Member Info for Laverda

Onlyking, probably for the time he indicated in the presentation. Just a hunch.

Asllan not stolen according to the audit, remember the mines moving materials to avoid taxes, ore transferred etc.

Which is why only a handful were found guilty in the audit.

Other mines didn't try that tactic.

Tidal I cannot believe that Barrick are absolutely crazy.

Only a small group of mines have been caught out with this tax avoidance which has been allegedly considered tax evasion. The other companies didn't try this approach.

The mine is a major part of Barricks portfolio, around 10% according to some accounts.

Who tries to play tough with any government on taxes, let alone an African one.

The board is back to the days of fartjet and dizzyalleybum or whatever her name was and co.

Difficult path to troll, say you sold out and the share continues and ongoing trolling becomes difficult, criticise everything about a share, then say you have a large holding and retain any sort standing of even basic intelligence.

Almost like I have a BMW car, worst car I bought, everything went wrong, the boot isn't big enough, legroom insufficient, insurance too high, absolutely awful, I bought some more.

My shoes don't fit, they are useless, I filled my shoe rack with more..

I am super intelligent, more intelligent than most other car and shoe buyers me ....why doesn't the world recognise.

Meanwhile on planet earth, normal people live their lives and have a little money here and there and have a small holding in an AIM share, often as a hobby which can provide major returns for major risk.

Tomaaa a buyout, stating the obvious, would not be made until the plant hits full output and maintains it.

After that point a buy out offer could be from anywhere. Hainan would get first opportunity to match or better it.

Mwilt they simply change their story as they have done here for years.

Kodal are doing an amazing job, fire up the plant and hit 50% output immediately. Shows they analaysed the ore perfectly, bought the correct type of plant which has the correct modules to deal with the ore and crystal they are processing.

Contrast that with some other AIM companies - night and day.

Tomaaa, it doesn't matter if the offtake comes before or after the export permit, I agree that the offtake before or at the same time makes sense as a final agreement between all parties.

We have at least a month for that to happen, no pressure there. The plant needs to hit full output and maintain it. That is the pressure point we are waiting for.

Tomaaa, the main manufacturers of product are going to ensure a safe steady supply of lithium. They will not let them go under or they endanger their own products and own existence.

New entrants into the market now have to be either low cost producers such as us, or be in a protected environment, which would mean financially supported either by government or a company.

Pigman agree.

It is an export permit not a licence.

We aren't waiting for it as we are expecting to stockpile for at least one month, unless the plant increments meet the full output and maintain it.

Same as before full plant output is what we are waiting for nothing else.

Tomaaa I have read a lot of your posts, market price and market cap is your God I read.

Net asset value and NPV is mine. High in both of these the share price eventually follows, but it takes a long time to get these into the accounts.

That is our difference. So we will not view things the same. Trading and speculation may be more your bag.

Tomaaa, I am not concerned about the share price, we have two goldfields to go, because the plan was reversed.

No great interest in intra share price unless I can sell and then buy back more.

Everything is on track and we have good stock collateral.

Tomaaa, the CEO told you the facts, not really sure what the point of your post is?

That is what normal CEOs of companies do.

SC selling, the fear about the 17.5m dollars and that extended time until quarter three didn't bring the share price down sufficiently to risk exiting and re-entering. The additional part which just made it viable was the Reuters article. That is just viable on all of those cumulative events.

Anyone that pretends they knew that list of events was going to happen is talking tosh.

Equally if two or three events happen the opposite way which bounce it back up before the big news.

You make your decisions and you take your chances. However it is difficult to take anyone at face value long after events.

Numerous times Bernard has said shipment will be next quarter.

Unless the shipping company is based in Abidjan a ship would have to be planned on route as part of its cargo and could take over 20 days or more to get there.

The priority as Bernard said is hitting and maintaining full output tonnage.

Until that RNS lands the export permit if we got it, which I doubt because a condition is probably ready to regularly ship material would be little more than an ornament.

Oneandonly, plus with Goulimani and us being the first lithium mines in Mali they need a procedure and format in place too.

Fortunately we aren't planning to export until next quarter so it should be in place by then.

Must be difficult looking at a new mined material and ensuring none of their existing rules clash and putting extra ones in place.

Transfer Pricing, also refers to arms length:

https://en.m.wikipedia.org/wiki/Transfer_pricing

The offtake is significant as it also dictates in a low spodumene price environment how much tax is paid in Mali and how much tax is paid in China.

Transfer pricing.

Richie we aren't exporting until next quarter, we have been told numerous times.

Next quarter is neither May or June.

It was just a crap Reuters article regurgitated elsewhere. Forcing Kodal to send out NEWS stating the news article was incorrect.

Best all go to sleep for a month and keep checking to see if the plant has achieved maximum output.

If that RNS arrives, then potentially the rest may move forward, subject to Bernard telling us.

Tom unless the plant hits and maintains full output they aren't shipping, nowhere has Bernard said that.

They are aiming to ship next quarter which begins July.

Just a stupid Reuters article which was corrected.

Have you got a newer update?

Very odd the wide spread. You would assume with plenty of sales for it to be narrow.

BFD, did they do that with the second one too on the 19th?