Member Info for Mikb

Https://www.engageinvestor.com/event/68c839ba6f72eabd30cff17d

Https://www.engageinvestor.com/event/68c839ba6f72eabd30cff17d

My point was that at the time much was made on here, that stay chin were selling into every raise and sabotaging any gains, Bernard stated at some point that they had hardly sold at at if any during the period being questioned. Shortly after there was a rns confirming a threshold had been passed but that only related to a sale of 3 million shares to trigger the declaration. What in that is not compatible with what Rotter and I remembered?

My thoughts are that your memory was correct Rotter, I remembered it the same way.

This should be the gateway rns to unlock the potential in this stock that has been held back. It opens up the revenue stream and begins to put money into the coffers. In truth a yone that gives an exact number is guessing.

15% so far....

Permit RNS

So visit was true, the export licence part was true and the explosives part was true. Seems social media is in fact more reliable and certainly more timely than official company releases, who'd have thought it!?

What could have been managed to reflect well ended up looking mismanaged thanks to an embarrassing leak. Well done to whoever found it, good to know someone is looking out for investors here.

The wet season happens every year and it causes no issues...except it caused unexpected delays getting the plant built? So not only foreseeable le when an excuse isn't required?

"Creating shareholder value is part of a CEOs role, and I'm pretty confident that is exactly what our CEO is currently doing by concentrating on the important things rather than sending out pointless updates to keep you happy Chef." - this is not bourne out by recent share price performance, but you won't allow anyone to question the measures the CEO is taking to rectify the situation. You are equally as bad as chef just more with more phoney righteous indignation.

On an ongoing arrangement over a number of years like an off take any discrepancy or losses can be corrected on next payment (s) so it's only the shipping risk that the 5% is hedging? I guess it gives much needed cash flow but I don't see it as any comment on Hainan's confidence.

Director's buys ahead of a strong SP rise good to see, looks like news must be coming. Concern ship may be leaky though, has this been the case in the past?

Much is being made in the news coverage of the USA & UKRAINE minerals deal of the importance of titanium. Ukraine has 7% of Europe's proven resource, all helps bring the mineral into the public consciousness i guess.

African or European swallow?

· Due to the delay in transferring the Mining Licence, KMUK has formally requested an extension of time for the second payment of US$7.5m to the State of Mali (the "State"), as specified in the binding Memorandum of Understanding (as outlined in the Company's announcement of 1 November 2024). The Mali Government has acknowledged receipt of KMUK's extension request letter and a response is pending

Not that 7.5m then?

So our question about why we had experienced radio silence was answered, there is no actual news.

Self imposed target missed. Personally I'm quite disappointed with communications, managing expectations would seem a better course than waiting to fail and then not offering any explanation?

Thankyou for your analysis, always thought provoking.

So if I am understanding your estimates correctly upto 7 million tonnes of high purity product (sponge?). Potentially @ $10000/tonne?

"Nobby I don't think we will get to stage 2, I think we will be bought out."

I tend to agree, I thought something Bernie said in the last interview was pertinent. He said 2026 they'd look at an 'investment decision' on stage 2?

I think most here would've thought it was a foregone conclusion, perhaps not?

Major shareholders is on Kodal website

https://kodalminerals.com/investors/shareholder-information/

Don't know how often it's updated

Do we know if there are options related to the mine going into production?

Thanks for the link Dustyslay. I found it useful to see the sorts of projects that are getting funding and the magnitude of the awards.