Member Info for Laverda

Last = next!!!

We are in the last weeks now to the big valuation.
I reckon in the last 6 weeks. If everything went fast, could be next week, if we got the usual lab delays and other technical hiccups 6 weeks, a mixture of both, anywhere between.
This share is too good to be true, so it is under the radar, the gold side camouflages the Lithium.
Another 3 weeks and I will begin to get excited again.
The traders are going to make a bundle on this share. I bet they are wetting their pants watching this one.

My rocket turned into two question marks!

Probably still a few weeks away from the big RNS.
The danger is that they have to release part of it early, one mention of anything like Ganfeng or similar and it will rocket ?? early

Elcobble yes the spread has just dropped and it is turning blue

I agree there is always an element of risk.
I have no concerns at all on the funding though, there are so many options. Going it alone, would not be going it alone in the old sense. It would likely be a low cost loan with a first chance take off agreement. That is very different to the normal way. JV options will be forthcoming, it just depends if they are willing to pay enough.

Splatted, yes about the raise for the right reasons. I once followed and very nearly invested in a manufacturing company with a superb product, just about to go into production and there was a delay, due to the temporary bottom dropping out of the oil price. They had the minimum cash to cover expenses, maximised for shareholder returns, and went into receivership. Best keep a good float of cash.

Hello Daz423. Yes usual fund raise drop, but the 400%+ in revenue confirmation by Bernie in the RNS confirms what we have all being saying.
If there was no additional tonnage and no additional recovery rate from the original study, we are over 400% up in revenue.
Unbelievable.
All of us when we first invested would have settled for the original figures
This is outrageous.
JV or otherwise does not matter, Monopoly money multiples here.

Wow, 400%+ in spodumene value. Potentially over 10% additional recovery rates, maybe more from existing tonnage, then more if the extra drilled acreage provides it.
Excellent.
There may be some more information in interviews.
Very good news confirmed by Bernie rather than us on here.

Allow a further seven weeks.
With the busy nature of this industry, covid in China and the war, plus Bernie's optimistic timeline history, I reckon it will be around then.
But keep looking daily, I could be wrong or it may be necessary to tell us something early under the rules.

Elcobbledore, yes I agree regarding the price, however that makes it an easy decision to hold. What is difficult is if this rose to say £300m before the news, then you wonder, might the RNS say 500m, 750m, over £1bn estimated value? Who knows.
Currently it is easy to chill and wait for the RNS.
A gold RNS is due in the following 12 weeks or so too. The potential maiden valuation and where we are in that process.

Urban Racer agree, perfectly put
What an awful wait, the news at the end is going to be terrible, are we only going to have the millions of tonnes of lithium estimated in the first study, or are we going to have many millions more?
Then of course there is the price, it is only up a few hundred percent from the initial study.
Don't you just hate these sort of RNS!!!
Oh dear I only got 4 gold bars for Christmas, thought I would get 4.23!
Give yourselves a shake.
How many other companies on AIM are waiting for this type of RNS?

Northtrader, you are 100% correct in what you say, after adjusting for the Bernie factor, seems optimistic on every timeline, Covid problem in China, which may or may not affect us, the earlier issues since November in Mali and the ripples of the war, plus remember the delays in the labs because the industry is in a boom period, it is sensible to assume that this will be delivered later than scheduled, based on past experience 8 weeks plus. But check every day, there could be a leak, they may have to release some information before the rest, or it could be the first earlier than announced RNS. My reckoning is still 8 weeks plus.

AJ, you will not, in November he gave the estimated time to delivery of the updated study, 6 months from November which would be May this year, allowing for an excessively busy industry and any other issues, we should get it before the end of June, all on normal timescale no need for any explanation.
If they have to inform us about something, because there is no way of avoiding some people holding a piece of information that we do not know, they would release only that part.
We are close now.

Elcobbledoor, I agree, there is so much confusion with that war.
So many possible implications.
But really if you are sat on a mountain of value and you are currently valued in buttons, then one the big RNS hits with a value, it can only go one way.

Timmomo, I hope that comes through quickly for you so you catch the good weather. I hope it all goes well for you.
Yes Bernie will have nothing to say until the big announcement unless something is unavoidable.
Got to keep checking though as one mention of one of the big lithium companies in connection with Kodal could send it into orbit.
I am thinking 8 weeks but it could be sooner, it could be May, but I was thinking June.

Cheers crumbles, no you are right that was when I was last on. I am busy but really apart from a quick check each day I don't think it is healthy watching everything that is going on. We are confident that the news here will be good when it lands.
The good thing here is this is so cheap that there is unlikely to be a big sell off before the news.
The war and stuff is messing everything up unfortunately.
Whatever happens we should do well.

Cheers Timmomo, everything is good thank you, still manic busy, but no complaints.
Everything ok with you?
Staying calm or getting nervous?

We could do, but unlikely as the RNS due is the big one. Plus all of us long term Investors already know it is good, just how much better than before we do not know.
A leak is more likely, often they are unavoidable, a piece of equipment ordered, hotels booked etc can give those in the know an indication of where it is going.
Of course gold is lurking too, so we could get an update on that.
Anyhow we are now in the final weeks to the big final lithium valuation. 8 week countdown.

I agree with Hope, just chill. I have been staying off the board because it is a long wait. I make it another 8 weeks or so, more if there have been any more covid delays.
Just keep checking in just in case there is an unavoidable leak, for instance of placing an order which gives the game away.
So 8 more weeks or more AJ, get a pint and chill.