Kazera Global Investors - KZG

Kazera Global Investors - KZG

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Kazera Global Plc KZG London Ordinary Share GB00B830HW33 ORD 0.1P
  Price Change Price Change % Stock Price Last Trade
0.025 1.79% 1.425 08:00:00
Open Price Low Price High Price Close Price Previous Close
1.425 1.425 1.425 1.40
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hedgehog 100: "Jan 4, 2021,03:11am EST|4,577 views Tesla’s Record Sales Drive A Battery Metals Revival Tim Treadgold Contributor Asia Tesla’s success in selling almost 500,000 electric vehicles (EVs) in 2020 has reignited investor interest in companies producing battery-making metals, such as lithium, with some miners starting to outperform the car maker on the stock market. For investors. what’s happening with battery-metal miners looks like a re-run of the boom conditions in 2017 when share prices rocketed up despite sluggish EV sales. That first flush of demand for mining and exploration companies exposed to lithium, graphite, cobalt and nickel ended in a spectacular bust because metal supply significantly outstripped demand for EVs. The battery metals crash, which lasted until early this year, was a classic demonstration of arriving too early at a party—which can be worse than being last to leave. This time it should be different because EV demand really is rising as seen in last year’s 36% increase in Tesla sales despite the depressing effects of the Covid-19 pandemic on global mobility and overall vehicle demand. Tesla On Top, For Now While Tesla is the current EV leader, it is being joined in the race to overtake internal combustion engines by traditional vehicle leaders, such as Mercedes Benz, Toyota, Ford and Audi. Increasing competition for EV sales, as obstacles such as limited charging stations and range anxiety are overcome, is being boosted by government incentives for drivers to make the switch. In the two months since the U.S. elected a more environmentally focused President in Joe Biden, the shift towards EVs has accelerated and can be seen in Tesla’s 76% share price rise since early November from $400 a share to $705. But Tesla’s rise has been matched, and in some cases beaten, by battery metal companies as they are being re-discovered by investors. Lithium Miners Charging Back Pilbara Minerals, an Australian producer of lithium, is up 137% since early November. While it’s easier for a relatively small company valued at $1.8 billion to rise faster than Tesla with its $670 billion stock market value, the double-your-money win in just eight weeks is very real for Pilbara shareholders. Other lithium miners are joining the battery metals charge. U.S.-based Albemarle Corporation has enjoyed a 58% share price rise since November 4, up from $93.43 on the New York Stock Exchange to $147.52 at the close on Friday. Graphite explorers and producers have shared in the return of confidence in the battery metals story with Talga Group, an Australian-based and Swedish-focused developer of graphite products, up 65% since early November. Investment banks have been dusting off their battery metal research. Goldman Sachs, late last month, lifted its forecasts for lithium. Spodumene (a primary ore of the metal) is tipped to rise from $395 a ton to $536/t this year. Lithium hydroxide (a processed form of the metal) is forecast to rise from $10,882/t to $11,800 and then up to $13,000/t in 2023. The key to the revitalization of the battery metals sector lies in rapid growth in consumer demand for EVs, the missing link in the original flush of enthusiasm, and while it is Tesla leading the way, other vehicle makers are compounding demand growth and potentially exposing a shortage of some critical metals. If shortages do develop, battery metal prices could spike higher with a corresponding effect on share prices." https://www.forbes.com/sites/timtreadgold/2021/01/04/teslas-record-sales-drive-a-battery-metals-revival/?sh=308d768b2cc2
