Kazera Global Share Discussion Threads

[jackruss2] 27/9/2022 16:02

Someone is loading up. Massive buys and the stock hasn't moved an inch.Probably finish in the red knowing KZG.

[jackruss2] 27/9/2022 10:12

Some large buys just gone through. Very encouraging indeed.

[petomi] 20/9/2022 08:53

Agreed, hardly demanding conditions GLA

[ridicule] 20/9/2022 08:19

I had hoped the days of giveaway options at completely unchallenging prices had disappeared with Giles Clarke. Clearly not!

[ridicule] 03/9/2022 08:44

This news item on Tectonic Gold shows just how well this deal is integrated with the black community and some of their business leaders. I think this is game changing for Kazera and, with the market cap of under £9 million, offers an exciting prospect at long last. KZG Will have positive cash flow for the first time, and now has several strands of mining minerals- HMS,Tantalum,Lithium and diamonds. The new managing director also comes across as a class act. https://uk.finance.yahoo.com/news/tectonic-gold-plc-mining-permit-060000212.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvLnVrLw&guce_referrer_sig=AQAAAA3_nHUkxRj311YxilZBoSL99srSvrOCXYh2o7AqL6RUHzw8GLh9fSPfKYMQLaAcMrLYgJfQ3Q2og1YYU1TeDHjwRJMLgU1Qcz3ryFoHh5_onR5eLGn2QQ7Wn26kjz-EhsOJhANuczp7lhvE6lPUbLmUHES0BIz0uUGPwivRBNgd

[mick1909] 31/8/2022 13:10

Thats 2023 the market meltdown

[tigerbythetail] 31/8/2022 12:08

I'm always wary when it comes to microcaps, but this does look to be an outright misprice now. Marketcap should be at least double - probably triple - what it is given reported facts. I'm expecting this to be trading at 2p+ by Christmas, barring a major business disaster or a full-on stock market meltdown.

[someuwin] 31/8/2022 08:53

it's a no-brainer now. Surely.

[mdchand] 17/8/2022 07:45

I think the market was wary to fully price in the deal after the first tranche as the amount (100k) wasnt that meaningful. The receipt of this cash is far more meaningful and gives me confidence that the deal is going ahead as per the terms of the contract of the 20th July. Having a committed counterparty who can both talk the talk and walk the walk gives me a degree of confidence going forward. Interesting to note GC is reducing his holding. Wonder if he will use any boost in the share price to sell into today...........

[ridicule] 17/8/2022 07:09

Well, the second tranche arrived! This could finally be the turning pointforKazera.

[mdchand] 15/8/2022 13:54

Guess the market is waiting to see if this - US$ 400,000 by 15 August 2022- turns up today, ready to be RNS'd tomorrow (as per the original tranche).

[al101uk] 31/7/2022 14:06

It's easy to be ambivalent with no skin in the game. I've followed GC since Chaco/Amerisur days, I don't trust him either so I tend to look for the negatives in companies he has run and work from there.But I also accept that he took AMER from a 2p share price to over 70p. So watching could present an opportunity.KZG is interesting because of how he left and the fact that it has potentially valuable assets

[ridicule] 31/7/2022 12:49

Your post 1127, 101 quoting my 2017 comment is correct in saying it now looks comical. What you do not say is what Giles Clarke was pumping at the time that generated my 2017 comment. I lost trust in him a long, long time ago and am surprised at your ambivalence over his recent departure. That is the best thing that has happened to KZG ever in my view.

[al101uk] 30/7/2022 15:48

My original research in to Kennedy Ventures started here ( I posted while KENV was a shell company also): https://uk.advfn.com/cmn/fbb/thread.php3?id=27807944&from=382#firstpost I commented that the infrastructure at the mine may be an issue in March 2014... ... and I started this thread in March 2018.. Happy to go head to head with either of you on how a business raises money, operates and should be valued. Including how business deals generally favour the company doing the investing when the investee needs the cash to survive. The real question here, now that the mining rights have been established for HMS and that has become the new great white hope for the company, is if the company has truly changed it's spots or is this yet another bait and switch. My interest lies in the Giles Clarke vs Align battle and the read across from a succesful Kazera project. I find it a little suspiscous (and strange) that GC walks out on the company literally days before the deal is signed and not long before the license granted. Did GC not see value in the deal? Was there a sticking point in the rights issue with Alexkor that GC wouldn't move on? Was he right or very very badly wrong? I don't know, but I find it fascinating to compare and contrast here with Ironveld which has it's own set of issues but with GC still well and truly in play. I know Align hold a lot more shares here, but still, GC appears to have gone without any fight.

