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Genghis, cash will be limited, as it has always been with an expanding company as TGR., but 30,000 tpa will start to bring in considerable revenues. Let's listen into the Q & A AT 5PM.

Well done on KIST. I was in RRE and did not have liquidity when the KIST IPO came out, KIST will replicate the RRE experience, AA is as good as it gets.

Agreed, kept all my shares as I remain of the idea that the board will turn this around and deliver a deal as mentioned in the last CEO interview. Patience required.

Neavo, pleasure. If you use Twitter you can see where I invest under @Stefano_shares, basically a mix of listed and pre-IPO shares, such as TGR where I invested pre-IPO. I have done incredibly well over the years, but this year has been brutal. The important thing in this game is to have some diversification and survive the difficult years. Re TGR The main points to deliver on for me are: getting production to 30,000 tpa as stated, which seems on track, deliver the integration of the downstream in an accretive way, as should have happened 4 years ago, finalize the Mozambique deal if benefits are still there vs country risk, strengthen the board with some new NEDs, as Linconln Moore left earlier in the year. I do speak and communicate with Shishir often and should do so again soon as he is in London to see investors. He is incredibly smart but have mentioned to him that he needs to stay focused and deliver on the above key aspects. If he does, as I hope, shareholders will return as we all know that the upside potential is significant and in that case the price will recover, as seen today.

Reminder Q&A today 5PM https://www.lse.co.uk/rns/TGR/investor-meet-qa-session-g6kqh1gr8dw7tgf.html

Very good news indeed.

Fully agree. My medium term target is 10p but could go higher depending on news over time. Time will tell.

Clearly the shares have bottomed out and we are moving slowly higher which does not surprise me at all. On the ask the brokers selling at 2p have reduced to one ie can see another move up coming. Let's enjoy, but just the start imo.

Bought a first tranche this morning as I agree with Malcy's view that the upside is significant. Having soon, after debt repayment free cash in excess of $75mio or more (alongside an ongoing prodution of 8,000 bopd) does provide significant liquidity for a serious deal. Let's sit back and wait.

Very smart move to attract new large long term investments

Listened to the interview again and turnover from the recycling is expected at £9.6mio year 1, £28.5mio at year 2, £55mio year 3, £110mio year 4, £220mio year 5 with a small loss of £300k on year 1 and progressive profits thereafter. DYOR but this is a company which has the potential to revolutionize the recycling business and therefore buying before the licences are all granted and at this depressed level might prove very smart. All of the above without talking about the value of the mining assets. Alan talks about a 10p price target and if they deliver on the plans it's achievable. Let's wait patiently and DYOR

Thanks for sharing, time will tell but as mentioned before I think the growth in the recycling part of the business is what will drive the price of TM1 much higher.

Covering #TM1 https://twitter.com/Brand_UK/status/1548981615099105280?s=20&t=VWhDuWY1Qa0237sX9flkhA

Great, let’s take advantage of this opportunity.

Investor Meet Q&A Session



Tirupati Graphite plc (TGR.L, TGRHF.OTCQX) is pleased to announce that management will participate in a live Q&A session via the Investor Meet Company platform on Thursday 21 July 2022 at 5:00pm BST.



The session will provide an opportunity for the Company to give a brief summary of recent developments and then answer questions; it is open to all existing and potential shareholders.

Questions can be submitted pre-event via your Investor Meet Company dashboard up until 9am the day before the meeting or at any time during the live presentation.

Investors can sign up to Investor Meet Company for free and add to meet Tirupati Graphite via: https://www.investormeetcompany.com/tirupati-graphite-plc/register-investor

Investors who already follow the Company on the Investor Meet Company platform will automatically be invited.

Couldn’t disagree more. The recycling business will deliver exceptional revenue over the years to come starting this summer. Incredible buying opportunity in my opinion.

Agree with them that this can reach 10p, sit back and wait is the name of the game.

Agree. This will happen any day now or possibly in August. Been slowly accumulating.

I still remain of the idea that this is a massive top up opportunity and only possible due to the market backdrop. The recycling business will be a massive revenue growth part of TM1 from this year onwards. Patience will reward us as battery recycling is the place to be and we are one of the first.

In essence Optiva, not adding the indian downstream nor the Mozambique deal, ascribe a risked NPV valuation to Sahamamy and Vatomina alone of 112p on a fully diluted basis, being over 300% upside potential based on the current share price.

continued
Graphite Market Conditions. Despite overall global slowdown, graphite markets have been largely shielded from price shocks, due in part to the continued growth in Electric Vehicle production, as well as the broad applicability of graphite across an array of different sectors. In Q4 of FY-2022, Tirupati achieved its highest basket price to date of US$866 per MT, with demand for smaller flake graphite contributing strongly to this. Other parallel markets have also benefitted, with battery materials such as Lithium at all-time highs. The Company achieved sales of 2,662 metric tonnes of graphite within the FY-22 period, being 89% of the periods production. The difference is largely due to inventory lag, and management remain bullish that the market has more than sufficient demand to meet the Company’s expanding production profile. ? Target Price Update: Optiva consider it prudent to downgrade our Target Price in light of recent developments, though that does not detract from the significant upside potential still apparent in Tirupati. We are now using an ex-regulatory risked NPV, effectively zero-ing several prospective projects in favour solely of the currently operational divisions. This gives our risked NPV £126.2m, or 112p per share fully diluted. This is arguably a very stringent downgrade, as it also removes any prospective value for the Mozambique assets, for which it is considered highly likely by management that the regulatory permissions will be granted in due course. Management also continues to remain engaged for finding solutions for the proposed acquisitions. As a near term Target Price, we consider a 50% discount to the NPV a reasonable 12-month target, being 56p on a fully diluted basis, or an uplift of 137% from the market price at time of writing.

Important Notice Investment in this stock is subject to market and other risks. The value of your investment may go down as well as up and you may not get all of your money back. Past performance may be no guide to the future and the opportunities to trade this investment may be infrequent. This research material is a marketing communication and has not been prepared in accordance with legal requirements designed to promote the independence of research and is not subject to any legal prohibition on dealing ahead of dissemination. We do not hold out this research material as an impartial assessment of the values or prospects of the company. Research comment and recommendations have been independently produced by our research department unless otherwise attributed.