Member Info for Howard05

Would be nice to know from the Management actual figures to date..not guesswork

What current production rare is

How much is stockpiled at the mine.

Are we trucking daily

How much is stockpiled at Port.

The above should be a 30 second job for the Company to provide

Know we are waiting final pricing for last shipment. I would guess that until Hainan have done all tests on recent landed batch, they will not arrange second lifting as they will want to make sure the grades are what they want

Thanks for that well researched,I do think on the Bull case, it should settle around 1p. It has so much going forward and if it stabilises to be a steady 2026 with cashflow, puts us ideally placed for next expansion in 2027

I emailled Alba for an update on the tailings that have been sat there doin* nothing with fairly good gold readings, which when processed would bring much needed cashflow. They totally ignored my question, just saying will keep the market updated.

Communication is a joke and can’t understand why Alba are not chasing easy gold if it is there. I really doubt it is there in the quaranties they have said. In 2 years we have produced a couple of very small gold bars and coins.

Enough is Enough I’m out…Utter disgrace Board why can’t you give an answer to th3 tailings

Kodal not Kodak predictive text !!!!!!!!

Have 3 questions would like to know more about please:

There is mention of a forecast for next 12 months, where can I find it as want to see what Kodak plc will be, because of the % of mine held by other companies

Regarding the £15 m loan, can someone confirm we have only drawdown around 7.5 m of it and it is held on KMUK not Kodak plc? That’s good from a protective point of view for Kodak

Could you explain what the dispute is with Hainman.

Looks like company repurchased about 1% of its own shares in last 2 days, not many companies do that. Now if the amount available for dividends stays the same, better yield all round. My hope is that the company is doing the same with debt which needs to be much lower. I think 2026 should be a consolidating year, getting the latest 2 big deals really consolidated and bringing debt down significantly. There will be no doubt some tasty opportunities out there but we have all seen companies rushing to expand, debt increases, fall in market and boom disappeared

I wrote-see May previous chats- about where the future with several questions asked of the board. 2 days later we get the RNS answering a helluva lot of those questions answered.Thanks but still questions outstanding.

A price per ton including loading onto vessel

B % split as per offtake agreement.

C What is happening re £15m loan

D Assuming 200t per load, number expected in next Q12 months-poss 10

Boom we have a cashflow

I would welcome answers to proper investors ( not the negative bashers like BIg Boring Dixhead OK bfd who has to be a demented little sad lonely twisted type of human—who never puts positives. Not necessary Bfdbut I had a friend who I think is like a Bfd a sad old lonely bitter self opinionated man who will eat his 3 Xmas sprouts alone as no friends)

Await your positive replies please so we have a robust cashflow and hence improving Sp

Once again Bod etc for the RNS

Makes perfect sense for the company to be buying back shares at these levels, leading to a higher NAV. Also going forward, with the number of shares dwindling, so the dividend yield will increase even more. Well done Rusty and keep these chunky BB,s coming. Despite SP falling, I think Rusty and Co have put in place with the 2 smart acquitions this year, a great foundation for 2026. Hope 2026 doesn’t see too many more acquisitions loading more debt on the company. I would like instead, monies used to bring debt level down, so that if there’s a turn down in the market, our ability to pay debt interest will not be onerous.

Does anyone know when or if the meeting this morning will be available or does anyone have a link. Good to see Chris making a sizeable purchase today. As he said, he knows the businesses acquired today well, hence he is putting his £’s into play. Made another top up day, abit too high a % of my portfolio but if you can’t trust the ceo who puts his cash in, who can you trust. Fingers crossed, looking here for a nice Sp rise with the benefit of a very attractive Dividend yield which looks fairly safe and well covered but who knows. If you have the link please forward.

Apologies just found what I needed

Can someone please confirm to me the mechanics of Julys fundraiser. As I understand the company raised approx £4.65m and can warrants to be exercised at 4p in the future. I have read the relevant RNS’s and am sure as to how many warrants were issued and what the expiry date is. Today the company market value is around £1.6 m if I am correct and therefore with that £4.65 m there must be a lot of assets etc on the books . Thanks to anyone who can assist me.

Thanks James, good review of previous RNS’s. At the moment , the only thing will be trading up and down the SP. A couple of months ago in the space of around 2/3 weeks it jumped from 12p to 30p on no real news that would support such a dramatic increase in Sp. This will be a traders stock for a while yet. So either buy and close your eyes for a while or try and play the Sp.

Any chance you could post the link please.

Please tell me where Mast comes into the article. Am I missing something

Sorry typo Kodal not Kodak

Mac well said. I have commented on Bfd before and he is welcome to stay on one condition—— don’t slag anyone off. Be constructive. I have some questions I would like to know===

A whilst we know invoices sent following on board, would be nice to know when Kodak will expect payment. It must of been discussed when setting up the offtake agreement.

B of the amount received, how much comes direct to Kodak.

C How much is been produced each month

D when is product trucked- ie every week/ month

E How much is expected to be stockpiled at port

F what are envisaged times for sailings ie monthly 2 monthly 3 monthly

G when do payments start to Mail government

H How much will be paid towards £15m loan

Once we have this information, then we have a cashflow forecast and hence work out a projected Sp.

Why are we getting $200 below the current price.Is it the grade? We need to understand how the price was so much lower than current sp. But at least shipped on time and company now trading in profit.

Thanks Pullone appreciate

Just checked no vessels showing at docks now but. 3 tugs hanging around. Our turn next? Could someone please confirm that I am reading the marine traffic correct. Thanks

Bfdinvestor: can you please clarify what you meant with regard to your comment on 15:15 26th Nov re filtered? Thank