Member Info for CRK22

Compared to XTR which is circa 100m AUD equivalent mcap to CHK 130m I'd expect a drop tonear our level unless we are perhaps priced up for expectation.

I had actually read the RNS but my request for comment on what good vs bad would look like for us was borne from my inexperience with drill results.

sorry cyberiachas but posting the RNS has not helped me further my education

It raises the question of what a good vs bad assay result would look like for us.

Any of the more experienced guys have a view?

Perhaps John but all the Crux investor interviews for example talk about increasing shareholder value in terms of the share price. Whether that SP is overcooked and overvalues the underlying company assets or not in neither here nor there as it will generally settle at true market vale once volatility settles out.

As i say, I still hold both yet as a shareholder in both my opinion is that EMH has returned more value to me in the 18 months or so I have held.

so for me its increase in mcap as reflected in sp and hopefully as a sustainable and upward trending figure

GLA

EMH although moving towards nasdaq listing and currently available OTC in US has been and remains AI listed. Simply listing on Nasdaq does not open floodgates however it exposes a company to the opportunity of greater liquidity.

PS clearly has more work to do. IMO recent placing at discount to reward certain groups has had an impact on mobility of the SP which I believe will disappear over time.

Bought in July 2019 both here and in EMH so not backing a particular dog in this race over the other however July 2019 SP here was 48p vs EMH at 26p.

BCN has a stronger technical partner and so is technically more derisked however EU support thematic is much stronger for EMH.

I think both will get to production so am holding both, but catually speaking in terms of building shareholder value I have to say EMH has done a better job to date.

Just my 2c

I thought it might be turtles all the way down...

Shares now in sticky hands.

Good spot to be in if you already hold.

well this one was me a bit earlier

09-Mar-21 14:53:51 7.77 27,735 Buy* 7.50 7.80 2,155

He's probably just seen your flurry of posts since 20th Jan when the massive spike hit and figured you for a short term trader.

No news is good news - that's true but not visible to short termers who get interested during the ramp. The share behavior point you make is noted but this doesn't happen in a a vacuum. There's usually a buzz in place.

The buzz is always less impressive when it consists of "No news is good news" as by tha metric there's plenty of no news elsewhere to compete for folks' attention.

I'm sure things will continue to tick up followed by a manic spike on news and retracement afterwards. Just feels a matter of time.

Delighted to have been able to close out some positions elsewhere to top up here. Just wanted to thank the extremely knowledgeable posters on this BB for all their analysis and freely shared comments.

only another 27k shares as 0.77p but little downside risk and plenty to the upside.

GLA

Its notable however that Bernard has interviewed with proactive between then and now and not crux. Proactive is a soft option, asking few discerning questions and providing a platform for an "easy out" message by which I mean the CEO can get his message out without anything particularly challenging coming out.

Contrast with Bernard's experience with Crux and the pivot to gold and its no surprise to me he's not been back on Crux.

The risks and uncertainties associated with KOD lithium project, funding, FS weakness (and yes it is not a strong independent FS and was pointed out by Matt Gordon who expressed that while not impossible for it to fly certainly did not endorse the approach) were noted by Crux.

I respectfully suggest that BA is less than a strong independent CEO and is actually likely to be caught in a critica partnership trap which prevents him addressing some of these weaknesses in the project plan.

I question whether he is the man to resolve these weaknesses and furthermore I suggest that with a pivot to gold it gives him a lever to reduce SC influence on the direction of the company should it not be driven towards Lithium in the first instance.

KOD is suffering from a very inconsistent narrative imo.

Just my 2c and wtfdik.

Obviously my opinion as a relatively LTH is open to question / criticism and attack from folks who either do or don't: read RNS', Review FS data, crunch IRR numbers with sensitivity assumptions to both upside and downside.

Don't like the opinion? Filter away folks, am more interested in a rounded discussion of the pros AND cons of this investment.

editorial not; Neither a ramp nor a deramp. PS BA - answer your emails fella.

06/23/2017

1:200 stock split shows on yahoo finance - it was probably a reverse split which means an original holding of 62200 becomes a holding of 311.

The share price prior to the split would have been increased by the same ration and subsequent price action over the 3 years has led you to this point.

Thats my best guess

Lav

Worthless happy clap opinions -flushed.

Apologies , I thought these were Lithium related but having followed the links I see it’s the continued news pivot away from “flagship” lithium to early exploratory gold.

With Kod is Lithium still even a thing?

Frustrated with this bunch now

Helpful to put date of interview. There’s been no new info here for ages so this is largely irrelevant to current position.

At least BA holds 200m.He held circa 92m at a time when I held 32m so at least he stands for a paper loss from this point forward so the is *some shareholder alignment. He bought 100m at 0.03p april last year so he's sitting on a 60k paper profit on that tranche and the rest is "performance" shares however.

I have sold down since this time last year now holding 4.3m having been in in since 2 Oct 2018. That statement alone should be sufficient to communicate my feelings atm.

Sent BA my 6th email (previous 5 unanswered) of my 29 months holding.

Simply said

"Please advise as to why there has been no RNS regarding either the expiry of the Sinohydro MOU with regard to either an extension, its lapse, or a forthcoming report date

This is poor investor relations

Sincerely
A concerned investor since 2 Oct 2018"

Its not rocket science Bernard.

Flagship Bougouni Lithium

MOU expired 3 March

5th March = Gold RNS

Something fishy about KOD...

I like how at first glance the CEO name looks like Nice Earner...

;)

Hi fella,

The board of KOD basically issue new shares which dilutes the holding of existing shareholders

Scenario is

KOD borrow cash
Promis to either pay back or issue new shares at a volume and discount
Riverfort take the shares in tranches
When the share price exceeds the discounted issue price Riverfort sell

That's how they get their loan money back plus margin

to be air MrC its already listed on TSX however I think its very early days here so I'll not be biting on anything Cornish for a while

What’s your position on BA and KOD nowadays ARahim?

There was a time when your faith in BA was fairly unshakeable.

Crunch time next 3 weeks on Sino news I think.