Member Info for JohntheHeader

I personally think that $350M would be a fair price for KMUK's 49%. The future is very positive for lithium mining and more and more uses for it are emerging. But that might well be a bargain!

Sorry Nettles but you forgot that MGov gets 35% of the profits. So the maths are unsure, the manufacturing cost per tonne have not been assertained and the market is showing that. There is a lot being worked out as time goes by and there will be reimbersements for both £KOD and Hainan. So lets be patient and hold knowing we are owning a white gold mine.

I agree great work has been done, and under duress. And some people forget that this is a company that is in it's infancy and without doubt becoming a world renound mining success. I just can't understand why some share holders are selling out at the time when fuse is lit! This company is worth $120M minimum NOW easy.

Just remember that the payment was more than expected for 100% of the first shipment $27M. I think Hainan do a worst case 95% payment before they receive the goods and then pay the real worth after delivery. So I expect over $29M for 100%.

I'm guessing Kodal thought the bill for the transfer of the mining licence would be paid as part of the financing agreement and Hainan disagrees right. So its an unreasolved issue between parties thats all. With the mine in full production $15M will soon be pocket change. So no big deal!

Fantanstic progress for the mine and Kodal Minerals. Strong fundamentals and future prospects. Also addressing problems and shortfalls with honesty. The SP should reflect all of this very soon. Well done to all concerned.

There was probably many good reasons to close the plant. China spot price was still very low, making production unprofitable. Fuel prices were very high and fuel scarce and the rainy season making mining tougher and more expensive. Should be much more profitable now so its full speed ahead!

Oops missed a 0!

What do they want! Thats a fantastic achevement. Bravo and long may it continue!

Expect in the region of $29M to avoid dissapiontment. Due to grade reduction and wet to dry weight evaluation. The spod price is based on 6% dry.

My best guess for the next shipment is Febuary 18th. Just based on production figures and the position of the Clipper Tarpon.

Profit taking day as expected, I thought it would happen yesterday to be fair. The dust will settle around 0.53p then on to 0.77p in the next couple of weeks. An RNS and good news on the horizon!

I feel like a kid on Christmass eve! This pony is turning into a race horse in front of our eyes. Thanks to Bernie and the gang. Well done Kodders, hold them shares tight!

0.8p on the cards by the end of January or higher!

In my opinion the rise in spod price is great boost to the company but!

We dont know how much spod was left over from the first shippment . We dont know if the plant is running effectivley. We dont know how much spod weve got in stock. And we dont know how much it costs per tonne to produce yet. All will be reveiled soon I hope! Good luck Kodders! Hoping for a great year!

A decent RNS for a rapirdly developing mining success story. A pat on the back to Bernie and all involved. Hopefully the flu wont kill me before hits statospheric highs. Proud to be a share holder of this British company. Merry Christmass and a Happy and abundandant new year to all involved. Looking fantastic for 2026 and beyond.

Mac 45,000 - 29,000= 16,000 tonnes. 300 tonnes production per day x 51 days= 15,300 tonnes. As I said a minimum of 30,000 tonnes of spod should be ready for export if the mine has running near nameplate since the RNS on the 20th of October.

When is the next shipment expected is what most of us want to know. There must be at least 30,000 tonnes minimum ready for shipment by now. Regular income is what will prove the mine is successfull, the company needs to capitalise on risising spod prices ASAP.