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Tim has answered your questions. He has said everything that needs to be in place is in place

I don't know of any business that would go into that kind of granularity you are asking for

Who is Paul?

That's going to increase the expected supply deficit a bit!

No idea

If you look at the email Chaebol has pasted below, it starts "Hi Paul"

Maybe Chaebol can confirm, I've shared my theory lol

So Chaebol you ask a specific question and get a specific answer that something appopriate is in place to meet the requirements

Yet that isn't good enough for you

No wonder you had to ask as "Paul" because they are wise to your other email addresses aren't they?

I've also added a few this morning

Last time I checked, the actual sell price was back above .3, so the published spread is more than a little stupid

It's strange chaebol is forwarding and email reply to somebody called Paul!

He has completely misread it in any event, because Tim's reply is totally clear

Everything that needs to be in place this year is in place. With no additional cost.

Paul, I wonder if that means there has been a Damascene moment lol

Yep it's the same narrative time and again.

Apparently Steve sold some shares but forgets to say that they were bought by Bernard and the chairman lol.

Nice top up at .29 for me.

Good to see the ridiculous posts being posted this morning.

Suicide bombings with no regime change

A city that was in rebel hands for ten years back in rebel hands.

Kodal cash, including KMUk probably half the market cap and heading for more as a percentage shipment by shipment

Sadly predictable by the Mms and the trolls

So the attacks in the middle of the country and Bamako seem to be suicide bombs and potentially a diversion for what happened in the north

The north has always been ungovernable,it's too big and sparsely populated

Goita apparently in charge still

Yes many of us were around

there was an attack directly on the site. the airport in Bamako was attacked in 2024.

It happens frequently

I'd guess the MMs will do what they usually do but then there will be a recovery

The sp here is beyond ridiculous

so potentially han**** could be sold for more than twice the market cap of the whole company and apparently that is a negative

it's a strange old world

Personally I've filtered Leebruce for obvious reasons that any LTH will know.

Mali is a massive country, twice the size of France.

The fighting in the north has been ongoing for a decade and doesn't affect what Kodal does at all

Probably the best source of information. Not the first time it has happened, sadly it won't be the last.https://www.africanews.com/2026/04/26/coordinated-attacks-rock-mali-injure-16-across-multiple-cities/

Seems to be isolated attacks and not any kind of takeover attempt

Maybe Kat could ask AI to say what Kat has called correctly

Because I'm struggling to think of anything

First revenues were received by KMUK in December Mac, which is within the annual report timeframes.

KMUK is an associated undertaking, so I'd expect the revenue to show in kod accounts. It depends how much of the costs are shown. Whether they include LMLB costs or just actual KMUK costs.

You could be right Mac but I hope to see some visibility

Ah the joy of the green box

What should be interesting is the FY 25 results, which are due before the end of June and if they contain details of costs associated with the first shipment

Massive ignore them or play them at their own game

You know what they will be doing in the background

Interesting cheers lilpeep.

A large deficit this year should keep the spod price high

Personally I don't see anything wrong with banking some profit and trading a bit along the way