|yesterday 18:09||estseon||"apparent proximity of the holy grain" Lol: make mine an Islay single malt. We could receive an RNS at any time that would lift our spirits.
Seriously, though, adrian, the currently disclosed mine plan, based on harvesting half of the gold resource signed off by Snowden, will not get us to double figures at the current PoG and 2 years off cash production. But it is the base case.
The wild... read more...|
|yesterday 15:18||hairyback2||adrian,sensible post.
of course we need to manage expectations in this dire market,but even accepting that,it is an absurdity to think that we will wallow at £13-14m mkt cap levels when we are 2 years away from £70m+ per annum revenue and circa £27m pa GP (at $1280 pog) from TK alone.
it would not be impossible to see £100m pa rev and about £38m pa GP when JQ comes on stream within say 2.5... read more...|
|Fri 10:39||hairyback2||odey are in quite a number of AIM stocks that they obviously feel will buck the trend,as a few always will.
i'm not sure we need gold to rocket,such is our (improving) position,but welcome nevertheless if it happens.
there are a lot more articles and theories about now (inc marc faber) regarding significant increase in POG than only 3 or 4 months ago,where the opposite was true (cue SL).
just... read more...|
|Fri 08:19||rickyhatton||Nyota quarterly out. The fall out story behind their non license granting might just help speed up the Kefi license application being granted politically for a balancing good news story. read more...|
|Fri 11:22||tim_the_trout2||Quite sombre for a Friday HB2
The rich get rich and the rest of us get poorer, I'd just like to be one of the rich. Would be nice to have a coalition for a change rather than the 1 man and his dog we've had for the past 4 years.
Irish joke courtesy of Malkis on III...
John O'Reilly hoisted his beer and said, "Here's to spending the rest of me life, between the legs of me wife !"
That won... read more...|
|25 Jan 2015||robjm66||hxxp://www.stockmarketwire.com/article/4960986/Transformational-period-for-KEFI.html read more...|
|4 hours ago||hairyback2||good posts again.
we've said it all before,but if the bod deliver on all the newsflow expected,roughly along the timelines previously reported,thats all we can expect as shareholders,
unfortunately they cant control the market,but if they deliver as above,by God,it put pressure on the market to reassess the value of the comp.
lest we forget,sl,odey,pp etc (and harry as chairman by virtue of... read more...|
|5 hours ago||adrian1001||All very good points guys and none that can rationally be argued against, (note the use of rationally). Although i, (like every one else here) is impatient with the SP i am certainly not with Kefi as a whole, they are doing and have done a stirling job, i am however down beat about the markets in general and not overly opitimistic about the short or medium term as far as AIM tiddlers are... read more...|
|yesterday 13:59||adrian1001||i love your optimism HB but in this market im not sure if anything will go nuts except us poor PI's. We may well get some sort of spike but not many co's at the mo stay there for long, one would hope that we can gradually and constant gain over time and maintain a reasonable sp, i think it will take a near on miracle to get us anywhere near double figures in this market. Mind you 10p would be... read more...|
re divi - that was the stated intention last year and i havent seen anything to the contrary since.
however,i cant see that happening until 2017/18,by which time we should be close to full value anyway.
nothings changed in the sense that the earliest possible revenue must be the target,and that has to be from TK,although JQ may not be far behind if HL.
lots of milestones to be reached... read more...|