Member Info for elcobbledore

Yep last one was get visibility back in March. The good news is there are loads in the portfolio and they can come at anytime. I’ll be pretty frustrated if we don’t get any this quarter. If Napster does get listed at billions we are all quids in (but I’m not sure it will happen)

It is meant to be Yangpu port and said expected arrival today 9am but it’s not on their list yet.

Another one for the green bin, damn these people whinge!

It’s because people don’t have patience and sell at a loss. Surely realisations must come sometime in q1. Patience better pay off!!

Yep agreed, although if Napster doesn’t work out there are 26 other investments (and get visibility meant £2.6m cash to us). Even scgl have a market cap above ours and that just makes zero sense.

Looking strong here guys. I think the tide is beginning to turn and it’s about bloody time for us LTH!!

No need to apologise mate, it’s easy to make errors, that’s what a board is here for. Here is to a great 2026!

Hi Matt I make it c.$140m profit but that’s based on $647 pt which I think is the latest we can work towards. I’m sure in due course we will get confirmed AISC. Also based on 125kt per year. Still pretty amazing though. And let’s see where spod goes, would be great if we can hit the $2k barrier.

Wow I didn’t foresee a rise this swiftly. Already surpasses Goldman sachs and JP Morgan forecast for 2026 and almost at UBS’s. I said it a year or so ago, the energy storage side will be huge!

If I was shorting this…

1. I’m incredibly thick

2. I’m literally shtting myself

3. I won’t have a job soon

Seriously I hope they learn a valuable lesson. Don’t short an incredible stock that’s in a super hot market with zero debt!

Almost $1 billion cash. Wowzers 👍

Also remember that Mali govt take 35 per cent and split of jv is 49 per cent kod. So in essence relative value to kod is 31.85 per cent of the total value of the shipment if I’ve calculated that correctly!

It’s so that they get a larger percentage of revenues. They will want the full 65 per cent cut rather than the current 33.15 per cent (ie 51 per cent of 65).

And yeah I do agree in that financially it may make more sense to buyout now. But my gut feel is they will want to wait until there is more accuracy on what’s in the ground, so awaiting further results to shore up the resource. Eg look at what happened to Geo, next door to Havieron but results are v poor vs greatland. So if I was Hainan I’d want to wait until there is more info on the resource and grades if I was to make a buy out.

Happy New Year Rotter! I would absolutely love 3-4p but got to remember it’s the Chinese we are dealing with who will want it as cheap as possible. I seem to remember Bernie on a video recently alluding to interest from Hainan but he smirked and he said something like “for the right price”. Unless I’m going mad and I had a dream?! All in all, kod are in a fantastic position here. In a market that is growing. I honestly have a good feeling about 2026!

I absolutely echo others being disappointed in the SP considering we are actually producing. But I’m confident all will come good. I still think once we get to 50mt Hainan will swoop for a buyout so my guessing is late 2026/early 2027. With Mali govt getting 35 per cent no doubt Hainan will want to attain the remaining 65 per cent. Impossible to predict £ but I’m hoping northwards of 1p. Value has to come out sooner or later!

If this ever gets to £25 I’m retiring. Albeit that is one hell of an ask! But happy to hold for a number of years. There will be ups and also downs but the future is certainly bright here. Gold and copper ripping and being debt free is massive.

Scgl has gone a bit mad. It could easily happen here with the right RNS as not many shares available vs other aim plays. Here is to a strong 2026, about time it happens here

I was on the sidelines here but a CEO who uses x under the name aimvaluetrader is a bit suss. Looking at content, like other aim ceos, he often says “shaping up”, “could be the next Havieron”. Assay results are the most important thing, I hope you do find better ones in the future. I’d be v wary of anything your CEO says from now on.

Ggp have such an incredible project. Feel sorry for those duped into Geo…junior miners are incredibly risky and just because they are near strong projects means diddly squat…