focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Well let's hope they announce the signed agreement in tonight's webinar or first thing in the morning, otherwise I think we could see this head back to 20p very quickly.
If tonight's webinar just goes over everything from last week with the shipping then many will see that as a damp squib and sell tomorrow
Correct me if I’m wrong (and no doubt all the rampers will because they love that kind of thing - of course that’s if they haven’t filtered me), but...
In an interview in feb didn’t Kiran suggest the agreement would be signed around the first shipment of ore? - I’m sure obs has reminded us of that a few times over the last few weeks as well.
Then this morning obs suggested it might be between the last shipment of the initial $10m and the next shipment ie a few months time.
Then I’m sure I heard Kiran suggest that in his podcast later today. Obs have you got a hotline to Kiran? Like the bat phone. Does he call you when he needs something posting on here?
Anyway, so it could be another couple of months. That would make me laugh iamrich would be wrong again with his 2 week prediction and Jimbob has just predicted this side of Easter.
Oh well at least nookie can trade this share again as it drifts back to 18-19p during these two months. After all he is an expert trader as he keeps telling us.
Putting words in my mouth there evbull.
I was just highlighting we hadn’t been told of an off taker - we have now so all good on that front.
Just need the all important signed bank agreement and then I’ll be happy - let’s see if it comes in the next couple of weeks like everyone is so confident of.
Ok, so if it was only 2.2m and it’s been spent, why such the big fuss then?
Do we expect to get more revenue from it? If not then who cares if they don’t announce it as it’s not material to the SP - or am I missing something?
Thanks Lewbo, I was about to look back.
So I would hope we would hear/see something about this soon coming through in the revenue figures then - in its own section BDMS or within Auto?
I suppose just the ability to announce Waymo as the name would help the SP though but with everything so hush hush I’m just not holding my breath.
Agree Ron - therefore SEE have in theory already announced it - so not convinced they will come out and announce who unless Waymo give them the ok to do so which looks like they won’t because it appears that Waymo want to keep it quite.
More interestingly though shouldn’t there be sight of this in our revenue figures by now?
I can’t remember whether that RNS put any value on it but without looking my guess is that it didn’t :)
Interesting, added at point of manufacture as they are new trucks?
I assume that’s Daimler trucks as well and aren’t they familiar with an Australian DMS supplier?
Can you imagine if SEE got a contract with Daimler to add DMS in all new trucks?
Think I’m getting a bit carried away
iamrich - I think if you go back to when things became personal - yourself, Jimbob and Eyeguy attacked me first because you didn't agree with my posts and accused me of being a deramper
I've never criticised anyone other than you three and perhaps two other posters who started on me as well. (oh and the BOD of course)
I only fightback I never start the insults, unlike Jimbob who insults people straight away because they dare to have a different opinion to him
Anyway, please tell us again is it this week or next week we are going to be rich, or in your case richer as you are already rich of course?
Oh and I'm afraid I'm going to be around until the BOD either pull the rabbit out of the hat or well and truly mess things up. So as I've told you before just filter me and then you can't read my posts. Of course you won't see my positive posts then though if the BOD actually deliver and there is something worth being positive about.
Hi Mifflin
Ignore Jimb2 and iamrich - they are both just annoyed and frustrated that for the last 9 months they have been telling this board that the deal of the century is going to happen and the share price will be 60p+ overnight when that news gets announced.
They are just annoyed that the news hasn’t been announced yet. I’ve lost count of the number of times iamrich has said it will be within 2 weeks!
I would suggest looking back over the last 6-7 years and make a decision yourself as to whether you think this BOD is capable of pulling off this once in a lifetime deal.
Well I know I’ve been diluted again but I’m struggling to see how that is going to cause me hardship.
Like a lot I’m already over 100% up and this is a new II who has bought in at 10.5p - I’m guessing they are going to want to make a 100% return themselves so are expecting a SP of 20p at least.
Yes it might not get to the 50p + I was dreaming of but I’d be happy with 20p - it would certainly make me a life changing amount.
Let’s see what news is released over the next 2-3 months and see where we are then.
EV_Bull - no point in any other RNS?, but they have a legal obligation to tell us if anything material happens - I would say signing an offtake agreement is material, is it not? Kiran thought it was important enough so state it as part of the process. We also RNS things about MMS in which we have a whopping 1% stake. Oh hold on perhaps it’s not important at the moment because we own 0% of any ore at the dock?
As for the legal documents, the bod tolds us back in September that everything had been agreed and it was just a case of drafting and signing the documents. How long does it take to draft the documents for something that has been agreed and to sign them. Was it really agreed? Is it agreed now?
Let’s be honest no one really knows and everyone is just guessing.
Just so you know Jimb2 thinks I’m a deramper because I don’t walk around with rose tinted spectacles on. I’m actually a disgruntled LTH who is fed up with all the bulls**t, lies and f*** ups that has followed this company around for the last 7 years and at this point in time nothing has changed from that, no matter how many projections of multi bagging many posters put on this board or on Twatter.
Yes and before any one says anything, well done to those lucky investors who heard about KDNC for the first time when the share price was at 3p or should I say 0.03p in old money. Like many I first bought in around the Sonora hype at 1p in old money so yes no wonder I’m pi**ed off having seen my investment drop from 1p to 0.03p - what a great company and BOD!
And for those who hang on every word in an RNS just remember back in autumn 2019 an RNS stated the ore would be shipped in Dec 2019. 15 mths later we are still waiting ...
Nope I’m also concerned about the bank settlement agreement actually happening and also the shipping given Cadence haven’t announced anything yet - I would have thought they would have done by now if the boat was docking in 6 days time for Dev’s ore.