hedgehog 100: Thanks Outspan. "ALIGN RESEARCH TOP 7 CONVICTION CALLS FOR 2021 December 30, 2020 | Posted by admin Well, its that time of year again and, like many, we are certainly very pleased to see the back of 2020. From a recommendations viewpoint we had some stellar success with Eqtec, Argo Blockchain & Gaming Realms, each of which multi-bagged to varying measures and exceeded our price targets. This year we tried to narrow our highest conviction calls down to 5 but simply could not. Each of the recommendations below warrant an inclusion and so we hope it is a “lucky 7” for us and those that follow our lead, and our money. We make the point that the calls are offered up below not in any particular order. It can be seen HERE also that we have major stakes in a number of them. We continue to believe that we are unique in truly “putting our money where our mouth is”. We thus wish all our readers and followers a healthy, Covid free(!) and prosperous 2021. ... 2 – KAZERA GLOBAL INVESTMENTS – current price 1.475p Upfront disclosure – we are the largest shareholders here. Second blunt statement, are very happy indeed to sit in this position. In late 2020, the Kazera story really started coming together quite rapidly and we now believe that company is poised at the dawn of a new era which should usher in the generation of substantial value for equity holders. What’s even better is that the shares remain “under the radar” unlike many of the smaller miners with dubious prospects that have been heavily promoted and their valuations are well out of sync with underlying fundamentals. We believe the polar opposite applies here at Kazera and expect that the stock is likely to be one of the star performers of 2021 in the junior mining sphere. In our opinion, the stock has only just begun its move up from what was, to all intents and purposes a shell valuation as the market lost faith in the likelihood of the Tantalite Valley Mine ever being put into production. At the heart of the Kazera story lies its 100%-owned world-class tantalum mine which boasts blue-sky potential. Even better, this stuff is high-grade, low radioactive (very important for offtakers) and there is also quite a bit of lithium – the rare earth du jour given the global move towards increased “electrification” and away from fossil fuels. Tantalum is one of the rarest elements on the planet and Kazera’s partners are large US electrical equipment companies – no names mentioned. The stock market seems yet to wake up to the fact that along with the rare earth elements, on the list of critical metals are also manganese and tantalum. ... A recurring theme last year has been China’s stranglehold on rare earths and so, the US has been in the process of attempting to reduce its reliance on the Chinese for its supply of critical metals. Truth is that the US needs to rapidly establish alternative sources of supply. For tantalum there are few places to go as so little of this critical metal is produced and where it is, there is usually a high radioactivity content. It is for these twin reasons that tantalum plays like Kazera are extremely rare. So far so good. However, the stumbling block to commercial production has been a lack of water. Boreholes in the area just could not supply the needs of the processing plant (which like the mine is already in place). The solution is a 13km pipeline from the Orange River which would solve this problem, coupled with some plant upgrades, which will cost US$3-5 million. ... The impressive progress on the ground in South Africa seems to be now, finally, matched with developments in Namibia. The prospect of growing cash flow from the new diamond and HMS operations is poised to have a transformational effect on the company and its share price. Such improving fundamentals ought to attract the spotlight to firmly shine on Kazera and with the announcement on the 21st December in which management veritably telegraphed that there is a signed subscription agreement “at a price in excess of the current share price (then 1.25p)” it looks as if the first few weeks of 2021 will cement this. Without the water problem, this tantalum mine could make several million dollars a year as it stands without upgrading the plant. With the cash from the new Namibian investors, there should be nothing holding the tantalum project back as it has the plant, mine and ore resources in place. The interesting thing that we have seen in the markets time and again is that as soon as a company starts generating cash flow, belief starts to return and its effect can be transformational. With the investors having been on site and successfully completed their due diligence investigations, the subscription price is said to be reflective of NAV and that we estimate to be between 1.5 – 2p. As the largest shareholders we await the conclusion of this with eager anticipation and expect the investment level will set a new base for the stock. Having initiated coverage on Kazera with a Conviction Buy stance in early August 20202 at 0.70p we set an initial target price of 2.50p. Now with the stock currently sitting at 1.475p and news flow to come on many fronts through 2021 we are more than happy to reconfirm our highly positive recommendation and plan to, post the concluded investment, update our model and note extensively. With, in 2021/2 hopefully a fully fledged HMS operation, tantalum and lithium production, the trading arm and diamond mining generating useful cash we are hard pressed to find another listed mining entity in London on the cusp of so many near term cash flow generative events. ..." HTTP://www.alignresearch.co.uk/commodities/aligns-top-7-conviction-calls-2021/
