DrRunner
Me too. I’d definitely take the opportunity at sub 2p to move funds around and increase here.
We’re 4 weeks (not 6 as one idiot keeps saying) from lithium plant starting operations.
Might even get news earlier if they agree a contract with one customer for the next 12 months output of black-mass.
Don’t see the logic in trading this as news could drop anytime.
@LT-Investurr
No need to apologise.
They are just my figures but I do think they are a reasonable stab at profitability going forward.
Also, my figures exclude halo boxes, lead-acid plant, mines and any OEM deals which may be done.
You’re right though-this will be a very profitable business and most investors haven’t appreciated that yet IMO.
I posted some figures in regards to the lithium plant operating a single shift based on the recent Roast podcast.
That thread is on the 2nd page now.
There are 3 things to understand in regards the lithium plant revenues/profits.
1. The gate-fee is pure profit as this will eventually not be paid when competition increases.
2. The black-mass figures expected at IPO were £3500/tonne.Currently, they are between £5000-£6000 per tonne.Assuming average of £5500, the additional £2000 must be profit too.
3.I estimated the same profit margin on £3500/tonne as they forecast for the lead-acid plant which is 30%.
If you find my figures, that should give you an understanding of the expected profits.(Well, based on my calcs which other people also feel are reasonable).
Hope that helps.
Fact-check for Hardcore.
At 8:51 today you posted this. You’re a failure at trolling too.
“Unfortunately Chain this is Aim and without any news for the next 6 week the sp will fall lower.”
Crawl back under your rock eh!
I'm contrarian on whatever Hardcore posts.
He says buy - signal to sell.
He says sell - signal to buy.
Follow that guys and you'll be rich ;).
Yep, below the mid-price.
Not expecting much action now until the operations start in 4.5 weeks. That will hopefully generate more interest.
Not discounting some news on the battery boxes nor mines though.
Also, maybe the recyclus deal will get completed over the next few weeks which will help.
Wow, you’re invested in a company and don’t even know the basics about it.
Try doing some research and not just posting wild SP predictions.
It will be available later/tomorrow on youtube.
They usually are.
Bounced this for any new potential investors.
@MooPoo
Huge difference between realism and trashing the share price.
I’m very positive about TM1, I’ve posted figures which back up my reasoning.
That’s much better IMO than some m0r0n making wild predictions based on BS.
Hey @hardcore1.
Another great prediction pal.
Keeps your rate at 100% (failure rate BTW). Lol
IMO, the next catalysts are:
1.Lead-acid variation license.
2.Start of operations at lithium plant..
3.Recyclus takeover completion.
I don’t think full license will be much of a SP driver.
Based on the recent Roast podcast where they discussed a portal for selling black-mass, I don’t see deals for offtake (just my opinion).
They could be discussing the licensing of their technology for car companies/giga factories to allow on-site recycling as this has been discussed too.
Maybe news on Halo boxes could happen.
News flow will be steady through the next few months though.
Sorry to hear that Bluesky.
Yep, we had some banter but that’s all it was.
Hope things sort out for you and you managed to exit in profit.
Hopefully you can buy back in in future.
Should be OK as there's been quite a few new members join so it appears fine.
Copy/paste the text into notepad, remove ALL spaces and then use that string as the link to telegram.
https: // t .me /join chat / Zg0raSxQbT85Y2Fk
Remove the spaces from the link.
LSE hides links for some reason.
Do you use telegram?
If so, you there’s a telegram group which you’d be very welcome to join.
Happy to post link here.
It’s a decent crowd in there.
@Swanny
Wow, you-lucky bugger haha.
I hold 14m from pre-IPO, IPO and subsequent buying.
I know another investor with over 20m.
I thought we were doing well :).
You’re going to do very well here IMO. I’ve made several posts which outline my views on the scale of the potential here, but I’m sure you’re very aware of the future prospects.
You may not wish to answer, but are you the person who invested recently which allowed the Macquarie bank facility to be halted?