Kazera Global Share Chat (KZG)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Kazera Global	LSE:KZG	London	Ordinary Share	GB00B830HW33	ORD 1P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.10p	+4.76%	2.20p	2.15p	2.25p	2.20p	2.10p	2.10p	583,440	14:44:55

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Mining	0.0	-1.1	-0.5	-	5.65

Kazera Global Share Discussion Threads

Showing 101 to 122 of 125 messages

Chat Pages: 5 4 3 2 1

Date	Subject	Author	Discuss
23/5/2018 07:09	Thought so cheers mate	pranchalee	Read Full Thread Reply
22/5/2018 20:42	Tommy what was ur price mate	pranchalee	Read Full Thread Reply
22/5/2018 18:57	I've bought 200k today, undervalued at this price	tommygriff	Read Full Thread Reply
22/5/2018 18:56	Placing happening here	tommygriff	Read Full Thread Reply
22/5/2018 16:39	I really hope he's got AMER right paleje... juries out in my book :-(	al101uk	Read Full Thread Reply
22/5/2018 16:30	Al, he was right on AMER:) But someone's buying and some are being mis-reported. It's easy to sell online reasonable qty, it isn't mm's soaking them up. I'll wait and see, can't add cos I had to find some cash for THR earlier, another one infected by madness. I hope its not Larry who's mad.	paleje	Read Full Thread Reply
22/5/2018 16:21	Where is this one heading. Looking south of 2p.	e-wan	Read Full Thread Reply
22/5/2018 16:19	paleje, JW's track record in buying GC company equity is terrible. Look at SMA where he bought a couple of months before the company de-listed. 5th October 2017 hTTp://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/SMA/13387181.html 15th January 2018 http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/SMA/13497100.html He bought Ironveld just before a placing: 30th Oct 2017 hTTp://www.ironveld.com/docs/30.10.17%20TRACARTA%20-%20TR1%20Form%20-%20IRONVELD%209.29%25.pdf 27th November 2017 hTTp://www.ironveld.com/docs/Ironveld%20Placing%20Announcement%20-%2027.11.17.pdf I've said it before, but Tracarta is not a signal of anything imminently positive.	al101uk	Read Full Thread Reply
22/5/2018 16:12	£2.5 million in the bank with £1.4 million of cash burn in the previous six months up to December 2017. Does the change in strategy conserve cash or burn additional cash vs the upgrades... I have no idea.	al101uk	Read Full Thread Reply
22/5/2018 15:44	Wonder why JW topped up a few weeks ago if placing imminent, doesn't make sense. Somebody's buying them anyway cos mm's will still take quantities.	paleje	Read Full Thread Reply
22/5/2018 15:33	Looks like another fundraise from Shore Cap....I wonder how much this time?	niloc2	Read Full Thread Reply
22/5/2018 15:26	Nearly 12% down on 5k worth of trades, that's luncheon money to Giles:)	paleje	Read Full Thread Reply
18/5/2018 10:32	I'm pretty fully invested at the moment paleje, in companies I can at least pretend to understand, so I'm in no rush to jump in to ones where the mist hasn't cleared. If I miss the boat, then there are other fish in the sea.. assuming it's a fishing boat ;-)	al101uk	Read Full Thread Reply
18/5/2018 10:02	I think they should change their names back to Kennedy Ventures - I liked the share price much better when they were called that!!!!	bobby1904	Read Full Thread Reply
18/5/2018 09:58	:) Trouble is, al, sometimes waiting for absolute clarity we miss the boat.	paleje	Read Full Thread Reply
18/5/2018 09:31	ridicule, I avoided the word placing because I don't know if one will be required or not... they need additional capital, that may come from any number of sources, ramping up the current customers supply being the one I would be hoping for. The problem is that the lack of clarity makes it difficult to come to any firm conclusions. Unfortunately having a holding in Amerisur, being an ex-holder of Ironveld and following along here and on SMA, I tend to write that last sentence often.	al101uk	Read Full Thread Reply
18/5/2018 09:04	al101uk You make some good points. My take is that the early management at the mine were not up to it. GC and the BoD eventually cottoned on to this. I attended the AGM in Cardiff a few years ago and it was clear then. I sold all my shares following that but with a good profit. One point that came out of that was that the Tantalum they mine has low radioactivity and there were other sites in Africa where the radioactivity was such that it infringed the shipping rules. They were intending to blend this with their tantalum to get the overall radioactivity level to be compliant with the shipping rules. Nothing was ever announced via RNS and I suspect the original offtake partner rejected the process. The one good point that remains is that Kazeira tantalum does have low radioactivity! I am not worried