Member Info for Humster

Nettles

Off take is 4 years.

“The initial Off-Take Agreement is for a four year term with the commencement date set at the receipt of the Mali Government export permit.”

Hainan has alluded to phase 2 several times, and seem to have a good relationship with KOD. Whilst a takeover is always possible, I don’t see any red flags as of yet

Https://uk.finance.yahoo.com/news/breakeven-horizon-seeing-machines-limited-054654840.html

Expecting a loss for year-end 2025. With US$11m in profit for 2026.

https://simplywall.st/stocks/gb/tech/aim-see/seeing-machines-shares/valuation?blueprint=4047463&utm_medium=finance_user&utm_campaign=conclusion&utm_source=yahoo

Fair value estimated at 4.2 from today's 2.7

Thank you for clarifying George, KOD should change the wording on their site to reflect this imo

That is fair Bfd, would be great for KMUK to pay instead of us (obviously we'll pay 49% of kmuk's bills but at least not 100%)

Bfd - this is from KOD website

"Kodal has signed contracts with a Malian transport company to provide the road transport services, and a separate contract with a multi-jurisdictional freight services company to handle the storage and load out of product at the ports. KMUK’s product transport battery limit is to load the product onto ships arranged by Hainan Mining. Vessel costs and shipment to China resides wholly with Hainan Mining."

By Kodal signing the contracts rather than KMUK, to me, it implies that we're paying for the transport directly, as well as the storage at port

Hia Shyted11,

Kodal is paying for transport from mine to port, as well as port handling/storage. Hainan pays from port to China once the freight is loaded on the boat.

What the cost of that is hasn't been disclosed yet, I don't think.

Minor change, but KOD website now states "London’s first lithium producer in West Africa" when it used to say something along the lines of "Kodal Minerals is aiming to become London's first lithium producer in West Africa. "

Small change but a nice one to see

Is AGM an open-door event? Couldn't find a registration page

Surely this would be grounds for an rns. Amazing find Almagest

Sounds like a spectacular October incoming

"Market Dynamics and Competitive Edge

The ADAS market is undergoing a transformative phase, driven by regulatory mandates, consumer demand for safety, and AI integration. Qualcomm’s acquisition of Arriver in 2023 has strengthened its ADAS stack, enabling end-to-end software solutions that rival industry leaders [1]. Additionally, partnerships with firms like Seeing Machines to enhance driver monitoring systems align with the EU’s General Safety Regulation, which mandates advanced DMS by 2026 [6]. "

What are you on about Basher?

Honestly, happy to continue increasing my holding in KOD, especially at the current price.

The team has delivered. They’ve overcome the biggest obstacles - building the mine, getting off take agreement, and now the export permit.

Floor price goes into effect in Jan.

871

-3 (-0.34%)

Map, you had me in the first half not gonna lie :)

Many sales are happening at .40

Huge congratulations. You’ve gone from being an explorer, to constructor, to now produce & export! You’ve outdone yourself.

Huge congrats to all KOD holders!

Subaru has it’s own system called Driver Focus, apparently released in 2019.

https://www.subaru.ca/WebPage.aspx?WebSiteID=282&WebPageID=22756

Do you mind sharing the linkedin post?

P119 they're desperate to complain about anything

Page 34 chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://kodalminerals.com/wp-content/uploads/2025/09/271796-Kodal-Minerals-AR-WEB.pdf

Unclear where George is getting 600k from