RE: Sp down again5 Sep 2025 19:20
I am, partially, surprised KOD did not sustain the rise. Fine by me because it gives me plenty of opportunity to buy more. I also think, despite the recent minuscule sale by SC, SC want to exit their position (I dont see why they would wish to hold, seems to me they are testing a `sell' price (seems about 0.36-0.39/0.4 to me). Of course, Mali has insurgency/political stability issues. To me, Ganfeng and Hainan would not be next to each other, nor would the Chinese Government given approval for the release of funds to enable these Chinese led investments, unless they were confidant of their investments.
I will be opportunistic as to when I add- I only considered adding when KOD went to 0.26p - I hold and watch, but KOD is at the inflection point...I think, as KODUK get the stuff to port and loaded, and receive the cash the SP will see significant upward action. As I write, I also think the route to port may be problematic, given the growing strength of the Islamists in Sahel. I only read widely, so correct me if I am wrong.