Member Info for Humster

Like in my previous message - I foresee Hainan sending the 95% upon loading when the floor price is agreed. With this first shipment they can't pay 95% of a value that isn't agreed yet. KMUK has sent out an invoice for $24m but upon arrival there'll be a recalculation of grade and $ with the final price estimated to be in exes of $930DMT

Good amount of buying today

I've given up on rooting for milestones/events when it comes to KOD SP, because clearly the things we're worried about don't matter to the market

Am sure that once we get monthly payments and our cash position improves the SP will climb gradually

I wouldn't stress about why the money hasn't been transferred yet. The offtake states that payment will be done upon loading - this isn't the case for the 1st shipment as we don't have a floor price set yet. Once that's done Hainan will know how much $$$ needs to be sent every month, they're currently negotiating that price (is my guess)

Ship will reach China early to mid January. Not this week

Gone from 4.41 to 4.90 despite more sales than buys

That is indeed a phat sale

Down 40% today

Anyone thinking KOD might buy its lithium sites once PREM is gone?

Thanks BFD that makes sense

Badomen that does bother me - as in the offtake it says that hainan are paying for sea freight once it's loaded. So unclear as to why it's currently being deducted

Sounds like KOD is going to double down on lithium - outside of Bougouni.

LittleLib, it’s a guess based on the price and time

I guess it was a sale?

£206k buy after hours. Huh

Ending of today has gone well

They do

Https://www.linkedin.com/posts/colin-barnden_automotive-driver-monitoring-activity-7404114873598533633-RWaM?utm_source=share&utm_medium=member_ios&rcm=ACoAACsoNZIBWNFFleePlkVaTqhD2Kx-c6csvZc

Whilst from a technological PoV it's exciting, I do think it's also very sad that robots will be used to combat loneliness.

2mil looks like a buy at 8.43

It's becoming a jam tomorrow kinda conversation