hedgehog 100: "KAZERA GLOBAL – TAKES FULL CONTROL OF THE TANTALITE VALLEY MINE. BUY June 26, 2020 | Posted by admin ... this tantalum mine could make several million dollars a year as it stands without upgrading the plant. ... " HTTP://www.alignresearch.co.uk/kazera-global/kazera-global-takes-full-control-of-the-tantalite-valley-mine/ This figure could potentially be increased greatly, in four ways: 1. Upgrading the plant. 2. Expanding the mine. 3. Increased tantulum prices. 4. Processing tantulum from other miners Align research note on KZG, 5th. August 2020: "... A total of around 300 drill core samples are being prepared to ship to ALS to be assayed and reported by MSA Group by the end of 2020. At this stage, results already look impressive with apparently Homestead, Purple Haze, Snake and Signaalberg outperforming expectations, averaging a 95% pegmatite intersect for holes drilled, Both the lateral and depth extent of the mineralisation host pegmatite remains open-ended. ... With Phase 1 and Phase 2 drilling completed, a total of 4,212m of drilling has been undertaken and there is still something like 70% of the vast licence area that remains to be properly explored. Investors will have already realised that this area is highly prospective, and it looks as though it could provide plenty more potential for the future. ..." HTTP://www.alignresearch.co.uk/wp-content/uploads/2020/08/Kazera_Global_Investments_Align_Initiation_August_2020.pdf 06/07/2020 06:00 UK Regulatory (RNS & others) Pensana Rare Earths PLC Admission to Trading on the London Stock Exchange "... Paul Atherley, Chairman of Pensana Rare Earths, commented: "The US$16 trillion post COVID stimulus programmes are transforming the renewable energy sector, supercharging the demand for critical rare earth magnet metals. With no new rare earth mines in construction magnet metal prices are forecast to rise over the next few years. With Angolan Presidential approval and financial backing from the Angola Sovereign Wealth Fund and various institutional investors, we are on track to bring online the first major rare-earth mine in over a decade to meet the growing demand for the metals critical to the green energy revolution. Our listing in London provides UK investors with an opportunity to gain a direct exposure to the metals critical to the burgeoning EV and offshore wind sectors." " https://uk.advfn.com/stock-market/london/pensana-rare-earths-PRE/share-news/Pensana-Rare-Earths-PLC-Admission-to-Trading-on-th/82793708 Thanks to Ridicule for this useful post last year: ridicule 27 Jun '19 - 05:58 - 308 of 695 0 3 0 "A few years ago, when I attended an AGM in Cardiff, they briefed that one of the big advantages of their tantalum was that it had low radioactivity levels. There were other deposits in Africa where radioactivity levels were too high for it to be shipped under international shipping rules. The concept then was to bring some of this radioactive Tantalum in and mix it with theirs in order to drop the overall radioactive level down to a point where the mixed cargo could be shipped. I have heard nothing on this idea since then, but it could be associated with this new trading company." https://uk.advfn.com/cmn/fbb/thread.php3?id=42434416&from=308
hedgehog 100: "KAZERA GLOBAL – NOW IN THE CLOSING STAGES OF A “MATERIAL” EQUITY SUBSCRIPTION AT A PREMIUM TO CURRENT STOCK PRICE. BUY December 21, 2020 | Posted by admin Big fat disclaimer upfront – we are, presently, the largest shareholders in Kazera Global. Supplementary comment – we are very, very pleased to be in this position! News out this morning from Kazera Global looks to be the very essence of a veritable “early Xmas present” for shareholders with the company updating the market on no less than 3 positive fronts: Firstly, it seems the diamond operation has been embedded nicely and, set against the backdrop that has been the disaster of Covid19 this year, is working as should be, namely production is being ramped up in earnest following “proof of concept” completion. We anticipate within 2-4 months production of 