Member Info for 100notout

That's a good enough reason to cut the interest rates then.

I think it's going down the path of automation. Surely this is what the excitement is all about and the reason why many invest in THG.

Let's hope spod goes up as quickly as it came down. This will start to look ridiculously cheap soon as the resource increases.

There is a huge variance between the share price and the value of the company. Hainan will know better than anyone else what KOD is worth but what they are willing or want to pay is another matter. Canaccord 's last valuation was 1.85p back in mid November admittedly the lithium price has fallen since then but I can see it rising above that price when Kodal are in production. We should be getting a few resource updates and if we get to 50mt or above this will increase the value. The gold price has been increasing and any positive news on the gold projects is another catalyst to drive the valuation higher.

Unless Hainan offer a fair price I can't see Bernard or shareholders accepting as KOD has a bright future. I don't think its outlandish for Kod's price to increase to over 3p in the coming years. So why would shareholders want to sell for 1p or thereabouts now.

While they are at it couldn't they get rid of their investor relations team as they don't seem to want to engage with private shareholders. If they only respond to institutions surely the company secretary could carry out this role.

It seems quite ironic that Fosun are increasing their investment in Hainan but Hainan aren't increasing in KOD at these very low prices. With the latest presentation and hopefully bottoming lithium prices KOD should rise. I doubt Bernard would recommend shareholders to accept an offer unless it represented a fair value, 1.5p at the very least.

Barker continues to buy albeit a modest sum in the latest RNS. It would be great to have a VW/Porsche situation happening here. It certainly could get quite interesting.

Laverda,

'But, for Kodal, it doesn't need to transfer, we are fully permitted and can mine as we are. For Hainan it does need to transfer so they have a JV arrangement and not just a lender of money with an offtake.'

This is what I'm getting at from Hainan's point of view because as I see it they are just a lender with an offtake until the transfer. The only way of securing Bougouni until the transfer is to takeover KOD.

I think Bernard should be having a chat with his brokers as there has been no RNS with regards to holdings and look how many shares have been traded since the funding completion. This is not down to a few aim punters selling.

Perhaps you may come around to my logic that Fosun or a subsidiary is shorting KOD. They might get a bit touchy if the licence hasn't been transferred as taking over KOD may be the only way to resolve the issue as then there would be no need for a transfer. It could get interesting if another player were to become involved.

Even if we get the monster raving loony party in they could do a better job. They propose to; With Government helped finance, AstraZeneca should buy out Pfizer, then, as we would have the rights to Viagra, the economy may stay up longer.

Redundant Red Phones boxes will be converted to bijou accommodation to ease the housing shortage. We propose to prevent identity theft instantly by calling everyone Chris.

All political and electoral leaflets will be printed on soft paper so that it may be recycled in the appropriate manner.

Anyway you get the gist. At least their ideas have some common sense although rather comical.

Well lets hope he continues to buy more.

Even the news on here is wrong.

Asos PLC - London-based online fashion retailer - Camelot Capital Partners LLC, closely associated with Non-Executive Director William Barker, buys 17,500 shares at GBP3.65 each on Tuesday for a total GBP63,800. On Wednesday, Asos reported Camelot sold 474,000 shares on Monday for a total GBP1.7 million. Camelot now holds 17.2 million Asos shares.

It clearly states that the shares were purchased in the RNS. Nothing like a bit of fake news for the shorting brigade.

I don't think you will get a short ban in the UK under the current government, even Rishi was a hedge fund manager. They will probably be out this year so we could see a change soon. I'm sure the labour lot would love to go after the hedge funds. I have had conversations with many conservative ministers and they all toe the same line with this matter. I won't be voting for them after many years of support.

ASOS is one of the most shorted stocks on the lse. If I were them I wouldn't want to be shorting it now with the likelihood of a bid coming in the prevailing months being a real possibility. All three major shareholders have been adding to their positions. They have a much better insight to whats going on than the hedge funds. I doubt there is much to make on the downside at this level but if a bid came in north of £10 they would be out of pocket.

Barker will be the first port of call if Polvsen or Ashley make a move. It could make sense for either of them to make a paper bid instead of cash. I wonder if Barker would be on board for that!

Same will be happening with the PGM miners soon. Elections will be on this year in SA. The miners are already cutting jobs, much to the dissatisfaction of the unions, it won't take much for them to start stirring the pot up as they did in 2012. I think there will be long protracted strikes and a lot of burrnin and a lootin... Then you will see a big reversal in the price of PGM's. Anyway if it does play out it would be a catalyst to send the lithium price back up to its dizzying heights.

Very timely broker update by UBS with a 380 target. What a lot of tosh, they must think investors are really stupid if they can't see through this. The transparency of these clowns is quite something. I would follow the money, in this case Barker.

I doubt it will be on the market in two years as I suspect it will be taken over in the coming months. The Curry's situation has probably nudged potential candidates to make a move.

There is a potential here for a massive short squeeze as the total amount will be way higher than the reported 5.5% as they are the only ones above 0.5%. Ashley has built up a 25% stake and the price has flat lined. That's not done without a lot of shorting. I reckon the true position of the shorts is way over 20%.