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TM1 Technology Minerals Plc

0.625
0.00 (0.00%)
03 May 2024 - Closed
Delayed by 15 minutes
Technology Minerals Investors - TM1

Technology Minerals Investors - TM1

Share Name Share Symbol Market Stock Type
Technology Minerals Plc TM1 London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 0.625 08:00:00
Open Price Low Price High Price Close Price Previous Close
0.625 0.625 0.625 0.625 0.625
more quote information »
Industry Sector
GENERAL INDUSTRIALS

Top Investor Posts

Top Posts
Posted at 18/3/2024 19:26 by researchguru1
FROM THE LSE BOARD (SM1):

A Prolonged Bull Case

Whoknowswhy, if the stock market was the perfect arbiter of value, then anomalies such as the soon-to-be Recyclus Group (TM1) just wouldn’t occur.

The reality is, the stock market is often wrong, and sometimes very wrong. The reasons can be many. But human psychology and poorly informed participants are often the causes.

This is not always a bad thing as it creates substantial opportunities for the astute investor.

So, what’s the compelling story here?

Recyclus is the UK's first, industrial-scale lithium-ion battery recycler leveraging next-generation recycling technologies. Targeting a £5bn global opportunity, the company is making significant progress on several fronts as it continues to benefit significantly from its ‘first mover advantage’ position:

• Industry-renowned and highly accomplished Chemical Engineer, Anwar Sattar (PhD), appointed Scientific Director for the company – January 2024.

• £5.0 million bond facility secured with CLG Capital LLC – January 2024

• A significant commercial agreement with Servicesure Autocentres (600 independent auto centres in the UK) to recycle their waste Li-on batteries – February 2024

• Teams up with the UK Government to explore commercial opportunities for both its Li-ion recycling plant and its award-winning mobile solution in India, the world’s most populous country (1.4bn) – March 2024.

• A significant commercial agreement with Beryl (300,000 e-bike and e-scooter users) to recycle their waste Li-on batteries – March 2024


And further anticipated milestones include the following:

• Proposed RTO transaction expected to be completed in early April 2024. The Company's name will change to Recyclus Group PLC. Prospectus for shareholder approval to be circulated imminently.

• Game-changing update on the company’s application for a TFS (Transfrontier Shipment of Waste) licence to export Black Mass (contains battery minerals such as lithium, manganese, nickel, and cobalt that can be reprocessed and sold back into the battery supply chain) which is a potentially significant revenue stream for the company. And on this point, the company has built a significant inventory to boot.

• Commercial activity is expected to commence at the company’s lead acid battery recycling plant in Tipton in March/April 2024.

• Game-changing update on its partnership with the UK Government on potential opportunities in India. Any commercial agreement in India, for mobile phones, will potentially advance the company’s market cap considerably.

• A progress update at its Leinster Lithium Project.

• Further significant commercial agreements.

Thus, despite its huge potential, TM1’s market cap stands at a mere £16 million, representing a glaring undervaluation in the market.

AIMHO.

.
Posted at 07/8/2023 09:29 by arsenal162
Just posted this on LSE as I don't think a lot of posters on there really get the financials of the company. Posted here in case anyone want to refer to it or critique it.To help investors/new investors, I've created this post to explain the structure of the company and the potential revenues/profits.Important : this is only my understanding and happy for anyone to point out any errors.First, I believe TM1 is the group holding company which is listed on the main market (not AIM), and there are subsidiary companies for the various other activities like recyclus, Halo boxes, mines etc. Recyclus is 48.5% owned by TM1 and the balance is owned by Robin/Alex and some other people. There was an RNS dated 19th Oct 2022 which details the plans for TM1 to acquire the remainder of Recyclus via issuing another 921m shares. Assuming there are 2500m shares (after the recyclus deal completes), then at 2p/share, this would value the company at £50m (simple maths).There are currently just over 1,500m shares issued for TM1 and with the additional 921m, that will take us to 2,500m (near enough to not worry about). At 2p per share, this would value TM1 at £30m or £50m (post the recyclus deal). I have heard that they are about to start the process to complete the aquisition again shortly - no idea how long that will take.I don't believe any of the above is contentious nor challenged.Next, there are four main activities for TM1: Mining assets. Lithium recycling plant(s). Lead-acid recycling plant(s). Halo boxes (safe transport of lithium batteries).I will only focus on the revenues/profits from the lithium plant. It's known that they are in a ramp-up phase on the lithium plant and that may take another few weeks/couple of months. Frustrating, but it's going well from what they've said so far. It's also known that they will process roughly 8,300 tonnes of feedstock in a year on a single shift of 40 hours/week. The EA permit allows 22,000 tonnes p.a. although this could be varied by applying for a license variation. They want to expand that to multiple shifts (I'm assuming at least 24hrs x 5 days) but that would need the variation. This would allow 25,000 tonnes p.a. (24 x 7 would allow 33,000 tonnes of feedstock).So revenues (figures are from the Roast interview https://www.thesundayroast.net/podcast/episode/506a1bf4/s5-ep42-sunday-roast-featuring-technology-minerals-lsetm1-tm1-genf-vrs-chll-prem-cel-ciz-bsfa ).Bear in mind that they know the gate-fees are likely to diminish and the disappear in the future, so the plant must be profitable without gate-fees.Gate-fees (feedstock) 8300 tonnes p.a. Price range is £1500/tonne to £4500/tonne. This equate to revenue between £12.5m and £37.4m Assume £2500 as an average of the gate-fee. This equates to £20.8m gate fees.Black mass - 5000 tonnes p.a. Price at IPO was £3500/tonne. Current price is £5000-£6000/tonne. Let's assume an average price of £5500/tonne.£3500/tonne revenue £17.5m £5500/tonne revenue £27.5m.So expected turnover, assuming £2500 average gate-fee/tonne and £5500/tonne black-mass is: £20.8m + £27.5 : roughly £48m.Next is profit (which is the important thing to value companies - PE ratios).The gate-fee should be viewed as pure profit (as it's accepted it won't always be paid). The change in black-mass price from £3500 to £5500 (mid-point) should be viewed as profit. I'll assume an operational 30% profit on the black-mass at £3500/tonne (the 70% will be to cover all the costs of operating the plant, wages, etc.)Gate-fees : £2500/tonne = £20.8m Black-mass price increase : (£5500 - £3500 = £2000/tonne increase) * 5000 tonnes = £10m Black-mass : 5000 tonnes * 3500/tonne * 30% = £5.3m.Potential gross profit of £36m.From this potential profit, I have no idea how much we be invested back into new plants, mines etc. Also, the black-mass price is volatile as it's based on the market process, so it could go down, although they don't see that as a short term issue.Let's be cautious and say we get £25m profit from the plant in a full year.
Posted at 16/5/2023 18:00 by hedgehog 100
There are signs that investor enthusiasm for battery stocks is returning:-

