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Kodal Minerals (KOD) investor relations material

Kodal Minerals AGM 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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AGM 2025 summary30 Sep, 2025

Opening remarks and agenda

  • Welcomed shareholders, advisors, and online attendees, outlining the meeting format and Q&A process.

  • Confirmed all resolutions were passed at the official meeting, expressing appreciation for shareholder support.

Financial performance review

  • Completed construction of the Stage one Bougouni DMS plant within the $65 million CapEx budget and on schedule.

  • Achieved first spodumene concentrate production in February, exceeding 5.53% lithium oxide target.

  • Produced 45,000 tons of spodumene concentrate, with export permit secured and offtake agreement at market price.

  • Plant improvements and maintenance shutdowns have led to steady state production, targeting 125,000 tons per annum.

  • Share price volatility attributed to lithium price fluctuations and export permit delays, but future support expected.

Board and executive committee updates

  • Operations Director and site team recognized for successful project delivery and ongoing plant optimization.

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Frequently asked questions

Kodal Minerals PLC is a mining and exploration company based in the United Kingdom, primarily engaged in the development and exploration of mineral assets in West Africa and the UK. The company focuses on lithium and gold, with major projects like the Bougouni Lithium Project and various gold projects, including the Fatou and Dabakala projects, located in Mali. Kodal Minerals aims to capitalize on the increasing demand for lithium, which is essential for the electric vehicle industry, while also exploring significant gold opportunities in the region. The company is headquartered in London, United Kingdom, and its shares are listed on the London Stock Exchange.

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