Member Info for CRK22

GL Prop, hope we all make our money back.

Apologiesshould have said "The only thing I don't know"

Prop - no visibility on how "gold assets" would be monetised as yet. My take is he's trying to get to MLA and hope the SP moves up a bit to make a shares issue cash raise more palatable but what do I know. Also in Crux interview he said we had 250, 500. Then when pressed a little reverted to 250. Disagreed with cash raise needed soon, then amended by saying not today then amended again by agreeing things were tight and no cash needed today but yes soon.

Any claims to contrary are using confirmation bias and cherry picking from the interview to push their personal agenda.

I'm glad BA did the interview , I think it confirmed a lot of board chatter and I'll leave the usual suspects to pick the bones out of what means what but IMO each private investor needs to be very careful about what they read and believe on thos board at the moment.

Reading too much into thatAR.

It’s was suggested by crux cash needed soon ie raise. BA said not soon not today. Crux pressed and said funds must be tight. BA agreed then reluctantly said cash needed soon but not today soon.

Now the only I know is the manner of the raising of the cash but there’s no denying cas influx is needed soon. Not today but soon..... According to BA.....

Question asked

"Any movement on #KOD interview?"

Answer Given

"Kodal Minerals should be out later today"

I wait with baited breath. Come on Crux, ask the searching questions

Thanks sorB, capacity to realise value from gold portfolio however just looks like exploration licenses which suggests the development of those are well down the pecking order so unless BA is considering selling the licenses off then those projects are even earlier in the junior miner lifecycle than the Li project.

Its been said for a while now that SP will stand or fall on funding news.

Capital is King

Another thread with the cut and paste. According to my Aunt Fanny , if she had balls she’d be my uncle bob.

“According to BA” is not rely upon information.

Do not counter this etc etc etc , baby rhino etc, people know you’re neck deep etc.

At least try to be objective

Looks like I’ve been lumped in with the TTNN crowd by .......... ARahim?...

ARahim, it’s not a case of “joining” anyone. I hope your losses on this share are not significant. I am here because my losses at this point preclude selling up. I regret not selling 80% of my holding on 28th Jan in all honesty.

I’m really concerned at the sharp change in your posts and the seemingly endless cut and paste.

BA making statements not backed up with RNS is not sufficient reason to keep the relentless level of positivity you display. The numbers are the numbers.

IF MLA comes though which I believe WILL happens

AND

IF funding can be secured - of which I believe there is not yet hard evidence.

THEN we may exceed 0.11 and beyond.

On a scale of 1 to 100 what is your honest assessment of the level of risk in this share?

Sincere GL to all LTH. I hope we get our money back

By the way ARahim your Zak Mir link regarding next target price 0.11 is from 29th January which was the day we briefly spiked to 0.09 settling to close at 0.07 on news of MOU with MLL. Since then it’s regress to baseline. Mr Mir was simply reporting a spike same day and hoping it stuck. If it hits 0.11 I may cut a huge amount of my losses and keep a very small interest behind with a much larger sp average.we shall see and I hope he’s right

ARahim, your posts are loose interpretations of another mans vague statements. No mutiny building here but your disengagement from investable and RNS backed information and subsequent squealing the same “according to BA” line does not hold water. It’s becoming ridiculous

According to ARahim.....

ARahim, cutting and pasting repetitively and attacking people’s credibility because they also hold other shares is very poor form indeed.

Argue the numbers and make your case.

If your argument is that you believe BA has more going on than has been released to market then that’s your decision.

I have to say that this thread does not read well for you at all.

I hope you turn out to be correct in your assertions but there is little to no evidence for them aside from an inscrutable phrase or smile from BA in a few fleeting moments of a few fluff PR “interviews”.

I hope Cruz investor interview offers greater depth and some searching questions.

News needed soon

Prop, he doesn't even know how many kids he's got mate

This is the same AVZ that presented at 121 mining conference Cape Town and indicated a much more developed FS, Resource and DFS plans than us - is that the one?

Robin, I share your concerns and am significantly down on this share. Coronavirus doesn't cut it as an explanation for a company which doesn't have a product pipeline or logistics system to be interrupted by locked down borders or areas. This is an IP company.

Seriously concerned

I can see prices starting recovery H2 2020. The question is what projected recovery to H2 2021 will be applied in any FS development or funding application. If SC are looking to fund through OTA they could get a three year bargain against a flat commodity price hence keeping 20% back for sale to others at market price would be beneficial to KOD and SC downstream get to undercut raw mat costs vs some of the competition.

All still to play out

A little too doomsday for my taste. The moment it goes modular the "commute" for the average Joe (no pun intended ) 50 miles down the A19 and back would become cost prohibitive per journey. Lots of wrinkles to iron out in that scenario.

No visibility on that here Joe but hopefully indicative of a better news flow to come. He states it’s going quickly but that could mean anything. Let’s see what March brings

TFFT - I thought you meant the end of the share.

Sitting on quite a loss atm but convinced this can turn around quickly with an actual contract resulting from one of the various R&D collaborations. Personally hoping the AECOM arch collaboration results in commercially viable agreement to get some graphene tech out there in the real world

a Freudian slip?