Kazera Global Share Discussion Threads

[hedgehog 100] 20/1/2021 17:20

Congratulations to Joe Biden on his inauguration today as 46th. President of the United States. His "Green New Deal" should provide a further ongoing boost to battery metals miners. 11/12/2020 16:33 UK Regulatory (RNS & others) Sunrise Resources Plc Replacement: Final Results " ... We are pleased to see further encouraging market developments for our two key mine products this year. The outlook for natural pozzolan demand is bright as the supplies of the fly ash we seek to replace continue to decline with the continuing closure of coal-fired power stations across the USA and the increasing reliance on cheaper and greener renewables and natural gas. We expect this will accelerate under the "Green New Deal" supported by President-elect Biden and as many large institutional investors turn their backs on further investment in the coal mining industry. The market for horticultural perlite, although mature, has reportedly been very strong in 2020 helped not least by an increase in gardening activities during COVID-19 lockdowns and restrictions. ..." https://uk.advfn.com/stock-market/london/sunrise-resources-SRES/share-news/Sunrise-Resources-Plc-Replacement-Final-Results/83885101

[hedgehog 100] 20/1/2021 15:14

From Proactive Investors: "Tesla’s 2020 success shows the future is battery metals Proactive 13:49 Wed 20 Jan 2021 Tesla had a meteoric 2020, comfortably the most successful in its 17-year history, which bodes well for battery metals. Tesla Inc (NASDAQ:TSLA) (FWB:TL0) went public in mid-2010, closing its debut day on the NASDAQ at US$3.84. ... Yet despite all the odds, Tesla shares closed 2020 worth US$705.67 a pop – an eye-bulging 743 per cent gain year-on-year (and a modest 18,277 per cent gain on that first-day close back in 2010). ... The case for battery metals Tesla’s vehicles are powered by electric motors that use energy stored in rechargeable batteries. Those rechargeable batteries use lithium, nickel and cobalt, commonly known as battery metals, as the primary ingredients for manufacture, while other metals such as manganese, vanadium, tungsten, copper, magnesium, iron and aluminium are also used. The global markets for all of these metals have been growing rapidly over the past two decades and show no sign of slowing down. According to Research and Markets, the global battery metals market was valued at US$11.3 billion at the end of 2019 but is projected to reach US$20.5 billion by 2027, growing at a rate of 8.2 per cent per year. S&P Global reports that 2021 is expected to be a year of explosive growth in electric vehicles in China, predicting EV sales to rise as much as 40 per cent year-on-year. In Europe, the European Commission is updating its battery legislation for the first time in 14 years as demand for clean, green technologies rises. All of this spells very good news for the metals that make up batteries – and the companies that are mining those metals, as to meet demand, supply will need to significantly increase. ..."

[hedgehog 100] 20/1/2021 15:04

"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] 16/1/2021 21:53

KZG's potential profit is bigger than its current market capitalisation (£9.71M. at 1.425p). - 1. "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: i. Upgrading the plant. ii. Expanding the mine. iii. Increased tantulum prices. iv. Processing tantulum from other miners. 2. "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 ... 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 ... ... 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. ... " HTTP://www.alignresearch.co.uk/kazera-global/kazera-global-now-closing-stages-material-equity-subscription-premium-buy/ 3. " ... 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. ..." HTTP://www.alignresearch.co.uk/kazera-global/kazera-global-now-closing-stages-material-equity-subscription-premium-buy/

[hedgehog 100] 16/1/2021 19:30

Zinnwald Lithium (ZNWD) has more than doubled since its floatation last October, to 14.5p (market capitalisation £29.65 million). This illustrates the developing bull market for battery metals miners ... and also highlights the extraordinary value of KZG, at a market cap. of under a third of ZNWD's: £9.71M. at 1.425p Zinnwald Lithium (ZNWD):

