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Agreed antropica. Although the ownership problem here was cleared up yesterday, the initial rerate at kod has already happened, it is yet to come here. Both are massively undervalued as you say, but more so ZNWD at the moment.

hahahah so true

"Looking good, 1p finish, smart buyers here...I'm out"

"The Chinese don't want mica in their furnaces" Can somebody point out to him that this isn't going to be processed in china, that's the whole point...it's located just up the road from the car companies.
Also - spot on about BCN, the Chinese just bought that and as you say the clay is more problematic...

you off loaded nbul1?

He just doesn’t want all the hot money that flew into kod to fly into this…

Which is actually higher recovery than KOD. John meyer when you listen to what he says is always slightly skimpy on actual detail. He always refers to goulamina as goulima. He spoke about the ‘spodumene’ here at zinnwald, when of course it’s zinnwaldite a different mineral. It’s sloppy at best for someone who is supposed to be a specialist …

Lol john meyer only ever backs stocks that SP Angel are broker for. If they manage to get the nomad mandate from turner pope he’ll be all over this like a rash. He doesn’t want gains to be taken from kodal. I own there too, but still - he’s pretty obvious!

Traders cafe

Welcome guys - anyone who was or is in KOD, should definitely be getting involved here!

Yup all valid malik. But traders love a techincal, so it affects price too. The long and short of it, is this is massively undervalued on fundamentals and the technicals say BUY too!

Yup ridiculous. Had to struggle and chip away this morning to build a decent enough stake. Cannot buy on IG index, only sell existing position. Tells you something…

This has been on my radar for a while, but news yesterday was utterly transformational. Still not widely disseminated or understood. When the herd finds out they can get high grade lithium in germany, not mali and in a company that has BFS and permits…!

Think this should get taken out today. Will be in the 20s in no time and still be cheap!

I managed to get on board today. This is ridiculously undervalued. Needs to be brought to a wider audience. It’s way off radar atm, when the herd arrives, massive re-rate. Look at it vs KOD for example, it’s a no brainer - based in germany not mali for a start!!!

Excellent thankyou malik.

Excellent thanks EV, appreciate your efforts.

Where do you get this from EV? I own quite a lot here but this DD is very impressive.

*read

And are there material drawbacks to zinnwaldite vs spodumene? Red somewhere more difficult to process from mica?

Also does anyone know what the cash costs are for production and assumed lith price was in the DFS. Can’t see it anywhere. Thanks in advance!

Forgive me for coming in a bit ham fisted, but i am doing some DD on this. Been through the annual report. Looked like they had £4.8m cash in feb. Just spent 1.5m on the extra 50% so maybe have £3m left, seems sufficient . Is there any imminent other need to raise cash other than for mine development?