Member Info for IvRoche

Had to rub my eyes the sharechat isn’t overrun with the usual b.s.

I think we can agree, we will need a massive amount of truck loads to shift the current stockpiled spod.

Hopefully, some good news shortly with pics of first trucks being loaded with spod leaving site for the c48hr drive south to Abidjan.

Some calcs below for a 2 mth horizon to move the c45k tonnes of Spod to Abidjan.

Total volume: 45,000 t

Per load: 50 t

Truckloads required: 45,000 / 50 = 900 loads

Time window: ~60 days (2 months)

Avg loads per day: 900 / 60 = 15 loads/day

Fleet size (depends on round-trip cycle time)

Reasonable end-to-end cycle (Bougouni → Abidjan → back), incl. loading/unloading, border, rest:

5 days/round trip → ~12 trips/truck in 60 days → ~75 trucks

6 days/round trip (base case) → ~10 trips/truck → ~90 trucks

7 days/round trip → ~8–9 trips/truck → ~100–113 trucks

New Posters on 80m share chat... meet the local fudder. Engage if you like but best left to it's own devices - otherwise it turns Stalkey.

3.1m volume versus 3mth average of 2.1m - perhaps the rebalance to ASX200 is starting

Price: $844.00

1 day: $-5.00 (-0.59%) 📉

YTD: +3.43%

Atleast 3 right incl. the last one

Cost of drilling two Wells that high up towards the artic circle 30-40m USD

100% agree Ed, RachT2 is a piece of poop.

Thanks for the input clown in chef

Price: $849.00

1 day: $-30.00 (-3.41%) 📉

YTD: +4.04%

As of right now... AUD 6.02 - 22c AUD / 3.53% down

I don't get it but am not selling YOLO.

You don’t need a filter, Rach — you need an intervention.

⚠️ RachT2 is a day trader⚠️

Everything he/she posts is in their own self-interest, not in yours. They admitted it: “I view 80M as uninvestable for a long-term hold… I trade Jay/80M for the volatility.”

That means the 500+ posts of “caution” aren’t good-faith warnings for shareholders - they’re about talking down sentiment while waiting to trade the next spike.

Read the posts if you want, but do it knowing the agenda: this isn’t balance, it’s book-talking dressed up as FACTS.

DO YOUR OWN RESEARCH!

Rach – whether it’s 3 trades or 30, you’ve admitted you trade 80M for volatility. That means every post is written through your own book, not in “good faith caution.” You’re only here to exploit the very spikes you mock others for chasing.

And spare me the “ramping” nonsense. Your position is hidden behind 500+ repetitive hit-jobs dressed up as “FACTS.” You call it caution; in reality it’s manipulation.

⚠️ RachT2 is a day trader⚠️

Everything he/she posts is in their own self-interest, not in yours. They admitted it: “I view 80M as uninvestable for a long-term hold… I trade Jay/80M for the volatility.”

That means the 500+ posts of “caution” aren’t good-faith warnings for shareholders - they’re about talking down sentiment while waiting to trade the next spike.

Read the posts if you want, but do it knowing the agenda: this isn’t balance, it’s book-talking dressed up as FACTS.

DO YOUR OWN RESEARCH!

I will literally be posting the below underneath everyone of your future posts Rach, and I would encourage others to do the same.

⚠️ RachT2 is a day trader⚠️

Everything he/she posts is in her own self-interest, not in yours. She’s admitted it herself: “I view 80M as uninvestable for a long-term hold… I trade Jay/80M for the volatility.”

That means the 500+ posts of “caution” aren’t good-faith warnings for shareholders - they’re about talking down sentiment while waiting to trade the next spike.

Read her posts if you want, but do it knowing the agenda: this isn’t balance, it’s book-talking dressed up as FACTS.

DO YOUR OWN RESEARCH!

Finally, the mask slips. For 18 months you played the part of the “cautious long” — posting endless red flags, claiming you were only here in good faith to warn genuine investors, and even insisting “I’ve no wish for the SP to fall (in fact, the opposite would suit my interests right now).”

Now, after 500+ daily warnings, you admit what’s really going on: “I view 80M as uninvestable for a long-term hold… I trade Jay/80M for the volatility.”

That’s the truth. It was never about balanced caution or protecting investors. It was always about talking down sentiment while you wait for spikes to trade. Which makes all the “FACTS” and “cautionary tales” look a lot less like good faith, and a lot more like self-interest dressed up as wisdom.

