KDR 0.00% $1.90 kidman resources limited

Re KDR Chart, page-574

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    Happy new year holders. What a bloody ripping start to the year.

    2018 is the year of newsflow for kidman. We were held back last year by those MZN bandits, now we are ready to unleash.

    Imminent newsflow: refinery update. Funding. Or lack thereof. Material. $250m+ ebitda is coming with 400m shares on issue fully diluted. There ain't another Lithium stock on the globe with these metrics. Stock is dirt cheap at $2.

    More management changes. Not the man in charge. We should all agree, he has had a ripping year in the face of much scrutiny. Great new chairman. More to come here

    Addition to LIT etf and potential asx200 inclusion.

    Well, hedge funds will start buying now. Preempting these inclusions. With 350m shares on issue, it will send the stock much higher. The market will move quickly


    That is newsflow for the next month

    From Feb. We await

    Offtake
    Drilling.
    Resource upgrade
    Gold divestment

    Takeover.

    Then we need a new stock my friends.

    Has Albermarle left the room? Absolutely zero chance in my opinion. consolation will happen across the sector this year, and we would have to rate highly From all suitors. clearly SQM have the balance sheet to fight off any KDR predators . and they will have to. Their refinery IP is not for the open market. They are sharing with it with us. We are their chosen partner. Make no mistake. This is an amicable relationship. SQM chose us. We are lucky.

    Would SQM be happy for their engineers to chat with the Chinese or ALB in the face of kidman takeover? I think not. They will protect their turf. Bidding war starts.

    The market was coming for us today. Real buying. amazing how long it takes some to realise this is what I think is a once in a lifetime investment.
 
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