リ・サイクル・ホールディングスに関するコメント

MladenSpajic : for that reason Glencore ensured more influence with the march convertible bond $75 Mio. and operating influences. Tim is out as consequence of the Rochester bump. wait for the annual meeting May 15 for good news on the topic

MladenSpajic MladenSpajic: in general li Cycle and redwood metals are in a opening market for recycling. the local governments have set up laws that lithium batteries must be recycling and put into new ones. this is in Europe the case and li cycle collected in February a special loan in Germany for another $80 Mio. as they met the requirements at the factory.
My belive is Li Cycle will sort out the issues with the Rochester Hub this year as it is the cash machine in refining the metals with the main margins in it.
The story with Li Cycle can go either ways. but just as a penny dreadful is all about.  ups and downs,  tragic and enlightenment. ..
they can fail and all are losing including the big shots Glencore, LG Chemical, Koch Industries with their   $ 600 Mio investments.
they can develop to the paths of Amazon or Google long run  
let's be patent with the crew as we all had to learn and evolve from our failures to become to who we are today: great people
God bless your investment with as such belive in it

JoShrio : Expansion needs to be moderated to preserve capital. Another company $プロコア・テクノロジーズ (PCOR.US)$ did expand aggressively to asia and yet they shut down the whole Asia operations as it is unsustainable. Customers from asia who sign up their solution ended up with lousy support and faces unreasonable price increase from procore.
Very soon customers in Asia will drop procore and seek alternatives

shifter : yah I bought in at 1.16
wondering if it will come back