The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Dazed
Get a grip he is posting a alternative view to yours doesn't mean he's deramping.
Anyone who can't see PREM had been a shambles like I said it would be deserves to lose all their cash.
Not too late to catch the bull run!
https://twitter.com/KodalMinerals/status/1788474708301582486?t=51euHM0KqXCBCEdN7AsnUw&s=19
Huge CAT machines arrived!
About to get serious.
https://twitter.com/KodalMinerals/status/1788474708301582486?t=51euHM0KqXCBCEdN7AsnUw&s=19
Lav
In the most I agree.
Leo situation is different entirely. I don't see the depth of community work kodal has done. Kodal also hasnt left a trashed mine and trying to bribe their way into production quickly is exactly what leo smells off.
Considering the ex mining minister is wanted and was in power when leo fast tracked their approvals.
Leo have taken a low ball offer and bullied off by mali and ganfeng due to THEIR own failed agenda.
Dazaliam squirming all over HC.
Satellite showing a complete massacre drill out across many of the areas.
Last time we got a upgrade it was higher than the target MT. Target for next results is 50MT be interested to see if we surpass it.
Articles ate stating the chinese is done destocking all of its material and coming back to auction couple that with the luck up of EVs again in China outlooks is good.
Spod ticked up again and so has lith carbonate today. Hainan share price has been moving up too and their hydroxide plant as seen on satellite is extremely advanced.
Suggest our volume starts to pick up now as we build up to MT upgrade.
Atb
So last year....
Nothing in mining terms. I don't think you quite understand what it takes to prove a resource to attract a partner of any scale.
Bougouni has been in the works since 2017 under kod and further back with others.
Anything other than a medium to high confidence level resource is risk forget what the ceos say its all fabricrated to make further placings easier.
Until you get the hard facts it's all 'potential'.
He1 had the mother load until 80%+ raise
Prem needs no explaining
Copl ? Bust
Boil has had the 'motherload' in the years and years I have been on here according to the ceo.
Don't you see ? Until the RNS and result prove it. Forget about it.
Easiest hold on AIM now from this level no doubt there will be some bumps but id suggest a significant capital return even In the short term now.
Markets about to see a proper JV a proper mining construction and will be the first proper producer of spodumene on AIM. We are four weeks away from a potential resource upgrade from 30 to 50MT. slapping base value in the asset for a likely full TO offer.
Even barstool frequenters have gone quiet trying to talk KOD down.
Hold tight we are in for a smashing 6 months +