Member Info for Laverda

You are most definitely trolling and remaining on your own subjects.

Apart from being able to sell and buy back more shares in one news event I have zero interest in the share price until I get to the window where I expected to exit.

I have said thousands of times on here I am about market cap to net assets, I am ok a little over and I am ok under we are trading at a discount of £2m to our net asset value based on last years accounts.

So trolls, all of these other companies you highlight where we should be investing, what multiple of market cap to net assets are they operating on?

There is nothing wrong with Kodal the business is completely on track.

The only thing 'wrong' with Kodal in the posts are those authors fantasies about how that plays out at various times in the share price.

Onlyking the whole article is rubbished.

Two days earlier he said shipping in quarter three you listened to it. In the article it says mid June.

The article is almost entirely wrong and trashed.

An RNS said was false. Should say

Onlyking he told you that the media reports were false - it was only Reuters - all other articles quoted Reuters.

If anyone is a dick it is you quoting something an RNS was false.

Onlyking he told Reuters?

We got the RNS can't you read?

Flyfishery, lol it seems so.

A bit like on the soaps, fancy going into business 12 months later driving a Range Rover from the proceeds - easy.

I see GGP is suspended, silenced the board a bit.

So Rob where is your evidence that anything is wrong?

They have said shipping next quarter, so what issue is there with that?

They have a loan facility for stock, we are paid at the dock.

The plant is notching up speed and 10 or more days ago we were told that is still happening.

Where are your problems?

Where is your evidence that something has gone wrong?

Just more codswallop on the internet.

Alternatively ivenoidea you can explain to us the technical aspects that you understand but Bernard does not.

We all await eagerly your technical expertise.

Ivenoidea I would get your money out and run, you obviously know a lot more than the rest of us.

Bye.

Rotter couple of models on Spodumene bags....

Oneandonly that could be true if it was on condition if the plant first hitting a certain tonnage, because the condition had not been met to date.

However if there is one I personally think it will be after the output is reached and RNS sent.

I think it is cheaper per tonne to pay over the top for a buyout now, than paying for a floor price on Kodals tonnage too.

But mine is pure opinion based on nothing.

So according to that article on that subject when prices were low there were 190 dollars per tonne supplements and when they were very high 1,250 dollar discounts.

So those top end figure calculations in the bubble were incorrect on here too.

Difficult to know what goes on behind offtake closed doors.

In this article you can see where offtake prices were supported as an average in contracts then when the price went up in the bubble they were selling within these contracts at a discount, each supporting each other:

https://www.fastmarkets.com/insights/focus-narrowing-gap-between-spot-contract-lithium-prices-underlines-supply-tightness-price-evolution/

However some mining companies have amounts available outside of offtake contracts and sell on the market, Pilbera one of them.

Don't be too focused on the spot price.

Asllan no sweat the plant has to hit full output first.

Hopefully in the next two weeks.

Then we can think about the next stage, stock build up requirements then export.

Export in quarter 3, which begins next month, but he never said at the beginning of quarter 3.

Major Tom the West push them towards China and Russia.

The migrant issue in Europe has created more professional and well funded terrorists on their borders, now arms, drugs and people going over the borders in the north, same with every African country in the region. The more money they get the better armed they are which pushes the government towards weapon selling countries.

Wrighty ours is a lithium mine, that is gold.

A lot of the African countries are doing this, or at least are planning to do this, artisan mining and gold ore funding terrorism and gangs within their country. By refining and reducing all border traffic to refined gold only would reduce this.

Wrighty, explain?

No time limit on the build which is suspect:

https://m.miningweekly.com/article/mali-starts-construction-of-russia-backed-gold-refinery-2025-06-17

At least the sponsored content pics are good.

So the average spodumene cargo shipment is 15,000 tonnes. But ours is about half as long a journey again as most of the shipments so we may be carrying 20,000 plus.

If it is 20k we don't have two shipments yet, which would be insufficient in hand to keep the momentum going.