Member Info for Daz423

I mean it's 3 to 5 weeks due to bad weather.... not like it's 18 months like prem lol

Spod bottom rig onsite

Q4 on its way.

Only one way from here given the massive share price support ag 0 50 area and that's up.

Hey remember me ? Saying kod was easily the better investment decision over prem ? Because prem was apparently 'near term'

Well kods plant is about to go up and the satellite images show huge stripping, blasting has began.

https://x.com/KodalMinerals/status/1836765596056170746?t=W76rDArPRIRvIeb40SR8Sw&s=19

Plants going up now spod price has bottomed only one way from here!

Up !

Https://x.com/KodalMinerals/status/1836765596056170746?t=W76rDArPRIRvIeb40SR8Sw&s=19

Let the games begin !

In his recent podcast he states kodal are in a good place to stay on current code.

Anyone who has upset mali however has been bullied abit.

https://x.com/SharePickers/status/1834709450151575929

As we all thought.

Mental

I read in rns that anyone could take up the 4.8p not just current holders.

So the mass dilution comes 1st of October and those in at that level which will be alot from the off market buys will be in alot of profit here.

Assuming a sell off will occur on admission ?

We move up this week imo.

Sentiment swing buyers or slightly better volume trickling in.

Hi Fred

I run a discord not a telegram :) sorry

All spod articles now showing bullish movement up.

As I expected to happen mines will close up and price moves up at these levels. Basic supply and demand and benefit of being low cost. Something other kodal 'experts' forget to factor in when they call 'there's no profit margins'.

Short positions are also being closedhttps://x.com/8lusky/status/1835151628632207861?s=46&t=1K0EuhqFU3cC9-RgSTMQfw

Build up to production now trucks be on site before long sentiment swings very much about to be in play.

We held a good level at 0.50 area considering on the last spod crash we hit 0.27.

Any predictions biztech ? Lol

Continues its bounce up.

all rallied over night 10% as china catl has suspended its lepidolite mines.

**** product likely.

price of spod today has ticked up.

TO or BO same same.

Ultimately that rig will arrive and it will be constructed. A TO is likely to occur your either in at this level or your not.

Personally think wider market will get caught out with TO at somepoint soon. My only basis for that is how china have historically operated they don't like to share minerals...

Atb

Media is about to fire up as the plant build begins. Going to look like a completely different place within weeks.

Hadrian

It doesn't quite work like that..... is hainan likely to take over bougini yes. But let's not forget the transfer of the license is to take it from western hands into china's majority so it will certainly move across. There's always the chance we move across which code despite the continued comms that we are on 2019.

Leo (ffx) properly shafted mali and this was the reply. Despite or the whinging from the leo holders saying they were different entities in the eyes of mali they were not.

I actually think it would be political for mali to not transfer it as the employee base for mali locals are bougini now is growing at pace and there is dozens if not hundreds of locals posting on linkedin obtaining employment from kodal/hainan.

Results as to be expected yesterday information we knew however very clearly our rig is on the door step. Steve zan and all construction teams have done a phenomenal job.

First uk listed spodumene producer!

Sub .10 today then

With current prices for LI/spod our margins are definitely lower however not unfeasible. At this price range it bullies off the high cost mines in Australia. When this happened last time price rallied.

Low cost producers will survive the test of time. Hainan knows this. Not the lowest but certainly one off.

I still anticipate a TO offer and with the holding BA has he will want to secure the best he can for his own selfish gain.

Any wiff of a buy out and this moves dramatically one way.

If money being put in by hainan was no longer feasible we would of been on hold or mothballed. However hainans hydroxide plant is nearly complete and it needs a feed. It isn't going to pay for it elsewhere when it has its own source.

All to play for

Fooca

If your view on BA and concerns around kodal margins are reason enough to not invest why are you here ? 20 posts on lse on kod but followed since Latin gold ?

This is a second account of someone we know very well. Especially defensive over certain things.