Member Info for ivenoidea

P119,

Yes it could well be export permit and it's not surprising the argument has been focusing in on that interpretation this ignoring the important headline.

"Suspension des opérations minières".. this is a concern which is why it was raised... The discussion seems to have focused instead on whether AI has correctly translated other parts of the picture from french (not Chinese).

The good part of the slide it seems is the export permit has been given the green light and the official opening of the mine could happen within August.

It needs to as kmuk clearly need revenue to pay the mining company who appear to have stopped mining since the 1/6. If this gets confirmed and why would they tell the mining minister if it's not true,? Then we could well have delays due to lack of ore in the coming months as this mining cessation wouldn't have been planned.

Id say it's pretty hard to contest your own slide that you presented to Malian officials.

Bfd just confirmed he can't count as well as read... It gets worse 😂

You should pin that last post laverda, as I'll be reminding you of it when my prediction comes in.

It certainly won't be your phony timelines

Hi lorcun,

Until spod gets to a level where kod get a decent return I'm anticipating a spike to around the 0.65-0.68p range followed by another period of deflation as suay chin sell into the rise.

Any figure near 1p plus needs spodumene to be a four figure price and an MRE update of over 50mt to go with it.

Until we export and receive cashflow inwards then there won't be any drilling to finish the work required for an MRE. I don't anticipate that resource update until February next year at the earliest.

I reckon we might be in for some KODnChip Fridays over the next few weeks.

Pigman, the ability to read text from images using AI technology is excellent these days.

Id say the law of probability suggests that the translated text is probably quite close to the truth.

AI doesn't hallucinate, that's a phrase termed by people that can't comprehend how it works.

AI uses mathematical calculations to produce results, the quality of the output is based on the quality of the input.

In this case the input is text on a photo written in french which will have been rendered by specialist OCR technology before input into the Large language model to interpret.

The LLM would have found the closest match to the output of the OCR model. It would have the context of the content from the clearly legible title and knowing it's written in french, it has returned the closest match of words in a sentence that makes sense given the context of the conversation.

I personally think what's been interpreted is likely very accurate

Same old laverda, reads something he doesn't like and instantly dismissed it 'as total crap'.

Discovers it might be true, tries to change the narrative.

Concedes it is true and tried to turn the focus on the poster diverting away from the actual post.

IvRoche, the positive I took is that kmuk are pushing for inauguration before end of August.. that is needed asap as clearly funds are very tight now.

Quite simply we need to export.

Don't know the stockpile tonnage but yesterday keita was told 42k tonnes. Which isn't much more than reported in the last RNS end of june

Nobby, mining of the ore (exploitation) has ceased.

No mention of stopping production (processing the ore into spodumene concentrate).

We

Fyi lav, as stated previously I couldn't read the inauguration date, it wasn't readable but the AI tooling (various) consistently comes back with the 31st August. Again, as you point out not guaranteed and I never stated it was.

The first point is quite easily readable and it clearly states suspension of mining operations due to lack of explosives. Keita is sat to the right.

Lav,It's not Chinese, it's french

Making it up to support your point, AGAIN.

Bfd, just for your information.. you are a fool who invents his own narrative based on what you think you've read.. I'm not responding to you any more after this post as your not worth the air you breath IMO.

The bad news ( shut your eyes laverda)

Mining operations ceased from 1/6 because there are no explosives.

The slide also states that it expects 125k tonnes per annum as achievable. Good news kod holders.

Always best to search your own truth rather than rely on made up best case truths by resident rampers imo.

The good news for you laverda (and me), is that it's looking likely that the inauguration service will be 31/8/25 with goita in attendance.

My friend accoinista found an ai tool that could read the text in the image and has what seems a reliable interpretation of the text.

You listen to what you want and dismiss anything that doesn't support what you want to hear.

I'm looking at a picture of keita and our Chinese partners in a room with a projected power point slide dated 31st July that outlines challenges with production.

It states the total produced so far is 42k tonnes.

It talks of the reasons for low output to date.

It talks of annual production figures of 80k

It talks of improvements being made to improve those figure

And it talks of the inauguration with goita in attendance but the date is not legible.

You don't want to hear that so you'll probably dismiss it, but that's the other truth you don't want to hear

Laverda, where did you get that figure from?

You've made it up based on your own best case scenarios.

You need to look more closely and take those rose tinted spectacles off .

Sounds that way oneortwo.

Still more work to get the output numbers near the target.

Could be October/November.

Talk of bettering the output figures is fanciful at best based on yesterdays numbers.

What's the expectations then?

We're looking for around 120-125k tonnes per annum of saleable 5.5% spodumene.

What do you think Bernard will announce and when?

6 months nearly since first production, we should be close.

Keita was on site for a visit yesterday and current output figures looked far from good.

Interesting strategy that, let the MMs know in advance.