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Share Name | Share Symbol | Market | Stock Type |
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Kazera Global Plc | KZG | London | Ordinary Share |
Open Price | Low Price | High Price | Close Price | Previous Close |
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1.75 | 1.75 | 1.75 | 1.75 | 1.75 |
Industry Sector |
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MINING |
Top Posts |
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Posted at 13/11/2024 06:58 by penrith Thanks for the response but I would have preferred answers to my questions concerning the company. They are straightforward and constantly avoided. For my part I will continue to ask for honesty and clarity from the Company and its employees. Those two commodities have been seriously lacking in the past. So once again KZG What if any revenue are we receiving for the diamonds. Is there any possibility we will receive any more cash for the mine. Are the negotiations with an alternative mine buyer still ongoing.At the current burn rate how long will the cash last. Are we still on track to receive revenue from HMS by the end of year.As an investor I am entitled to ask those questions and will continue to do so. Propaganda, Podcasts and Twitter are it would appear inevitable but facts and RNS are the only real answer . As I said I am only interested in making money and we seem to have been on the Cusp of that for years. Let us hope for an imminent RNS giving good factual news that we can all enjoy. |
Posted at 06/11/2024 10:21 by outspan !FOLLOWFEEDhTTps://kazeraglobal Kazera Global 15th October 2024 Enviable cash flow & profits about to be generated by South African diamond and HMS mines that are just going into operation. Kazera is an Africa-focused mining investor which had a problematic high grade tantalum project in Namibia. A transformative deal in June 2020 took Kazera into diamonds and heavy mineral sands (HMS) in South Africa. The Namibian project was sold in December 2022 for US$13 million, and the US$4.85 million received so far has been sensibly invested in equipping the diamond and HMS mining operations to go straight into efficient, low-cost production and generate good profits. • Diamonds are the key to unlocking the value of HMS at Alexkor Since 1928, Alexkor has mined 10+ million carats of gem-quality diamonds. The company has a discrete mining area where it extracts and processes diamond gravels with Alexkor providing the final sorting and sale of the diamonds. The diamond interests here are tremendous, but the truth is that the high-grade HMS is the real potential company maker. • HMS operation could go on for a long time due to natural replenishment. Until Kazera came along, no one ever twigged the HMS potential at Alexkor. The HMS Mining Licence might only cover 5 hectares but it is very rich and is replenished by sea action. A similar project down the coast at Tormin has, over a 7-year period, mined five times its Indicated Resource of 2.8Mt due to the mineralization being actively replenished. • HMS Mining licence application for an adjacent beach, which is 34x larger Kazera does not hang around but has moved rapidly, applying for a Mining Licence for an adjacent beach at Perdevlei, (expected to be awarded in early 2025) which is much, much bigger (X34), and the company plans for a far larger operation. It also gets replenished too. • Valuation based on a forward PE suggests almost 400% upside potential Our highly conservative valuation shows the vast potential we see in the stock. We initiate coverage of Kazera with an initial target price of 5.14p. !YOUTUBEVIDEO:LBTtiU !YOUTUBEVIDEO:aDunCp |
Posted at 25/10/2024 15:30 by al101uk Funny what people are pulling out of that conversation, it wouldn't have been my first thought as a Kazera investor, but hey ho!"Guess we all need hobbies!" Finally, someone understands :-) A voice with no skin in the game, vs people who require "positive sentiment" as a key factor in their investment thesis... who would you trust? |
Posted at 23/10/2024 23:44 by al101uk Cloud9,The only argument I can read is from Kazera themselves, I can only react to what they say. It's quite rare anyone here posts anything of substance. If someone said, "yeah, maybe they are talking sh't, but look at this company. We can extrapolate what's likely and that supports a valuation of x" or if there was a bear who was shouting from the rooftops that Kazera will be bust in the next 6 months, then I'd be having a different conversation. I'm bearish, but I'm posting mostly bearish posts because the only other person in the conversation is THE biggest bull! In reality, I'm only bearish against the expectations the company has set for investors, I'm not arguing that the company is worthless or a complete scam but it's hard to get to that conversation. I've always followed a company or two like Kazera, it's nice to play the research game on easy mode and hone your skills for the bigger companies that normally make my portfolio. The companies I end up watching tend to catch my eye because of history, which is certainly the case here. |
