Member Info for Daz423

From experience the market is always forward pricing.
What this means is things price in often before they happen.
So these mental rallies you see and x20 baggers often are because people see where the value is in a few years and want to load early for divi payments ect.

So what im saying is, BA has delivered on everything so far not always timely. Hes literally TOLD us hes going to flotation and will then have a 350k output on only a couple years (dms will be running). We dont have any worry around how much resource or at wjat grades and oooh is it viable. Because it is.

Work out the maths yourself on spod price x 350k

Atb

Hello all

I keep seeing potential BO talks if i may offer a view.
Hainan have a JV in KMUK not kodal minerals. They have subscirbed to shares in kodal so only hold 14% percentage. KMUK does not have control over the gold assets so should hainan want in on the gold they would have to offer another JV deal.

Cost to buy out Hainan have front millions for a drilling programme so we can prove up the full scale and size of Bougouni. If their aim was to take over this would be counter productive. Why ? More we prove more they would have to pay for buy out. They would have already attempted to take it by now imo as they could get it for cheaper. In my view when Bougouni MT is expanded it would be multiple billions for a buy out you would need deeeeeep pockets. Look at leo lith 55bil asset valuation ? Proven 140 MT JORC resources.

So no i simply believe Hainan want to ensure they have a supply to process and sell their product.

Which means we are likely to reach flotation before buyout and have a 350k MT production of spod whicj matches the output of pilbra minerals.

Atb

Goldman sachs
At it again !
https://twitter.com/DazInvesting/status/1646950604181217291?s=19

Paid

Tree shake done buyers moving in again ask 0.76

0.73 paid.

For those who dont have access.

Spod price
https://twitter.com/DazInvesting/status/1646745339645362177?s=19

Data here for 10% increase per tonne. Maybe prices will balance out at this level. One to keep an eye on.

Atb

I think what i like most is all the people that showed resilience during the post license drop to mid 0.2s i remember repeating my self daily on here saying but what fundamentals have changed or data ? Its just SP fluctuations.
Well to those who had the required grit to hold it out. Every single one of you will be in profit as we are now well into all time highs.

I hope you weren't shook out !
Atb

Iven
Yes
A small increase from sprott. However fund managers of etfs are significantly more risk adverse as they are accountable. (As you know this is for the board)
So once funding is banged in i suspect further and more significant interest from institutions. As theres also no question around the grade quality or quantity of spod. Like other ops.

Atb

Wow
I tell you what.
Influx of you have just followed me and its quite humbling and taken me back to see twitter profiles. Some with pictures.
It just goes to show behind the alias names of LSE. Its real people. Real lives.
Amazing stuff really.

Atb

Hi music
Lost me on the pic bit. Certainly not my account/pic.

Atb.

I highly recommend this chap aswell.

I consider his research to be top draw. Not the stocks hes in as thats down to individual but just his depth of research.

https://twitter.com/Accionista16?s=09

https://twitter.com/DazInvesting?s=09

:)

Hi bernie
I wouldn't ever follow my views on a stock. But i do have eyes on maybe 2 or 3 all battery stocks.

I wont post them here as LSE BB and kod needs to run its course before i pick up the next couple im looking at.

Will be on my twitter as when i make the switch.

Atb

Because they are sacking staff and cba haha

Iven hahahaha

Clapa
That you out ?
Congrats fella. Glad you hit your target. Enjoy it !

Music
Ah yes the dark days of 0.20s post license.

Actually easier to hold then less to read haha. But peoples emotions are linked to fluctuations of SP.
So when i decided to take a stock for a long hold. Day to day movements dont bother me. Its big or bust at that point.
So as you can imagine the process i go through to make that decision is time consuming requires alot of DD.
my conviction in KOD was strong enough i told my family to load it.

They have they are now all significantly in the blue and i get extra roast potatoes at family meals now.

Win win !

Sash
Not like me to be quiet is it haha

I am a total wind up.

Atb

Firefly
Thanks bud
Once i narrow it from about 5 to 1 or 2
I will post them on twitter
Wont be for sometime as KOD still needs to play out.
Its a process of elimination essentially.
Lancy thank you.
I use to have a large following however twitter got rid of account inactivity.

Atb