Kazera Global Share Discussion Threads

[outspan] 30/3/2021 14:39

It's KZG's shout first though I reckon...as early as tomorrow perhaps along with the covid-delayed Finals to 30 Jun and Interims to 31 Dec 20. Can't see them being further delayed given no advance announcement to this effect. If so, got to be tomorrow according to AIM rules...

[sabre6] 30/3/2021 10:29

Looks like the other company IRON is going down the same road possibly the same group of investors.

[outspan] 28/3/2021 23:22

Who'd have thought that the future value of Kazera's substantial Tantalum reserves would have an indirect link to the Bitcoin boom?



"...Currently, a global shortage of computer chips is the only thing preventing this from happening already. Semiconductor manufacturers Samsung and Taiwan Semiconductor Manufacturing Company (TSMC) are the only companies capable of mass-producing the specific chips Bitcoin mining device manufacturers like Bitmain need, and these companies are already facing significant challenges in meeting chip demand, in addition to the pressure from Bitcoin miners.

The auto industry has been hit hard by the shortage too, as millions of cars simply cannot be finished without the required computer chips. But the fallout of the shortage isn’t limited to the auto industry, as also personal electronic devices like phones and gaming consoles, also suffering in this chip crunch. New electronic devices are becoming unobtainable or severely overpriced...."

[outspan] 28/3/2021 23:21

Who'd have thought that the future value of Kazera's substantial Tantalum reserves would have an indirect link to the Bitcoin boom?



"...Currently, a global shortage of computer chips is the only thing preventing this from happening already. Semiconductor manufacturers Samsung and Taiwan Semiconductor Manufacturing Company (TSMC) are the only companies capable of mass-producing the specific chips Bitcoin mining device manufacturers like Bitmain need, and these companies are already facing significant challenges in meeting chip demand, in addition to the pressure from Bitcoin miners.

The auto industry has been hit hard by the shortage too, as millions of cars simply cannot be finished without the required computer chips. But the fallout of the shortage isn’t limited to the auto industry, as also personal electronic devices like phones and gaming consoles, also suffering in this chip crunch. New electronic devices are becoming unobtainable or severely overpriced...."

[hedgehog 100] 24/3/2021 19:31

"Well, the eagle most certainly has landed (the Eagle being Kazera’s logo)."


And fittingly, Eagles singles from "Their Greatest Hits (1971–1975)" can help to illustrate KZG's investment credentials:


Track listing, Side two

1. "One of These Nights" (from One of These Nights)
- KZG's coming HMS project finally being licensed.

2. "Tequila Sunrise" (from Desperado)
- Celebrating another stellar KZG RNS.

3. "Take It to the Limit" (from One of These Nights)
- KZG multibagging with the anticipated coming positive newsflow.

4. "Peaceful Easy Feeling" (from Eagles)
- Holding KZG shares.

5. "Best of My Love" (from On the Border)
- KZG shareholders' attitude to the company.

[outspan] 21/3/2021 16:33

Some interesting stuff being discussed over on lse boards...

[red army] 20/3/2021 19:13

Very useful and thanks Hedgehog but I still maintain 4/5p is way undervalued given the commodity cycle phase.

[hedgehog 100] 20/3/2021 17:21

Thanks HighlyRegal for flagging up this new Align Research blog on KZG a couple of days ago.
It's surprising the share price is still just 1.65p, though that creates a buy opportunity.

"KAZERA GLOBAL – TRANSFORMATIVE INVESTMENT AT OVER 100% PREMIUM TO CURRENT STOCK PRICE – 2.7P. BUY!
March 18, 2021 | Posted by admin

Well, the eagle most certainly has landed (the Eagle being Kazera’s logo). Over the past four months or so, the board has made no secret of the fact that a succession of potential investors has been taking a good look at Kazera with the aim of providing the cash to put the company’s world-class tantalum mine in Namibia back into operation.

It has certainly been worth the wait as this morning astute investors have truly received manna from heaven. Kazera will shortly (all that is now required is for the Namibian receiving bank to process the funds) be on the receiving end of €9.13 million at a price of €0.03142 per share, which is 2.70p to you and me. This price is well in excess of the current share price to state the bleeding obvious; but this isn’t the only good news.

The issue has been priced at this sort of level to reflect the company’s net asset value when taking account of developments and prospects in the diamond and HMS operations – although the statement this morning stopped short of saying as much. In mathematical terms, the £7.87m in sterling sum will result in the investors owning just shy of the all-important 30% of Kazera which would have triggered a bid. ...

