Kazera Global Share Discussion Threads

[wanobi] 16/3/2023 18:02

As the business becomes cashflow positive, we intend to continue to deliver growth and value for our shareholders through reinvestment of the proceeds into resource definition and mining at our Deep Blue and WHM projects in South Africa.....

execution of that yohoho :-)

Cheers
Wan :-)

[yohoho] 16/3/2023 17:50

The message from today's (non) share price performance must surely be that no one is either watching or cares about the company. A large share purchase, with 100% of voting rights going across on first stage payment, would ordinarily spike the stock on speculation alone, let alone the price it was done at. If that won't get things going it is hard to see what will.

[outspan] 16/3/2023 11:45

This is the document that supported the mining licence application. It's worth a slow read.

[outspan] 16/3/2023 11:40

Chrysalis, it is shoreline kind of stuff, not offshore and the tinkering with the boundaries is by design so as to maximise wave-replenishment and thereby enhance the eventual scale of the resource.

It's now set to be more or less the same model employed at the Mineral Commodities Tormin Sands operation a little further South.

"Operations first commenced at Tormin in late 2013 at the Tormin Beaches and over a seven year period, the Company has mined over five times the Indicated Resource of 2.7 million tonnes.

Tormin’s high-grade placer beach deposits are unique due to the rate that mining areas are naturally refurbished and the speed that the mineralisation actively replenishes. The Heavy Minerals (“HM”) in the beach are regularly replaced by the transport of new sediments from deeper waters, much of which is derived from the erosion of deposits accumulated in the elevated historic beach terraces onto the present beach. This replenishment occurs as a result of the naturally highly dynamic nature of sediment transport processes on beaches in this area....."



Interesting to note that, even when reduced to 49.9% in the newly defined mining area, WHM's unprocessed resource grade is more than twice as rich in HMS than that of Tormin.

[tigerbythetail] 16/3/2023 09:44

If this share price lasts then the folks at AMS will be scrabbling around for money to make a full takeover bid asap.
Since they're buying 29.9% from Align (at 1.5p) they can't buy any more on the open market without having to make a full offer anyhow.
My best guess is that the sellers clear in the next few days (and I do get why people are irritated with KZG) and the share price rises towards 1.5p for now.

[chrysalis99] 16/3/2023 09:36

Perhaps some nerves about the HMS acreage being under water, literally

[wanobi] 16/3/2023 08:15

in these markets, at these times, I'm just pleased it hasn't opened 50% down :-),, but, the day is long, so let's see where we end up :-),,,, long long road ahead for this one :-) GLA Cheers Wan :-)

[tigerbythetail] 16/3/2023 08:11

I mean, folks, a seller is meant to have to take a heavy discount (30%?) to offload a stake as large as Align's.
And they got a huge premium to the share price - and from a knowledgeable industry buyer!
1.5p should be a floor now, not a ceiling!

[lottsgold] 16/3/2023 08:08

Great news, a steal this morning!

[tigerbythetail] 16/3/2023 08:02

My take:
Still irritated with the company over the needless suspension...
But, a mineral sands specialist (AMS) is willing to buy out Align at a price of 1.5p per share (which presumably they think is cheap) and take 29.9% of the company. This speaks volumes. I think this will lead to a full takeover offer within a year.
By luck or skill (I'm not really sure which), KZG have found themselves the owner of an enormously prospective and relatively simple HMS business which has world-beating grades.
They have also managed to offload a really problematic asset (TVM) for a lot of cash, which the Chinese are slowly stumping up.
No problem about cancelling the Kenya rare earths deal - concentrate on the HMS business. That's the company maker here.

[wanobi] 16/3/2023 07:58

well, here we go!! GLA Cheers Wan :-)

[gbcol] 16/3/2023 07:57

AMS bought Align’s 29.9% for 1.5p, so that would be a good place for the share price to get back to in short order before kicking on again.

[wrtmf] 16/3/2023 07:47

we're back!

[ridicule] 16/3/2023 07:33

Great news. Relisting of Kazera today. Very positive report and it will be interesting to see how the share price performs?

[gbcol] 15/3/2023 16:18

Well looking at the rest of my portfolio, Kazera is just about the best performer over last few days. Might be worth staying suspended a bit longer the way the market is at the moment!

[wrtmf] 15/3/2023 14:47

though i check kzg twitter most days, thanks to poppyseed for highlighting new tweets since 14feb. Hms screen equipt arrived and spiral being positioned recently.

fingers x'd trading green light for kzg shares very shortly...

[nicosevos] 14/3/2023 09:23

I'd rather see the accounts released on the 6th April,
the start of the new tax year.
gla

[wrtmf] 14/3/2023 06:58

pre-7am wait...

[petomi] 12/3/2023 14:54

I await relisting and any associated news with interest and optimism!

(BTW ridicule/wanobi Edmonds is not new - he was co-CEO when he was appointed sole CEO in Oct 2021, on Larry Johnson's departure, under GC's chairmanship. Not a big point but Edmonds is hardly a "new broom")

GLA

[wrtmf] 12/3/2023 12:31

the week of mid-march approaches...

[wanobi] 11/3/2023 10:54

well that's why we're all here :-) and hopefully the new CEO will show/demonstrate greater confidence in the execution of his plan by buying more shares at the next available opportunity,,, that would send a great message to us all :-) Cheers Wan :-)

[ridicule] 11/3/2023 10:51

The new Kzg CEO is still sweeping up after GC. The Tracata legacy, correctly captured in the last few posts, is just another cobweb. GC was always derelict in following Aim rules and this late notification is just one example. When KGZ returns, it will be run in a much different way and in my view offers a fabulous opportunity.

[wrtmf] 10/3/2023 13:21

lol@ tectronic gold

'technotronic!'