Member Info for PSL74

It gives Hainan the ability to switch between lithium carbonate / lithium hydroxide production as needed and this can only be a positive and it also shows more long term investment. Ensures constant and continual feedstock requirement regardless as to what salt the market currently needs. Looks pretty good to me.

That is very good news re the new Hainan plant !! Be it a buyout or not it has to be super positive news for Kodal. Let the money role in and the SP will follow IMHO.

Thanks for sharing that, yeah market cap is very low, IMHO only a matter of time before it shifts up, we will see !!

Yes we still have risks with Mali but we have always known this - watched back the AGM and it's a pretty simple story this one. We are only at the beginning of the money rolling in but all the fundamentals look good. It's frustrating that the share price hasn't taken off but barring some disaster in Mali it will at some point IMHO. For those longer term investors getting to the 1p area or thereabouts may take a bit of time yet but no matter what way I look at it I am positive. The numbers just stack up. We are lucky to have seen a dramatic uplift in lithium prices and nothing in the ether suggests this is going to change dramatically in the short to mid term, I think they may even slide up some more. The Iran war has definitely given a push to ev's, home batteries, solar etc.

Is it a good investment now - well I have a substantial holding and will sit now, certainly not selling and will add to it as I can and as part of a balanced portfolio. There is no doubt still risk here but I think at this .3 ish price it still offers great value for a diversified investor IMHO.

Good RNS -positive news, strong numbers and this should move towards some solid movement upwards now. Congrats to BA & Team.

Just starting to see some movement upwards now, we could have a positive few days ahead 😀

In it for the long haul so not really bothered as much as some seem to be on here. Been investing for many many years and sometimes it just takes longer than you want to get a decent return !! I only get stressed when the actual fundamentals start going pear shaped.

Thanks Laverda, look it is still a speculative stock which hasn't got actual clear profit in figures on a piece of paper. IMHO we will see this in the Sept returns and yes I am disappointed that the stock seems stuck at .3 ISH but we need confirmed data and profit to move this one. I can appreciate some of the investors thought as soon as we started shipping it would fly and to be honest I was hopeful then too but it just doesn't always work like that. If the numbers are good in Sept IMHO this will fly upwards and for what it's worth I think they will be. Buying more now is a speculative play but way lower risk than pre production miners , much of that risk is now gone with Kodal. If someone wanted a speculative play as part of a balanced portfolio I would suggest Kodal is worth investing in. I would think it's a medium risk play with a high upside. Nothing bar death and taxes are guaranteed !! DYOR.

IMHO we will see some nice Kodal figures in Sept and I would expect it to clarify costs, profits and with the very healthy SPOD price it should stack up nicely. Time will tell but I am very optimistic.

IMHO we need to see actual figures in accounts to understand the value of this company. So come Sept we get to see actual figures and hopefully a confirmed cost per tonne and profit per tonne. IMHO this will be very very positive and the current share price will look very very low. At the end of the day we are producing huge amounts of SPOD , it's being shipped and sold and the prices should equal very very healthy profit. Everything looks positive accepting the standard risks. I have a substantial position and will continue to hold and have added more as I believe the fundamentals are solid and it's a great investment with potential for very good returns. I don't expect a huge amount to happen in the immediate future but over the summer months we could start to see an uptick in anticipation of the sept results. DYOR and good luck.

Hear the frustration but very much a case now of waiting for the numbers in Sept, once the profit shows in black and white IMHO this will move and move quite quickly. All the boxes are being ticked and with SPOD flying and no let up in sight it is a money maker. Frustrating waiting but sit tight. I have added more as I think the floor here is .3 where we are now.

0.34 movement very welcome. This maybe the start of the relentless upward positive price increases in SPOD, it has to gain some movement soon. Good luck all.

Yeah it's probably bots, algorithms etc just monitoring, would imagine as the price of SPOD is now so high Kodal is on the radar and fingers crossed it could just fly, just feels like we need it to start moving and then it will take off. Classic small cap momentum trading. Good luck all. Topping up again.

This now looks like a time to buy in again IMHO, SP very low and once the financials come out later in the year showing the profit IMHO this can only go one way. DYOR and good luck.

Good RNS IMHO all positive , onwards we go.

Look it's clear as day to me now the SP will just sit til we get some actual financial results, the huge price that SPOD has hit now is ensuring huge profits for Kodal and it will come out in the wash with the financial results later this year. Would expect a substantial pop then, before then who knows but just depends on people looking closely at this one and understanding the profit that is being made.

When this one goes up it could move very quickly, the lithium market is very lucrative and looks to be only heading one way !! Fingers crossed.

Some great posts on here this evening. Enjoying this board tonite rather than some of the usual stuff !! Yeah this one is a longer term hold and certainty worth a top up IMHO. Be it a buyout or not one way or the other once we see actual cold hard profit IMHO in EOY the market will react , how high who knows and it will depend on the figures but certainly feel the magic 1p is somewhere in the right area in the next while. Time will tell and yeah certainly think there is just too much trading with this stock and not much holding !! This is slow business , nothing happens quickly, it ain't an app or some AI gizmo !!

Yeah we would all love this one to be spiking upwards ATM , I am pretty sure we are just going to have to sit this out until we see the EOY figures now and actual profit. Reality is with the current SPOD price the profit will be great IMHO and profit is profit, it will impact the SP then. If the Chinese buy it out it will be related to these figures. We are producing shipping and moving along. Yeah would love a share price climb but again it's clearly one that needs a bit more patience. Suspect Bernard knows this and he ain't going to waste time posting stuff for potential short term share bumps. Profit will show the value clearly.

Great article, all good stuff , thanks for sharing.