Member Info for Mikb

And i believe china clay is the other major component of bright white paint along with pigment from the titanium.

Think thats a good entry point there Cev, hope you do well with it.

Lav was keen on an anology of comparing Kodal to a guy building a sports car some time ago. The point being that the parts could not be expected to be close the value of a running completed project.

The car is now complete but seems to only be priced at a fraction of the input costs of the parts. I guess the market must be waiting to see what the top speed turns out to be and wondering why the mpg is so miserable? ...guess it was a kit car!

Looks like timescales might align nicely.

That guy doesn't half like to talk btw!

At least this has been delivered through RNS and we weren't left to discover it via translation of a Chinese news report?

Thanks for the answer guys

Why would this 'Total voting rights' RNS have been necessary, would something have triggered it?

Https://www.visualcapitalist.com/ranked-u-s-import-reliance-on-critical-minerals/

Https://www.visualcapitalist.com/ranked-u-s-import-reliance-on-critical-minerals/

Feels like last few days have been subdued due to macro factors (impending US action in Iran, unconvincing epicly long state of union speech, tarriffs, 4 year anniversary of war in Ukraine and no signs of an end, Epstein fallout bla,bla,bla)

Barclays showing 0.5 at close too.

**Had been** a fuel shortage? Surely

So just a failing to get ooerations done effectively then?

Are we to assume that reduced availability of trucks mentioned in the rns is due to the fuel shortage often reported on this board?

Lithium (Spodumene): Studies show industrial DMS, for example on -8+0.5 mm ore, can achieve 5.68% \(Li_{2}O\) concentrate with >80% lithium recovery. However, actual operational recovery may be slightly lower (e.g., 49%–56%) than theoretical heavy liquid separation (HLS) results due to scale-up factors, sometimes requiring further downstream processing

From a quick google

I hope thats 5p without the 10-1 consolidation?

I estimate we've seen 30% dilution here in the last 12 months. 30% up on today's SP would be 5p-ish, i know one doesn't automatically happen without the the other.

Is this typical of small mining explorers?

Https://www.metal.com/en/prices/201906260003

It seems that we are hearing all news second-hand from chinese media, translation isn't great though!

I get it, you said it was just a theory. Not trying to pass anything off as fact. All good in my view this is meant to be a discussion board afterall!

Equally my guess is there would be all sorts of clauses about order fulfillment / timescales etc

Don't see Hainan going for Bernie not loading the ship (if indeed it is even under his control?) if there is a pay or take agreement in place.