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kmlondon - yes, that makes sense. I guess therefore my shares will form part of the HSBC holding. So that would mean some companies listed as big holders may in fact just be popular retail investor platforms with many combined individual holdings, rather than pension fund providers or 'institutional investors'.
Sharepad lists David Christian Steinepreis as holding 5.4122%. The last entry in the Dealings history is, however 26.8.21, so wouldn't like to treat that as up-to-date either.
I assumed that references to e.g., AJ Bell and IG Group are the amalgamated holdings of their retail holders (such as me). Pure speculation on my part.
Interesting list George2244. Presumably that only refers to public companies/investment trusts and not private individuals? There will be a few members of the public that would otherwise be on that list (unless their holdings are part of the companies listing, for example where HSBC runs the share dealing account of an individual?).
Does anyone know if private individuals' holdings would ever be published in such a list, or is that prevented due to privacy rules (eg GDPR)?
Hello
I wonder if this Kodal Minerals shareholding structure is up-to-date (on its website KODAL does not care about the current data
The following data is from https://simplywall.st/
Data probably as of 09/21/2021
Anyone knows what it is like with the current shareholding structure for January 2022
greetings
Top 25 shareholders own 52.88% of the company
Ownership
Name
Shares
Current Value
Change %
Portfolio %
14.47%
Suay Chin International Pte Ltd
2,290,471,568
£7.2m
0%
no data
10.05%
HBOS Investment Fund Managers Limited
1,590,737,164
£5.0m
39.13%
0.05%
5.69%
Interactive Brokers Group, Inc., Asset Management Arm
901,104,462
£2.8m
28.71%
0.12%
4.87%
A J Bell Holdings Limited, Asset Management Arm
771,777,057
£2.4m
75.06%
0.03%
4.49%
Barclays Bank PLC, Wealth and Investment Management Division
710,403,999
£2.2m
19.65%
0.03%
2.84%
IG Group Holdings Plc, Asset Management Arm
448,965,786
£1.4m
27.02%
0.14%
2.13%
HSBC Global Asset Management (UK) Limited
336,780,991
£1.1m
45.18%
no data
1.4%
Bernard Aylward
221,007,656
£696.2k
0%
no data
0.97%
Robert Wooldridge
153,723,858
£484.2k
0%
no data
0.84%
Jarvis Securities plc, Asset Management Arm
133,073,141
£419.2k
-13.47%
0.02%
0.84%
Equiniti Group Limited, Asset Management Arm
132,879,626
£418.6k
-33.89%
0.02%
0.82%
Fidelity International Ltd
129,203,974
£407.0k
451.26%
no data
0.56%
Puma Investment Management Limited
88,879,647
£280.0k
2155.69%
0.18%
0.49%
Ramsey Crookall & Co Limited, Asset Management Arm
77,944,963
£245.5k
0.9%
0.1%
0.45%
Charles Stanley & Co. Ltd, Asset Management Arm
71,216,344
£224.3k
-28.87%
no data
0.41%
Bambara Resources SARL
65,451,616
£206.2k
0%
no data
0.36%
UBS Asset Management
57,435,278
£180.9k
20.91%
no data
0.28%
Redmayne Bentley LLP, Asset Management Arm
43,565,000
£137.2k
31.92%
0.02%
0.19%
Riverview Corporation Pty Ltd.
30,600,000
£96.4k
0%
no data
0.17%
Peel Hunt LLP., Asset Management Arm
26,777,785
£84.4k
247.28%
0.03%
0.16%
Matlock Geological Services Pty Ltd.
25,516,320
£80.4k
0%
no data
0.11%
Barclays Investment Solutions Limited
17,473,808
£55.0k
0%
no data
0.11%
Hedley & Company Stockbrokers Ltd, Asset Management Arm
17,186,027
£54.1k
0%
0.07%
0.11%
Saxo Bank A/S, Asset Management Arm
16,740,320
£52.7k
0%
no data
0.081%
Canaccord Genuity Wealth (International) Limited
12,860,000
£40.5k
62.78%
no dat
Then hand it over to Bradda Lithium to move it on
5 years for me.
I'm expecting a massive increase in our in ground lithium value.
Dear oh dear proof read please
Why can't lse allow you to delete a message and start again.
Especially after a wee red
Wishful thinking on my part Daz, I'm just hoping the RNS is beyond all expectations.
The 64K person or persons may know more than us.
You never know.
Good luck all
YNWA
GOOD LUCK ALL
YNWA
A deal is the only thing that will send it to too new highs that and a possible MT upgrade. Everything else is heresay until money is put on the table.
I have got to say I was a bit dissapointed with the sp when the licence came, but by November the licence was already old news. The reassessment of the available resource and monetary value, is uncertain, therefore "new" news and a potential attraction for investors, takeovers etc.
