Member Info for Bfdinvestor

Clapa some of the next shipment will have sat outside for an entire African rainy season and summer

It has an effect

Yes Kat it was a final note, but as usual you ran away from the question

Once again, what you think is important doesn't determine what others wish to discuss

On a final note Kat

In what way do you see yourself as a rival

It's rather strange language to use

It's strange you have changed thread Kat

Possibly to distract from questions you have no answer to.

You may think Semnet is of zero importance

I happen to disagree.

It is absolutely fundamental to everything GST is trying to achieve, both as a standalone business and underpinning the other pillars.

Why are you trying to control what is discussed on the board when you hold no shares.

It's strange why you won't even say why you choose to spend so much time here and not on those supposed far better opportunities you keep harping on about

There you go again Kat with your baseless and pointless assumptions.

What basis do you have for saying the arbitration has stalled. I'm assuming that is yet another RNS you haven't read or maybe you just failed to understand it.

The number of shareholders is basic information.

You stated the other day that Jack Bai's wife owned a third of Semnet. She doesn't.

If you fail to comprehend such basics, how can anybody take anything you post seriously

And once again Spreadex and Shore Capital are playing their games

It's a joke that it is allowed

As stated Kat, I'll follow RNS, you follow your own made up assumptions and incorrect AI

Have you worked out how many shareholders Semnet has yet?

This has to be the most undervalued business on AIM

So Kat you don't recognise the difference between an expectation and a statement of fact in the Chairman's statement in the accounts

Easysend I stated wouldn't happen. Bonfirepay was superseded by Bake.

The third party who signed up for Semnet are experts in the field, so let's see what happens.

In the meantime why are you wasting so much of your time posting somewhat silly assumptions based on no research whatsoever where you have no investment

Orders of that size are done off book and filled over days so that in theory they don't affect the sp.

My theory remains big orders are being filled and big boys will use the Hainan price as their reference point

Kat, straight from the Chairman's statement. You believe your own unresearched opinions and nonsense AI, I'll read RNS.

Semnet is a cybersecurity business that is providing the Company with expertise and licences as well as servicing a wide variety of external customers.

Simple assumptions Bloggs

The first shipment RNS stated 24m would be the final figure. Spod prices have more than doubled.

Ergo.....

Still waiting for that business case Bloggs, so no more replies until you supply it.

You don't know the price the shipment will be calculated on, nor do you know the accuracy of your other assumptions

So your use of the word impossible is inaccurate Bloggs.

As usual

The price of spodumene has more than doubled since the start of November last year so in my view c50m is likely for this shipment.

Still waiting for your business case for why you are here Bloggs the silence is deafening lol

Longdong I just like to highlight the BS he writes and then watch him dig himself deeper

As he continues to do.

Bloggs quit lying.

I said there was no upside on your supposed purchase price based on a 4 year LOM.

That has never even been my assumption so it doesn't drive my valuation of Kodal's potential

It should have driven yours, yet you are still unable to express your business case for being here

If you have no business case why are you here

The answer is self evident isn't it

You seem to forget that KMUK gets the full value of the shipment until the loan to build the mine is repaid bloggs

Incorrect again bloggs

I know exactly what I posted.

But it's strange, you still haven't said what your business case for being here is, or why you claim to have bought shares at a price that could never have been justified by a 4 year LOM

I'm sure most investors would love to understand the thoughts of such an astute lithium investor. That's who you are isn't it bloggs lol

True. but having treasury shares when you're a microcap is seen as a case for 'needing' money soon

How do you work that out.

It's actually the opposite

Incorrect Bloggs, once again

Where did I say the next shipment would alter the sp?

The person who started the thread asked if 1p was the max price Kodal would ever achieve.

I replied that I believe it isn't and cited the next shipment as a simple example of why it isn't.

You still haven't explained why you are here Bloggs. After all, a LOM of four years would never have justified the sp you claim to have paid. Especially with all the other assumptions you have posted here that have proved to be wrong.

I would have thought an astute lithium investor like you would have some form of business case but it seems you don't

I'd guess the thread creator understands well enough if they are a investor Bloggs.

The cumulative income , of which the next shipment is only the next example, will drive the DCF over the 18 year life of the mine Bloggs, facilitating an sp potential way over 1p.

Why not explain why you are here Bloggs, posting a whole load of untruths and misleading statements that you never take responsibility for