300-400 carats per month from their Alexander Bay operations and which would give the company cash flows of approx $100,000 per month – more than enough to cover corporate overhead. Secondly, it seems that the potential company making, in it’s own right, Heavy Mineral Sands licence application is now drawing to its hoped for final conclusion and award. We await the CPR here but based on the success that Mineral Commodities have been having in their Tormin fields just south of the applied for areas by Kazera, it looks very likely that the same grades will be achieved. It is worth pointing out that listed peer Mineral Commodities primary asset is their South African HMS operations and their market cap is now approaching £100m – see HERE further details ref the prize at hand for Kazera shareholders. Assuming the successful licence application, as we have detailed in our full note HERE, the company has what we understand to be an in principle agreement with an International player to fund a potential Build Own Operate (BOO) structure enabling the combine to benefit from some of the processing upside and receive a materially higher price. Land for the slated plant has already been identified between Alexander Bay & Port Nolloth and the International partner has indicated that it would invest around US$20 million to build a 20,000tpa pilot plant at its own cost. This would result in Kazera receiving up to 6 times more per tonne for its HMS than the unseparated price (US$135-140/t) and which would usher in the potential of annual revenues net to Kazera in excess of US$10 million. It is thought that such a plant could be up and running within 18 months of Kazera being granted its licence. Thirdly and most excitingly, it seems the company is now in the closing stages of the telegraphed “substantial” equity investment by major Namibian investors. This was trailed in early Dec in this expansive RNS per HERE. Pertinently, managements language use is noticeable, in particular these lines – “…the Directors are very confident that they will have secured additional financing sufficient for both the Company’s working capital needs and capital requirements in respect of its Tantalite Mine” & “The Company is pleased to report that it has agreed commercial terms with such investor for a substantial equity investment at a value in excess of the current share price. The Directors believe that the investment can be finalised in the coming weeks subject to receipt of banking consents in Namibia”. We do not know the exact terms of the transaction but it is telling that the “in excess of the current share price” remains valid with the price at 1.25p. Our own estimate of NAV is between 1.5-2p using the company’s own last reported accounts and adding in the Deep Blue Minerals acquisition as detailed in the summer (see HERE) at £6.6m to its balance sheet value. Using elementary mathematics alone ref the current share count, this results in a pointer north of 1.5p. ..." HTTP://www.alignresearch.co.uk/kazera-global/kazera-global-now-closing-stages-material-equity-subscription-premium-buy/
al101uk: So what's the story of the diamond mine then? The concession was very valuable back in 1928 when it first went in to production and has produced a large quantity of diamonds, but I think it's safe to say that it's best days are behind it. It was owned by a private South African Company called VAST. It was intended that Tectonic Gold farmed in to the concession in a 50% joint venture for $650K in early 2019 (paid in equity). The idea was to use the low cost diamond mining operation to fund their primary Gold mining business. This was what they said at the time: ------------------------ "Mining at the VAST concessions is conducted by a fleet of large and small surface mining and earth moving machinery through a simple free dig operation. No drilling or blasting is required. The underflow heavy mineral concentrates that are produced are then transported to one of Alexkor’s processing plants for toll treatment and final recovery. The diamonds that are recovered are then put to a public auction by Alexkor’s marketing team with the revenues from this process being split 80:20 between VAST and Alexkor respectively after deductions for toll treating costs, royalties and any other costs for ancillary services such as security during transportation. The VAST resource estimates for the concession areas allocated are in excess of 500,000 carats. Tectonic Gold and VAST will take a staged approach to initiating mining operations under the concession with a target production commencing at 900 carats per month. Indicative sales prices for the average grade and size stone from the concession areas is currently US$450 per carat." ----------------------------------------------- In May of 2019 Tectonic Gold advised that they had restructured the deal to increase their share to 100% of the operation. They would take staff and equipment, pay all costs and leave VAST with a small royalty (3% iirc) along with some equity. The $650K cost was calculated as the investments VAST had made in to the license while they had ownership. 