At the time, Larry Johnson, CEO, was quick to point out that – “The proposed investment will be transformational in allowing us to build the water pipeline, construct the tailings dam that will enable us to recover water whilst facilitating waste storage in an environmentally sound manner, and to bring the processing plant back online. It will also allow us to continue to explore the vast property with a third phase core drilling program, so adding further valuable resource to our world class tantalum and lithium assets. We will also be able to continue exploring other opportunities available to us and to accelerate progress on our recent investments in South Africa. …” This comment by CEO Mr Johnson clearly hints at material increases in the company’s current JORC main resource estimate.

The other good news concerns diamond production where 242 carats were recovered in February 2021 (noting however that the company still has material amounts of diamond bearing gravels to process) which, assuming a highly conservative sale price of $200 per carat, means that the South African diamond division should now be covering its overheads. Better than that, the operation looks to be on the verge of decent profitability. Due to the higher grades expected from the new block combined with receipts from the joint venture (which were both mentioned in a recent announcement) this has the prospect of making the diamond operations a major cash generator for Kazera in the near future.

As if that was not enough, the HMS operation acquisition deal looks like it will imminently be given the OK by the DME in SA. The route of the problem is that there have been big delays in processing mining rights applications in South Africa. These matters have recently been raised in the South African Parliament and the local feeling is that a number of pending cases will now be dealt with reasonably quickly. Vendor Tectonic Gold has done the decent thing and continued to show their support for the HMS project by agreeing to an extension to 30 June 2021. ...

We initiated coverage on Kazera with a Conviction Buy stance in early August 2020 at 0.70p as per HERE with a first target price of 2.50p. Given the magnitude of this investment and the use of these funds means that we will doing a full update note shortly. Readers of our initial note will be aware that the target price was heavily discounted. Our unrisked NPV (and still at a heavy 12% discount rate) equated to $36.85m. With a likely resource upgrade, the lithium being brought into play and the HMS side also to be heavily unrisked upon licence approval we are likely looking at a £40-50m market cap, cash funded and cash generative company before the year is out. Based on the enlarged share count this would give us a new target of between 4-5p.

Buy now if you can at a discount to the material investment by the new investors while you can."

[szabo4] 19/3/2021 19:46

Hope so. Bought a few this morning. Fingers crossed.

[outspan] 19/3/2021 10:58

Currently filling up for the next leg....obviously the risk is that it still needs ink on some lines but otherwise seems like a no-brainer to do at least 100% in fairly short order.

[sabre6] 19/3/2021 10:50

The re rate should continue into next week this has a long way to go yet

[cloud9surfer] 19/3/2021 08:41

Re rate has begun.

[pass the dutchy] 18/3/2021 18:48

ANA will be the UK’s leading cannabis producer (200 TONS per year that’s worth £400m)


Share price 1.45p
Only £8m mkt cap


Fastest growing sector worldwide
Will have first mover advantage in UK
Same growers as GW Pharma (just got sold for £5b)
4 biggest shareholders hold over 50%
BOD own 30%
Massively undervalued
Near term multi bagger on license approval
Partners with leading prof , scientists etc
Primed for a RTO/ main listing (price driver)
Under the radar (most chased MXC,CBX)
Looking to bring a product to market
Off take agreement in place already
Will be producing 200 TONS per year (200,000 kilos)
Has the most land out of every UK cannabis co (40 hectares)
Fully funded for phase 1
UK medical cannabis growing 20% month
Only 584m shares in issue
Hardly any available in open market
Will apply for a commercial license too

[milliecusto] 18/3/2021 14:41

Think the Rns speaks volumes, easy buy and hold for short term upside

[figtree99] 18/3/2021 11:56

Patience needed.
Held all morning at 1.75p
Wondering if there is a seller or order in progress?

Lots of buyers all morning..

Could be afternnon job this.

[figtree99] 18/3/2021 11:56

Patience needed.
Held all morning at 1.75p
Wondering if there is a seller or order in progress?

Lots of buyers all morning..

Could be afternnon job this.

[sabre6] 18/3/2021 11:10

What a good RNS today and this board is so quiet

[richie32] 18/3/2021 08:56

One of the best RNSs I've seen for a long while.

[red army] 18/3/2021 08:50

I was thinking that 4/5p is too cheap given production and potential. More like 14/15p but clearly not without risk as site needs water

[milliecusto] 18/3/2021 08:43

Great rns easy buy

[qs99] 18/3/2021 08:19

Blimey the Align note is about as bullish as I have seen any broker note tbh/DYOR

Looking at 4-5p by end of the year I think it said....DYOR and will be recouping my prior year losses having bought in over the last year....

[red army] 18/3/2021 08:12

Just needs the approval of the bank now.

[qs99] 18/3/2021 08:07

wow, genuinely didn't believe they could, but positioned a few quid just in case and glad I did, bought more this morning, cracking stuff.....

[mdchand] 18/3/2021 08:00

HR - not many people here but expect that to change shortly :-)