Member Info for elcobbledore

Nope this is not correct, see RNS below. If we find the actual price is sign way below this then there is an issue but people are making a mountain out of a molehill.

The final sale price for the lithium spodumene product will be adjusted to account for the actual grade and quality of product delivered and deducting the cost of sea freight, the Company expects the price to exceed US$930 per dry metric tonne ("DMT") of spodumene concentrate.

Based on the AISC of $647 pt and assuming we get $930 pt (according to the RNS this morning which Bernie says it expects to exceed $930 pt) that’s a PROFIT per tonne of $283. Not bad at all, I’d actually say that is pretty darn good when you compare with other lithium projects globally.

Just remember what happened when we got the license….share price dropped. Fundamentals too strong to ignore here. It’s a buy and hold imo.

Ok cheers bfd

Anyone know what SINT means on the trades? It’s always been AIMX as far as I can tell.

I googled it but still a little unclear, is anyone experienced on that here?

Also worth remembering that we have one of the lowest cost projects globally. Many other projects are barely making any money at current lithium prices.

Is anyone else utterly perplexed by the share price reaction. Bonkers, it’s proving the operation works!

Yep I for one got the call wrong re the correct ship so apologies.

What an achievement from Bernie and the rest of the Kodal team! It’s now a proven, cash generating operation and whilst it has been pretty tough at times being a shareholder, I’m immensely proud to be a Kod holder. I’m looking forward to 2026 with the 50mt (we hope) resource upgrade and a significant re rating of our share price!

Additionally, the significant improvement in the lithium pricing environment in recent weeks will be reflected in the sale price for our spodumene concentrate as per the terms of the Offtake Agreement. The final sale price for the lithium spodumene product will be adjusted to account for the actual grade and quality of product delivered and deducting the cost of sea freight, the Company expects the price to exceed US$930 per dry metric tonne ("DMT") of spodumene concentrate.

At long last, hopefully will clean up the dross on boards.

https://archive.ph/20251130153146/https://www.thetimes.com/business/companies-markets/article/london-stock-exchange-abuse-aim-companies-zjwpkt3st

Still plenty of green boxes. Let me guess bloggs and chef (who are the same idiot) somehow trying to find a negative in all this? It’s bonkers and I can’t wait until their shorts are absolutely obliterated and they lose a load of money after the toxic nature of their posts should mean a nasty lesson to learn.

Hi Caledonian Sailor, remember the tracking on the map is 10 days ago, so hence could well be arriving on 1st Dec.

Shame about tern but luckily shareholders here refused the TO a while back. Totally different companies imo. Tern constant diluting and raising. Here there is zero debt, no need to raise and low cost (board don’t take a salary). So hopefully a few realisations come our way and then should see a decent rise in the share price.

You’re welcome p119, this is what a board should be. Informative and we are all trying to help others with as much info as we can get. Good luck all, exciting times hey!

This has to be our ship. Looked into ownership and this ship is owned by Cosco as the parent company. And look who Hainan use…

Key aspects of Hainan Mining's shipping operations include:

Integrated Logistics Platforms: The company leverages integrated logistics services within the Hainan Free Trade Port (FTP). HAINAN HARBOR&SHIPPING OCEAN SHIPPING LOGISTICS CO.,LTD., an exclusive platform operated by the COSCO Shipping group in the Hainan FTP, provides comprehensive logistics solutions including shipping, ports, and urban distribution.

So don’t know if there are any experts here but surely it will take a few days to load, if indeed it is our ship.

Hence I’d expect an RNS to say it’s been fully loaded and on its way to China by the end of next week. Let’s go!

18 is considered a lucky number in Chinese culture because its pronunciation, "shí bā," sounds similar to "shì fā," which means "to get rich for sure". It is associated with prosperity and wealth.

Https://www.vesselfinder.com/ports/CISPY001

New ship coming

Kuai Bang Hai 18

Due Dec 1 2pm

Owned by Hainan!

Trying to fly under the radar but found it

https://www.vesselfinder.com/vessels/details/9330678

This is definitely the ship.

Our share price I hope will go off with a bang.