16th December Tectonic were awarded an interim mining contract with a final contract expected in March 2020. They commented: "This is an important step forward in consolidating our interests in the Alexander Bay diamond project. The quick turnaround time in moving from a subcontractor with proportional revenue share to an independent operator with 100% of the economics accruing to Tectonic SA is a great result for our in country team." Two days later, they released this: ------------------------------------------------- "Tectonic Gold plc (TDIM: TTAU) is pleased to announce that, having secured an independent mining contract as announced on 16 December 2019, the Company has executed an option agreement with a private investor for the purchase of a majority interest in Tectonic South Africa Pty Ltd (“Tectonic SA”), its wholly owned subsidiary. Under the terms of the agreement, Tectonic will retain a non-diluting 10% interest in Tectonic SA alongside the 26% holding of Black Economic Empowerment (“BEE”) partner RMTE Pty Ltd. The new investor will hold a 64% interest and fully fund all future project development. If the transaction is completed, the project will continue to be managed by the existing Board and Management of Tectonic SA with on-going technical support from Tectonic Gold." ----------------------------------------------------- Thing to note her: "64% interest and fully fund all future project development." The deal was finally completed 4th June 2020, Tectonic commented: -------------------------------------------------- Tectonic Gold plc (TDIM: TTAU) is pleased to announce that it has sold a majority interest in the Company’s South African projects to AIM listed Kazera Global Plc (“Kazera”;). As announced on 18 December 2019, Tectonic will retain a non-diluting 10% interest in Tectonic SA (rebranded Deep Blue Minerals Pty Ltd, “DBM”) alongside the 26% holding of incoming Black Economic Empowerment (“BEE”) partners. Kazera will hold a 64% interest and has raised £750,000 to fund the diamond mining project into production. --------------------------------------------------- The $750K was presumably the raise involving Richard Jennings, whom I've just discovered is a director at Align Research. hxxp://www.alignresearch.co.uk/about-us/ "The acquisition cost was £600,000 funded by issuing the vendor, Richard Jennings (a director of Align Research), with 120 million shares at a price of 0.5p and at the same time £750,000 was raised at 0.5p with £156,000 in fee shares." The fund raise was issued alongside warrants for 50% more shares at a price of 1p in the next two years. Looking at the issuance of equity I see they also paid fees to directors in equity priced at an average of 0.32p (nearly 50 million shares worth). This all smells very like GC in all the companies I've tracked him in. ---------------------------------------------------- "In addition, Tectonic has incorporated a 100% owned South African subsidiary, Whale Head Minerals Pty Ltd, and submitted an application for a Mining Permit to mine Heavy Mineral Sands (“HMS”) within the Alexkor/PSJV diamond mining area to mine ores with DBM for the dual commercialisation of diamonds and HMS from diamondiferous and mineralised alluvial beach sands. Kazera has committed to buying a majority interest in WHM also, with Tectonic retaining a non-diluting 10% interest, subject to the approval of the Mining Permit under application. Tectonic has received a £100,000 payment in fulfilment of the option terms." ----------------------------------------------------- Note: An option to buy, KZG don't own the Heavy Mineral Sand mining application. Meanwhile on the Kazera Global side they commented that: "Inferred Mineral Resources of 208,000 carats at a grade of 6.0ct/100m²" which is down from the 500,000 that VAST estimated. 