Member Info for elcobbledore

Wow one of 4000 submissions! Seems like a decent one!

It’s all about patience here, potentially significant upside but won’t happen overnight. The most important part is we’re making reasonable profits on an operation that is tried and tested. I honestly think 2026 is the year where it gets exciting with MRE upgrade (about blooming time, hopefully to 50mt), and stage 2 talks sorted. I think we will still need some funding as stage 2 will be more expensive to build, but clearly Hainan aren’t going anywhere. I do think Hainan may consider a buyout once MRE upgrade is done but judging by Bernie’s comments this is expected in 2026, and I really really hope he gets that done next year. Recent news from prem and ALL show it’s v hard to mine in Africa so bravo on what kod have accomplished so far!

MFAI have 26 other investments alongside IR. So whilst it’s not ideal IR looks a bit of a dud, it’s heavily diversified and if 5-6 of the 26 do well, shareholders will do well here but requires patience!

Atlantic lithium also in trouble due to the Ghanaian govt messing around with royalties. So it’s pretty impressive kod has managed to get to this stage in an African country. It’s not easy!!

I’m not so sure we would buy it as clearly there are issues with the site build and actually getting out decent quality product. Plus Zimbabwe is even more risky than Mali…and they are banning exporting concentrate from 2027 I believe.

Exactly what I was thinking. Maybe he is chef! Shows how important having a decent CEO is. Bernie is not great at managing timelines but what he and the team have done here is impressive (just hope it gets reflected in the SP eventually!!)

My goodness have a look at prem. Total disaster! It shows how bad some aim shares can be (I’ve bought a few duds in my time!!). Let’s hope kod can deliver and show a re rate in 2026.

Https://www.globenewswire.com/news-release/2025/12/10/3203203/0/en/Napster-Partners-with-Comex-Group-PPG-to-Provide-Hyperpersonalized-Experience-for-Customers.html

Clearly they are trying to grow partnerships. Still concern over the $3bn funding promise and being able to sell shares, but hopefully comes to fruition.

The only thing you can do is report to info@lse.co.uk in the hope that the moderation team will take action. If enough people report it then I’m hopeful.

The last realisation was 9 months ago! Surely there must be some coming soon…

Ps I do agree IR is the icing on the cake as such and has potential to do well. But seems there are issue re exiting and the $3bn inflow hasn’t occurred. Will be interesting to see what happens and if IR are in serious trouble or not from potentially misleading investors…it will come out in the wash I’m sure

I disagree, there are 27 current investments (1 is Napster). All it takes is a few of these to do well and share price will be a hell of a lot higher. Even if Napster is a dud, it won’t matter in the grand scheme of things, not all of the investments will do well.

It’s all about realisations here. Once realisations come, surely we will see a sustained rise as this market cap. Money burn low so patience should pay off here, but yep should share buy back on next realisation.

Hi all, surely it makes sense that when the next realisations come, to have a share buyback to boost the share price? Directors don’t get a salary, debt free and their next tranche of shares I think is 2p so makes sense to try to get there. Any thoughts?

I’d disagree that a takeover won’t be a multiple of share price, after all when they announced the JV is was double the share price at the time….i can’t see a takeover until 50mt resource is announced.

Https://www.proactiveinvestors.co.uk/companies/news/1083708/critical-metals-and-minerals-are-predicted-be-a-major-investing-theme-in-2026-1083708.html

It’s such a shame this board has turned into a cesspit. It used to be informative but it’s clear a few disruptors want to spoil it for everyone. Seriously what are you doing with your lives?! Maybe you’re upset about losing money on other stocks, just get over yourselves and move on. It’s not good for anyone. Be a better person.

Good interview, slight discrepancy being he expects revenue of $880-900 pt whereas the recent RNS states expected at least $930 pt. Perhaps he revised it upwards as it was recorded on 20th Nov

Agreed, a fantastic interview. It’s clear that he is highly motivated to grow the business. Gold still at very strong levels price wise. Let’s hope we see a re rate at some point.

The state of aim is pretty dire tbh. It’s not just ggp. I’m in Kodal and they managed to export lithium to China, released a positive RNS today and the share price has gone down. Long term GGP will be absolutely fine, but I too expected a stronger positive market reaction to a fantastic RNS.