Posted at 24/9/2024 20:17 by al101uk Penrith,I think it depends on perspective. If you think back to where Kazera were, getting the cash they got from Hebei was a great thing and it's helped to get the company to where it is today. Kazera wouldn't be the same company without this deal. The Tantalum mine has been developed and infrastructure put in place by Hebei, they also got the license to mine Lithium and covered operational costs, so the asset is in a better place than it was before and Kazera have had improved cash flow in the interim. The issue to my mind is the short term affect on cash flow. I think things are still very tight and although I don't doubt Kazera could raise more money it's far better for shareholders if they don't. No matter what happens from here, the deal with Hebei was a good thing for Kazera, it just looks like a risk right now. Even if Kazera get the mine back, can't afford to pay the interim costs and raise more money via a discounted placing... the Hebei deal was STILL a good deal for the company... it just wouldn't look good for investors today :-) |
Posted at 22/9/2024 12:22 by al101uk Finally got around to watching the presentation, it's available on youtube without the hassle of registering etc:Here's what I picked up on: 1. I can't help but like Dennis, he comes across as a decent guy and I have no real issues with his presentation. Surely anyone who was around for the Larry years won't be complaining. 2. A very strong and repeated "Positive cashflow on Diamonds and HMS by EOY". 3. "Very isolated part of South Africa"...."means logistics." 4. As suspected HMS is the primary operation, diamonds are almost a side effect of HMS mining, but will pay for the mining costs. 5. Starting at 3K tonnes and increasing to 6k. 6. On the arbitration "we wouldn't be wasting money trying to recover it"... there are costs associated with arbitration, I'd like to have heard more about that. 7. Share Price? Any investors guess is better than mine. Then went on to speculate a valuation on 20x to 30x. I liked his initial answer. 8. "When Hebei had money they were always honest and straight forward."... so the issue could be a financial one for Hebei. 35:48 - Loved this answer, around taking on lots of assets and not getting to production on any of them and how he does not want to do that. 37:15 - Another Really good answer around transport costs being significant, clarifying that logistic costs are probably the biggest issue going forward. When asked about predicted cash flows he started talking about the potential for 6K tonnes rather than the 3K tonnes they are likely to start out with. |
Posted at 06/9/2024 11:35 by penrith Seriously I think you have made a mistake in becoming involved with private investors on this forum. You have Align to professionally communicate with us and in reality our opinions matter little in the bigger picture. |
Posted at 31/8/2024 23:58 by al101uk So to summarize, as far as I can tell, Richie failed to read a post properly and went on the attack. When called out, he could have said that he misread the post or he could stick to his guns and continue to call the poster names.How do you think it goes when Mr Jennings makes a mistake with an investment he's been shouting from the rooftops about? What do you think Mr Jennings reaction is when private investors end up with a dent in their wallets as a result? The rationality and integrity of a companies largest shareholder when he has so much say in the goings on of the company is important. Especially when he's privy to information that normal PI's like us are not. Again, I would question if having access to the contract signed between Hebei and Kazera constitutes insider information, in which case Richard should not have been able to sell a large chunk of his shares. And that isn't even the information he has that he refuses to reveal and that proves me wrong. |
Posted at 29/8/2024 18:37 by al101uk Years ago I was invested in a company that mothballed it's entire production for a number of months. When results came out they were pretty much as I expected but with the addition of a surprisingly big chunk of cash paid out by the company for "nothing" I could identify. I contacted Investor Relations and was told it was the ongoing operational costs of the mothballed site.If Kazera push now and Hebei have decided the mine isn't profitable enough or the deal can't be done at a level that suits both, then there will be ongoing operational costs while another buyer is found. Kazera can't afford those operational costs right now, they are running on fumes and loans from directors. Management know better than anyone how long HMS will take to get in to full production, my experience is that it's normally longer than most PI's would guess... but who knows. I'm 100% on the companies side on this one, far better to sit back, let Hebei pay the ongoing costs, wait to be in a position of strength and then play hard ball. |
Posted at 31/7/2024 10:23 by penrith Align are back in the game. The RNS could be genuine and things are on the move. It could be exaggerated to raise the share price and allow the major investors a way out or it could be an attempt to increase the share price for a raise. I'm hoping it's genuine but deep down I don't trust them. Many months ago they said the license was a box ticking exercise that clearly wasn't deception it was a lie.Good luck everyone |
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