Member Info for Bfdinvestor

Oh dear Bloggs you really are desperate for an argument aren't you

Dilute as in drop the sp

Which is what we have seen the past couple of months.

As I posted go and look what happened at GGP

Maybe you will find an argument there, after you couldn't interest anyone on GST lol

Kat the point I was making is that the daft comments about the BoD being totally silent simply isn't true

So what if Metapay had been signposted for months. The deal had to be worked through properly to completion and then rebranded after purchase. All of which has been done.

Irrespective of the reason, Finferno had to be communicated. Bake is trading, developing new products and hopefully gaining new customers.

It's good to see you still completely fail to understand how an IT consultancy works. Semnet is still at the stage of developing new partnerships that will give it the capability to offer a white label service in the future. For now it is still operating as a typical software house and seemingly recruiting staff.

Nothing that ever happens here will be positive for you Kat. But it doesn't really matter given that you own no shares and your agenda is totally transparent

When you say we have heard nothing...

On the positive

1. Finferno has been acquired

2. Metapay has completed

3. Semnet is recruiting and developing partnerships

On the negative

Arbitration has moved to litigation.

So it's hardly nothing is it

Very true Gary

However, once the big boys are in, the sp tends to re-rate quickly

Anyone looking for an example needs to look no further than GGP

So, by your own admission, you won't be "getting ahead of the market" as you stated Badomen.

Nor will you find out how much of the revenue is being retained by LMLB by guessing at potential shipment value on here

Where I disagree with you is that revenue should affect the market badomen and I expect it do so before another half year has elapsed.

That's my last response on the subject as your posts are becoming more and more convoluted and the value therefore less.

I'll leave the arguing and negativity to you joebloggs.

I'm here to have an honest debate about a share I'm invested in

Are you?

Badomen you have spent the whole morning stating that prior knowledge of revenue from the third shipment will put you ahead of the market as you will be able to predict how the SP will move.

By definition, therefore, you are stating that revenue will move the sp and market cap.

Your post below says the opposite

As an example, your post from only a week ago. Please do explain

Badomen

Posted in: KOD

Posts: 593

RE: Calm Down13 Mar 2026 12:09

I’m not making it a negative Lav I’m trying to be realistic rather than the rose tinted rampers, Kod will not be valued based on revenue into LMLB.

But perhaps you could explain something else badomen

You have been posting for day that revenue is irrelevant

Now, all of a sudden, advance knowledge of it is a competitive advantage

Those two statements can't both be true

What part of my post, repeated below, don't you understand

Personally I'll avoid the pointless debate and wait for the company update

And not surprisingly falls way short of the payment received so far for the second shipment.

Personally I'll avoid the pointless debate and wait for the company update

Well there is one error in Bloggs pointless calculation

Which is the price of spod is incorrect because it is the 6% CIF China price weighted by the African price. Not a straight average.

The rest is just guesswork

I don't think knowing a marginal difference in money received for one shipment will give any commercial advantage.

All it does is encourage the pointless round of debates and why isn't the amount received what we expected conversations on here. As we have seen with the first two shipments.

When have I ever said I don't expect the market cap to reflect the fundamentals? I have stated the opposite multiple times. They are a million miles apart at the moment.

However there are many more moving pieces that impact the sp more than just an individual shipment.

I've been here the best part of a decade since 0.04 with a fair bit of trading along the way. I first came for the potential of lithium, I'm remaining for the fundamentals of the mine and that realised lithium potential

Still good to see the article and Hainan's level of commitment

What is the advantage badomen, given that AIM is not as rational or logical market

It would be good news if it is loading now, but Hainan called the second shipment early!

Why would I hope Bloggs will continue to post it Badomen?

If I want to check I'll just go look at lithium price bot.

I'm not particularly fussed about tracking the price, I'm sure there are nuances that will continue to affect the final price.

My position hasn't changed at all, I don't think we will have a full picture until the end of June

So what Chaebol?

London south east feed was slightly wrong. I'd guess nobody cares, it's not material

The trade you claimed was a sell was undoubtedly a buy, as confirmed by people who can actually see real time bid and ask prices, unlike you

Let's see if Bloggs posts it if it goes up badomen

Personally I doubt it

Bernard stated early April is most likely for shipping, so I'm not sure we are in the 10 day period yet.

Still, the key price is above 2k dollars so it's all good

So London south east's trade feed may have gone slightly wrong yesterday. And Chaebol is miscategorising a buy as a sell. He is clearly wrong because multiple people who can actually see both buy and sell prices have told him the actual trading range yesterday

And yet there is still the desire to prove himself right and spread fud where none exists

Very strange