Member Info for Bfdinvestor

Chaebol good to see you are back with the GIGO

Why would anybody ask Chaebol to answer anything without bias?

Malcolm do you understand what an associated undertaking means

Where is there any relevance to GST in your post Kat?

Where did you get that story from ivenoidea

You don't think the fact the third shipment is set to leave Africa in the next three to four weeks is confidence building lol

I'd disagree Howard, adopting the standard approach for a producer should be seen as strength not weakness. And quarterly tends to iron out any of the usual monthly anomalies that can easily occur

Great points there Lav

Compare the achievements here with ALL where the market cap is almost twice ours.

The rationality of AIM lol

It seems someone is desperate for an argument today.

How do you know what they will put in the quarterly updates?

They have already said they are going to to quarterly updates Howard, which is standard

It seems that the negative posters don't seem to understand how growth businesses are usually valued.

I guess that isn't surprising

I've said multiple times I don't expect a TR1 Badomen. The evidence is all there in the trade information from the last couple of months. A steady walk down in sp interspersed with massive late reported buys.

And yes I mean £30m badomen and I specifically quoted revenue as that is how.growth stocks, which Kodal should be, are valued

As if by magic, a couple of pretend trades appear, dropping the seller price for absolutely no reason whatsoever

Maybe Rob should look at a couple of basic

Facts

Kod is currently valued at £66m. That is a significant discount to peers like ALL

Kodal has £16m cash and it's share of the revenue from the first three shipments alone will be c£30m. That is two thirds of the market cap.

We know that the market makers have deliberately walked down the sp to let bigger buyers in. This is typical of Peel Hunt. We saw further examples just yesterday.

So maybe Rob needs to look at where blame for the sp really sits.

Bernards job isn't to just maximise the sp. His primary goal is to manage the business. We all play on a casino which Kodal actually gets no benefit from unless they require equity funding. Which, thanks to the great work Bernard and team have done, they don't. So short term sp isn't their top priority or anywhere near it.

This sadly is the reality of AIM. It's why I no longer view it as an investment market and won't put further funds into new investments. It's now just a punt market for pennies.

I'll happily put more money into Kod as at some point it will reflect it's true value

Excellent news

There is an old saying that the strong protest by leaving, the weak protest by staying

It seems that we have a surfeit of the latter here

Yep looks like 2 buys and a sell to me

I'd agree Mac, logically the price should rise from expectation of shipment news.

I think Market makers have the same expectation as they are walking the price down with no logical basis at the moment, other than the expectation of increasing their profit in the relatively short term imo

If a business says it is.goikg to.do something via RNS Kat, then the only reason to communicate further is if they are no longer going to do it

Oh dear Kat, I don't see any talk about a pivot away from Europe.

I see lots of talk about new products and opportunities at Bake

What I don't see is a need to RNS anything about mica as it's an ongoing process that has already been communicated

The BoD walked away from easysend because it was no longer a good deal. That is a good thing

Kat you said exactly that

And it's the latest job vacancy of a fair few, not a one off