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Agreed. They can't get petrol for the trucks that are already in transit moving product?

Hogwash.

Big year for Kodal. The shorters will be absent now they're in debt.

Wheres Lithiuminvestors now that people are 50% up from last month?

Very tired of this low effort copy/paste AI dribble flooding any potential real world updates... Perhaps I'm showing my age.

"Theres never any updates"

"The SP isnt moving up, Bernard is lame"

Now look at us.

KOD have actively answered my emails. It's been quite pleasant, personable and professional correspondence. They've been incredibly transparent.

Perhaps if you stop promoting yourself as an entitled busybody asking for inside trading information you can get a response from them.

Gents, come off it.

The shipment only just landed in China and you're expecting sensitive business and financial information to be public before the product has even made it to a facility.

@Howard

There's 30KT on the way to port RIGHT NOW. If you cast your mind back to December, it takes a few weeks to truck.

30KT = Q1 quota. If shipping is confirmed and collected end of Jan, IF terms etc are the same as previous then we could expect the same 2-3 week "delay" in receiving payment

Calling for a call to arms to harass the business "in the name of shareholder values" and expecting to not be banned.

Should be ashamed of yourself. Perhaps shorting isn't the business for you.

@Admin Please remove this obvious disruptor from LSE, again, I suspect.

Before anyone is misled; There's 30KT of product on-route to the port. This is fact.

This is 3 months worth of product being loaded to cover Q1 shipments. This is in the last RNS.

FACTS.

Lithium has increased in value, the last payment was clearly pre-agreed pricing ahead of unforeseen price increases.

Sensible and standard business; like locking your mortgage rate for X years.

Thanks for outing yourself as a shorter, and someone not worth listening to for financial investment advice.

If you don't like the business, invest elsewhere. Very simple. You don't NEED to be here.

We can estimate that it will take roughly 3 weeks to move that amount of product to port, which takes us to end Jan, then Hainen have to have struck a deal with a vessel to come get it.

(theres a reason the collection / loading took a while and I highly doubt it was KOD that caused the delays from my experience in FF)

Based on this, and then payment processing and physical movement of documentation, mid Feb is when I would expect to see revenue into KOD and potential SP upward movement. I'm not expecting a .60 spike, but I would hope for 40-45 before new floor.

Some of you seem to forget the information availability difference between shareholders and board members

@bumpingalong

It's barely 10:00am; we can see the shipment arrived in China (admittedly 5% payment incoming but still, potentially further news about the quality if we're very lucky) and there's 20kt more product moving to port as we all type. Just because people aren't trading today in the millions doesn't mean the stock is dead.

Do you wake up and dread what happens by midday daily or are you just here to spread doubt for your own gains?

It's incredibly unlikely we will hear any news until the shipping dates for the quarter are announced, if they are announced in advance. However quarterly updates were promised in the RNS.

Some of you expect too much information that will never be made public.

Also, remember the agreement is circa 8,000t per month, and they're combining shipments for less lower shipping costs.

(even though I personally think that these shipping costs are being covered with Hainen as they seem to be the ones in charge of booking the ship.)

End of Jan shipment (that they're currently in process of moving to port) will likely be Jan and Feb quota, possibly march included. Looking good, gang.

@Lithiuminvestors

This level of petty childishness and a call to arms to essentially harrass the business with formal complaints is ridiculous. The last RNS was less than a month ago.

And fearmongering by comparing this business to PREM?

You should be removed from this board by mods for such action honestly. Embarassing.

I agree Compo, my guess is shorters keeping the value down. Suspect activity seems to happen in trade data any time the SP has gone up or down in the recent past.

I also agree that Q1 is when this business and SP is going to pivot; monthly revenue of circa 8M is going to force a revaluation to a new. hopefully much higher, floor price.

Hope, I respectfully cannot understand the context of what you've written. I can only assume satire to other posters.

Anyway. Lets see what Q1 revenue and shipments bring us. I lose the will to live reading the same "why the spod price low" every day when the answer is most likely a previously agreed price cap before this years rises took place.

Again, not everything is public information, no matter how much the other (non) investors wish it to be.

Joe what makes you happy in life? Despite good news for 2026 you always look for the negatives

Looks like an error on t212

Joe, I hope you trip over in public and somebody sees it.

Although I doubt you get out much since you seem to live on here 24/7.