Member Info for NettlesTheCat

Good to see you here AchillesZeno, and thank you for your support.

Good day tomorrow. 👍

But as you know Sir, I would never recommend a share I didn't feel would be moving less than a snail on the back of a sloth.

But KOD.l is something to look at Svend. it's hovering like a bee at the moment waiting for the 15m (tax to Mali) payment to settle from their 49% stake in KMUK (51% owned by Hainan who just happened to put 100m into the balance sheet).

KOD.l currently 65m Mcap.

Doesn't take a brain surgeon to suggest, pre drilling, there is a 150% increase already?

Sorry, this is about RR - yay RR!

Just thought I'd give you the heads up bro.

"Roger that Nettles at 10 pm tonight Nividia their 3rd Quarter FY25 Finacial Results and Mr Market is probably likely to navigate in their footsteps tomorrow GLA"

Yes sir - been waiting for that. "Nvidia earnings: Stock dips as guidance beats, but perhaps not by enough"

It's at that time I put on a bit of Rage against the Machine, possibly Killing in the Name.

At least that way, I get to enjoy myself whilst the world crumbles.

Captain Svend, I will always play the ships cat to your knowledge and guidance sir. The sea ahead does look choppy, but with Nettles at your helm, I'm suggesting that £7 goal come Feb 8th 2025 is well an truly an anchor for us all.

Where it goes from there, is up to you kind sir.

"DonoLad" thank you sir - means a lot I'm not alone in that sentiment.

Sleep well yourself sir.

"All shareholders here are risking their own money be it large or small. It's been especially nerve wracking these past few weeks as we edge closer to the moment of truth."

I totally agree. Although many shareholders make the mistake of looking at SP rather than MCap.

I suggested back in 2020 that RR.L was a 70bln MCap based on the R&D alone. It's now 45bln - it was 9bln when I first stated it, And I stand by the fact that RR.L will be 70Bln Mcap come Feb 8th 2025.

Not about me by the way, hey I'm a cat - I know nothing....

But I do know that an MCap of KOD Plc being 65m isn't comparative to a KMUK 100m company (49% holding) and also nest to zero debt with huge potential of mining just around the corner.

I wasn't great at maths, but I know basics. KOD plc is 300m MCap in my humble opinion, and will be even better once longevity of mining happens.

Totally agree sir! And lovely to see you FastFitz again.

Badland is a solid chap I'm happy to support him 100%. When I first stated £7 back in October 2020, that was a goal. A nice one to have, but if you want the honest truth (with £7 on the horizon) I'm not so bothered now, even with the fact a divi is incoming.

People far better than me told me "it's the journey, not the goal" and I laughed. But hey, that's so true.

Mortgage paid, don't have to work, money to give away..... Nah, I'm pretty disappointed I got into that way of thinking.

I remember being 25 and clawing for pennies. That brought the best out of me.

So, I started this BS with RR back in 2020 when I suggested it's 70p SP was actually a 70bln MCap.

Now it's £5.25(ish) destined for that £7 SP come Feb 8th 2025.

I bought KOD at 0.09 around the same time as I loved the idea (back then) of a guy in a Harrison Ford (Indiana Jones) hat and whip, fresh in Mali with a couple of helpers finding land to explore!

Well, that's how I saw it. More importantly, it was all about Lithium. Not many people back then making the link between an odd AIM stock with future production of cars.

Anyway, so happy I got in at 0.09p. Was never going to buy again as that meant raising the average.... but when I saw 0.80p go back to 0.29p, it was a no brainer.

I've read all the nonsense on here in regard to Hainan asking for the whole £15m in tax (for Mali), but alas, this forum has so much misinformation, I thought offer for reasoning for buying at 0.29p (in essence, raising my average substantially).

Simply put, Hainan have asked for "Kodal" to accommodate the 15m tax to Mali. £7.5m already paid via KMUK (KOD 49% and HAINAN 51%). The remainder will be paid via KMUK.

Moreover, the input to balance sheet from Hainan of 100m on the tiny input from KOD.PLC to KMUK suggests the a true MCap for KOD.L.

Happy to hear other views, but to be honest, I've not been wrong before - unless I'm missing something?

