RE: RE: I would start getting excited....12 Nov 2025 20:18
Who said anyrhing about the gold being worthless!!! I have always said TK Is a good project , not a teir 1 or 2 but a good project and open at depth.
But your reading my post and not getting rhe jist of the point ibwas making.
The curve is for ALL miners and ALL commodities going from explorer to production , agreed?
My point was that not ALL companies that move from explorer to producer follow the curve , regardless of commodity.
A few years ago lithium was the big thing , other then gold of course , all electric cars were to replace petrol cars by 2030 , lithum was said to be the white gold as would be a major part for the lithium batterys. Everyoje all over lse were flocking to have some kind of lithium play in their portfollio with the goverment 2030 date.
Kod had a huge finamce package by chinese backers , the goverment also got on board , who recently atttended and officially opened kod mine.
Export licence i believe is done (would need to check as not invested there either )
So you have a company in africa , with goverment backing , a big finance deal (115m i think) and now turned producer with a pretty decent deposit
Yet the company didnt follow the curve , s.p has reacted very poorly since construction build ,of course there are many reasons why , but none were for seen a few years before.
Thats it , thats my point , not ALL companies follow the curve because there could always be umforseen issues. Of course kefi might go problem free , not suggesting it wont , but i certainly wont ramp this and say its guarenteed xyz.
Im not comparing kod to kefi , far from it , and still believe there will be no huge pile in come the end of the month , like some here hope and pray for to get out.