about the change of position on the manning front. I think that the other potential partners want reassurance that there is sufficient resource for a multi-year deal as you posit in your second post. The way to do this is to divert investment from manning to drilling. Even GC will not be attracted to equity raise at the current share price. I agree with your upside points, but I do not feel an equity raise is inevitable. Given the potential further uptake partners are happy with the quality of the tantalum now being produced and the quality of the management as stated in the RNS before this latest one, one of them, or more, could come in as a stakeholder, particularly if the extra resource discovered is excessive. There are clearly risks with investing here, but at 2.5-2.65p under 300m shares currently in issue and with the world wide demand for Tantalum high, I still think this is a potentially very good investment at these levels, albeit there are risks. No risk, no reward!! I have a sympathy with Chrtsalis99, but John Wardle recently taking a further significant stake tipped me into to doing the same.	ridicule	Read Full Thread Reply
18/5/2018 09:04	Sadly par for the course with GC companies, Chrysalis. I think the truth is they've winged it, thought they would get more more offtakers come on board and geared up for that...but it hasn't happened. The offtakers may well be there and interested but want more evidence of ability to meet their requirements long term. So this diversion is being forced on them, they would have done it at some point anyway but after establishing a revenue stream. So now they've got to do it before they get the revenue stream. So cut some overheads and get on with it. Look at how GC's other enterprises bumble along, they show similar traits, all have massive swings in sentiment and share price volatity, witness the recent drops and vitriol on AMER but look how the share price is starting to perform. People were saying Wardle was an idiot for buying at the price he did, but he wasn't an idiot at AMER and nor was he here imo.	paleje	Read Full Thread Reply
18/5/2018 07:46	I just don't trust the management team any more. There's been too much disinformation and fake news, bluff and bluster. The shareholders are being treated with disdain.	chrysalis99	Read Full Thread Reply
17/5/2018 23:25	The other alternative, I guess, is that the second off take partner wants a longer bigger contract than the company can currently provide and wants to see proof of their ability to continue supply. Just throwing up potential narratives.	al101uk	Read Full Thread Reply
17/5/2018 13:52	Chrysalis99 I do not know how long you have been tracking Kazera, but I have been invested since the early Kennedy venture days. GC invested with out a full understanding of the quality required of mined and processed tantalum. Larry was brought in as an expert and quite frankly the mine was a busted flush when he arrived. The offtake partner at the time rejected the quality of the tantalum. The shares reached 11p and I got out with a good profit before they drifted back to the present level. My confidence has grown as Larry has brought in improvement after improvement and achieved approval for the vital orange river license. This is exactly the type of situation Warren Buffet would have invested in. A company with sound natural assets that had lost its way, but have now put matters right I agree with paleje. A £7m market cap is way too low. It looks like the reserves will be given a major upgrade and, while lithium wasn’t mentioned in today’s announcement, there is a good possibility that significant quantities may well be found. I cannot understand your point that it is a negative for them to reduce numbers. I make the point that they can meet the current demand for offtake with those reduced numbers and they are diverting the money to proving up a greater resource. Surely this is a much better option than issuing more shares. The fact that there are only 257 million shares in issue is another positive. I am surprised that there has not been any buying today. I am fairly well loaded up with one million. But may well add more over the coming weeks.	ridicule	Read Full Thread Reply
17/5/2018 10:00	So they've spent all that time and money optimising the plant for production but now they're going to see what resources they have instead of finally ramping production and generating some returns. You couldn't make it up.If you're suggesting Buffet would invest in this because it's "cheap" then you don't have a good enough understanding of his investment philosophy.	chrysalis99	Read Full Thread Reply

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