Member Info for elcobbledore

Agreed, the drop in share price literally makes no sense, find me a better deal on AIM…regardless if people are kicking themselves about not cashing out at 0.88 or concerned about their loss as it stands…remember it’s only a loss when you actually sell. Things WILL turnaround for sure, it’s being played at the moment. There is definite value I think to hold long term, especially when the floatation plant is up and running the share price should be much higher than it is right now.

Yep quite possibly, Bernie as we know is a shrewd operator and he’s already said has had multiple JV offers and he chose the best one for shareholder value. If TO offers do come in he will only accept a decent one for shareholders as he’s a big shareholder. Good to have a CEO with skin in the game, loads out there don’t give a toss about shareholders but Bernie absolutely does.

I do agree, I think from what BA has said he had other multiple JV offers on the table. He knows how good the project is. If a silly offer came on I think he would be keen to get the deal done but I do think multiple low ball offers are more likely in the current market. I’m holding these for some time, if I sold no doubt knowing my luck a TO offer would arrive the next day 😂

Can’t remember if I’ve already posted this, memory failing me!

Https://www.afr.com/markets/commodities/chinese-lithium-stocks-surge-lifting-hope-rout-almost-done-20231207-p5epp2

This is exactly what we have been saying, and high cost mines may cease production. Kod is a low cost producer thank goodness…

Https://thewest.com.au/business/markets/surge-in-lithium-stocks-raise-hope-rout-in-ev-metal-almost-done-c-12810678?utm_campaign=share-icons&utm_source=twitter&utm_medium=social&tid=1701860010811

Kod has just tweeted with link to a long pres but rio Tinto are estimating a 945 per cent uplift in lithium demand over the next 12 years

Https://www.bnnbloomberg.ca/china-metals-firms-see-us-rules-unlikely-to-upend-supply-chains-1.2007909

Courtesy of BMH on twitter, good news

Nice vid thanks Acker

Https://www.independent.co.uk/business/trading-halted-in-hundreds-of-firms-as-london-stock-exchange-suffers-outage-b2458622.html

And remember the big investment banks saying lithium prices will get lower? They do this deliberately to spread fear so that they can attain a cheap entry. Goldmans have invested in lithium stocks but are incredibly bearish. Hold long term and avoid the noise and top up whilst you can imo. Dyor though of course.

Focused on the US but some great insight and exactly what some of us continue to say it. I’m hoping you can see it, if not YouTube and search piedmont cnbc. Some good insight.

https://m.youtube.com/watch?v=SZtInGqGrlk&pp=ygUNQ25iYyBwaWVkbW9udA%3D%3D

Https://kodalminerals.com/project/gold-projects/fatou-gold-project/

The potential here is staggering. Previous preliminary MRE 350k JUST FOR FATOU! There are 5 other gold projects. Based on current price over £500m revenue just for Fatou. So simply put even if these de rampers are correct and lithium goes tits up we’ve still got an absolute massive amount of gold anyway…so good diversification of risk.

Fair enough NobbyD, wish you all the best with whatever decision you make 👍 aim is hard to predict for sure so no one really knows, we can all make educated guesses to the best of our knowledge.

I am drinking a lovely drop of red by the fire this eve, way to go and yes musicman fully agree. Have a good weekend all kod holders 👍👍

The same nobby that said “load up whilst you can” at 0.65 early November. Hmmmm.

Found an interesting article and hence why I’m looking to the long term for kod 👍

https://www.morningstar.co.uk/uk/news/243069/lithium-mining-stocks-are-undervalued-but-should-i-buy.aspx

I do agree it’s odd that after incredible news that hainan have delivered the full $117m even with the license transfer not being completed, share price goes down. That’s just bizarre. Not only are they stumping up the £ for DMS but many more millions to explore and debt free. I do get that some people jump ship to invest in quicker wins but name an aim stock with better fundamentals. I’m perplexed tbh.

I’m not so sure of a buy out but to answer your qu well considering Hainan invested $17m at 0.5, this was double the SP at the time so surely would have to be at least 0.8 as it stands. But we know value is a lot more than that. Guess will just come out in the wash!