Kodal Minerals Share Discussion Threads

[goneawol] 12/3/2017 22:28

That's ok, you didn't learn anything from the previous 35 posts either.

[mhin2] 12/3/2017 22:25

goneawol...didn't learn anything from that, other than we are driven by stories and narratives...it the ones you choose to believe, and those that come to fruition that makes and breaks us.

[goneawol] 12/3/2017 22:22

PWhite73 12 Mar '17 - 22:08 - 1553 of 1556 0 0

But had I not raised the subject of what may really be going on it would not have crossed anybody's mind. Not even yours.

''''''

There's probably a reason for that.

[mhin2] 12/3/2017 22:20

Pwhite, Accept that, and I thought Lithium may be overblown, but gigafactories coming on stream, commodities starting to lift off historic lows, and KOD do have some good JV deals. Also Chinas pollution problems, and their investment in EV's is not to be sniffed at. I agree about the gold, some updates would be useful...its all a risk, and at the moment I am quite happy with KOD, although thanks for your cautionary comments...they are now in my calculation/assessment and interpretive frame.

[pwhite73] 12/3/2017 22:18

mhin2

KOD has nothing except investors dreams and hopes. Always amazes me how these AIM mining companies jump from project to project depending on where the hot money is. What happened to all their gold projects. When was the last you heard about any of them.

I could also go on about the validity of the all mining licences in Mali. The Malian government was subject to a coup d'état in 2012. An interim government was reinstated by the French after they invaded Mali to restore some sort of democracy.

But lets not even go there.

[mhin2] 12/3/2017 22:15

Thelung...didn't learn much from that...

[thelung] 12/3/2017 22:13

Engage with the great unwashed and you'll catch a cold

PWhite7312 Mar '17 - 21:35 - 1544 of 1555 0 0 (Filtered)

mhin212 Mar '17 - 21:41 - 1545 of 1555 0 0 (Filtered)

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[mhin2] 12/3/2017 22:10

thanks for raising it Pwhite, I will bear what you say in mind, and you are right...I would not have thought about it...I appreciate your analysis. Although it did occur to me that Mr Ayling may be part of the Perth Mafia

[pwhite73] 12/3/2017 22:08

mhin2 - "Pwhite, I have already stated, I am not here to ramp/de-ramp, merely exchange views"

I know that and you know that. But for the ignorant incessant rampers here even responding to me is the equivalent to professional and criminal deramping.

But had I not raised the subject of what may really be going on it would not have crossed anybody's mind. Not even yours.

Anyway I have to go now. Nice talking to you.

[mhin2] 12/3/2017 22:08

lets see what KoD has...the proof of the pudding...and all that

[mhin2] 12/3/2017 22:02

Pwhite, I have already stated, I am not here to ramp/de-ramp, merely exchange views. And what you said is entirely plausible, except it would not look good for KOD, Newcrest and the representational network that KOD seems to want to develop

[mhin2] 12/3/2017 21:59

pwhite, Elon Musks offer to Australia, seems to me to starting a race

China Leading the Charge for Lithium-Ion Megafactories

[mhin2] 12/3/2017 21:52

however, somebody could have made a lot through the Birimian event, and they may be doing the same with KOD, after all a lot of chinese in Australia and the UK with connections to China, and it wouldn't be difficult to play this game...but a £500,000 purchase at a premium....that would be risky...lets see if there are shorts

[mhin2] 12/3/2017 21:50

our post crossed...so let me repost a reply to you

I also think that the regulatory argument not to be able to transfer funds was a ruse, after all Kod rapidly raised money and attempted to prove their resource as the Birimian deal was announced...although I think Kod would have known about it before.

[pwhite73] 12/3/2017 21:47

Yes there is flexibility but not in a case like this.



Birimian terminates sale of Bougouni Lithium Project to Shandong Mingrui

"The LOI was subject to a number of conditions, including Mingrui providing a $AUD 10.75 million cash deposit to Birimian by 20 January 2017. Owing to increasing regulatory protocols on the transfer of funds from China, the deposit was not received when due, and the LOI agreement has been terminated."

Anybody who thinks Shandong are circumventing the Chinese government via a shadow company and broadcasting it via a UK RNS is gravely mistaken.

[mhin2] 12/3/2017 21:44

My ex wife was chinese from malaysia, and there were business connections between the Malaysian and mainland chinese in a manner that was mutually beneficial....but I dont reject your analysis. I also think that the regulatory argument not to be able to transfer funds was a ruse, after all Kod rapidly raised money and attempted to prove their resource as the Birimian deal was announced...although I think Kod would have known about it before.

[mhin2] 12/3/2017 21:41

pwhite, you may be right, but if you look at foxcom- a taiwanese company...and there were no direct flights allowed between taiwan and china, and one had to enter vis Hong kong, their CEO could take direct flights (of course Foxcon was significant in chinas export orientated strategy). My point is that regulatory enforcement is flexible..

[pwhite73] 12/3/2017 21:35

mhin2 - "Equally plausible is that Chin is a singaporean front end of chinese connections"

I don't believe it is. If as many claim that Chinese currency regulations had prevented Shandong from sending $10 million overseas to BGS they are certainly not going to broadcast the fact they have set up a new company (Suay Chin) to do exactly what they were forbidden to do by the Chinese authorities in the first place.

[mhin2] 12/3/2017 21:24

john, its plausible. Equally plausible is that Chin is a singaporean front end of chinese connections that traverse borders to provide mutual support in family networks, or `guanxi'...noun
(in China) the system of social networks and influential relationships which facilitate business and other dealings....but connections are sometimes deep from history/trust networks

[cudmore] 12/3/2017 21:24

Pwhite

Are you the muppet who keeps appearing on WEB?

[john2017] 12/3/2017 21:18

Mhin why are you feeding this troll to excrete more rubbish? He will go on posting rubbish if people are stupid enough to respond to him with his outrageous desperate posts to create doubt in people's minds!

[pwhite73] 12/3/2017 21:17

mhin2

No its not a scam as far as I can see KOD have said nothing that can materially be proved to be untrue.

A new company is created with the intention of making a £4.8 million investment in KOD. That is true.

It was said the new company has strong support from Shandong. Well that can also be true. Shandong could have said "well when you guys start producing lithium we would consider buying the whole company".

I am personally not convinced of any direct financial involvement of any Chinese money in the Bougouni Lithium Project just yet.

[mhin2] 12/3/2017 21:11

cud pjwhite has a point