And before you try the usual deflection: I’m no cheerleader for the BoD. I’ve criticised how they’ve handled things more than once. But I can’t change the past, and I’m not worried about my position. What I don’t do is dress up trading my own book as some kind of public service.

Rach – after 500+ posts of “caution,” you now admit 80M is only good for short-term trades off RNS spikes. That’s the shift. It explains why your posts have been relentlessly one-sided: you’re not invested in the company’s success, just in volatility. Which makes your claim that “a rising SP suits my interests” ring hollow. You don’t want the price to rise and stay there — you want spikes you can flip/trade.

And as for being “pigeonholed” – nobody needs to do that for you. Your own words and posting record have already done the job.

Creating false alarms isn’t analysis, and flip-traders aren’t long-term voices. Constantly shouting about terrorists, coups, and conspiracies doesn’t add value - it’s just noise.

Real investors deal in facts: contracts signed, routes confirmed, tonnage built, shipments scheduled. And anyone bragging about selling out or chasing their next quick flip has no credibility telling long-term holders what to think about KOD.

If you’re out, you’re irrelevant. If you’re still in, talking it down is talking down your own money. Mentally stable investors don't sabotage their own positions.

Price: $876.00

1 day: $+5.00 (0.57%)

YTD: +7.35%

Rach – the question isn’t whether you’ve posted 500 times about risks. Everyone’s seen it. The question is what’s changed now. For 18 months you’ve written the SP down every day. Then suddenly you admit “the opposite [a rising SP] would suit my interests right now.”

That’s the contradiction. If you really benefit from a higher price, why keep trying to drag sentiment lower? You can’t have it both ways – either you’re invested in seeing the company succeed, or you’re invested in the story of failure. Which is it?

Rach You keep branding everything as “hope.” Fine – this is exploration, and hope is part of the equation. But your 500+ posts haven’t changed the fact that the only thing that will decide this is execution and drill results, not your endless repetition.

GS – Timelines slipped, yes, but it’s permitted, refurbished, and has MoUs covering 120ktpa. MoUs aren’t binding, but they’re the necessary step to commercial contracts. A 5-year deal would give security of supply, which benefits 80M as much as NACATA. Profitability is the ultimate test, but dismissing GS entirely while it edges closer to first revenue (a first in the company’s history) is disingenuous.

Disko – Kobold’s exit is history. What matters is 100% clean ownership and regulatory approvals in place. That optionality has real value, because it gives 80M control when re-engaging a JV. Writing it off as “non-catalyst” is lazy.

JL – You at least concede it’s the main swing factor. The key point is entry cost: 80M paid ~£2.75m in shares for JL. If drilling delivers, even at 30–50% ownership, the uplift could be multiples. If it fails, the downside is capped. That’s asymmetric risk/reward, and MarchGL are funding the drill.

Bigger Picture – GS nearing revenue, Disko JV-ready, JL drilling funded. Those are three tangible near-term catalysts, not “ramp, ramp, ramp.” or the droll, dross, drivel, debbie downer poop that you post. What decides this is execution and results.

Rach – it’s always the same drill: GS disaster, Disko worthless, JL maybe, BoD bad. Let’s look at this properly.

GreenSwitch (GS) – Yes, timelines slipped. But the plant is refurbished, fully permitted, and has MoUs covering 120ktpa of feedstock/offtake. MoUs aren’t binding, but they’re the first step to commercial terms. If production ramps in Q4, it could finally deliver revenue and reduce dilution pressure. Calling it “worth £1.52m” ignores replacement cost and sunk investment.

Disko – Kobold left, but 80M retained 100% clean ownership with approvals intact. That’s not a weakness; it means flexibility. If nickel/cobalt sentiment improves, 80M is free to cut a JV deal on its terms. Control has value.

Jameson Land (JL) – the real swing factor. Forget the noise about “notional” values. The fact is 80M paid ~£2.75m in shares for JL. That’s the cost basis. If drilling delivers, even at 30–50% ownership, the upside versus £2.75m is multiples. If it fails, the downside is capped. That’s asymmetric risk/reward, which is exactly why MarchGL are funding the drill campaign.

EBT – you call it a free ride, but these shares vest on milestones. That’s closer to genuine alignment than past practice. Not perfect, but it locks the team in when activity is ramping.

The Bigger Picture – Yes, risks remain and the past is chequered. But for the first time in years, all three assets have live catalysts: GS nearing revenue, Disko JV-ready, JL drilling imminent. That’s not hype, it’s progress. Investors should judge on what unfolds next, not just re-runs of old failings.