Kazera Global Share Discussion Threads

[gbcol] 15/10/2024 08:27

“ We believe that Perdevlei, containing HMS deposits of over 30 times those of Walviskop, offers us the opportunity to scale up our heavy mineral sands business to make us a significant operator in the region.”

Getting this licence would be absolutely massive for Kazera, and we’ll get confirmation by end of January next year, which is a lot sooner than I had expected.

[penrith] 15/10/2024 06:43

TipRanks.Kazera Global plc is advancing in its bid to obtain a Mining Right for the Perdevlei concession, with its subsidiary Whale Head Minerals prompted by the DMRE to provide an environmental guarantee. This move, underpinned by a £45,000 loan from shareholder Tracarta Limited, signals the company's rapid growth strategy and potential for increased revenue with the Perdevlei site's heavy mineral sands deposits. The company is poised for significant operational expansion in heavy mineral sands mining in the region.For further insights into GB:KZG stock, check out TipRanks'

[al101uk] 14/10/2024 09:18

Yep, Catalyze also appear to have reduced their financial instruments and increased actual shares.

[gbcol] 12/10/2024 07:42

I believe those two holding RNS’s are purely down to the additional 27 million shares that were issued to buy out Tectonic which have changed their overall % but not their holding in number of shares.

[penrith] 11/10/2024 18:18

When is the sneakiest time you can release an RNS. After close of play on a Friday.

[gb904150] 08/10/2024 21:03

A couple of recent events that should support things here.

The Aftan mine got boosted by the mining licence for lithium.

Chinese stimulus should help the situation wrt Hebei and getting paid.

Lithium is seeing an investment surge off the back of that stimulus.

The CCP have gone for a mix of cutting interest rates, reducing reserve requirements for banks and lowered borrowing costs for $5.3 trillion in mortgages.

Plus $113 billion of liquidity support for markets and a plan for a stockmarket stabilisation fund.

Let's hope some of that filters through to us getting paid! Aftan has certainly become more attractive with the lithium mining licence. Now if IR's are lower and Hebei can borrow cheaply to pay off the rest.....

Then it's just down to the BOD to stick to their word when it comes to mining and cashflow in Q4.

[al101uk] 06/10/2024 16:49

I'd almost forgotten about Rex Harbour, I suspect he had a good idea what the temporary closing of the oil wells was likely to do to future production at Plat. If I'd taken my own advice above and researched the oil industry rather than follow GC and JWs narrative, I'd have done the same. I guess that's what an extra decade of investing experience teaches you :-/

I think those are rules to live by, especially when investing in small AIM companies:

Hold management to their promises, if they don't deliver what they claim they will without a damned good reason then the company isn't worth your time. Make sure they don't just distract you with the next shiny project.

Research what's typical in the companies market, understand what governs it and look for statements that appear contrary in your investment. Massive margins without any clear advantage, stable revenues when no such thing exists in the sector, weird extrapolations that make no sense etc.

Sorry back on topic.

[tommygriff] 06/10/2024 12:05

Yes you're probably right. Oil price and the feud with Rex Harbour He was a seller for a good two years

[al101uk] 03/10/2024 20:47

tommygriff,

Yeah, but it didn't last. I think you have to to take the whole time he was in charge, not cherry pick points in time :-)

To be fair, the fall wasn't his fault, it was the oil price collapse that caused the issues and they never really recovered after that.

Also the 6p to 19.2p was more impressive still because there were a number of placings during those years, so the market cap multiple was bigger than the share price multiple.

[tommygriff] 03/10/2024 19:36

He took it from 6p upto 70p if memory serves me correctly

[al101uk] 03/10/2024 18:39

Worth a look if you're really interested in HMS mining rather than just following a narrative:

Part 3 of this:



As much of this as you care to read.

[al101uk] 03/10/2024 17:36

GC took Amerisur resources from 6p at the time of the name change from Chaco Resources (just after he arrived) to a final sale price of 19.21p when the company was sold to Geopark.

