Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Badomen, conveniently you forget past discussions to push your point of view - negative as always.
Kodal has a JV agreement with Hainan that forms the basis of their agreement.
For about the fifteenth hundredth time, KMUK is limited not a PLC, therefore the JV agreement dictates the limited company arrangement.
Kodal Minerals is a PLC of which Hainan owns a small percentage, it is in a PLC where percentages mean power not in limited companies.
Bernard has said that the RNS is the update and all of it, he thinks he has cleared that up in the video, so clearly he has been asked the question by a lot of investors.
Bernard you have not cleared up anything.
It is difficult writing communications but they need to get better at it.
The update should have been headed in one of two ways. New updates which include the scheduled April update brought forward.
Or updates - please note scheduled April update will still proceed in April, date to be released in April.
After seeing the video I think it is all of the updates including April, like others said on here, but I could be wrong.
I get the impression they are so busy and so focused on getting this in on time they can't allocate the time for investors.
Cheers sharebug.
I too would expect a drop after a rise around new information as sleepy says 16% is acceptable and more on AIM.
I would just have expected it after the presentation not before.
The presentation could give a lot more information, such as if we are still on track for his estimated resource upgrade, he could say we are ahead.
He could confirm we are sticking to our original plan with Nielle, because an RNS is not required for no change and so on.
All of which would indicate significant value increase.
Plus if production is brought forward that is massive too on top of the increased tonnage from the plant.
There is a lot to explain which doesn't require any more RNS releases.
10% increase from the plant in finished material increases our NPV by more than 10%. That is a lot for no extra work.
The market appears to have viewed the RNS as the update.
I am viewing tomorrow's meeting as the update.
I suppose that the 'highlights' were not high enough for them in the RNS.
Glad I am invested until at least flotation. Wouldn't like to be jumping in and out of this share if I still thought the larger growth was still ahead of us.
I would have liked to see a separate schedule for gold discussions/updates/presentations.
Almost two years is long enough for putting gold on hold we need some movement there. If he is still following the original plan build up a resource and sell, it would be good to know and get an approximate timetable.
If the plan has changed and we may keep one it would also be good to know.
I think, due to the questions we will find out a little tomorrow but we could do with the same reporting structure as lithium.
Dazguard, waffle, you mean information that you have to give under regulatory guidelines? Hence the name RNS.
Contracts awarded etc.
The meeting is Thursday. But I am wondering, because there was a lot in the RNS if April's scheduled update still stands or if it will be included on Thursday.
Sleepy, it is quite disturbing how many people don't understand the RNS.
We have been told the presentation is on the 28th, two days time.
The rest of the RNS is regulation. The companies have been awarded contracts, their staff cannot know before you know otherwise that is inside information, hence the RNS so the full market is aware.
Go through the RNS with that in mind and it makes perfect sense.
Otherwise it would simply have been in the presentation.
The presentation may be dominated by the RNS information, but it will contain other information too.
Remember we have on our board and in charge Steve, this is all he has done for donkey years.
Our JV partner is a massive mining company.
China is hugely experienced in current mining and equipment techniques.
It is insulting to even suggest that any of this team do not know what they are doing.
Looking at the posts I think people are confused, the presentation is on the 28th, that was not it.
That RNS included information that other companies awarded contracts now know, so the RNS puts you in the same position - it is regulatory.
There is so much in there it is likely to dominate the presentation but other non regulatory stuff should be in the presentation.
China being big in coal makes sense for them to be building the plant. Like I previously said old proven technology, but this article was interesting. Minerals have not adopted all of the advances made in the coal industry in this area, probably how they can achieve greater throughput.
https://www.sciencedirect.com/science/article/abs/pii/S0892687517302479
I was thinking we may have another 15-20m tonnes, it seems others expect it to be released in larger blocks?
May do - lets see. Just a bit of fun no seriousness to it.
Big blocks, small blocks doesn't matter, it is increasing.