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Big shareholders will not make a loss, or they will try to minimise it. Surely shorting/trading/accumulating (themselves or through others) will help them minimise loss/accept a 'swallowable' offer from a predator. What we see is the 'big boy' game...

Disagree...

Prof Chris Carter has done a lot of research into professional engineering firms. He advises the Scottish government, and holds a Chair at Univ. Of Edin. Might be worth a read...although organizational analysis might be more effort than a quick buck.

Good read, but could also be used as a tool for changing/rebalancing staff/ team thinking parameters...ie its also about culture change...

From my understanding, you pay for the consultants whose models and thinking are the solutions you (as client) desire. Wood bod could have brought in Mckinsey but they didnt ....why deloitte. Anybody have info on deloittes approach and models...dont forget they are a brand...

Sidara are thinking business (synergies, opportunities etc). Wood group is going through a bit of a crisis. Not a bad time to get what you want at the lowest price. How much are fidelity/blackrock...and five largest owners willing to accept?

The big issue is, as we know, what the wood group is worth to sidara, and what are sidara willing to pay to get the instis on board. All very interesting...

None of that ought to affect the fundamentals, if anything it indicates a possible bargain...

What we dont know is how the wood group deals with one of its major threats- the poaching of staff/staff turnover. A common solution is golden handcuffs via pension schemes, share options, deferred bonuses. I am not convince staff 'exit' is necessarily an issue...staff 'voice' may be more of an issue. The aforementioned is from HR and organizational literature and research.

Professional service knowledge based company in an industry facing worldwide skill shortages...https://www.viktor.ai/blog/160/how-the-engineering-shortage-is-driving-the-industry-forward

What is the value? Leave aside the order book

Andrew Bell

David Lenigas

George Roach

or do you prefer a big hitter like

Fred Goodwin, Richard Fuld...what about Liz Truss?

Waited a long time to get here...well done KOD team, and those that kept focused and patient.

Chef, I disagree...who do you suggest Peter Landau?

I dont know- if there will be an offer; if new costing methods will have started to deliver returns; if Wood employees are leaving, if contracts will continue to flow, if these contracts will be profitable. Actually,I don't know very much other than there is a $6bn+ order book; a lot of embedded human capital (hence risk of leaving); past poor project pricing methods and controls: an expected global recession; opportunities to `take out' the `weak' at discount prices. I think the pricing method and covid may explain historical data. Nevertheless, Wood group ownership and management is what all this is about. Who decides, and at what price. Thankfully we are PI's are a small majority, so they cannot gain at out expense.

Wrong board...sorry

I dont know- if there will be an offer; if new costing methods will have started to deliver returns; if Wood employees are leaving, if contracts will continue to flow, if these contracts will be profitable. Actually,I don't know very much other than there is a $6bn+ order book; a lot of embedded human capital (hence risk of leaving); past poor project pricing methods and controls: an expected global recession; opportunities to `take out' the `weak' at discount prices. I think the pricing method and covid may explain historical data. Nevertheless, Wood group ownership and management is what all this is about. Who decides, and at what price. Thankfully we are PI's are a small majority, so they cannot gain at out expense.

Seems to me production is a given (it will happen), underpinned price is great, but lithium market price will be a driver, oh as will progress on gold prospects...other projects when free cash flow....well flows

I have waited some 10 years for `cash flow positive'/cash in bank...all is good. I dont care if things take time. I think Hainan want the product for their China processing plant, Fosun (the parent company-ultimately financing) want to secure supply chains.

I dont think Fosun/hainan have an eye on US/Western markets...Its the growing Global South and the relationships between the growing community of the `BRICS'. They are no longer 4 countries but account for...you decide...I will post what AI says (dont necessarily trust AI)

"Yes, the statement that BRICS (Brazil, Russia, India, China, and South Africa) accounts for roughly two-fifths (40%) of global trade in goods is generally accurate, especially when considering the expanded BRICS+ group.

Kod is my largest holding across all accounts. Most are free shares from trading, making up for losses from charlatans like Peter Landau, pirates at GKP , RRR (and other Andrew Bell companies), UKOG and the Aussie big talk/little delivery man). There are so many other undeserving, connected self serving, network enriching players on AIM. Be thankful we may be fortunate we have Bernard Aylward...

I have been in and out of Kod for over 10 years. I had lost trust in our CEO. through these ups and downs I came to the conclusion that Bernard Aylward is a geologist with conviction. Kod geological team have actually done wonders identifying the lithium resource in Mali, getting partners and bringing it into cash generating production. I think the geological team are to be commended, and we have their expertise to advance the gold and other projects. I like the way the CEO and his team manage the SLO (Social Licence to operate)...