Member Info for Mikey279

This would already be at £200m mcap if in the USA, goes to show really

All IMO

Not sure why folks are interested in 1p here or there when the grant is worth around £1.50 alone

Literally no reason why this isn’t already 10p, with assays and a JV to come, fully funded too

All IMO

Theres just too much going here for it to be at these levels

endv as largest shareholder along with alex

fully funded

advance JV discussions of key asset

booming copper price

friendly jurisidiction

pending assays

licenses

jv gold (snowy)

Rulikha (which is x2 verkuhba)

i genuinely wouldnt be surprised to see a few hundred mil mcap next year, probably at least 20-30x undervalue

All IMO

Why this isnt at 10p already is beyond me.....easily a 100m mcap company as it stands

All IMO

Npv would be significantly higher than 10% due to grant and government/EU de-risk, probably closer to %30+ on a conservative basis, also holding is 50%,

eitherway its brings it to around 300m mcap

All IMO

Yup £1.50 now and then £3-5 on FID ;)

Literally a multi billion pound project in front of our eyes for barely £40m mcap

It doesn’t exist yet and upper limit……diabolical ‘deramping’

Basically potential and likelihood can never be priced in, also if I can take up to £315m I’ll only apply for £10

All IMO

The issue is that KOD is in a 100 fold unfavourable jurisdiction vs EMH, that’s the bottom line, it’s a key ingredient unfortunately which is why the likes of gmet/aussie mining get favourable valuations

Take eua with their billion £ asset, means nothing in Russia, likewise KOD and Mali

The re rate has barely begun here, target should be £1+ levels

All IMO

They seem to be a lth in kod so just natural rivalry I guess

There’s a world of difference between Mali and EU, the same way Aussie mining is significantly valued higher than rest of the world

Could easily be several pounds in a few years and no one would bat an eyelid

All IMO

You dont get grant approval without having an insight, its done and dusted IMO

The re-rate will come, maybe 10-20% or so a day until £1 + all IMO

Maybe several weeks.... unless some funds decide to pile in ;)

Yup, EMH's share of grant is 75p or so, not to mention other funding, de-risking, and DFS too.... should be at all time highs at LEAST

All IMO

I'd probably put this scale of news at 40% or so of NPV risked..... thats 300-400m mcap

but lets see if the market agrees

All IMO

Guessing some overhang form stale holders, but the re-rate should be intense at some point.......its literally £1.50 of funding, but also confirms the project will go ahead, its a huge de-risk

All IMO

Pinch of salt and all that but run the figures through AI, it’s significantly undervalued currently