Member Info for Bfdinvestor

The Oracle has spoken

More Johnny Vegas than Delphic sadly

George/humster

Funnily enough I was also thinking this morning that Bernard may be indicating that the floor price will be 930, although it wouldn't be a particularly Bernard like thing to do.

I do think the floor price will be substantial because kod and the government both know that Hainan profit from not only spod profit but also the downstream conversion into Li.

So Hainan can wear a floor price that is substantially above spot and still make a good profit

Good to see Lav in the midst of all the troll stupidity

Amazing that the mods haven't done more about it

There is a glaringly obvious answer to your question about 2 RNS from over three years ago Bloggs, but I've no interest in discussing it with you.

The focus needs to be on the present and future, both of which look good

Bloggs I've zero interest in your attempt to pick an argument or futile attempts to discredit the company

Run along now

Nobody on here is interested or can answer your question

Take it up with Kodal.

I'm interested in the present and future, both of which look exceptionally positive

Bloggs you are the only poster obsessing about an ancient feasibilty study

Actual investors are interested in the present and future.

Both of which look exceptionally positive

For reference ivenoidea the price of spod is forecast to be way closer to 2000 dollars than 1000 dollars by 2030

So after saying that you didn't post a 1000 dollar price prediction for 2030 onwards you are now admitting that you did. But apparently it is Bernard's fault!

Too thick to remember your own lies I guess ivenoidea

Good to see you living down to your name per usual

Ah the joy of the filter button, Spidey has never looked so good

So you didn't post this then ivenoidea?

The flotation won't be online until 2030 at which point it's predicted the price will have stabilised around $1k,

Badomen you seem to forget that the OTA is a three way agreement not two way. The government own 35% of Lmlb. What do you think would happen if Hainan decided not to pay?

It's strange that you are stating a legal document has been breached when you haven't seen that document

It may well be that the original RNS could have been better worded, but if that is the case then Bernard has corrected it by stating that an invoice has been issued. If you have ran businesses all your life, then you will know that this is the correct legal process to follow.

Not sure why you are trying to create a mountain out of a molehill

Ivenoidea, every interview I've seen states 2026 for fid.

But even if it slips into early 2027y why would it take the best part of four years to deliver?

I see you are avoiding the comment you made about prices post 2030 stabilising at 1000 dollars

Presumably because you know how stupid it is.

Strange how the trolls vanished when the sp went up, a little drop and they are back with their strange fetishes and bile

Equally strange how they don't post anywhere else, not under these log ins anyway

Sad halfwits

No problems badomen and thanks for the explanation

I'm not worried in the same way you are as I think it is just poor wording in something that is actually very difficult to summate.

The Hainan partnership seems to me to be quite strong, but time will tell

Badomen I thought we were having quite a friendly debate

So it is a shame that you have resorted to outright lies.

Go and read my posts again

What I have stated quite clearly is that there is no delivery schedule in place and therefore no need for further specific RNS to confirm receipt of monies.

What you refer to as a schedule doesn't meet my definition, but each to their own. Equally with your take out of the OTA summary RNS

Personally I'm comfortable with the Comms we have had. We know the quantum of the first payment and we know it will be made.

Bernard has already said they are moving to quarterly updates which is the right level of granularity imo

Happy to engage in a friendly debate with you, but not when you resort to outright lying

Ivenoidea

Why would I ever want to enter into Bloggs negative BS when there are so many positives to focus on.

I'm far more interested in your comments about the future

So why, if as Bernard has stated, we get the flotation fid in 2026, do you think it will take another four years to build?

Why do think the long term price of spod will sink back to levels 20% below the current price, when every forecast I have seen points to continuing rises

Badomen let's be clear, I didn't ignore anything from an RNS

Imo the statement you refer to isn't a schedule in any shape or form. Furthermore it is a descriptor of a four year arrangement, not an exact definition of the very first shipment.

Well as I said badomen, we have a different definition of what a schedule is.

We clearly aren't going to agree, so no point going round in circles

Lloyd, anybody selling 12m shares in one pop,who wanted to maximise their money, would do it off book via a negotiated trade