Member Info for elcobbledore

I wonder if the recent Cape Town visit yesterday and today has brought along some new investors?

It could be because a certain poster has been reported for clogging up the board with constant nonsense. Let’s get the board back to what is used to be ie debating the good and the bad constructively…

Yep good advice there both. Can’t believe ALL has a higher share price than kod now being a producer. Wish all shareholders well there though, it’s been a hell of a ride on the rollercoaster of aim!!

A lot of it to do with your trading strategy. Some may topslice or sell the load where they think it’s a top, and buy back in lower. Nothing wrong with that. But I’ve tried doing on other shares and got fingers burnt as it’s so hard to time it perfectly. Hence I’m also holding long term and been here since 2021 too as I believe in the long term value of the project driving significant profitability. If I miss the swings like a few weeks ago, I’m not bothered. Could I lose out on making more money? Yep but I find trading shares pretty tricky.

Well it’s probably linked to spod price nettles. Back at 0.88p, the lithium price was on fire. If lithium price held at those levels, no doubt we’d be above even that 0.88p. We should see a re rate here with any increase in spod price but big catalyst is resource upgrade due this year as of latest timeline and offtake and FID for stage 2.

Hi George I still think they may wait for the resource upgrade before putting a buyout offer. That’s derisks the project more as it gives them more peace of mind regarding future spodumene quantity. I am confident resource gets to 50mt but reckon it will be done in 2 chunks as per Bernie’s previous comments. I’ve been here for a good few years so I’m happy waiting and buying the dips. I’ve been so tempted to trade the share but timing is everything and I’ve not got the balls to to so…with UBS upgrading their forecast to over $3kpt in 2026 and even more in 2027, I do agree that 2026 probably makes sense to do a buyout if that’s what they are considering. Bernie I reckon has had offers before (he smirks when asked the question) but he won’t sell at a poor price. He knows it’s worth a decent amount .

Bfd you’re right in questioning ALL value being higher than kod. I sold at a loss there, and it takes a while to build a working mine. Kod is now a producer, even at $2kpt the profits are immense. Hainan come on buy us out for 1.5p

Https://longbridge.com/en/news/275100421

UBS upgrading significantly. Bodes well for profit.

Hainan paid double the share price at the time (0.5 vs 0.25) with the initial investment. So no guarantee but it’s clear Bernie won’t be short changed…he’s a massive shareholder so will want to get a decent chunk if they do decide to buyout.

The sad reality is they actually think they are big boy traders after watching wolf of Wall Street. They probably invest a total of a hundred quid and think they can influence the share price by writing utter tripe. I would rather hit the pub with my mates tbh.

Crypto has sent shockwaves through the markets along with the likes of amazon. Fundamentals strong here but overall markets are in turmoil. Weak holders will panic sell and follow the sheep, that’s all that’s happening.

Crazy how much the big fish are spending on AI. Amazon said they’re expecting to spend $148 Bn this year with the bulk being AI. Hey how about you buy Mindflair for the bargain price of £50m? Haha! It’s nuts how much these big companies are spending right now. Bodes well for potential exits I feel but the markets are all over the shop at the moment.

Never ever seen anything like this, crypto in bits. Do you think it may make people buy gold it being a safe haven and all? Or general state of the market means people are panic selling everything?

On the bright side it’s not as bad as crypto.

Also bear in mind stage 2 is 230kpta I think so almost double capacity and based on 31.9mt, and they’re confident of a 50mt resource.

So let’s assume $1500 spod selling price for now. AISC $647 based on 125kpta equals $107m profit on the operation. KMUK share $69m split kod $34m. For ONE year. Not bad eh?

Oh god please whatever you do don’t trust a word he says.

https://kodalminerals.com/wp-content/uploads/2025/11/Kodal-Presentation-Investor-presentation-Nov-25-FINAL-1.pdf

Page 8 states $647 pt. I am using that for now.

And if you’re getting these from Bloggs you might as well say the AISC is a million dollars, total BS

$1124 pt AISC where on earth are you getting those made up numbers from? The sky? Latest AISC is $647 until told otherwise as far as I’m aware.

I agree, they are partnering with some huge companies at the moment which bodes well. Maybe they’ll get taken out by a bigger fish at some point?! Who knows. Realisations please come along at some point!