Kazera Global Share Discussion Threads

[outspan] 22/6/2023 17:14

TBTT...I don't know either but Align assured on some of it in answer to a question just last weekend:



The header tweet from KZG showing the (apparently) successful commissioning of the interim screener adds some assurance too.

Overall though, an update is overdue on certain expectations given by the CEO in his Investor Meets Company interview back in Apr. I would expect one shortly but, equally, we are free to ask IMC to attempt to line up an update due to investor demand for one. See LSE for details.

[wrtmf] 22/6/2023 14:57

really want the hms [built to order] equipment from johannesburg by mid july at latest, imho

why? because you can trust kazera to take an age assembling it!

[tigerbythetail] 22/6/2023 13:46

Misinformation / disinformation being spread on the LSE board isn't helping, I'm sure.
But the truth is the company has been silent for a while now, and people will assume the worst.
IF the Chinese are still paying for TVM more or less on schedule, and IF the equipment to process the heavy mineral sands is still due to arrive more or less on schedule, and IF the AMS deal to buy 29% of the company from Align at 1.5p per share is still good, then KZG is an incredible bargain. But, to be honest, I don't know IF that is all true.

[jackruss2] 22/6/2023 13:37

Lots of selling in the past week or so including today and with no news from the company are people just fed up or do they know something?0.8p on the cards very soon. Oh joy!

[nicosevos] 21/6/2023 14:17

Kazera Global Investments PLC @KazeraGlobalInv 1h

𝗩𝗮𝗹𝘂0306; 𝗖𝗮𝘁𝗮0313;𝘆ҳ20;𝘁𝘀;

- Producing both Diamonds & HMS
- May 2023 - commence limited production & sale of upto 2,000 tons per month of HMS concentrate
- September 2023 - Increase production to 6,000+ tons per month

[wrtmf] 18/6/2023 14:31

Still tweeting about diamonds but can't sell any

[nicosevos] 14/6/2023 16:10

Kazera Global Investments PLC @KazeraGlobalInv 2h

𝗪𝗮𝗹𝘃0310;𝘀ҳ12;𝗼𝗽; 𝗛𝗠𝗦 𝗣𝗿𝗼𝗷0306;𝗰ҳ21;

- Rapidly building production at strategicallly important project
- Actively pursuing mining rights over additional areas with known HMS deposits
- Independent NPV of approximately £150 million



- First realisation of returns from an investment in line with stated strategy
- Allows Kazera to invest in its other projects without the need for additional capital raising
- US$3.5 million received to date

[wrtmf] 12/6/2023 15:25

write off/ignore
tomayto/tomaato

[tigerbythetail] 09/6/2023 13:38

Hi wrtmf!
I don't write off the diamonds, I just ignore them.
Their sale depends on Alexcor, a South African state-owned enterprise (e.g. like Eskom).
So, until proven otherwise, I'll assume that means unending delays and general uselessness.

[wrtmf] 09/6/2023 06:44

-african mineral sands/singapore, not american
-the equipment built to order out of johannesburg, need that to arrive at the end of month/early july, ordered feb - i consider this a significant milestone that needs to be achieved
-write off the diamonds? [be grateful for the hms]

[tigerbythetail] 07/6/2023 15:39

I read through the presentation.
All OK, but nothing new (which is fair enough as there was no RNS!).
Still waiting for this rather odd situation to resolve itself. Given the cash KZG should receive from the Chinese over the year and the excellence of the HMS business opportunity (which has lots of room to grow over time), then this is way undervalued - as long as no nasties appear from out of nowhere. But when the share price will rerate I have no idea - maybe only in September with the start-up of full HMS production.
I note that Align sold a few more shares to American Mineral Sands at 1.5p, but the main chunk to the 29% transfer seems not to have happened yet.

[gb904150] 06/6/2023 14:51

You can download it from that page. Just click the ... icon and 'download'.

[wrtmf] 06/6/2023 14:35

a straighforward pdf format presentation would be better

[wrtmf] 02/6/2023 18:23

forget the diamonds!?
end of june hms update would be reasonable [plant through put and grading/concentrate achieved], imho

[outspan] 02/6/2023 16:37

That's certainly the question, harvd!

I'd expect some sort of trading update around now to fill us in on payments received to date, hopefully some diamond sales but, most importantly, that the newly installed HMS screener has been formally commissioned and is producing the first goods, ahead of the "Big Daddy" plant being installed in late Summer/early Autumn.

I would like to think there's also potential to hear of initial plans/direction for the cash surplus that will accrue through 2023, all things being equal. Guess AMS will play a significant part in this from now on or why pay 1.5p?

[harvd] 02/6/2023 15:46

I too am pleased that the 116 million warrants appear to have lapsed avoiding dilution for the normal shareholder, also the usual forward selling allowing for an easy profit for a privileged few seems to have been curtailed by the lowly share price. Where now? The current market cap of 8.2 million with over 9 million dollars due in by the end of the year from the sale of the tantalum mine, should see the share price easily double, or am I missing something? I don't think AMS have, or why else would they pay such a hefty premium now?

[outspan] 31/5/2023 21:28

Biggest story today for me was the lapsing of c. 116m warrants @ 1p! Avoidance of a chunky bit of dilution, bad for those that got the freebies last year in conjunction with the placing but good for ordinary shareholders.

Noticeably no effort by KZG to boost the share price via news or PR ahead of them lapsing. Hopefully this was deliberate and newsflow will now get some oxygen.

[outspan] 31/5/2023 21:16

Actually a small reduction in their overall holding but a slight rise in shares held directly rather than through financial instruments.

The event was this:

11. Additional information (xvi)

Transfer of a further 13.33m shares to African Mineral Sands Pte at 1.5
pence per share from Catalyse Capital Ltd (formerly Align Research Investments
Ltd).

[wrtmf] 31/5/2023 16:54

1384 - hey mr red thumb, whether that goal is achieved remains to be seen!

[wrtmf] 31/5/2023 16:47

align holding up at 21.33%

[wrtmf] 26/5/2023 08:32

worth repeating, the imminent goal = up to 2000t/m hms concentrate output and sale from pilot plant

[tigerbythetail] 22/5/2023 09:06

And so the quiet continues. Waiting for:
1. Confirmation that AMS have bought Align's 29% shareholding at 1.5p;
2. Confirmation of further payments from Hebei for Aftan TVM;
3. News regarding HMS - pilot plant running, main plant equipment delivery, off take samples generated and subsequently deal signed.
Some news re: diamonds would also be nice, but I regard that as a) a sideshow to the main event (HMS), and b) utterly unpredictable, as it depends on the actions of SA state diamond company Alexkor. And what takes an ordinary commercial organisation a week can easily take them a year.
The share price is inherently ridiculous, as long as all is going to plan. But I'm not expecting it to move up for a while yet.