Member Info for Bfdinvestor

So still no sign of our two new directors being registered with companies house

We do, however, have a new company secretary from the 30th September

Another appointment that was never communicated

1.8m raised and no drilling planned with it

Compare it to other li players market cap that don't even have a mine and you will see it is nowhere near fair value.

Fair value would be way north of .5

What is holding this back imo is background order filling and incompetent market makers

Just look at the volume of published trades today, it is frankly pathetic

They have had a fantastic opportunity to move this upwards and they haven't taken it.

The only thing that makes sense to me is order filling

Have a look at slide 12 on the investor presentation

It looks like they are aiming to max production form November to March, most of which id expect to be shipped in the next few months

Judging from Bernard's recent comments, it seems to me like the plant is operating well

Unlike virtually every other company I've invested in, there is no resolution at the AGM to limit the number of shares directors can issue, nor a resolution to disallow pre-emptive voting rights.

It's shocking

So I've voted against the re-election of Murray and Garlick instead

Actually southcoast I posted months ago that the drop off in views for boohoo and boohooman was worrying.

Bit it's always been about Debenhams for me

Yh when those results drop they might take us back to yesterday's sell price of .126, at which point the people who have bought in the massive and unnecessary placing will doubtless sell

Not Garlick and Murray ofcourse because they own no shares

Is it load up time?

In that case, maybe you could explain why neither of our two new directors have bought a single share

nothing has changed moon boy

apart from

20% dilution

not even a mention of a han**** jv snd they plan to use money to mark the work of the previous board

shemasian now controls the business

is this the master plan you were crowing about a couple of months ago moon boy

i hope everyone has votes against the resolutions in the agm

ASOS web views were up 16%

A one share UT

That is a first

So they can open it down tomorrow lol

How many sold, given it's fallen 43%

ALL also looks like it is screwed

Just shows the fantastic job kod have done

The idiot doesn't need to worry.

We have 3.2m tonnes of good quality product, which will last for a few years whilst we find more for the DMS.

He will hopefully be banned long before then

Cheers thebasher, that's interesting

Judging by Bernard's comments Vs the chart, I'm guessing that production must have been really good in November

Guys go have a read of slide 12 in the investor presentation.

We started producing again in October, although not at full level

Humster

It's because the top line price is based on SC 6% in China. So the freight cost is included in the top line and Hainan then deduct it

Well the report button has been busy again today with the fake flipper and his lies

Are others doing the same?

Yes, Badomen, sea freight is deducted from the price paid, but only because the price paid is based on CIF to China.

Makes the Debenhams website views look even more phenomenal I guess

Predictive text is a joy.

Obviously gold assets.

Overall an excellent interview imo

Aiming to prove nameplate and consistent grade. Moving to quarterly reports to give more business transparency. Interestingly Bernard didn't mention 4 year LOM for DMS at all. He talked about another 5 years or maybe 6 or 7.

FID for stage 2 to happen in 2026. Could be funded from revenue or likelihood of Hainan being Cornerstone investor. Also the option to pay money up to Kod and Hainan

Hainan still seen as an excellent partner for Bougouni and likely to be involved in future projects. I thought the massive smile when Bernard was asked why Hainan hadn't bought 100% was very interesting. I'm guessing they wanted it but Kodal wouldn't sell.

Work to begin on existing golf assets in 2026 and the search is on for new acquisitions, although nothing sufficiently interesting at the moment.

All round a lot to look forward to I think