8th October: "DBM has met its legal obligations by concluding negotiations with carefully chosen Black Economic Empowerment partners ("BEP"), bringing community, political and commercial contacts to the project and valuing the DBM operation in excess of £6.6million. The valuation is based upon the value ascribed to DBM in the Feasibility Study by Dr Johan Hattingh, who compiled the Competent Person's Report. The Company has provided a loan of R36,735,183.20 (GBP 1,709,130.25) to the BEP in order for the BEP to acquire a 26% share in DBM. The loan bears interest at 3.5% above the UK Base Rate and will be repayable from fees and dividends." Two things worry me in this statement: 1) The BEP paid for their share of the concession with a "loan" to be repaid from "fees and dividends". I'm not sure how much actual skin in the game the BEP have and so I'm equally unsure of how much they care where the valuation of the asset lands. The loan is not a cash outgoing for Kazera as they just issue paper to the BEP and add the money owed to their balance sheet as an asset, in effect boosting their NAV as they have "successfully sold" a percentage of their diamond mining operations for over £1.7 million ergo can revalue the entire asset. It benefits the BEP to have a higher valuation as the valuation potentially assists in raising funds and if the loan is only ever going to be paid back from money earned by the mine, the number is meaningless. Additionally the 25% BEP own looks to be before production costs, which could easily inflate the value of the asset by some margin. It may also be that the BEP get tax breaks just by being the BEP which again could inflate value. 2) The valuation was ascribed to a Feasibility study by Dr Johan Hattingh, but that report is not published as far as I can see and I'm unsure where in a range of potential valuations that falls, neither do I understand how qualified a Geologist is to value the asset accurately... at least in terms of eventual profit that will be attributable to the company. The asset was worth $6-700K for two years and through two holders before Kazera got hold of it. Also I've seen the feasibility reports from Ironveld with values that never came close to being realised. I just don't think Geologists reports on value are particularly useful as a valuation for the asset. So in conclusion, the company raised money at 0.5p, issues warrants exercisable at 1p, pays it's directors at an average share value of 0.32p... BUT can get further funding from another investor at 1.5-2p (given the warrants this is just fanciful). This valuation is based on an unpublished report by a Namibian Geologist. The Geologists valuation is verified via the issuance of equity to the BEP paid for via a non-cash loan on terms that mean it will potentially never be paid back. Meanwhile Giles Clarke is taking 2% of the company in "fees payable to Westleigh" and stacks more equity and warrants via loans and other fees. AND the recent glowing report was issued by a company who's CEO had just taken a large equity stake in a fund raising with corresponding warrants exercisable at 1p. Couple that with the history of under delivering on equally sure things and I'm left wondering if it's worth the hype.
hedgehog 100: Geoff80, I sympathise with investors who have lost money here (at least on paper), but some have actually made money here. In early 2014 the share price was barely a penny at one point, and Giles Clarke came on board with a placing at 1.25p: 25/03/2014 13:17 UK Regulatory (RNS & others) Kennedy Ventures PLC Board Appointments and Placing " ... The Placing will be effected by the issue of 39,150,000 Placing Shares to new and existing investors at a price of 1.25 pence per Placing Share. ... New Board appointments The Company is also pleased to announce the appointment of Giles Clarke as Chairman and Nick Harrison as a Director of the Company with immediate effect. ... " https://uk.advfn.com/stock-market/london/kazera-global-KZG/share-news/Kennedy-Ventures-PLC-Board-Appointments-and-Placin/61578822 From there to the early 2017 high of over 15p was a gain of over 1,000%. Whereas the decline since then has been under 100%. Remember that the mining industry in general is very cyclical, so mining shares in general shouldn't be regarded as permanent holds. Because when a down cycle hits, virtually all mining shares are hit hard, no matter how brilliant the people in charge. However, over the last three years KZG has continued to build value in the business, paradoxically as it has become much cheaper. And is also now making exciting new acquisitions at the bottom of the cycle, for a fraction of the price it could pay otherwise. As well as acquiring the final 25% of its tantalum mine, again at a bargain price.
