Member Info for Laverda

Paris, I am expecting a buy out offer, possibly/probably this year.

Of course a buyout of 49% KMUK not Kodal plc, unless they are putting a cheeky early offer in for both Goldfields too.

Not improvement of efficiency by a few percent. We have to hit the target first - no RNS on that at all yet.

You are also ahead of yourself. Counting chickens like people were when lithium prices ballooned for a moment.

Neildra net asset value change is quantified and maintable tonnage output which is viable. Net asset value and NPV become more reliable figures.

Then market cap to net asset value can be quantified. Unfortunately accounts are behind events.

Accionista listen to the presentation, interviews etc and order of events.

But you will already know this as you do listen to them.

Neildra so to clarify you are talking about intra share prices nothing to do with company progression.

So you think that the share price should be at whatever today and you think that a certain event is the moment that investors may see the company differently and it brings a share price surge.

We are talking about two completely different events, with your share price I don't have the foggiest and to be honest no interest as I wasn't expecting to sell around there anyhow.

That cleared that up.

SAK where in any official meeting q&a or presentation has Bernard said he wants to export before nameplate please provide a link?

The Reuters news article with a different story two days after his presentation was debunked in an official RNS as false.

Nothing regulatory to report so they will not.

On the website. Down to the bottom, click linkedin it is in their last post.

Website for non regulatory news.

Neildra, last communication two weeks ago.

Not exactly a long time ago.

Only the looney CEOs tell you when they purchased a new shovel etc

Sleepy disaster if they didn't hit nameplate they would not need the export permit unless the site was overflowing with bags. I don't know the conditions of the mining office issuing an export permit, I would have thought a condition would be being in full production because it triggers other regulations.

If it didn't hit nameplate and you needed another six months I would say you could get a permit to move stock off site, I don't think that would be an issue.

So the likes of Paris and co sat silent in the background, like me are waiting for this one crucial RNS.

That is the one.

Badomen you are right that would be nameplate.

However if they managed 123,000 tonnes as an example our costs per tonne would be lower, fixed costs shared by more tonnes.

Also as accionista smartly highlighted we use the highest level of accountancy costings based on 2,080 dollars per tonne.

At 800 dollars per tonne a lot of costs are reduced as this includes mining taxes based on value.

So the cost in the projections reduce too.

Badomen want an example? Prem.

Badomen, the original range was 115,000 to 120,000 tonnes.

Assuming in that range is acceptable, nobody asked what the acceptable level tonnage was, I asked too many questions, he answered three quarters of them, missed a few.

Later the plant manufacturers said it had been raised to 125,000 to 130,000 was achievable.

Obviously the whole purpose and aim of a mine as an abc is to produce at a viable level. Lower tonnage higher cost per tonne.

This is the crunch I have said it all along and as others have said who sit silently waiting have also posted.

Difficult to tell how much share drop at these times is the anticipation itself or outside influences. But I have seen lingering companies go very low before large multiples.

This is the crunch time.

Everything else known now irrelevant.

Just another empty post doublesix.

My concern is in the only important area, that the plant hits nameplate and maintains it.

Why? Because if not nothing else will happen. Therefore they are of zero concern to me.

When the plant performs as it should, I will listen to Bernard and his explanation of shipment sizes, stock in hand requirement and his timetable. Based on his timetable I will then think about the permit.

If the permit happens to turn up early, like the mining licence did then I won't have to think at all about it and can think of docks and ships.

Its like being confronted with a Lion in the wild but worrying about the Baboon behind. Why worry? You won't probably survive the lion.

Roger, 'mess' please explain? Factually and in detail.

Doublesix only you and your cronies are focusing on the market cap share price.

As I have explained until I am weary. People were looking at potential outs post lithium.

In the first plan this would be two gold sales then lithium producer.

It spun around, for a lower lithium percentage it is lithium (spodumene) producer first.

We still have the two gold mines.

So pray tell me how do you know this share price once we are producing and exporting is lower than the first outcome with no gold valuations?

I am eager to know.

Double six they were not costed on the same basis as you will know if you are investor at that time.

Many other well discussed projects, early stage, were gate prices as you would be aware of too.

Roger where do you 'see' this?

Tea leaves, crystal ball, bones?

Badomen thanks for clarifying, so it would not impact us then?

Because Capex is funded and done, Hainan are not a junior miner and hold a majority?

Less than 8 years ago.

Of course those prices are relevant because they are the basis of the financials the whole mine was based upon.

They are also the basis upon which the lithium growth was based upon.

In addition Hainan planned their diversification upon those prices.

You think they just went lets buy a lithium mine in the bubble? No previous plans?

How did the whole industry operate through the majority of the time, not just in a tiny price bubble window?

We have the time we would all like to hear your detailed response?