Member Info for ARahim

in short when mll were counting the eggs. BA confiscated the hens. claver BA!!!

we have to get rid of the status quo that mll is bigger than kod, especially for those holding mll and bought in this idea.
both companies has different strategies: mll was targeting the wider market and aiming at proving resources and sell the project and leave. kod was not targeting the market as they have strong backer therefore they want for securing more resources rather than proving them. Now when BA say 'the major in west Africa' it was not a simple declaration that have no meat on it. BA said the first project in Mali then he stooped and said the major project in west Africa it was a clear confirmation of something we are going to discover soon. If SC confirmed this belief by injecting more cash it does not matter what mll has done, kod is holding more promising land.
the king is dead, long leave the king.

in west Africa? does this mean kod is now bigger than mll? is this why kod is offering mll a chance to catch up with kod?
the companies intend to negotiate an access agreement for the N'Kemene Ouest and Mafele Ouest concessions ("Bougouni West Project") that are owned by Kodal Minerals via the Bamabara option agreement.
this is what BA said, 'the major lithium mine in west africa'. lots of hidden staff!!
This is not open for counter attacks. We passed that stage.

the problem daza is that you are countering everyone on this bb to the point where no one is posting expect you and your mate bib. count your posts in the lst few days, I bet they are the majority here. I try to reduce my post but every time I find you and bid publishing **** the whole night I'll tempted to post again.

since you red hot daza, it is time for tempering. I don't want you to shatter into dust, you are always over the line of pessimism. Not every thing is black as you see it. BA is not necessarily bad. SC they are not opportunistic as you imagine. There are still some values in this world, Even the Malian government will not be willing to accept shady deals. Be faithful and wise when you invest.

why you are angry, you are invested in two companies and you don't believe any will be profitable. Aren't you crazy? Nothing could be positive in your eyes. You must see a psychologist.

as expected, you agree that you are useless.

daza since you are asking a lot of question, it is my turn to ask you some questions since you are mll holder. which one do you think will start production first kod or mll? and how this will effect the last MOU?

as I said before, SC is not likely to buy kod or mll, they are not the kind of company to be involved directly with digging and dust and all that staff. Probable they now working on the management side of thing, starting with synergies in the environment of both companies infrastructure, then may be an OTA with mll as well. They are planning to handle the sales of the staff and the buying of inputs and providing all or at least helping with finance. In this way SC will be a buyer, a supplier and they get the first slice of profit as money lenders. They will have the management upper hand to make things work 'coordination' to maximize use of resources. by the way sc is not limited to supplying china only, but this will be the preferred option as I explained in the previous post.
forget about samples, they always can approximate them from lab, and they have good experience from SM plant.

daza, the thing we know for sure is SM are operating a 2 million tons lithium concentrate plant + straggling fertilizer production business. that is why they are keen on changing to the new staff. SC does not trade on lithium staff only, they are supplies of input to chemical industries as well such as acid and other materials. are they able to finance or not? depends on their reputation in the market as there are banks who will be willing to help them if they wish to do so.
will they be able to take all output from kod and mll depends on the success of Chinese battery manufacturers. Chinese batteries will be always cheaper given the rate of wages there and the scale of production, assuming fare trade.

daza, stop this childish arguments. I am not bib.

daza, you can calculate this by yourself, How match cash SM were willing to pay to mll three years ago? what is the annual turnover of SM from trading abroad? how match margin they have to give to SC to build the needed cash for vertical integration with kod or mll for the last three to four years, including this year?

daza, this is a common practice in socialist 'communist' countries. as the gov does not allow transfer of hard currency abroad but under strict rules. most companies do have trading branches overseas to hold some of the profits there . they sell and buy through them to allow them to hold some of the trading profits there.

SC, is three managers not three sandwich bar workers. They are the trading front of SM, so they are managing a big pot of money overseas for SM. they can finance or easily help with finance of kod production. Yes they may not be willing to buy kod or mll, this is a good news, as we don't have to worry about cheap TO, but they have to be in it to win it. I don't think the OTA will hold if they stay back and watch for long. They have to be active and participating. Mali lithium is a good quality and there will be high demand on it.

miserable trading patterns, some are trading for the value of a grab, a tuna sandwich or a beer. 0.1% on a small cash amounts!! Some people are cutting their teeth on kod shares. sit and watch. as the number of trades dwindle and good news consolidate.

given that at sp = 0.05p, capital is £5m
at sp =0.18p, capital will be £18m
at sp =1.8p capital is £180m
so if kod sp is 1.8p profit of $180 will generate 80% return on each share given the difference between $ and £.
sp has a long way to go in case we start production.

No, they are not from thin air. sp was at 0.2? before risk of drying out settled in that will be offset by confirmation of SC backing if the funding is a loan 'which is higly likely now given the sp level', if it is not a loan then it may be a bit lower say 0.13p, the next price 0.60 + , will come as a result of confirmation of plant finance, it will reflect the expected income from production 1-2p discounted to 0.60 + as we are not producing yet. the price may increase or decrease according to news from the plant progress.

good finance news, say 1 m to bridge the gap between now and financing plant would easily send sp to high twenties ~ 0.2?p.
financing the plant could get us higher than 0.60p. it is only weeks and months now.

I must disagree, this increase is caused by BA smile.

lithium stocks are racing up again.
https://tradingeconomics.com/commodity/lithium