Ilika (IKA) has recently made its first customer shipments of its stacked Stereax® M300 batteries from its UK manufacturing facility.
And it's share price has c. doubled this year, from 24.25p to 48p (market cap. c. £76M.)

11/05/2023 07:00 UK Regulatory (RNS & others) Ilika plc First Customer Shipments of Stereax M300 Batteries LSE:IKA Ilika Plc


And from a 19.4.23 ARA video interview:-
"... The sectors that we're particularly interested in are in energy storage generally, but particularly in battery technologies. ..."


Aura Renewable Acquisitions (ARA) 6p Market cap. £630K. Cash c. £800K.
Posted at 03/5/2023 17:11 by solartech
Yes, fund managers and institutions are not allowed to invest in penny stocks. Many retail investors also find penny stocks repulsive. But potential penny stocks can make one very rich. My 5 cent a share investment in a mining explorer in the Golden Triangle of British Columbia, Canada having big gold and copper reserves returned me CAN$1/2 million for my early retirement in a buyout by a mining producer at CAN$2.45 a share.
Posted at 02/5/2023 07:24 by apfindley
Is this rns even newsworthy????Or is it just another 'trying to get noticed' rns to gather investor attention.
Posted at 20/4/2023 19:39 by raleigh43
Well here’s a piece of after hours news. Jonathon Mark Swann now owns 7% of the company. Who he? The recent hi net wealth investor?
Posted at 12/4/2023 11:26 by raleigh43
It will certainly head that way soon enough.
And over time far higher.

I think that the company should produce more easy to understand videos about recycling batteries. This would bring more retail investors on board.
Posted at 13/1/2022 11:11 by kenwrong
A good article, didnt know that Tesla would use so much nickel! "the boom in demand for battery metals such as lithium, nickel, copper and cobalt have seen prices per tonne rocket, but regardless a much bigger problem awaits EV manufacturers”

Technology Minerals “Just over one month in and Brundle, Stanbury and their team are already setting an impressive pace, with both retail and institutional investors enthusing over the group’s strong and unique fundamental proposition”

hxxps://www.branduk.net/technology-minerals-recycling-blueprint-for-the-ev-and-battery-industry-a-racing-certainty/
Posted at 17/11/2021 15:27 by hedgehog 100
"TUESDAY 16 NOVEMBER 2021 12:33 PM
UK addressing the EV battery recycling ‘elephant in the room’
... UK-based Technology Minerals is developing the UK’s first listed (IPO London Stock Exchange 17 November), sustainable circular economy for battery metals, using cutting-edge technology to recycle, recover, and re-use battery technologies for a renewable energy future. The Group owns 49 per cent of battery-recycling business Recyclus Group Limited. ..."



This was originally going to be an RTO into STHP, but it was aborted:

01/10/2021 06:00 UK Regulatory (RNS & others) Stranger Holdings PLC Final Results LSE:STHP Stranger Holdings Plc
" ... The Recyclus Group Reverse Take-Over transaction has been terminated due to the non-performance of Recyclus and their directors and principals. We have lent Recyclus substantial monies to assist in the development of their business prior to the re-listing of the combined group. Recyclus have abandoned the transaction leaving us with loans and investments made to the company to repay, from investors introduced by them and their directors and principals. The company has received substantial further advances from the bond, which have been onward advanced to Recyclus, for which they had assumed responsibility for the servicing and ultimate repayment of the bond. We have engaged lawyers and sent a letter before action demanding the return of these monies together with costs and interest, and the costs of the aborted transaction. There is no guarantee that we will be successful in the claim but we are advised our claims are strong. ..."

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