Member Info for KCRCR

I'm puzzled/intrigued by talk of the current lithium price because my understanding is that in many cases the price is agreed between the miner and offtaker upfront and is determined by the quality of the supplied product so all this talk of Mcap being dependent on the current lithium price is irrelevant. Just thinking out loud but alternative views welcome. DYOR

Clued, they're shares being issued for the benefit of the employee share scheme whereby employees can purchase company shares at a discounted price - a staff incentive scheme if you like.

Rebel, no it is still being negotiated. Said something about initial 40 tonnes but he couldn't give dates.

Newbie2024, no they don't, the £175k was at end of 2023, the £750k was raised after this.

I appreciate the optimistic outlook being placed here but can't help thinking there's an element of manipulation going on here !

I may be being a tad cynical but why have there been so few RNS and then suddenly we get two within a week, the first causes the sp to crash and then within a matter of days and an apparent change of heart by the Bolivian authorities we're back in the running 🤔

Personally I can't see this going far now until the test results are signed off and we get confirmation of a signed contract on or after 6th August. In the meantime I think this will just sit around these levels whilst the MMs keep slicing off their profits. GLA and DYOR !

Undecided atm, I'm in no rush but CLON, POLB and SVML are all on my radar.

Well I was planning to be a lth here having been invested since 2022 but after all the shenanigans of last years failed takeover and the latest "offer" I've decided to take my profit thank you very much. The difference between 602 now and 620 in 6 months time is negligible after taking account of interest rates on cash and speculation of fx rates. In the meantime I will watch from a distance how this pans out and can always get back in if the bid should fail. GLA.

Isn't 620p the same as Thoma Bravo offered in 2022 ?

If so then what's changed for the BOD to now be happy accepting this cash offer, apart from having acquired more shares in the interim period ?

GLA

The silence is deafening, obviously these results are underwhelming !

Darktrace delivers its cybersecurity products as a Software As A Service solution.

I don't post very often so excuse my ignorance but if things are looking so promising then won't this grant of options be considered insider dealing ?

Assessment by YLB has reduced the 38 qualified submissions down to 26 so my current expectation is that licence negotiations will commence in April and YLB shall confirm signed contracts on August 6th. GLA and DYOR.

Basher, I concur with your observation. When going with a supplier for any goods/services it makes sound business sense to ensure the company isn't going to go out of business GLA

A good day indeed. With nearly 15% profit I decided to slice off 10% at 4.71 to re-invest in another potential multi bagger. Happy days ! GLA

I'm guessing sp has dropped back due to the 10 percenters taking their profits...

Due on March 7th. Should make interesting reading...

Bazzaman, my observation of Jeremy is that he is always upbeat, but now needs to match his words with delivery. GLA

"Being encouraged to participate in the bid process" sounds very promising !

GLA and DYOR

Well despite all the doom and gloom on here it looks like someone is filling their boots at these low levels. Unfortunately I don't have the funds or belief to invest more atm but being a lth then happy to wait and see where this goes...GLA and DYOR

I have only been invested in CLON a year or so but in parallel I've also been watching Cleantech.

I'm feeling the pain of this stock falling but have noticed the same is true of Cleantech who is also using DLE and recently announced they've started drilling. So I can only conclude that the biggest downer on this share atm is more likely due to the price of lithium falling some 80% over the last 12 months. Just my take on the current situation. GLA and DYOR