RE: Looks like our West Bougouni deal will be with Ganfeng8 May 2024 12:47
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.
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.
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.