Kazera Global Share Discussion Threads

[al101uk] 16/10/2024 16:04

I've got five or six others, but I'm going to control myself, take some deep breaths and ask what everyone else thought?

Kazera has made my day today.

Richie, if your reading this... round of applause mate.

[al101uk] 16/10/2024 16:00

Another gold moment, projecting the market cap sometime next year...



£1.5 BILLION!!!

You're gonna be rich folks... Richie will rubbing shoulders with Warren Buffet at that rate, maybe he can treat Michael and Ryan to glass of wine at his place.

Exciting times.

[al101uk] 16/10/2024 15:23

Well, that was a mask off interview, I actually laughed out loud several times... even Dennis couldn't keep a straight face towards the end.

Direct link, just because it's brilliant!



And a link to my absolute favorite bit:

[al101uk] 16/10/2024 14:43

Penrith,

I thought for a moment that maybe Micheal Green had changed his name. I was wrong, looks like Ryan lives in a flat above Sainsburys... could be worse I suppose and as it's in London it's probably worth more than Richies Yorkshire abode.

Edit - Michael Green wrote the report :-D

[outspan] 16/10/2024 14:14

Didn't you once visit Walviskop/Perdevlei richy and the Ops Manager said words to the effect "if there was such a thing as HMS heaven, we'd be standing on it" :-))

[penrith] 16/10/2024 14:14

Seems like a one man band.
Ryan Matthew Girvan MCCALLUM

Current appointments
Total number of appointments 1

Date of birth
November 1982

OPTIMO CAPITAL LIMITED (13017605)

Company status
Active

Correspondence address
1 Yasmin James Villas, Park Road, London, England, N11 2LP

Role Active
Director

Appointed on
13 November 2020

Nationality
British

Country of residence
England

Occupation
Director
I think Align operate out of a terraced house in Harrogate but I may be wrong.

[penrith] 16/10/2024 14:00

Richy
Dennis is indicating from that interview that by the end of the year we will :
A Have signed Off Take agreements.
B Receiving revenue from both HMS and Diamonds and therefore be profitable.
He has also earlier indicated that by year end we will have concluded the arbitration process in our favour.
The current share price is 1p. and refuses to move despite all the news and hype .
My question to you is this, if what Dennis says comes true what would be your best estimate of the share price at the end of December.

[al101uk] 16/10/2024 13:49

I was wondering why a "new" research company would be given information that is four years out of date...

"Optimo Capital Limited (FRN: 1017914) is an Appointed Representative of Align research Limited"

That explains it.

I'd edit your post quickly Penrith, before Richie see's it ;-)

[al101uk] 16/10/2024 13:30

Report:

The initial licence area has an NAV in excess of £130 million according to a 2020 Technical Economic Evaluation.
The company’s 5-hectare beach sand deposit has a JORC indicated Mineral Resource of 3.11Mt of Valuable Heavy Minerals. Some 12% of the HM (Haematite & other) have no economic value. Total heavy mineral content is 62%, which means that 54.56% of the resource is saleable heavy minerals.

Kazera Website:

In March 2023, the Mining Permit area was moved circa 100 meters to the west due to conflicts identified with the original permit coordinates.... comparable in volume to the initial volume estimate under the original permit but at a grade of 49.9% total heavy minerals compared to the 61.2%.

Video Presentation (the one before todays):



1.5Mt @ 49.9% (the volume less than half what it was)


Which one is it?

What does that do to the £130 million NAV?

Probably nothing eh, just a minor detail, other than that I'm sure the report is great.

[richie666] 16/10/2024 12:57

Penrith - this vid answers all your issues. And some and corroborates what I said earlier - https://youtu.be/LBTtiU3S8UU?si=PamLXx91kXmjFjgn

[gbcol] 16/10/2024 12:50

Just in case anyone hasn’t watched.

“ The company currently operates a 5-hectare site generating healthy profits. With the new mining rights, it plans to expand by an additional 170 hectares of immediately mineable area, transforming the scale of the operation significantly.”;

The 34 times bigger is just the immediately mineable section (if/when the get licence), the actual site is many times bigger than that!

[gbcol] 16/10/2024 12:35

Interview with Dennis now available. A must watch as it highlights what massive news this is (despite the muted share price response). Answers a lot of questions.



I’m off to free up some cash to top up!!

[cloud9surfer] 16/10/2024 12:32

https://x.com/StockBoxMedia/status/1846518771055259950?t=oRlxhMWtgu147SqKF40x9g&s=19

[cloud9surfer] 16/10/2024 11:45

https://x.com/StockBoxMedia/status/1846503521253728508?t=quyvjYMQSCvdFRxgpG9iYQ&s=19

[cloud9surfer] 16/10/2024 10:44

Either way we will find out soon because it will most definitely need a RNS.

[penrith] 16/10/2024 10:01

If it's a sell then that is reassuring you can get that price. If it is a buy it is also reassuring and a good price compared to the directors buy. Very difficult to call.

[penrith] 16/10/2024 09:52

Morning Rich.I told you to ignore my posts they are not good for your blood pressure.A well presented report though I dont completely agree with the conclusions. Align could learn a great deal from its professional presentation.Calm down don't be rude and chill with the Cricket we are having an excellent day. xx

[jackruss2] 16/10/2024 09:51

Big sell just come thru, or was it a buy?

[richie666] 16/10/2024 09:32

Talking out of your rear end again Penrith.READ the RNS yday. Env Imp bond is last stage, they expect to be mining 1Q 25 from Perdevlei. Its prob SA's highest HMS grade (& globally).Next nonsense?

[qs99] 16/10/2024 08:39

Good post penrith, i'm slightly more bullish, as Jan 25 is a key moment, if they get the licence for Perdevlei with the potential uplift there, then valuations start moving much higher as they have discounted that value by 97.5% pending licence.

not sure where the assumed discount "should" go to, but surely with licence materially lower than 97.5%?

DYOR etc

[drradcliffe] 15/10/2024 17:09

Very useful al101uk. Thanks.

[harvd] 15/10/2024 16:27

Thanks al101uk, that certainly puts some meat on the bones!! 295 page document, might take some time to read but nice to see some detail.