Shareflyer, I'll save you the time, just copy and paste this "Oh, here we go again, some prat pretending to be a cat! He has no idea of RR and he's a wannabe.... armchair prat!".

Hey all,

I trust you are all awesome.

Mega busy with work at the moment but thought I'd pop on.

1) Shareflyer - you don't have to work for RR to invest. You need to learn that. That 'armchair' investor (you suggest) may have a few stocks (other than RR), none of which they work within. But alas, they invest based on research. I have no idea how to put a RR engine together, but I know how to invest at a 93p average. Sorry. Not sorry.

2) Share price decline was pinned by Svend, and he/she was spot on (well done sir). I saw your post suggesting a decline due to certain reasons I won't go into here, but you were 100% correct. You guys are lucky to have the likes of Svend here - honest, open and correct information free of charge.

3) Badland - I'm guessing you're still doing the spread betting? My words.... Not for me at this hight mate. I think most of us advised you to invest in physical shares at around 130p? Nothing against you mate, but your constant moaning on the decline is to be understood when you are spread betting at this level.

4) ARE5NAL - nipped into the Nevill Arms last Saturday and had a look for a "4 bed detached" in Medbourne - quite a few to be fair. Might be better to just have that pint I promised you at the Nevill? We could sit by the fire and put the world to rights mate - well, we'd give it a good go! Good food as well! If you're a fish man, I can recommend the Hake. Happy to buy it for you?

5) Back to RR, and with £7 come Feb 8th 2025 on the horizon, here are the maths:

Current 526.20, therefore, compound increase needs to be 9.98% per month.

12 months gave us 114% so were a little short but when we compound it, we're almost spot on.

No more news coming (part from the micro reactors) so at a base level, we're destined to get there.

No new updates from Nettles Blog until the new year due to work but a few stocks I've always recommended have some rather ridiculous news:

KOD.L

RBD.L

HE1.L

Oh, it's up by 15% already.... if only someone had the foresight to let us know....... 😂

*we're

Not bought any more, to far past my average of 93p (ish).

But great to see where close to the £7 come Feb 8th 2025.

Hope everyone here is good - apologies for lack of contribution, but still mega busy with work (I know that's not important to you Shareflyer, hold your breath) 😂

KOD.L looking interesting by the way - up or down, something is happening.

Exactly.

If KOD are pushed to pay the 15m, it’s still peanuts to what their share of KMUK is worth.

I’ve seen this before with AIM - investors panic, lower the SP, faith is returned and the SP/MCap gains.

Great time for those willing to take a risk.

What’s the announcements of bad news?

Fair point 100notout, and yes, RR and KOD certainly aren't comparable in anyway shape or form.... apart from the fact they seem/seemed to be totally undervalued in terms of SP and MCap.

I only look at MCap (and due diligence to see history/current dept/future potential), but apart from that, I won't pretend to know exactly what these companies are doing day to day. I know enough to invest, and that suits me.

Seems to work though - which is why I see massive upscale for KOD. At 0.09p entry, I can walk away happy but I see a 300m MCap based on the confidence from Hainan alone.

To be fair, my average is 93p (ish).... but got the RI at 32p.

It was always going one way - always said £7 close for Feb 8th 2025 (my 50th!). 😂

All the best in that - but I feel KOD could be the gold mine. Excuse the pun! 😂

"the basics are too good to be true."

By that, I mean too good AND ARE TRUE!

😂

Fair point in regard to Hainan '100notout', amongst other issues you raise, but at a base level, we're still looking at KOD.L being 62m MCap.

KOD.L was valued at almost triple this prior to the good news we've had as of late.

The downturn was simply due to the 15m tax due that Hainan suggested laid at the door of KOD alone.

As a holder since 0.09p, we didn't even fathom in the gold potential scenario back then, let alone a partnership to get a balance sheet 10x the amount KOD invested.

Again, it's a no brainer for me. This is a 300m Mcap company, if not now, then in the next few months.

I said the same with RR (Rolls Royce) at 32p when I suggested it was a 70bln Mcap company (back in 2020).

Some shares don't need a huge amount of knowledge to invest - the basics are too good to be true.

Thank you George.

Managed to get RR from 32p RI to current value (£5.50) based on common sense.

I’ll suggest we have the same here with Kodal.