[hedgehog 100] 16/1/2021 17:22

"Elon Musk becomes richest person in the world 10 Jan 2021 10 January 2021 Last updated at 09:14 ... How has it happened? The value of Tesla has increased a lot in the past year. It's worth almost $700 billion, which is equivalent to £516 billion. To put that figure in perspective, it means the company is worth more than car manufacturers Toyota, Volkswagen, Hyundai, GM and Ford put together. As Tesla's value has gone up, so too has the personal wealth of its founder Elon Musk. ..." https://www.bbc.co.uk/newsround/55584716#:~:text=Elon%20Musk%20has%20become%20the,equivalent%20to%20%C2%A3166%20billion. The rise of electric car maker Tesla highlights the bullish very outlook for battery metals. And KZG is a clearly a very compelling play on this, with its potentially world-class tantalum mine, which also has significant lithium present in commercially viable quantities. Plus the potential acquisition of another tantalum-lithium project too, as outlined in this extract from its 1st. December RNS: " ... Memorandum of Understanding for Further Exploration and Prospecting Licenses The Company has entered into a Memorandum of Understanding ("MoU") with Manschaft Mining and Energy ("Manschaft") the holder of five exploration and prospecting licences ("EPLs") in central and north western sections of Namibia. Pursuant to the terms of the MoU, Manschaft has granted the Company an exclusive right to evaluate each of the EPLs with a view to partnering with Manschaft to exploit the minerals present therein. The EPLs are valid until October 2024. There is no obligation on the Company to pursue the EPLs or to expend any capital save for its own human resources in analysing the relevant data and conducting site visits. Brief details of the four EPLs are provided below: EPL7238 · Tantalite, Lithium, Tin and Niobium products · UIS, Located 3 hrs fromWindhoek, 4 hrs from theInternational airport and 3 hrs fromWalvis Bay shipping port · Proven resources exist · Tantalite Valley Processing Plant will be capable of processing these minerals · Current small-scale miners operating today ..." HTTP://polaris.brighterir.com/public/kennedy_ventures/news/rns_widget/story/w3m5n2x/export

[hedgehog 100] 13/1/2021 15:23

Interesting to see that PAL (Equatorial Palm Oil) has just moved into heavy mineral sands, with a reverse takeover of Capital Metals. And the market seems to like the move, judging by the positive share price reaction. Up 30% so far today to 19.5p, a market cap. of £33.57M. This bodes well for KZG when its own heavy minerals sands acquisition is finalised, expected imminently 23/12/2020 09:30 UKREG Equatorial Palm Oil plc Acq'n of CML; Publication of Admission Document "The Company is pleased to confirm it has conditionally raised GBP2,000,000 at a post consolidation price of 12p per share (0.6p pre-consolidation) ("Placing Price") through an oversubscribed Placing by its broker Brandon Hill Capital Ltd. In addition, a further GBP85,000 has been raised through a subscription with existing management at the Placing Price. Further details of the Placing and Subscription can be found below. The Placing and the Subscription are intended to support the proposed acquisition of Capital Metals Limited for GBP15.84 million, which is being funded through the issue of new ordinary shares at the Placing Price. The Placing and Subscription in addition to current funds held by the Company provides sufficient working capital for the Company to significantly advance the Development Study and Work Programme of the Eastern Minerals Project in Sri Lanka (the "Project"), the principal asset of CML. The acquisition of CML is conditional upon approval by shareholders in a general meeting scheduled for 11 January 2021. ... Asset Overview The Project has an established JORC Resource of 17.2Mt, of which 84% is in the Measured and Indicated categories, with an average grade of 17.6% Total Heavy Minerals ("THM"), making it one of the highest grade deposits in the global peer group. ... Construction is targeted to commence in Q4 2021, with first production in 2022. ... "...The Eastern Minerals Project is one of the highest grade mineral sands deposits globally and also benefits from a low CAPEX requirement to production. ..." ..." https://uk.advfn.com/stock-market/london/equatorial-palm-oil-PAL/share-news/Equatorial-Palm-Oil-plc-Acqn-of-CML-Publication-o/83969234 13/01/2021 08:07 UKREG Equatorial Palm Oil plc Change of Name; Total Voting Rights " ... The Change of Name to Capital Metals plc has now been confirmed at the Registrar of Companies. The Company's ticker is expected to change from PAL to CMET with effect from 14 January 2021. Total Voting Rights Following readmission earlier today of the enlarged share capital following the reverse takeover of Capital Metals Limited, for the purposes of the Disclosure Guidance and Transparency Rules, the Company's total issued share capital consists of 172,188,875 ordinary shares of 0.2 pence each. ... " https://uk.advfn.com/stock-market/london/equatorial-palm-oil-PAL/share-news/Equatorial-Palm-Oil-plc-Change-of-Name-Total-Voti/84081773 Equatorial Palm Oil (PAL):

