Kazera Global Share Discussion Threads

[tigerbythetail] 20/10/2022 11:55

from the other board...

The website Presentation has been updated. It's now in tune with the $750k per month DE expressed at interview.

hxxps://kazeraglobal.com/wp-content/uploads/2022/10/Kazera-Presentation_2022.pdf

[tigerbythetail] 19/10/2022 18:04

Yes, finally some movement. Market cap here is still very low considering the various assets and their near term potential (see company presentation). I'd be surprised if KZG's share price isn't 2p or more by Christmas.

[jackruss2] 19/10/2022 09:31

Blimey, two blue days in a row. Looks like the marketing strategy is at last having an affect and people are now realising how undervalued this share actually is!

[bigwavedave] 18/10/2022 14:30

Edmonds interview:https://youtu.be/6IMhEFKgqH8

[qs99] 17/10/2022 07:44

Interesting presentation. Only "vague" bit is the end slide about Lithium profits. Are they implying similar profit to ALL of the other operations or just the line above, I presume ALL otherwise it would be teeny! but just a little unclear.

But either way, all to play for in next 6 months with so much coming on stream

DYOR

[wrtmf] 04/10/2022 09:50

4 October 2022

Kazera Global plc

Align Research Coverage

Kazera Global plc ("Kazera Global", "Kazera" or "the Company"), the AIM quoted investment company, is pleased to announce that Align Research has today released research coverage on the Company.

Align Research have set a target price of 4.55p and reiterated their Conviction Buy stance. The note covers the potential of the tantalum and lithium mine to be unlocked, the production potential of Heavy Mineral Sands (HMS), the REE project acquisition, and risked conservative NPV suggesting upside of close to more than 500% among other analysis of the portfolio.

The research has been placed on the Company's website and can be found here: hxxp://www.alignresearch.co.uk/cpt-company/kazera-global/

[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.

[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):



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