Kazera Global Share Discussion Threads

[qs99] 17/11/2020 13:34

c'mon KZG let's get beyond 1p!

[cloud9surfer] 17/11/2020 13:12

Creeping towards that 1p. MM's moving it up with every trade.

[outspan] 12/11/2020 12:54

Appears to contain new, (positive) updated information on current/future diamond processing, extraction carat rate and another sale in December in the opening paras compared to yesterday's RNS!

hxxp://www.alignresearch.co.uk/kazera-global/kazera-global-welcome-surprise-ref-namibian-tantalum-investors-in-the-wings-buy/

[hedgehog 100] 11/11/2020 14:44

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

[steddieddie] 11/11/2020 12:57

Think there's been some signs for a little while of "loading up/getting in" ahead of the event by one or two in the know and I think you're right QS, I don't think this RNS is actually "the event", merely the trailer!

[qs99] 11/11/2020 12:22

Quiet considering....but hopefully the next RNS detailing the investment will push this on...DYOR

[qs99] 11/11/2020 10:27

Nice update to be fair.....investment following the due diligence process will be good to hear, as long as if at a substantial premium to current SP!!!

[qs99] 11/11/2020 10:22

OK, I think that could be a chart breakout?

[qs99] 09/11/2020 14:19

haha, let's hope it is a decent foot.....for you and KZG....about time. let's see, won't believe anything until this is through 1p and with some good news!!

[outspan] 09/11/2020 14:03

Something is afoot and I don't think it's just the thing at the end of my leg! 1m trade appearing today as a sell has a LRGS Flag on the London Stock exchange, basically a delayed trade where publication has been withheld. Personally, I suspect a buy from a week ago when the MMs dropped the price and then quickly raised it again.

News of income from first diamond sales is due, as is mining application approval for WHM, as is a resource update from Tantalite Valley following analysis of the most recent core samples, delayed for a few months by Covid. Latter, in itself, possibly leading to a partnership with a larger player and/or water pipeline deal.

However, I think there is also the whiff of something corporate here.

[qs99] 09/11/2020 12:36

ticking up again, all helps!

[hedgehog 100] 07/11/2020 21:40

REM is now Cadence Minerals (KDNC), and has risen nearly five-fold since early April.

Currently 14.375p, market cap. £20.16M.

[hedgehog 100] 07/11/2020 20:40

Interesting news from MILA this week, about its planned RTO (reverse takeover) of E-Tech.
E-Tech is a private company developing projects in the critical and strategic metals industry, and its primary asset is the high-grade Eureka Rare Earth Project in Namibia.

04/11/2020 16:57 UK Regulatory (RNS & others) Mila Resources PLC Update on transaction and lifting of suspension
"Mila Resources Plc, a London Stock Exchange listed natural resource focused company, announces an update on the negotiations regarding the acquisition of 100% of the share capital of E-Tech Metals Ltd ('E-Tech'). The transaction was materially advanced following due diligence and the preparation of a prospectus; however, E-Tech gave notice that they wished to terminate the transaction without cause. ..."



Could it be that the improved outlook for rare earths metals has caused E-Tech to rethink the RTO route, in favour of an IPO, or other strategic investment?

Either way, this aborted RTO helps to maintain the paucity of rare earths metals investment plays that gives KZG such a scarcity value.


Which means that when investors start scrambling for a piece of the rare earths action, they will have few places to go to.

Which could make for some quite explosive results.

Remember REM (Rare Earth Minerals plc): within about a month in the summer of 2013 it rose over 25-fold:

[cloud9surfer] 07/11/2020 16:06

2p within 6 months easily achievable given the additional acquisitions. Would give Kazera a mcap of about 15m. Still very low given the potential of all 3 investments.

[sabre6] 07/11/2020 12:56

To break 2p would be even better

[qs99] 06/11/2020 16:18

nice looking graph again, would be good to break 1p

[sabre6] 23/10/2020 12:17

When all the diamonds were sold at auction everyone started singing
A double diamond works wonders so buy one today
For those with long memories

[tommygriff] 12/10/2020 16:38

Yes they JW has large holding via Tracarta

[qs99] 12/10/2020 15:56

news tomorrow? Late uptick? DYOR

[chopper harris1] 08/10/2020 15:53

Thanks. Wardle was Clarke's right hand man at AMER. I'm pretty sure he built up a substantial stake in KZG and IRON through his family investment vehicle.

Have averaged down today having been significantly underwater since Kennedy Ventures days. Hopefully prospects are now improving.

[outspan] 08/10/2020 15:30

Giles Clarke for sure, don't know about the other one.

[chopper harris1] 08/10/2020 15:02

Am I correct in assuming that Giles Clarke and John Wardle still have significant stakes in KZG?