Member Info for elcobbledore

Https://www.africanews.com/amp/2025/11/25/niger-sends-fuel-convoy-to-mali-to-ease-supply-woes/

Dollars not pounds

I’ll go £26,750,000. I reckon Big Dog in the port is gonna have to make way for our vessel (will likely depart tomorrow as tends to stay for just over a day). Just love that name for a ship!

Ok cool it has moved from its position, money should be in the bank by next week we hope

Yep all loaded it seems then. RNS can’t be far away .

Https://www.exchangerates.org.uk/news/44621/ubs-gold-price-forecast-2025-2026-gold-holds-above-4000-further-gains-expected.html

Another late printed £3m buy yesterday….

AI isn’t going away. Yes there are some large stocks that are overvalued (Palantir perhaps?). I think there may be a correction downwards in some AI stocks but Mindflair has a diversified portfolio across many AI companies. All it takes is a few of these to be winners and then share price will be reflected up very quickly. I’m not expecting all of the investment to pay off. If Napster IPOs at anywhere near it’s valuation at the moment there is a huge payday for Mindflair shareholders. Even if Mindflair is affected adversely I can’t see many shareholders selling at a loss so will hold until it rebounds.

As in bfd best to ignore and filter, makes it so much easier…

Unfortunately bloggs chef etc are just disruptors bfd with no intellect. Best to green bin, and let them argue with themselves..

Crypto in freefall can surely only be good for gold prices?

Cool makes sense Lav

So I think it’s around $10m US based on 30k tonnes.

Spod price today $1,030 as we are producing 5.53 per cent, spod price is $1,117 at 6 per cent so I think it’s then reduced slightly? Total revenue $31m. KMUK get 65 per cent and then kod gets 49 per cent of this.

So I make that revenue to kod just shy of $10m, think that’s correct…

Yep well said George and Lav, just a case of sitting on hands and being patient. A lot of people lost their heads. Now it’s time to sit back and relax, kod has an incredible low cost, great quality project and will continue to making a load of money over the next 15/20 years. I do think Hainan would be keen for a TO knowing the Chinese wanting full control but this must be at an attractive price for kod.

Https://news.sky.com/story/nvidia-beats-expectations-again-in-defiance-of-ai-bubble-fears-13472848

Also I was concerned about the AI bubble so to speak, but imo this is going to affect the large mega cap companies like nvidia, meta, google etc. market cap here is a joke and so low so even if there is an AI crash, I imagine most will hold rather than sell at a loss….

Remember pretty low vol of total shares (think is around 550m?). I’ve got 8.8m, Colm Menton has 35m and I’m sure a few others have decent holdings. So could easily multi bag with strong news releases. Zero debt a biggie for me plus bod don’t take a salary so cash burn is low.

Kodal are in the top 0.3 per cent of junior miners. An amazing journey well done to the board.

Industry estimates suggest a very low success rate, with some sources indicating that as few as 0.3% of all junior exploration companies may ultimately become successful producers.

Yeah for sure George. Nothing has been making sense really. The kodal curve was the opposite of the lassonde curve. But let’s hope for some decent gains now, it’s about blooming time. Like those glass ketchup bottles, an infuriating wait but got to wait to get the sauce and when you do, happy days!!

Thanks George, interesting info. And agree it looks like either stage 2 or TO to me. Both v positive for kod. Pleased I took some of chef’s shares at 0.267.