Member Info for Daz423

Kod are supplying the chinese.... so how would we benefit if they then ban the export of rare earths ?

It would definitely crush their economy they havent built 20 years of battery processing infrastructure to then not profit from marking them up to sell to every country in the world.

Atb

Chatty
Banning exports of rare earth's will crush their economy.
You read that on facebook lol

Iky
Not worried in the slightest. Lol
117 mil is a huge investment. As you say they have access to far more data than us mere mortals.

This is a proven tier 1 asset as said by hainan not mt words. No more data needed but looks like we are about to get a whole lot more.

Atb

Get them down you elc !
Get in that red sea meet some nemos.
Then realise 70% of the world will never experience what you are now.
Lucky !

Atb

Da mole
Elc is ripping about pyramids in Egypt.

Cross references other lithium plays you will soon see how undervalued kod is even still.

Considering this is way more near to full production and has 5 years of drill results.

With a plan to production of 350k Mt of spod a year. Processing 2mil ore.

Pfs* well kind of bfs now as lav pointed out.

Yep great timeline.

Ragz
https://www.brrmedia.co.uk/event-list-whitelabel/?partner=&apiitems=50&companycode=10KOD

Theres a reason kod keeps coming up.
13 working days to see a deposit of 117mil.

Mine paid for.
Drilling expansion paid for.
Gold exploration funds paid for.

A proper functioning mine with data from dfs to support mineral reserve rather than the pilot plant route.

Alot going to start happening now.

Merc
Correct pre deal and a increase in shares already. No doubt they DD well.

Thats it just need to get them on board.

Merc
Sprott lithium etf have increased their holding in kod.

Merc
Really is that close isnt it.
Madness to think i been here 3 years slowly gathering info lol.

Lav
Thanks bud :)

Lav your post has prompted me to re watch it now i dont have poor signal

I have bullet pointed key comments with a note pad:

BA comments on lithium market:
Theres not alot economic lithium assets defined.
14 jorc resources in Australia thats it.
5 years to bring into production in Australia for permitts.
Not many Near term hard rock producers there isnt alot around.
I dont see ready supply to close the gap and dont see demand dropping away.

News reaction:
We supply news that we thinks fantastic and get a negative reaction and we wonder why.

Financing:
Robust quality project. Alot of interest from a range of companies. Europe, north america.
Fosun/hainan, Want to grow want to expand exploration want to fund them.
First investment in africa. They wont stop at one.
We hope to be involved.

ESG/local and environmental benefits:
Improvement in life for where we are working for the people.
We train.
Solar and lithium batterys for african people.
Drill water wells. Construction of housing and schools.

Next steps:
Pressure on steve to ensure we deliver in 12 months.
Drills operating, results, mine construction.
Now a bush 12 months. Trucks people and a mine.

Hmmm
I wonder how much drilling we can achieve with hainans funding wether large % will go to Bougouni or if he will slap half into gold.

Its a real reality that at some point Kod could be running drilling on boug and all three gold sites.

Imagine.

Elc
No worries brother.

Enjoy Egypt. If your hurghada side of the red sea get yourself to the valley of the kings.

Go and meet king tut. Hes there in the flesh !
Atb

Elc
Its ONLY money and i really mean that.
The happiest narliest local lads i surfed with in philippines. Lived in tin huts and lived a life chasing tomorrows dinner. Always smiling.

Atb

Elc
We all make wrong decisions ! Egypt is a great place went there about 7 months ago.

Drink some rum and post on here like i did. Makes for good comedy. Haha

M1p1
Combined?

BACK ON HOME SOIL.

Timed the trip home well with the 4 day BH period and market closed haha.

Sebo
This is very true even with no forward potential and no data on the JORC resources. A 120mil deposit and some dirt still surpasses the current MC.

I did end up doubling my holding before bull run. But only because the data supported such investing. Evidence based investing not gambling.

Atb

Nicky lassonde curve
Save me typing it all out

https://www.visualcapitalist.com/visualizing-the-life-cycle-of-a-mineral-discovery/

All the best

For reference
https://www.acea.auto/pc-registrations/passenger-car-registrations-11-5-in-february-battery-electric-12-1-market-share/