Kazera Global Share Discussion Threads

[wanobi] 20/12/2022 16:42

just got to give them time to execute strategy, GLA Cheers Wan :-)

[tigerbythetail] 20/12/2022 15:51

Given that we clearly have a persistent seller who is using up all available liquidity to get out, a share buyback might be a good idea.
I wonder if the seller is Giles Clarke?

[mdchand] 20/12/2022 10:05

Having heard DE now, it is clear investors will be getting either a large divvy or be part of a share buy back program. Nice to hear a CEO state that excess cash should be returned to investors rather than sit in the Company accounts. Focus on HMS / Diamond production / possible ST investments. Align mentioned £2m net to KZG once they can mine 6k tonnes per month so will be interesting to see how they ramp up HMS production next year.

[tomboyb] 20/12/2022 10:05

Those that have cash will be next years winners -

Cash is king in this market -

[tomboyb] 20/12/2022 09:45

Cash more than covers the market cap -

[mdchand] 20/12/2022 09:41

I guess investors are naturally sceptical and have sold for the following reason(s)

a) People were invested as a proxy play on lithium prices
b) People have yet to see any real value in the HMS strategy (but that should hopefully follow in Q1 2023)
c) People are concerned that any free cash will be wasted (even though I can't fault what the current management has achieved)
d) The thought of a large divvy / share buy back isn't that appealing to your typical AIM investor

My initial reaction was underwhelming, but as mentioned elsewhere, they have swapped a long term cash flow (with all of the execution risk / price fluctuations that come with that) for a lump sum payment with a coupon (on the gross and not net sales price).

I think the HMS strategy will become clearer once people appreciate the value of the acreage. Market cap is basically cash with HMS / Diamonds thrown in for free (although part of me thinks the diamond business is a distraction now).

Happy to hold to see how they develop the HMS business.

[tigerbythetail] 20/12/2022 09:33

I am too, Ben.
Today's news was a company maker, IMO.
The Tantalite Valley Mine has shown itself to be a difficult proposition (lack of water, heat, workforce troubles, knackered equipment, poor lithium grades). I'm overjoyed that KZG will receive more than their current market cap for it(!!!). Good luck to the Chinese with it, and hopefully the 2.5% royalty will provide a nice income stream.
As I've said repeatedly, it's the Heavy Mineral Sands business that is the real gem here. (Research rival HMS operations and their valuations if you don't believe me). Now that is starting up well and KZG have plenty of cash to develop it fully.
This has been a good year for KZG. Good riddance to Giles Clarke and the lies he told in the past, and onwards and upwards from here.

[bencook1] 20/12/2022 08:37

How has this not bagged! I'm shocked

[tomboyb] 20/12/2022 08:33

cash covers cap -

[jonesy100] 20/12/2022 07:51

Yep it is a different company now. I did have hopes for the tantalum and lithium but think the Kennedy plan was never going to work without a lot more cash. It has been a really frustrating journey though. Glad things are sorting out

[tomboyb] 20/12/2022 07:47

That is pretty good -

Just looking at some shares with cash way ahead of its share price -

KZG around 1.2p in cash just for this transaction -

SCIR - 0.24p due cash in total up to 1.5p -

CEG - announced sale of its assets today -

Some interesting plays -

Lets see what Align have to say -

[mdchand] 20/12/2022 07:44

hxxp://www.alignresearch.co.uk/kazera-global/kazera-global-sale-of-tantalum-and-titanium-project-in-namibia-to-hebei-xinjian-construction-for-approx-1-2p-per-share-in-cash-sets-a-new-floor/

[tomboyb] 20/12/2022 07:39

$13MILL -

More than the entire current cap -

[harvey haddock] 20/12/2022 07:35

13 mil in and retaining 2.5% of gross sales. Not a bad start to the day.

[harvey haddock] 14/12/2022 16:51

Spot on outspan.

[outspan] 14/12/2022 16:38

Indeed but I think it also needs to be said that TTAU's stake is actually a non-dilutable 10% so it's misleading to attribute the other 30% without explanation because the latter stake is actually attributable to Black Empowerment arrangements, albeit that in the initial stages the BEE share of proceeds will be attributed to the purchase of the BEE stake from other existing stakeholders.

[harvey haddock] 14/12/2022 16:08

Don't forget that Tectonic Gold hold 40% economic interest in Whale Head. Also the additional prospecting right neighbouring permit, with an area over 30 times
larger, also under application.

Dennis Edmonds CEO of Kazera also non exec of Tectonic Gold. Exciting times for both companies.

[tigerbythetail] 14/12/2022 15:53

Well, looking at KZG's Twitter feed, they have started to one the heavy mineral sands. So good news!
(IMO, the HMS business remains the real company maker here).

[like2share] 01/12/2022 08:47

Looking forward to the next update, with so much going on in all 4 (Diamonds, HMS, Tantalum and Lithium) and those installment payments ($2M left 16 Aug 2022 - 31 Jan 2023), which they are receiving from the transformational Lithium JV. Of course, some early profit numbers would also be welcomed. Here's to a strong final month in this busy Q42022 and to an even busier Q12023.

Stayed above 1p and building a platform with so much upside, providing they can deliver on those profit numbers mentioned in their recent interviews.

GLA

[tigerbythetail] 24/11/2022 15:52

RNS out - Spreadex declaring they own 7% of the company! Presumably as cover for a lot of punters taking out leveraged long positions in the stock. Should be bullish, IMO.

[qs99] 18/11/2022 10:04

true that wrtmf, but nice to see the current share price rise none the less, all to play for in 2023

[wrtmf] 18/11/2022 09:22

i reckon given the long down trend in price from 15p/kennedy ventures/false dawns, the market would like to see some of those recent interview [stockbox media] numbers confirmed in rns. in spite of the investment, which has potential to be frittered away.

[tigerbythetail] 18/11/2022 08:54

Well, it really should be trading much higher than a market cap of £11m.
FFS, they managed to get a $7.5m investment for 50% of the lithium business, which we were all valuing at nothing. So that alone "justifies" the entire mcap.
That said, IMO, it's not the lithium or tantalum operation, but the heavy mineral sands business that will "make" the company.

[wrtmf] 18/11/2022 08:43

that little dink back to 1p got me thinking, 3rd right time lucky?