outspan: al101...thank you Hedgehog, poppyseed in ADVFN guise here. As Hedgehog highlights, I think one thing I could point you towards being substantially different to the historic NAV in the accounts and the price KZG paid for the diamond venture would be the subsequent competent persons report relating to DBM (RNS 8/10/20 refers) ascribing a valuation in excess of £6.6m to this venture alone: "...DBM has met its legal obligations by concluding negotiations with carefully chosen Black Economic Empowerment partners ("BEP"), bringing community, political and commercial contacts to the project and valuing the DBM operation in excess of GBP6.6million. The valuation is based upon the value ascribed to DBM in the Feasibility Study by Dr Johan Hattingh, who compiled the Competent Person's Report..." Given that today's market cap for the whole company stands at £7.2m and add to this that the WHM venture is seen to be worth 6 times the revenues of DBM once acquired and operational and you have only the beginnings of what an investor might be seeing in real world valuation terms. It now leaves the prospects of a world class tantalum prospect totally discounted despite a clear pathway to funding and water supply in these days of rising demand for rare earth metals. Wait, there's even more! Most recently, KZG has announced a kind of no-cost MoU (save for KZG manpower) which could well lead to a number of new JV further opportunities of substance in Namibia in any or all of the areas of Tantalite, Lithium, Tin, Niobium, Gold, Copper, Cobalt and Iron. The latter opportunities are, of course, easy to disregard at this stage but they were notably included when KZG said of the prospective Namibian investor "...This major investor has visited the Tantalum Valley Mine to understand the scale of the opportunity in the event that the Orange River Pipeline is commissioned. In addition, the potential investor believes that Kazera represents a strong candidate to consolidate further mineral licences across Namibia and across the border in South Africa as evidenced by the acquired diamond mine, the heavy mineral sands opportunity and the MoU referenced above." One thing is for sure, this investor will have been given a privileged insight into both the books and the detailed prospects so if investment does indeed appear in the 1.5p to 2p zone as Align suggests, or even a lower price for that matter, it can be pretty much assumed that the investor's forward view is of a company easily capable of bagging many times from that price.
hedgehog 100: Many thanks again Cloud9surfer ... this is just getting better & better. "KAZERA GLOBAL – ON THE CUSP OF COMPLETE TRANSFORMATION – CURRENT STOCK PRICE PROVIDES A UNIQUE BUYING OPPORTUNITY December 2, 2020 | Posted by admin Every night investors get on their knees and pray for the sort of announcement that Kazera put out yesterday. Neatly crafted into just a couple of pages was an update on the Namibian operation which just oozed value creation. ... Negotiations it seems are coming to closure point with the investor for an initial equity investment at a price which will apparently be reflective of the company’s net asset value and which is more than its current share price – we estimate this to be between 1.5-2p per share. As mentioned before, there is interest from a number of investors however given the mix of Kazera’s assets and the current giveaway valuation.... We are working on a new note to conclude with the closure of the trailed investment which will open up of the “Aladdins cave” of tantalum, lithium and feldspar production at scale and anticipate a meaningful increase in this target price. Without a doubt Kazera Global is our top pick for 2021. Buy now ahead of the expected meaningful re-rate." HTTP://www.alignresearch.co.uk/uncategorised/kazera-global-on-the-cusp-of-complete-transformation-current-stock-price-provides-a-unique-buying-opportunity/
hedgehog 100: Many thanks Cloud9surfer. "KAZERA GLOBAL – BLUE-SKY POTENTIAL OF A WORLD-CLASS TANTALUM MINE PERFECTLY POSITIONED FOR THE NEW “GREEN” ECONOMIC REVOLUTION November 24, 2020 | Posted by admin By Dr. Michael Green Over recent months the Kazera story has been really coming together, with all the pieces now seemingly in place for the obvious generation of substantial value going forward. The commencement of diamond production is set to provide the cash flow to facilitate production of heavy mineral sands (HMS) with licence news hopefully imminent and of course further development of the company’s cracking tantalum project. The potential of Kazera’s world-class tantalum asset seems to be poorly understood by the market, which is why the stock had been trading at a shell company style valuation, just because it needed cash to progress. As per the last RNS (see HERE) this could be about to change dramatically. ... Just add water We have never had any doubts about the quality of the asset, which is a demonstrably high-grade tantalum project in Namibia. Ok, so far, commercial production has been elusive at the mine due to a lack of water. A 13km pipeline from the Orange River would solve this problem, coupled with some plant upgrades, and cost US$3-5 million. Now investors can begin to see that the plan to utilise the potential cash flows from diamonds and HMS to provide the funding runway to fully develop this large-scale world class tantalum opportunity is beginning to be successfully unfurled. The impressive progress on the ground in South Africa seems to be