Member Info for DRWHO319

$1.80 trillion assets under management.If true, not bad!

Well. we are talking about 20% of "institution investor participation " for this massive placing , as claimed by Harry! If so, the name of these NEW Institution Investors supposed bring confidence value to Kefi, to support SP.. Hence Harry should take this as matter of urgency ! Am I wrong?

Indeed! But why no TR1 to date yet?

Thanks !

This is the last shoe to drop before a major rerating !! Anyone knows ? Why Kefi does not announce?

Indeed good one as suggested by AI: In short: These channel results are a strong green light for the next phase (likely drilling to test depth, extent, and tonnage). They don't prove a "big" deposit yet, but they show real tungsten potential with grades, widths, and scale hints that could become economically interesting if follow-up confirms a larger system. The company plans to use this (plus soils and grabs) to guide next exploration—drilling would be the logical step to quantify it.

IMHO, out of $24m, we have 24x0.7(govt 30%), x 0.49=$8.2m. Now the key question is 1): what's the cost of production (Hainan said $860/ton, Kod said less 2:is govt's 30% also contribute on production cost ? only then we will know what's our SP should be! Anyone has a clue ? GLA

Main Problem is " Zulu's contaminated with Iron and Meca is above 27% "! DYOR. Prem built the plant without a proper DFS , hence the walking out of old contractor ! so called sizing solution is NOT going to solve the contamination problem, the whole plant design was not right from start! GLA

Yesterday STRM rose 325% and we have 17.1% of it!

Dream on, but current price rise of SC6 is short lived , Chinese future market can tell! Still, If all in production cost is aroud $680 (kod figure), $800(hainan figure), we are still NOT making any money! If my guess of Govt 30% is based on profit sharing (As govt may not put in cash for it 30% share, most likely , no wonder govt is not issuing expert licenses till now as if so, Govt got nothing , so why issue license ??! GLA

Check out all Uranium Stock sky rocketing since yesterday , due to Trump's coming announcement on US nuclear energy policy , As I anticipated hence invest heavily in NEO! GLA

KOD's case is more it produces, more loss is created . So plant shut down is only sensible option !

That's Average CIF Index price , but for Africa SC6 is $625 (https://hq.smm.cn/new-energy/category/202501100001_)!

Sadly Today's SC6 Price for CIF China is $625/ton , no wonder no export license will be issued . AIC, either $680 (Kodal's figure) or $800 (Hannan's figure), money loosing biz !

What was SMM Index Figure, On April 25, SC 5.5 , and SC6 from Zimbabwe was $696 and 757$ CIF respectively ! today's price should be much lower!

NOT SO fast man. AS the price of SC6 now stands at $770 CIF to china (from Zimb),and keep dropping due to over supply for at least 2 yrs, even if GR CAN PRODUCE SC6, will still a lost making! If Glencore finished its DD, will will they offer ????

With the rise of POG, yet to continue for next 10 years or so (the global central banks, insurance companies, then major sovereignty fund to follow , the economics of LND, even just stay as 1.5m ounces , will change dramatically , no longer a "stuck case" anymore at $3300/oz, let along with more like 0ver$10,000/oz in not too distant future !!! The important message is NOT about POG rise, it's the downfall of fiat currency, ie USD!! Strong buy! I just added last week ! GLA

Suffer the lost making as you can see from its share price performance sadly !

I recall Hainan stated in its website a figure of $800/ton (Kod claimed a lower figure, 750ish but sure), But for SC6 from Africa stands $780/ton CIF...So do we actually making money given the cost for shipping of ay $25-30/ton??? GLA

OKy. So cost of converting SC6 to Lithium in china now need price of RMB 81105/ton to be profitable , and it takes 7.5 -8 SC6 to make 1 Li. KOD cost of SC6 is $800, to make the JV production from Jan profitable, we need price of SC6 over $1000/ton at least . In Chinese Lithium Future market today, Dec 2025 id RMB 82000/ton. Battery makes in chinese is 4 time more than demand ... So we have some basic data for prediction . ! GLA