Member Info for Surin

Why would suay chin/ chin suay hold, in a low lithium price environment. Especially so, after receiving a cash sum for relinquishing first call on lithium production, and a significant increase in capital gains from sp appreciation.

My only concern is that kodal minerals retains a healthy cash balance. As said before, 15m is neither here nor there in the medium to long term. Further, hainan invested 100m into kmuk/mine development with costs estimated at 65m...that leaves 35m, some to buy out 80% of first take option...some for more exploration...the rest?

Is kod now in the sewers of the low valuations of london markets; known insider dealing; propensity for short selling; minimal regulation and cronyism/nepotism. Anybody know a company that came good, and the rewards were not guzzled by the incumbents?

There has been a seller during the negotiations of the sin chuay buy out of their first preference. After conceding right of first refusal (for us14m) why hang about in a low spud price, short/medium/risky term horizon.

However, some entity is hoovering up. takeover or taking private?

Suay chin must be selling, but getting less and less...who is buying?

....

Kodal Minerals plc has a strong cash balance of US$19m....

The MoU confirms the approval of all agreements relating to the Hainan Transaction and an associated payment by KMUK to the State of US$15 million payable in cash as follows:

§ US$7.5 million within five days of the signing of the MoU; and

§ US$7.5 million by 31 March 2025.

When the baby is delivered the birthing pangs will be forgotten. With the midwife on board, hopefully we will be heading into calmer waters

Who is soaking up all these sales?

Seems to me Zhejiang Kanglongda Special Protection Technology Co., Ltd are selling/transferring their suay chin investment in kodal...the floor price seems to be 0.4p...i wonder who is buyi

What a nice company/share to be in during these turbulent and changing times...of course sovereign risk is an issue, as is china connection...but there is much more turbulence/uncertainty elsewhere...us, uk, mid east, eu...china and india provide a semblance of continuity and positive economic change ...

Could always buy back...how much cash do kod hold now?

Just under 36% of global population is in india or china...rest are diaspora (hence 2 in 5)

You probably know that two out of every 5 people that are on earth are Indian or Chinese...both countries developing large middle classes and mass markets....

Indian transition to ev's on an exponential growth curve. Remember, india is also a major supplier, but lacks a lithium supply.

Rio tinto see a future for lithium...(so does Germany)...see also their comments on copper. A matter of time before prices see an upturn

0.42 price...what a wait

Trading 212 seems to be having difficulty in fulfilling my buy order ...anybody else having problems?

Apologies horult for accusing of cross ramping. There is plenty demand for lithium based batteries/energy storage solutions..

Who is selling any thoughts ( I have some). It is clear someone is selling. Every sale has a buy...so who is buying?