[al101uk] 30/7/2022 15:47

Comical... ridicule - 05 Jan 2017 - 12:14:36 - 1053 of 2245 Kennedy Ventures PLC - KENV You are pretty on the mark wrtml. I did some sums on here a few weeks ago and came up with a 27p per share target without the Lithium, once full tantalite production was established. Something has started to pop again today, so word must be spreading, or the locals in the know on Lithium are buying.

[mdchand] 28/7/2022 16:21

Nick and Giles have approx 20m shares each. Guess they need liquidity to exit their position without destroying the share price Conveniently both are just under the 3% disclosure threshold so we won't know when they have finally exited (unless someone else is looking to dump).

[qs99] 28/7/2022 11:01

and right on Q, sellers arrive

[mdchand] 28/7/2022 10:20

A rather bullish comment from Align issued today. http://www.alignresearch.co.uk/kazera-global/kazera-global-long-awaited-award-of-hms-licence-adds-another-company-maker-string-to-its-growing-portfolio-of-assets-buy/ I suspect the SP's rise today has yet to fully reflect the magnitude of this announcement but as all know, small miners come with all manner of operation risk and the market clearly remains sceptical of their ability to deliver 300k pm in gross revenue. Still as the months progress the expectation of revenue will start to be priced into the share price Next (publicly known) news point will be second tranche of monies in August, so not long to wait for the next material RNS.

[ridicule] 28/7/2022 08:48

Al101 - your posts are quite comical, really, to anybody in business. I'd suggest a bit of reading about the basics. Completely agree Tiger, not worth spending time trying to educate him. Today’s announcement is quite profound, following on from yesterday so quickly. Great emphasis was made on the tidal action at yesterday‘s presentation, quoting another miner in the area who has mined double the HSM JORC due to the original deposit being progressively replaced by the incoming tide. Strategy of no more cash draw down from the parent, KZG, by partnering and ensuring the partner pays for the investment in plant machinery, receiving his reward as a percentage the mining revenue generated downstream. I am convinced this company’s prospects have been transformed by the new management and it is rapidly becoming the exciting prospect I thought it was all those years ago when I first invested in Kennedy ventures as it was then known.

[tigerbythetail] 28/7/2022 08:07

Well, let's see if today's news moves the share price. Surely it must - unless there is a really determined seller willing to use up all available liquidity. Al101 - your posts are quite comical, really, to anybody in business. I'd suggest a bit of reading about the basics.

[daicaprice] 28/7/2022 07:09

Well there’s certainly been no shortage of news in the last 7 trading days. DC

[al101uk] 28/7/2022 01:38

Having said that the new CEO is a million times better than Larry and a company breaking even with a working mine and a decent CEO is a huge improvement on where they were only a few months ago. Does that mean Kazera is worth a huge amount more? Maybe or maybe the blue sky potential has gone and the reality of the companies assets will be priced in it's place.

[al101uk] 28/7/2022 01:11

The implied value attributed to the Lithium is $15 million, it's important to get your terminology right. That's $7.5 million attributable to Kazera, or £6.23 million of Kazeras £8.9 million market cap. The revenue produced goes straight to the Chinese companies bottom line, will pay down the debt and, I expect, give them a return on investment. I think the Lithium revenues the Chinese company will recieve will be in excess of the money they have promised and so I think the implied value of the Lithium is greater than KZG are currently advertising. BUT the value for the Chinese company is different to the value for Kazera because Kazera own and operate the mine. That's their business and along with the operational costs they have maintanence & central costs to service. Also unsurprisingly the Lithium is being shipped to China, so the investment is strategic as well as, presumably, investment return based. You can't set a value on Kazera based on the price a Chinese company is paying for a share of an SVC. There is a reason this deal was done via an SVC, partially it hides the dilution that Kazera claim is not happening and partially it isolates the Chinese investors from Kazeras operations and all operational risk.

[daicaprice] 27/7/2022 23:59

Certainly looks like a nice risk/reward from that presentation, dipped a toe in last week but will keep a keener eye out from here. Thanks again rids. DC

[ridicule] 27/7/2022 23:45

You asked al101uk. Here are the slides from this morning‘s presentation: https://www.investormeetcompany.com/investor/meeting/investor-update-23/presentation Tha basic NAV attributed to just the Lithium is $15m. The entire Mkt Capof Kazera is just £8.9m. Massive upside here in my view.