Member Info for Joeman1

Shaddam, the 60million is what BA suggested... from a budgetary 15million for the DMS plant and the remainder to cover the other cost associated with getting into production. I cant comment on how wide of the mark that might be but budgetary in my game can be +/-50%.
I also cant comment on whether equipment lead times are 6 months.... 12months or more..... but why would I accept your assessment over what has been previously stated by the company, when you are pretty much always negative? Also.... I could see support being provided to design/size long lead items and procurement progressed up to purchase..... I just think actual purchases will require the permit and PFS first.... but maybe I am wrong and the supply chain would be willing to "take a punt".

I haven't changed my tune at all Daz. I have said 2020 consistently as this is what BA had said in a number of interviews. Since Steve came on board I've added the detail that we could hope for 9 months after the mining permit and PFS are received as our PM has previous track record at achieving this.
I dont think our backers will prempt the mining license to pay for the plant upfront but they may support the procurement process so that orders can be placed as soon as possible after this.....
So... my story is the same.... no change.... 9 months after permit and PFS, I hope we will be in production.... is the permit in September or December.... that is the moving target imo.... but BA has reiterated "this year" so end Q3 2020 production.
(If I've said Q1 previously then it would have been with permit issued in August 2019, which is extremely doubtful now).... all imho

If the permit is received by end of 2019..... a DMS plant into production is very possible in 2020....
1. Our PM has already done this once in WA.
2. From one of the posts yesterday, there are already notifications out to contractors to bid for the work....

I agree with the statement..... the RNS detail is the one to use as guidance but the information via other mediums helps us to join the dots... even if the timescales cant be relied upon.

Ahh.... no worries.... was very confused when trawling the Kod website.... just to come up blank...
Also it seemed a strange location for Kodal.... but very apt for sxx.

I thought it was only one area where the permit was allowed to lapse and subsequently be "negotiated" from the eagle eyed buyer... so 10% of one of the licenses would a more appropriate moan (feel free to correct me if I am wrong).... water under the bridge now and we can expect the ESIA to be lodged shortly.... and nothing has suggested that the RNS from March is incorrect..... so should be by end of this month.

My guess is it's to sweeten the up coming meeting.... which I cant find details of.... can some kind person point me in the direction of the details of the meeting in York?

The only thing I'd say/add NED is that I would like to focus less on the race with BGS because bad blood between the chat boards I think adds to the negative posts on here when the price does drop. My other reason for saying this is that fundamental good news for BGS will be good for us and vice versa in my opinion.... I agree with everything else...

True PM .... very small world. Hope we'll be fighting for a charging spot in Yarm high street for our new EVs on the back of Kodal profits (in the future of course.... before someone points out that we are all on a loss at the moment).
Gla

No way... the agm is in York? That's a standard days shopping trip for me..... down from Yarm, Teesside. I'll definitely try to attend.

Definitely time to reflect which we should all do with all our shares on a regular basis.... first thing first.... be truthful about why you are invested and what you expect the company to do. If you change that reason midway through make sure you havent changed because
A: you are frantically justifying a long term holding that you intended to be in and out of for a quick buck, or
B: you were spooked/hooked by the short term movement of the shareprice and taken in by the rampers/derampers.

There was just over 1% of the shares in issue sold today.....not a bellweather of company position by a long shot.... so dont be fooled by the drop.
If you decided to sell because you think the narrative is a lie, then that is your decision....
But good luck to you all.... just wish I had a few bob to buy more at this time.

Again.... I feel sorry for those that have sold today..... and jealous of those that have bought in on the lows...

Volumes are not significant today.... so dont read too much into the scale of the drop imo..... bounce back next week with a video interview .... ESIA by end of month -june

Great find SorB.... but it's in French .... so it will be at least 30 days before anyone can understand the contents of this :-).

Just a dig Daz.. . Dont bite....I couldnt help it.

Where is the 30 days for translation stated? How do we know that it wasn't translated in its final submission from the consultant? Or at least 90%? We dont..... so anything added to this is conjecture.....

Horne..... the stated use of the bulk sample was reiterated on this RNS..... if you want clarification on its value to Kod..... email them and maybe we will get more information in the next interview.... hopefully soon

You are still adding conjecture here Daz.... previous RNS stated end of June.... this one didnt change that.... be as nimble an investor as you wish Daz.... but you are reading between the lines now .... instead of missing sentences (as we both did earlier).....

Nothing is delayed from this RNS Fosters apart from the bulk sample, which to be fair I had written off, so at least we have an update on that.
This RNS lacked dates.... so how to conclude delays I dont know....

Chill sxxswe.... I doubt our posts this morning affected the shareprice...... a debate that starts by missing a line in the RNS and is put to bed by 9am by positively pointing out the mistake then in my opinion it's a good thing. I read it this from my email this morning and the highlights weren't as pronounced in that format.....

Wow..... you are correct SorB. Both Daz and I missed the 4years statement in the highlights. I wonder how many others missed that.
So basically no change here.... Daz we should get ourselves back in the box mate....
Still want an interview.....always good to fill in the gaps

... its forward planning towards a carbon neutral future.... of the fossil fuels, natural gas is one of the lowest CO2 emitters so is a cost effective step at moving in the right direction. The environmentalists need to stop focusing on stopping local gas project and lobby harder for the future renewable energy options.... in the next 10 years why not let Petisovsci help with the transition?

https://www.total-slovenia-news.com/lifestyle/3739-report-slovenia-s-energy-climate-plan-worst-in-the-eu