matched with developments in Namibia. Matters seem to be hotting up at this world-class tantalum play with compelling news as regards the financing for the Orange River Pipeline. Already, potential investors have been on site and successfully completed their due diligence investigations. It does seem that events could be moving rapidly ahead here as Kazera is now in advanced negotiations with no less than three major Namibians investor for a substantial equity investment into the company. Final terms of such investment remain under negotiation and are the subject of regulatory clearances in Namibia. As with all these things, while the board remains optimistic, there can be no guarantee that such negotiations will be successful or what sort of terms might be demand. This Namibian investor cannot afford to hang around as waiting in the wings are two other groups which have both completed DD and are thought to be in the midst of preparing investment proposals. As the largest shareholders in the Company we would certainly not be supportive of any investment that is at the current material undervaluation and which we have made clear to the company. ..." HTTP://www.alignresearch.co.uk/kazera-global/kazera-global-blue-sky-potential-of-a-world-class-tantalum-mine-perfectly-positioned-for-the-new-green-economic-revolution/
hedgehog 100: 11/11/2020 10:16 UKREG Kazera Global PLC Maiden Diamond Delivery Kazera Global Plc ("Kazera Global", "Kazera" or "the Company"), the AIM quoted investment company, is pleased to provide the following update. Diamond Production The Company is pleased to announce that, following the commissioning of its scalping /screening plant on Monday, 2 November 2020, it has produced a total of 4,000 tonnes of gravel. Of this, just over 2,000 tonnes of gravel have been processed by the final recovery plant and will be sold in the auction due to take place this month. The actual carat value is likely to be low (around 50 carats), but this is to be expected as the focus was on quantity of gravel produced, rather than the carat content of the gravel. This is an important milestone as it proves the success of the mining operation and the newly commissioned scalping/screening plant working in tandem to produce diamondiferous gravel. The focus now will be on carat content and increased monthly production. Heavy Mineral Sands Project The Company continues to work towards the acquisition of a 90% stake in Whale Head Minerals (Pty) Limited. The Company is currently working with Tectonic PLC to secure the Mining Permit and Prospecting Licence related to the project following which it will move toward completion of the acquisition on the terms announced on 4 June 2020. Progress has been delayed due to office closures brought about by Covid-19 in South Africa, but the system now appears to be working normally. Financing for the Orange River Pipeline In tandem with our maiden diamond bearing gravel delivery which will lead to first cashflow from that project, the Company remains in discussions with future investors for the Orange River pipeline in Namibia. Several parties have undertaken site visits and successfully completed their due diligence investigations. As a result, the Company is in the advanced of stages of negotiation with a major Namibian investor for a substantial equity investment into the Company. The final terms of such investment remain under negotiation and subject to regulatory clearances in Namibia. As such, while the board remains optimistic, there can be no guarantee that such negotiations will be successful or upon what terms. In addition, two other groups have completed due diligence and, following discussions at CEO level, the board understands they are both currently preparing proposals for investment. Dennis Edmonds, Kazera Executive Director managing the South African projects, c ommented: "This first shipment of diamond bearing gravel to auction is a fantastic moment for Kazera and proves that our investment in our South African diamond project can provide the Company with a meaningful and dependable source of income which can be reinvested for growth. We do not anticipate any major income from this maiden delivery as the focus has been on the production process. Nonetheless, income at this very early stage of mine development is very positive for a Company of our size and starts to put Kazera Global in a position where it is fully-funded for further outstanding growth from all three of its investments in tantalum, heavy mineral sands and diamonds. "I would like to thank all those involved in the diamond project for their hard work on delivering our maiden delivery. "Further to progress being achieved in South Africa, discussions at the most senior levels with future investors in Namibia continue to progress positively, with multiple investors now having visited the site and completed due diligence to support the building of the water pipeline from the Orange River. This is a very valuable process for Kazera, and we look forward to further engagement with these investors. Kazera owns its' interest in its' South African diamond and heavy mineral sands project via its' stake in Deep Blue Minerals (Pty) Limited and an option over equity in Whale Head Minerals (Pty) Limited. For further information on the Company, visit: www. kazeraglobal .com https://uk.advfn.com/stock-market/london/kazera-global-KZG/share-news/Kazera-Global-PLC-Maiden-Diamond-Delivery/83658466
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