[outspan] 07/1/2021 21:07

The first auction actually took place in November, mainly to exercise the proof of concept, financial details were not disclosed but, in an RNS of 11 Nov, quantum was said to be around 50 carats. "...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..." On 1 Dec, they added "The Company expects to receive very shortly the proceeds from the sales of the first sale of the Diamonds following the auction announced on 11 November 2020." Most recently they said "...The Company is pleased to announce that it has now sold its first batch of diamonds, showing that mining is focused in good locations, that all equipment, including the new scalper/screener built by the Company, is operating effectively and that sales are starting to take place as anticipated. This first "proof of concept" batch consisted of 52 carats of diamonds and the Company anticipates that the number of carats delivered will increase substantially with subsequent batches. The Company's focus in South Africa is now on increasing diamond production, processing a further 850 tons of gravel, of which 147 tons have been through final processing, yielding 42 carats of diamonds. Results so far indicate that mining continues to be aimed at the correct areas with good diamond content. The Company now intend on reaching a total of 1,500 tons of processed gravel for final processing prior to the shut off for the January auction." Some quick arithmetic suggests 1500/147 x 42 = approx 428 carats potentially yielded for the January auction. This fits nicely with Align's expectations in a late-Dec note, in which they also offer a stab at likely ongoing cashflow "...We anticipate, with(in) 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. $1.2m pa from a standing start is quite an achievement in such a relatively short time but the HMS licence award will be the real gravy, near-term at least (ahead of the world-class tantalum operation idc). The HMS opportunity is reckoned eventually to be worth 6-fold the diamond operation and I understand that the sand spoils from the current diamond operation are being stockpiled for a flying start to the WHM operation once awarded by the authorities and the deal then closed with Tectonic. "Heavy Mineral Sands Project In light of the delays experienced to date in getting the Mining Permit and the Prospecting Licence issued, the Company and Tectonic have agreed to extend the completion date for the acquisition of a 90% stake in Whale Head Minerals (Pty) Limited to 31 March 2021. All applications have now been successfully logged and are currently awaiting legal sign off." Seemingly a joined up operation - extract the diamonds, stockpile the sand for WHM's early days while getting the beach mining set up. In the slightly longer term, Align says this "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 plant has already been identified ...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." The joined up operations thing re diamonds and HMS is sounding like shades of the Tantalite Valley operation in due course on which Align says this of the recently announced tantalite, lithium and feldspar potential "...What the market seems to be missing is that all these minerals will basically be mined simultaneously creating the envious mining profile of attractively low combined production costs..." Seemingly imminent new investor and granted HMS licence opens all doors......... DYOR

[scrutable] 07/1/2021 11:15

does anyne know how much the first parcels of rough diamonds might realisepr carat at at the coming first auction?

[sabre6] 06/1/2021 13:58

Hallo 2p Bonjour 2p Olla 2p

[qs99] 05/1/2021 10:52

Still waiting for that new year's early push towards that 2p....!

[qs99] 04/1/2021 12:03

Interesting as a conviction buy for them....next decent RNS may do it and push it beyond the 2p mark....GLA and HNY!

[nigerianprince] 04/1/2021 04:36

First heard about Tantalum watching Jack Ryan on Amazon Prime. Lol!

[hedgehog 100] 30/12/2020 17:32

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/

[sabre6] 30/12/2020 11:29

Mentioned in top Severn share picks along with Iron

[outspan] 29/12/2020 16:43

Align Research @AlignResearch Make sure you are up bright & early tomorrow when we will unveil our "lucky 7" top picks for 2021. 2:02 PM · Dec 29, 2020

[outspan] 29/12/2020 16:43

Align Research @AlignResearch Make sure you are up bright & early tomorrow when we will unveil our "lucky 7" top picks for 2021. 2:02 PM · Dec 29, 2020

[qs99] 29/12/2020 08:28

Thanks for posting, interesting and some obviously buying into that potential.... DYOR

[hedgehog 100] 28/12/2020 18:30

Thanks to Funkybeats on LSE for flagging up these helpful tweets: FunkyBeatts@funkybeatts1903·Dec 24 @AlignResearch "thoughts on market cap / share price for #KZG 24 months from now? If orange river pipeline/investment comes to fruition? My prediction is anywhere from 7p to 11p and rising. Remember 70% of ground untouched and virgin ground in play. #retirementshare8521;" Align Research @AlignResearch· Dec 24 "IF pipeline complete & lithium & Ta offtakers together with HMS licence award and partner plant in operation we could be looking at a £70-100m market cap co. Based on likely end share count of @ 1bn then this equates to 7-10p. That's blue sky scenario." https://twitter.com/alignresearch/status/1342023530368671744?s=21

[horneblower] 24/12/2020 15:34

Someone willingly bought. Someone willingly sold. Only the price shows who was least greedy.

[cloud9surfer] 24/12/2020 15:32

agreed!! Look at the time. Defo a buy!!

[geoff80] 24/12/2020 15:02

Looking at the time confirms that.