Member Info for ivenoidea

That's why Kodal should have the decency to update market with real tangible information to address the concerns about the operation and restore confidence.

Things were going 'ok' last year whilst at the very same time production stopped for at least 3 months due to security concerns for the Chinese Hainan employees.

Bernard states lots of things that don't turn out to be true.

What's his latest confession @Laverda ?

Personally, I'd much prefer watching confessions of a window cleaner .

@Bfdinvestor

"There is literally nothing else to say

So I'll be saying nothing else"

I don't believe you

"Last comment as totally bored of the subject now"

Your bored? For heavens sake think about someone other than yourself for once!!

Bfd, do you actually read any of the RNSs ? 😂

Yes, nothing.

All that discussion immediately closed down by certain posters who arrogantly think they know better.

Ramping of 'big buying' and MMs playing games...

Hang your heads in shame.

Id imagine many are waiting for the September financial updates Joe.

Are we profitable or not?

The finances in September will confirm the answer.

Congratulations @kezzd

You're the first person on this board to silence bfd.

Ecobbledore, Mali are ahead of the game in terms of revenue collection. Id say Zimbabwe are looking at Mali and saying, "I want some of that!" Not the other way round.

I'm expecting $2500 before we see out the month of April.

Then let's see what unfolds.

Spod prices will make this operation work, even if Kodal can't.

Spot on @GeorgeH1987 .

One of many.

"The offtake price for Kodal's spodumene is linked to the SMM 6% index for a reason. While the initial 5.53% Li2O is a fantastic start and de-risks the DMS plant entirely, it’s only the baseline. As the beds settle and Ngoualana feed stabilizes, I fully expect we’ll see them push for that 6% mark to capture the full premium. 5.53% proves the tech works; 6% is where the real re-rate happens once the market realizes we aren't just a mid-tier producer."

Bfdinvestor

You strange bfd, I say simply highlighting the reality.

Very different to your "we're going to produce 6%' , aisc is $647, kmuk isn't running out of cash, there are no issues with the plant it's bau.....

What you're doing is misleading new investors. There's a difference between being positive and outright misinformation and you are the latter.

I don't tend to pay to much attention to target prices bfd but im certainly not trying to cover it up either.

What I have noticed though, as we move through the stages which Bernie is so keen to remind us of .. said target prices have gone from 1.5p to 1p to 0.76p... but again IF the company start improving things and delivering shareholder value then whatever the tp is today will fingers crossed become irrelevant tomorrow.

I'm pointing out, for discussion, the facts that YOU so often try to hide from view.

Dazaliam defending me lol!

Albatross, I did no such thing. I referenced the spa report and questioned when will kod release the facts. Spa by the way have our own chairman on their board of directors so when they quote aisc for 2025 (covering the production the first shipment) I tend to believe their figures.

The aisc hasn't been released by kid and I doubt they will release the figures until the restarted operation has run up a head of steam. Until then I'm using the figures in the spa report as guidance.

The crux is, for me at least:

- target grade not being hit which could trigger penalties in the OTA

- recovery not good but I'd say typical in early start up, needs big improvement

- aisc needs lots of improvements.

Questions remain but when April comes I'm hoping the company provide the data for me to make an honest assessment.

Id be very wary of anyone who thinks all is looking rosy, because it isn't.

@Bfdinvestor your doing the Sunday afternoon shift then?

I see you haven't commented on grade, aisc, recovery and market doubts over stage two funding from stage one income?

We also don't know the price for the second shipment as the company hasn't told us yet. I'm hoping for closer to $1900 a tonne but rather than claim I know the answer ( like you gave) I'll wait for the facts. Id prefer the final 100% figure than being drip fed lots of different prices causing confusion as per the maiden shipment.