Member Info for mercedesman

Something is defo up?!

Big buyer/seller? maybe a Hedgie coming in?

thanks : )

Biggest volume since May, Biggest 1 day % gain since Dec 21"

on the 19th of feb I screen shorted this calculation, apologies to the author I didnt get the name in, but ....

Assumed c1 cost of $750 per tonne (high end estimate)

Spod 6 price = £3750
Life of Mine = 8.5 Years
Expected spod 6 production per annum = 220,000 tonnes
Estimated c1 costs = $750/t

Expected LOM revenue = 3750 x 22000 x 8.5 =
7,012,500,000 (approx $7bn)

Expected revenue per annum = 7,012,500,000/8.5 =
825,000,000 (£825 million)

Estimated c1 costs per annum = 750 x 220,000 =
165,000,000 ($165 million)

Estimated profit per annum = $825m - $165m = $660m

Estimated Mcap (assuming PE of 6) = 660 x 6 =
3,960,000,000 ($3.96bn)

Estimated share price = Mcap/shares in issue =
3,960,000,000 / 15,832,000,000 = $0.25 or £0.18 (18 pence per share)

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Question: How has the new "fast start" mining plan changed this equation?

Note: Arguably I would halve this to compensate for the Financing agreement/Dilution JV
Note: Arguably you could then re run it at $7500/t and come back up to the same figure......18p, or 30p if we use debt financing and retain 100%?

Discuss

: )

you sure Amtik?

What if Cannacord are correct and Lithium goes to $12,000/t?
What if Bougouni West comes up trumps?
What if there turns out to be 5m oz Gold at Nielle?

When GGP was 0.6p me and a few guys used to get laughed off the boards for suggesting 10p one day, 18 months later it hit 36p, £20m mcap to £1.55bn, and they gave 75% of it away ; )

I know this is the "Apex" outcome, but never say never my friend.

I heard that SPOD 6 was going for $7500 in auction, can anyone confirm. what value would you put on KOD if that stays where it is? £1bn? £2bn?

current £40m.......... Mind blowing

behave gmell you utter waste of space, ive said to KOD holders to talk about KOD, on KOD related bulletin boards, because we have a huge following but often only 2-3 messages a day on the boards, no one talks.

Dont come on here and mis represent me by saying im orchestrating a P&D or cross ramping, u can see from my post history that that's clearly not the case! 19 posts in 30 days is hardly blazing a trail.

What a sad act.

My bet is the revised plan will get approval in the next 3-6 weeks and the funding is subject to that, so will be agreed in the same release, or within a week (both before Xmas) not that it matters if its a few weeks late but it would be nice to stay on schedule for 2023 production.

KOD is still well under the radar, if you are a LTH do your bit to increase visibility, you are after all, part owner of the company.

- get on Stocktwits
- get on Twitter
- get on reddit
- get on Gettr

Spread the info, links to RNS, links to Q&A’s, email lithium investors, email or tweet Lithium ETF’s.

All hail KOD, the company that did 20x in 2023 : p

Well its one for sure, no one could honestly suggest this is a pump when its been going sideways for 12 months now. So ur a spread better with awful judgement, or an mm with poor morals.

Well its one for sure, no one could honestly suggest this is a pump when its been going sideways for 12 months now. So ur a spread better with awful judgement, or an mm with poor morals.

Volume unusually high 150m at mid day

OLLIE is an MM, they need shares as there are no sellers hahaha!

We are a £500m mcap company, with a £40m mcap, and people are finally starting to realise.

This aint even begun to “spike” yet

There will come a time when Kodals sp moves up and down 0.25 every day

For now though lets be pleased that Lithium seems to be fast becoming the hottest topic, and those that were oblivious are now joining the party.

Next few months are going to be stunning!

Here’s to another Blue day : )

I’m looking forward to 2024 when the sp is 5p and im having daily arguments with the newbie’s who dont believe that i still hold 72m shares form 2021

: p

In the 12 months I've now been here, KOD sp has been up to .44 down to .22 up to .35 down to .25 up to .35 down to .24

Considering weve had Convid, and Ukr/Rus garbage, i’d say thats quite impressive! Most stuff i watch are down between 20-60%

KOD is performing superbly in my eyes, and the project has been advanced significantly in that time to.

6 tasks ticked off

2 more ticks to go and its off to the races : )

- DMS amendment approval
- Finance agreement

Guido, Dusty , see you later, move on end let the winners have their fun : p

I cant help but chuckle

OMI, GGP, EUA
"I suspect they will eventually all have their day. "

OMI - Went from 1.5p to 45p (30x over a 6 mth period 2020) 80m

GGP - Went from 1.5p to 38p (25x over a 12 mth period 2019-20) mcap £1.5bn

EUA - Went from 0.3 to 44p (with consolidation but still multiples! 2020) mcap 1bn

so I'd argue GGP and EUA have mostly had their day, and are now good recovery plays seeing as they both went from penny stock £10m companies, to over £1bn mcap, OMI having never broken £100m probably has a lot of upside to go, especially as it seems to be onto one hell of a find at Anza

The important factor with the above is that all 3 had long periods of no movement on their SP, and then explosive upsides over 6-12 months, people had to WAIT

then you have people here like speel saying "ive waited as long as i can" errrr what now? You have a company sat on literal Billions worth of Lithium profits, they have calmly, and without issue, ticked off the Mining Licence's, Various environmental plans and permits, Mine planning and approval, and now literally need a signature on a financing form (subject to new DMS plant approval) before they can roll the diggers in and start building a mine....and this is going to happen in the next 8 weeks...... and you say your are not waiting for that?

Have you lost your marbles, Bernie has given every investor here a lottery cheque, and all you have to do is wait for the bank to open to cash it, and you're complaining! im flabbergast

I rode the Solg train, bits of the Eua and Omi, & all the way up and down 78x on Ggp, and i'l be getting at least 10-20x out of this too, i dont care if its here this xmas or next, when you have a golden ticket you dont let it go for any reason, i even came out of retirement and got a 30hr a week job so that i can retain my 72m shares here without needing to sell 500k a month to fund my lifestyle, and to help get through this sh** show economic mess.

Anyone who thinks this is only going to get to 0.5-0.6 on news is either inexperienced, or has an ulterior agenda, mark my words, it'll move like BOIL when the wider market gets a sniff of a meal, This will be the last big "feast" on AIM before the reset, and im sat down knife and fork in hand ready.

News in 3-5 weeks, hope i can add a few more before then at these prices. Guaranteed 100-200% gain

Repeating again for the 15th time. Its not on a downward trend, its been in a sideways channel for 11 months now. Plz look at chart before making numpty comments.

>4 weeks until news