Member Info for elcobbledore

Same oneandonly, everyone was fixated on EVs but knew bss would continue growing and that’s definitely not stopping anytime soon

I’m not sure we will be loading the 2nd shipment yet. See below from RNS. Says Q1 so basically anytime between now and end March. 20k tonnes every 2 months, let’s assume we get $2kpt KMUK get $26m with kod’s share $12.7m.

Obv not profit as there is a cost but reasonable figs. Profit c $9m kod’s share each 2 months AISC $647. Over a year over $50m…

“target of building up a stockpile of more than 20,000 tonnes at port ready for a second shipment in the first quarter of 2026. The proposed export timetable has planned regular shipments loads of a minimum of 20,000 tonnes concentrate, representing two months of production and providing better availability and economics of shipping transport”

Last time the ship went straight to China…obv stopped in between to refuel etc.

Hi I doubt it’s for our shipment as KMUK will have an agreement with San Pedro port. Seems odd to stop at Abidjan unless they’re sharing the boat with Goulamina who use that port perhaps? Guess will all come out in the wash…

Yep although could have been balanced by a number of sales at the same time. The good news is there’s clearly an interest in kod again and when big fish do the basic maths they’ll see it’s a money making machine over the long term providing spod is at least $1.5k

How do you know they’re definitely sells?

Impossible to tell for sure but maybe these are both buys, as the SP increased between 9-10am but again I may be totally wrong…anyone have any thoughts?

Couldn’t find them either on the London stock exchange server, maybe they will be printed tomorrow.

That’s the difference between traders and investors. I do not have the balls to trade, you can easily mess up and fight to get back in when you made an error selling. It is impossible to buy right at the bottom and sell right at the top. I prefer to look at a long road to wealth investing in the right companies that have great fundamentals. Kod have that in bucket loads and true value will always play out.

Mornjng George, that all makes sense yeah. Hopefully we see a sustained rise from here, what the kod team have done is fantastic in such a tricky place!

I’ve just had to filter goingtomoonufo. For any newbies here don’t listen, he is a bitter prem investor who still think prem will succeed (plus thinks ggp will head to 350). So I’d suggest you ignore and filter like I’m about to do.

I totally agree, simple maths and you see what level

of profit kod is currently generating is fantastic. Then do the maths on stage 2 using their forecasts on build cost and you will see even at $1.5k spod it’s making a ton of money! I think at $2k spod the profit just to kod was almost $1 Bn over the lifetime of stage 1 and 2…staggering. And that’s without a resource increase (forecasting to go from 31.9 to 50mt). iis want stable cash coming in every few months. Kod have achieved that. Yes it all depends on the spod price but as it’s one of the lowest cost producers globally kod can still come even if spod goes to $1k. What a fantastic project, I salute you Bernie, Steve and the team!

I predicted £10 at the end of 2027. I’ll be honest and say I don’t think that is correct and will be hit much much sooner…

FFS now I’ve got moon sprouting rubbish on the kodal board…like a bad smell!

They do but kod settled on San Pedro to optimise their financial performance…

“Kodal Minerals weighed both Ivorian ports, and even considered Dakar in Senegal and Conakry in Guinea, before settling on San Pedro for economic reasons. The London Stock Exchange (LSE)-listed firm said its transporter had acquired a new fleet of 50-ton dump trucks, allowing bulk shipments rather than bagged loads on semi-trailers as initially planned through Abidjan.

According to a company spokesperson, the unit cost of bulk transport with 50-ton trucks is lower, which significantly improves Kodal’s financial performance.”

Wow cheers Element so much upside to come here, bring it on holders!

To answer your questions bloggs see below. It’s more cost effective.

https://www.ecofinagency.com/news/2410-49787-malis-lithium-finds-a-gateway-in-two-ivorian-ports

Some are trading at over 20 right so hence like for like it could be 3x?

Guys what’s one PE? Seems to be a few figs around? Is it 8?

Moon predicted this for 1 share 😆 what a baffoon!