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Si90 Thank you.

Si90
Please provide link to interview of PS by Howard Klein.

Comment by Peter Secker
Our two projects have a combined, independently estimated NPV of more than US$1.7 billion, a level that far outstrips our current £36 million market capitalisation as of 4 June 2019. We are confident this valuation gap will soon close. I look forward to providing further updates on our progress during this exciting time for the Company."

Bannor. You speak in riddles.

I have read though CEO’s Strategic Report and it was positive about the prospects for BCN, EMH, MMS, LT & LS, Yangibana and Auroch.The reduction in value of BCN & EMH in 2018 meant that the accounts showed a loss for year.
Directors’ remuneration reduced by 20%.
Nothing positive or negative about Greenland or CLY.
The Mexalit JV with BCN will provide 12% of plant feed for the mine plan.
IMO both BCN & EMH should show substantial improvement in value shortly.

More from Chairman.
KDNC believes the Amapa Iron Ore opportunity to be transformational at a critical time in the Iron Ore market.
MMS. The BOD have increasing confidence in the potential for Macarthur Minerals (“MMS”) and European Metal Holdings (“EMH”) to accelerate in the coming months and provide significant returns. The news of an off take arrangement with Glencore for MMS was a significant milestone to production.
KDNC fully believes its prospects are growing and we have weathered a very difficult period and are embarking on an exciting phase with the investment into the Iron Ore market. Whilst witnessing real progress at our investee companies. We continue to view the opportunities Cadence is focused upon with confidence and excitement. We will support projects to production and continue to evaluate new projects. However there will be a real focus on the huge potential we see in Amapa Iron Ore.

Chairman's statement.
BCN. Whilst our equity stake is lower our JV interest just became increasingly valuable

The value of Sonora to BCN even after deal with GFL must be £1 per share based on NPV of $1.25billion and we shall shortly find out value of Zinnwald. Is there a problem that I am overlooking?

In interview Alan Green states any one of projects could be worth than curren market cap of KDNC.
Well worth a listen.

Yes. JV with Hastings- Yangibana

There are reports by W H Ireland and Shard Capital available on EMH website. Go to Investors /Research reports.
W H Ireland suggest a price of 78p oer share and Shard upto 80p.

This is on company's website - Investors- Research report - as is the report by W H Ireland.
The conclusion of report is:

Another landmark step for EMH with a very successful outcome from process testwork. We expect this to foreshadow an improvement in project economics in the next iteration of the PFS due out shortly. Cinovec is ideally suited to supply the right product at the right time into the growing European battery market. The company’s shares continue to trade at a 3-year low. Pitted against our 45p/sh risked base-case and 80p/sh hydroxide scenario, we see a fundamental mismatch between the current market valuation and our estimate of the company’s value trajectory. We argue that the current entry point is unlikely to persist once project development is further de-risked

W H Ireland issued a report on EMH on March 11th. Its conclusion was that a fair value for EMH is 78p per share. Ireland must have received an update from EMH on the position with Czech government ( management is well connected internally in the Czech Republic with links to all levels of government) and also that project is progressing well ( a development project about to go through final feasibility)

Aiways , a Chinese carmaker, plans to begin offering its al-electric SUV in Europe next April.

Frankie. A link to the Vox video is on KDNC website.

I find that KC responds to emails.

I agree; any one of the investments made by KDNC could have a value greater than current market cap.
I think the BOD has managed well except possibly the dealings with BCN. KDNC still has JV and possibly the involvement of GFL will lead to value breing realised

Olderand wiser
Thank you for thoughtful response.
1. I think I allowed for dilution .
2. Regulatory issues are in place
3.From the RNS GFL will speed up develoment and also reduce costs.
4. That is not impossible but unlikely as the demand for batteries is projected to grow enormously.

FT Big read - Powering the battery supply chain.
I am unable to post link but the phrase below was in article.
Well worth reading.

"Lithium will in the near future be one of the most sought-after raw materials on earth" VW said

FT Big read - Powering the battery supply chain.
I am unable to post link but the phrase below was in article. Well worth reading.

"Lithium will in the near future be one of the most sought-after raw materials on earth" VW said