Member Info for Ricardo2019

> Good to meet you today.

You too! It was definitely worth the trip, and not just for the freebies. Hopefully I can attend again next year, work permitting.

So, interesting AGM. There was one other retail investor there (won't say your name but you know who you are) and it was good to meet you. I was disappointed that Chef didn't turn up. I would have liked to have asked you a question or two in person.

The board and other employees were very welcoming and open to discussing any topic. I was pleased to be able to ask questions before the meeting started on operational matters (those that all here already know about). I'm not going to relay exact quotes here but what I will say is that I don't believe the transport cost will significantly impact the ASIC. The remaining work on getting trucks rolling is related only to administrative processes outside of Kodal control and nothing more. Should there be a transport problem, of which there is no current indication, then there are alternative trucking companies available that Kodal have spoken to.

Those in the room weren't privy to any major company news that wasn't covered in the presentation - though I did get a Kodal hat and Malian manufactured notebook - thanks to Mohammed, Country Manager, who flew in for the meeting. But sometimes you get a better sense of the level of confidence by seeing the 'whites of the eyes' .

My overall sense from all Kodal representatives that I spoke to was of quiet confidence that everything will come good. They're happy with the plant restart and improvements there. You'll have seen the new chart showing the targeted 10k tonnes per month. They seem confident about getting there.

The government relationship is strong. No issues there.

My other area of interest is military matters and the local security situation. I was very keen to find out more about what arrangements are in place to safeguard our interests, especially given the recent attack. From post-meeting conversations I am satisfied with what I heard about additional local security upgrades. Plus the local governor has a direct line to the President when needed. Obviously we need to bear in mind the national level too, but that's not in Kodal's control.

So overall, the Company remains at the whims of local bureaucracy and also the macro economic environment. However everything at Bougani is going well. Next catalysts to watch out for are the shipping of the spod, updated MRE, and any announcements on diversification next year.

Just two of us here so far. About to start.

Thanks for the pointers, I appreciate it.

I have my letter of holding from my broker, so I am nailed to be at the AGM in person this afternoon. Anyone else attending in person?

@Bamps21, If we had a London/South East might you consider presenting there please? I'm hoping one can be arranged and I'd certainly want to attend.

I voted 9. 1 mark off for the ASIC thingy, There was one other vote. They also voted 9. They must be clever like wot i iz.

> end of the decline at hav cant come quick enough !!!!

That'll never happen. You've all been fooled. Shaun isn't who you think he is. He's actually Gru in disguise and his evil plan is to dig to the centre of the Earth, then steal the Moon and hide it there! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !!!!!!!!!!!!!!!!!! !

Oh and no charge was mentioned, though I also didn't ask...

The broker is going to sort out a letter of holding for me. They said it's a little tight but they're usually pretty quick with requests.

If I make it, I'll be in blue blazer and navy chinos - possibly like many others! Do come and say 'hello'.

I'm considering it. Easy train ride for me into London. I'm not sure about the admin side of getting into the AGM and whether I've left it too late though. If so, I'll be watching online at the every least.

MH01, I appreciate you had nothing but good intentions. With today's technology anyone can claim to be a credible influencer/journalist/analyst, etc so it's even more important than ever to scrutinise the qualification (in the 'James Whale' style, if you ever heard his radio show) of any source.

That dude tweets tosh about 'sun dimming' and retweets the deranged Katie Hopkins. C'mon - be serious in what you post to our great board purlease....

Here, here!

Only replying to push that other political thread down - please stop replying to it everyone.

Still here. My money is long gone but I'm curious to see how this rollercoaster ends.

Hi Mr_Wolfe, ah thanks but it wasn't that poster. Though the name is very familiar as yet another lover of authoritarian dictatorship with a penchant for war crimes!

Ah stretch, your positivity is cute but naivety is a poor servant. Everyone knows Trump well now - he's been around a while. That's not being negative, it's being realistic. Notice how Trump never achieves anything on the complex issues?

Not a big fan of people trying to get the hopes of vulnerable people up based on nonsense uttered by politicians. And you of all people should know better than to encourage that.

Talking of trash, where's the Putin supporting bozo who claimed two years ago that the Donbass front was about to collapse and it was all over for Ukraine? Their name was very forgettable.

> ." I hope we're going to have some good news for you coming up", so there is clearly serious negotiations going on behind the scene

ROFL what? That's a typical Trump filler statement. He always says stuff like that when he's got nothing concrete to say.

Putin's got at least another year's worth of resources to keep his war going. Probably more like two. The only thing that's a problem for him right now is Ukrainian strikes on oil infrastructure. Even so, the Russian people might inwardly complain about fuel shortages, but they'll suck it up so the military can keep being prioritised for supplies.

That's right. Shaun is feeling a bit lost in his role so he's awaiting armchair pundits to tell him when his results are ready to release. Sheeesh guys, I know it's Friday but this is scraping the barrel!