Member Info for 100notout

I personally think the recent fall is more to do with shorters than investors selling. The negative press is quite transparent and it's obvious who is backing the guff these morons write. It happens all the time, if you want to have a good understanding of how the city works follow Mathew Moulding from THG, as he is a CEO who is not afraid to tell the truth. It seemed quite clear in the last presentation that Bernard was of the opinion that the share price would rise, personally I would have more faith in what he has to say than some journalist whom has probably just received a brown envelope. Kod having a mkt cap of £100m is ridiculous and the patient will be rewarded in my opinion.

I think it's time for KOD to do a share buyback with part of the $17m they received and focus on Nielle. They should halt work on Bougouni apart from drilling until the Malian government approve the license in full. Perhaps then the Malian government may get a move on.

If he does have access to the full TC's, he would get into an awful lot of trouble posting sensitive information on here. He should either put up or shut up...

I think we will be getting a lot of negative rhetoric on here until Hainan put in their offer. I wonder if they would be happy to sell their share using the same valuation metrics!!!

It seems rather odd than the Canaccord have a 1.85 share price target. They must use similar valuation methods to myself. If posters on here think KOD is at fair value now, why not sell and buy into another company.

Imagine buying a 7 bedroom house with ten acres 10 years ago for £2m. Three years ago you got planning permission to build 10 houses on the land. Two years ago you get planning permission to build another ten houses on the land. Last year you manage to increase it by another ten houses.

Georges value of the house remains at £2m.

I quite agree, the valuation is compelling, that's why I continue to buy.

Have warned that there will be a mounting deficit for battery grade lithium by 2025. Permitting problems and local opposition in Europe are to blame. This bodes well for KOD.

I very much doubt Hainan will be selling their shares in 12 months. There is much more chance of them buying the other 17Bn, as you say it's chicken feed for them. Why would they want 51% when they can have the whole lot. It's just a matter of time.

I wonder if it's Hainan behind the fall as they would like the whole pie or perhaps Ganfeng as I'm sure it would be a great fit for them waiting for the news on Leo. Kod has been worked on to suppress the price. There has been an influx of new posters negating Kod which is another usual signal as things haven't looked brighter for Kod in a long time, ie being fully funded and having a 40% uplift in resources. I have seen this sort of action happen so many times.

That's not to mention the upcoming news on the gold projects. Bernie has his eyes open for other opportunities too. I feel Bernie is best served doing what he does best, sniffing out new projects like a beagle. I think now that the deal is signed and the money is in he can focus on doing this and let Steve manage Bougouni with Hainan.

It would be good to see a short squeeze here. The share price does not deserve to be in the 50's. At least I was fortunate to pick up a few yesterday and have continued today.

There has been a lot of disinformation on here recently so I urge new investors to do their own research.

Who is selling 3bn shares? Hainan can't sell theirs for 12 months.

With $117m just received, I wouldn't describe KOD as a scam.

Good news will come in good order. Don't forget the gold mines and the drilling campaign which is recommencing in a matter of days. Perhaps Bernie has a few ideas with regards to spending the $17m, for all we know he has been busy in discussions with other parties. We shall know soon enough.

It's not the first tree shake and it won't be the last. When the traders foxtrot off this should do very well.

Hainan obviously do. If they weren't confident of the price increasing they could have easily pulled out especially as you say the lithium price has fallen in the last 3 months. Kod is de risked now as they now have the funds. Surely the market was concerned that Hainan could have just pulled out considering the falling lithium price but they didn't. This is being manipulated but I have a strong belief that the tide will change. You carry on shorting and I will carry on buying.

I wouldn't be surprised if Hainan increase their holding. If they were happy to pay 0.5 before the resource update they must think that the shares are really cheap now. The resources are only going to grow. Give it a month or two and the topic will be at what price Hainan take out Kod. In my view they will want the whole pie. In some respects it makes you wonder who is shorting this...

I have been buying to and will continue to do so. I think the 40% increase in resources has been overlooked. They will resume drilling at the end of the month so no doubt we will see further increases going forward. They have an absolute huge area to find larger resources. This could be a monster.

Canaccord are obviously happy too as they wouldn't have increased their price target to 1.85. The price is just being manipulated at the moment but the tide will soon change.

They have increased their target to 1.85. Thats a bit more like it.

It would be better to see the spread a bit closer, 20% is far too large.

don't the naysayers look like total ****s? gla