I know it sounds as I were ramping it up, but...if you think it thorugh it makes complete sense
After today´s flattish session I can see this warming up a little bit until the promised RNS drops within the next forthnight. As many have mentioned reassessing the resource value with updated prices and spod 5, could be prompt unprecedented raise -traders permitting- anything from 1 to 3p could be on the cards, similar to Alien Metals in October 2020. Liquidity at those levels may be an issue, but it is either getting on board now of watching it from the outside with sadness.
Payday is close, thank god
Hi Judge, quite right. I'm looking forward to reassessing the potential costs (and income) from the new feasibility study, will gladly post here after the next RNS. Lots of unknowns, but where we were on for about $500m profit on $680/t, I'll be keen to see what BA et al expect from additional Li yields (as lower concentrations become economically viable).
I'm in for at least 5 years, as this is a play to tie in with other significant years in my life, I certainly won't be selling early, just because it has 'doubled' in value.
DYOR, etc. and good luck to holders.
Paris
I wouldn't agree with a leaky call as such. If a RNS does come this week its been promised ! Lol however.
Whats interesting is price was dragged down until this popped at the end to bring it up. Trying to fill the buy order ? Me thinks.
Very interesting Daz, as Barry Davies would say.
Something leaky or someone with deep pockets and a good eye for a bargain
COME ON KOD
GOOD LUCK ALL
YNWA
I must say a 64k buy into close is interesting.
Nice 64k trade popped up
Hi Ghoti,
I appreciate you posting all if that. As minor as it may be you havnt updated your C1 costs.
You've also not taken into account the fact that a JV partner will be taking a portion of the revenue.
I would be happy with 10x from here and take £500m :)
Ffx have a x5 lithium sized project (funded nut not producingcurrently )and a operating gold mine in same areas as kodal MC £500mil
...... 1bil ? Never im afraid.
I think shorter term, ie this year or the next, a mcap of £500m is probably as good as we get. The problem we have about going by expected profits is that the mine is in Mali and its not exactly stable out there, so that risk will always lower the value. Still, that rise would be 10x current share price, or a 1000% increase, so there's a hell of a lot of money to be made.
Previous RNS did state that an update is to be expected by the end of January. With BA recently in Mali (possibly still there, who knows?), i can only assume that progress is being made. Hopefully the new feasibility study really makes people take notice. A fully licensed project with potential to 10x or 20x an investment will make for some crazy volume.
Hi Judge,
I posted this in early December, could it be a 20x bagger? I think so:
The feasibility study from 2020 highlighted the following:
1.94Mt of spod 6% available
Minimum 8.5-year mine life
220,000 tonnes of 6% spod per annum
Price of $680 for spod 6 quoted for calculation
Revenues exceed $1.4bn
Costs are $466 per tonne
Turning that into a calculation:
Revenues = $680 x 1.94Mt = $1.4bn
Costs = $466 x 1.94Mt = $900m
Net profit = $500m
Naturally, the price of lithium has gone up significantly. Not only that, looking at firefinch’s updated feasibility study from 6th Dec I think we can expect a higher overall tonnage of lithium ore as spod 5 becomes economically viable.
Firefinch have a lithium mine 94km away and updated their forecasts from 2.3Mtpa of Lithium ore to 4.0Mtpa of lithium ore, a 74% increase, presumably being made up of spod 5 ore. That would give KODAL an expected total tonnage of 3.3Mt, up an extra 1.4Mt.
If we use the new price of $978 (as Firefinch quoted on Tuesday), that would give KODAL’s Bougouni mine some numbers like this:
Revenues = $978 x 3.3Mt = $3.2bn
Costs = $466 x 3.3Mt = $1.5bn
Net profit = $1.7bn (an extra $1.2bn)
Naturally, if they use something closer to $2k/t for Li then the profit would look more like this:
Revenues = $2,000 x 3.3Mt = $6.6bn
Costs = $466 x 3.3Mt = $1.5bn
Net profit = $5bn
The cost of extraction is likely to go up, as they look to get at harder to reach or lower concentration deposits, but the price rise in Li has massive implications for the overall profit OF THE BOUGOUNI MINE alone, not withstanding the additional concessions KOD have secured in the area, or any of the gold deposits.
Currently the company has a market cap of £50m. Even a 10x increase in the share price would value the company at just £500m. A 20x increase would value the company at £1bn. Is that unreasonable in the long term?
I fully appreciate this is a ‘rose tinted view’, but interested to hear where people think the maths is flawed.
Mercedesman, have you looked at the profit on 1.94mt of spod? 1.5 to 2p maybe but 20 or 30 x is not really on the cards with the current information unless this gets ramped to high heaven. Have you looked at the profit from 1.94mt of spod?
Ghoti personally i h e an expectation of 200-300m , or 1.5-2p
That said, i made that calculation when Lithium was much lower, we could be on to a GGP style 20-30x here….. IF you have the patience, and the nerves to ride the dips for the next 1-2 years.
So many people bought GGP at 1.5p and sold at 3,4,5p happy with a 100-200% return. When another 12 months would have netted them 3800%
Thanks Daz, see you there.