I don't like GC for many reasons, but to say he has never had any success is just a lie. He was pretty good at making money for himself, I'm not sure he was too interested in making money for anyone else... a bit like someone else I could mention.

[penrith] 03/10/2024 13:10

To quote you Richie You want the last word. Yooman nature eh...?Ill give it to u if thats what u needlol. Now give it a rest and TRY to ignore my posts theres a good chap.

[richie666] 03/10/2024 10:20

Penrith - I assume u are his son or brother?! ;-)Point me to ONE success of his in the Plc arena. ONEAs for titles - pah! I suggest u google his name & ECB. See what that turns up.

[penrith] 02/10/2024 21:31

Richie your involved with KZG and GC has made more millions than you or I could ever dream of. Remember he sold one business for 150 million you tried to sell your KZG shares for a fraction of that and failed. He wanted to sell his shares in KZG and succeeded.You laughingly say he is a spent force and out of the loop, that I am afraid demeans you. Aside from his excessive wealth he is a member of the Learning Skills Charity which has a budget of 10 billion pounds. Patron of Changing Faces a charity for people with disfigurements and many other charities.He is a CBE and DL but that of course is of no matter.Try and remember that we on this board are discussing a tiny little company that we are trying to make a few quid from.By the way I have met him a few times not in the business arena but the sporting one.

[richie666] 02/10/2024 20:33

Penrith - "astute"? HAHAHAHAU see the mess he made of IRON? He's yesterdays news, a spent force and out of the loop.Oh and if u delve into Companies House u will see his Westleigh outfit needs money ... Aint karna just great...?! ;-)

[penrith] 02/10/2024 19:27

Before any derides the guy I suggest they read the following.he bought from receivership the assets of what was to become Majestic Wine,[4] where, as chairman, he built it into a UK national chain. From August 1987 to May 1988, Clarke was chairman of Majestic Wine Corporation Inc, a United States company which owned a chain of 104 stores trading as Liquor Barn in California and Arizona.[5] Following the disposal of its US-based businesses, he sold the UK plc business of Majestic Wine for £15 million in 1989.[6]In 1990, Clarke founded Pet City, where, as CEO, he built it into a chain of 94 stores. After floating the business in 1995, he sold it for £150 million in 1996 to US-based PetsMart.[7] In 1998, Clarke founded Safestore, building it into the UK's third largest self storage company before selling it to Bridgepoint Capital for £44million in August 2003.[8]

[penrith] 02/10/2024 19:20

Why would someone as astute as him sell when we are on the cusp of greatness...

[cloud9surfer] 02/10/2024 17:44

That £100k of share that GC has sold could well of been what's holding us down. Hopefully we will see a few blue days ahead. News of sampling results and off take agreement can only be just around the corner.

[penrith] 02/10/2024 16:23

Giles Clarke.....

[jackruss2] 02/10/2024 16:14

RNS out Can't see what it says yet but you just never know!

[sandbag] 02/10/2024 10:15

The 75k @ 33k deals showing as sales were in fact buys.

[penrith] 02/10/2024 10:10

KZG have applied for the mining rights to the adjacent beach. The HMS is of the same or higher quality to the existing 5 hectare site. This adjacent site is a mind boggling 34 times bigger than the current site. KZG state that the 5 hectare site fully operational will achieve an estimated profit of 300k dollars per month . This would suggest a profit 10 million dollars a month from the 170 hectare adjacent site.Those numbers somewhat dwarf all other issues like the mine sale yet not a great deal is being made of something so transformative. Can anyone with real knowledge give any indication of the likelihood of obtaining the mining rights, the cost involved and the time scale involved. It seems incredibly fanciful.

[penrith] 02/10/2024 08:41

https://x.com/KazeraGlobalInv/status/1841167371207078122Posted on LSE.All points west podcast. Very good interview by Karl West.

[penrith] 01/10/2024 19:45

Wow it is like a black art. I am clearly out of my depth. I thought investing was about doing your research, balancing risk v reward and then putting your money where your mouth is. This is Vegas without the fun Lol.Come on KZG GLA