Kazera Global Share Discussion Threads

[cloud9surfer] 05/9/2024 10:57

3m buy at full ask. Buyer still there!

[al101uk] 05/9/2024 10:50

steddieeddie,

Two genuine questions:

Do you have evidence of Hebei playing these games with anyone else?

Do you have any idea why Hebei would play ball in a joint venture at Swanson, but not pay for an asset they want from Kazera?

If you can answer either of those questions, you'd fill a giant hole in my theories.

[gbcol] 05/9/2024 10:48

Safe to say Dennis Edmonds is very confident that 1.10/1.15p is a good price to be buying in at and he would know better than most.

No major news imminent IMO as that would not be appropriate time for director to purchase, however, that doesn’t mean that recent positive newsflow won’t continue.

In next few weeks we should get completion of purchase of Tectonic stake in WHM, maybe further updates on production there and/or on negotiations with offtakers, maybe even the big one - Hebei coughing up what they owe.

[al101uk] 05/9/2024 10:35

BWD,

Norwich Pharmacal Order, basically the legal method by which someone might get the identity of an anonymous poster on a message board like this. "The application must convince the court that the person committed some kind of wrong, such as a breach of confidentiality, defamation, or intellectual property misuse."

I guess someone might get that nickname if they had a reputation for threatening people with that kind of action while having no reason to do so. Obviously I can only guess to whom he is referring

Hi BTW, how long have you been hanging around here? :-)

[cloud9surfer] 05/9/2024 10:24

More director buys. Onwards and upwards from here. They must have big news pending? DYOR.

[bigwavedave] 05/9/2024 10:22

Kemche, who or what is Pharmacal?

[steddieddie] 04/9/2024 22:15

What is evident is that Kazera has instigated legal channels to enforce payment under the Sales Agreement which begins with a fast-track arbitration method. They now do so from a position of considerable strength.

My link above leads to understanding the Arcadia/Hebei association and Swanson Project location. This points to Hebei having had adequate funds to spend at the neighbouring Swanson project in exchange for a JV share, while stalling on the Kazera deal after making c.£5m in payments.

Against this backdrop, it looks to me like Hebei have known exactly what they are doing all along. I think they'll pay when they have to. I think it's a cultural thing.

Game on!

[cloud9surfer] 04/9/2024 10:27

Someone is buying all these sells up.

[petomi] 04/9/2024 09:24

Agreed Penrith, looks like a front foot play

GLA

[gbcol] 04/9/2024 09:23

It’s a positive step by Kazera, which I welcome. I like the fact that they have set a September date for settlement and with the arbitration dispute process the timescales are relatively short if they don’t pay up. One would hope that Hebei now pay up or come to the table with a reasonable settlement proposal.

“Should Xinjian fail or refuse to settle the outstanding debt by this date, Kazera intends to exercise its right to refer the dispute to arbitration in accordance with the provisions of the Sale Agreement, with arbitration providing an expedited timescale for conclusion of 60 days from the date that it is demanded (being 23 September 2024, should the due funds not be settled in full by that date).”

With their track record I wouldn’t be too confident that Hebei will honour the ongoing 2.5% of gross sales but I’d be happy to get the sale payment first and take it from there.

[penrith] 04/9/2024 08:57

Hopefully now the Chinese know we are prepared to play hard ball a compromise agreement can be concluded.

[penrith] 04/9/2024 08:40

RNS.Unfortunate that the outstanding debt cannot be sorted amicably . Extremely pleased with the action they are now taking.

[kemche] 04/9/2024 07:27

Pharmacal all over this now!

[kemche] 02/9/2024 15:49

al, he is all bluster and brutish.

I recall I once disagreed on a SOTP valuation put out by Goldman Sachs and Blankfein turned up at my door and knocked 7 types of Pharmacal out of me. Sobering experience I can tell you.

There are some who are serial peddlars of utter POS companies who claim to be esteemed names in the City but are seen as an embarrassment by the standards of even that cesspit. I cannot possibly divulge their name.

[halland75] 02/9/2024 06:39

Looking for a nice entry point here.
Hopefully get it by Friday.
Promising company!

[al101uk] 01/9/2024 19:26

Richie,

What would you suggest you would do in my position?

What are you suggesting you would do if you met me face to face?

Again, read your posts and ask yourself "Do I sound like a person who has won at life?"

"Find me plse. And then vent your anger .If u dare. Very few dare. btw."

Richard Jennings is a 51 year old man, not just grown, but approaching retirement.

[richie666] 01/9/2024 18:34

"A101Uk" - you are a coward. Remember that. Nothing more, nothing less typifies your persona. The lowest of the low. And I bet your wife's real proud of you. Not.

As I relayed yday, u know where to find me. Find me plse. And then vent your anger .If u dare. Very few dare. btw.

U are termed a "troll" by polite beings. I call u simply scum of the highest order.

As with the other ultra cowards on this site - there is NOTHING u can do, NOTHING to change the fact that in the great "game of life" I won and u lost. That's no doubr truly embittering I can imagine as exemplified by u and your ilk here.

As for KZG - there is also NADA u can post here to change the fact that the market cap is almost wholly covered by the Hebei debt that I have REAL belief in its collection sooner than many think. The HMS ops is now finally up and running and promised to be a material generator of profit.

See u at 2, 2.5p + even more embittered I am sure. And Jeez, that is soooo soothing.
.
I repeat, find me. Please.

[gbcol] 01/9/2024 09:45

Deciding when to sell is a lot trickier than when to buy IMO.

You need to assess and re-assess. For me, 1.5p always seemed to be a reasonable target, based mainly on the (aborted) Align deal. That would give me a very healthy profit.

Personally however I’m now looking for (and expecting) a lot more than that. It’s easy to throw random figures about, but 2p seems very achievable in the short term if positive newsflow continues. If and when we get near that I’ll see what the lay of the land is then.

If we get the Hebei money in, however, that’s worth best part of 1p a share on its own so I’d expect a significant return of cash to shareholders which would massively de-risk my holding.

[penrith] 01/9/2024 09:09

.93 and 2 off course

[penrith] 01/9/2024 09:07

Agreed GBCol It's all very weird anyway let us hope for more decent RNS's in the coming weeks.I am amazed I am in profit considering the awful position I was in only a few weeks ago I had literally almost written the shares off. I vowed that if the shares ever got to my average of 9.3 I would instantly sell up and consider myself very lucky. Then of course human nature came into play and now on every raise I am top slicing back to my book value and waiting for 20. Greed as usual overcomes fear you have to laugh.ATB