Kefi Gold And Copper Share Discussion Threads

[deanmatlazin] 08/9/2020 11:16

forecast - 5p by October :)

[deanmatlazin] 08/9/2020 11:16

there you go!!!!

[mab] 08/9/2020 11:15

nothing to see here folks, just a little rotation out of tesla, zoom, apple etc into little ole kefi :-)

[deanmatlazin] 08/9/2020 10:32

relentless buy.... this tick up a lot more soon

[mab] 08/9/2020 10:24

pregnant on financing front
pregnant on resources
pregnant on exploration upside

pregnant on buying pressure :-)

[robjm66] 08/9/2020 10:18

To get a final deal in October though means we will get more news on finance in September and we will also get more news on Hawiah this month so it will not be boring

[bejubiant] 08/9/2020 10:13

100% agreed.

[robjm66] 08/9/2020 10:03

Topical while there could be a bit of red tape do not think there will be much time slippage as the government wants this for economic and political reasons.

If I was going to play the usual guessing game of guess the date would guess mid October rather than TW’s guess of (the other day) early October for final sign off.

My logic is that harry has multiple deals to choose from and is or has been going back and forth trying to squeeze a bit more juice out of the competing deals before making a choice.

"- September to be for finalisation of project level equity or offtake-linked subordinated debt with those parties and with the banks providing the senior debt;" (or)

“The completion of any material step is announceable when it does not compromise commercial negotiations”

Had the comment about being marginally pregnant on several financing fronts for TK maybe a better description is they are deciding on the babies name.

[mister md] 08/9/2020 09:13

superb rise again, and a fair spread at 2.5-2.55p compared to yesterday morning

[ccr1958] 08/9/2020 09:13

Morning..onwards..

[mab] 08/9/2020 09:09

steady buying this morning, no sellers at all!

[deanmatlazin] 08/9/2020 09:06

heading for 3p the next stop :)

[theaviator] 08/9/2020 08:57

Estseon, thanks for you informative posts. Superb. What are your thoughts on our part being taken out? Newmont are not far away I note.

[robbo 44] 08/9/2020 08:52

https://www.forexlive.com/news/!/copper-set-to-gain-20200908

[topicel] 08/9/2020 08:43

Mmmm, it is No. 3 that concerns moi. It is, as so often with Harry, a close run thing timing wise and if his latest attempts to move things along aren't met with the same alacrity elsewhere we will be a hostage to fortune.

Why would anyone do that?! Well, he's trusted all manner of types who have not exactly been well chosen so he can be led up the garden path. The one that worries me slightly was the comment to TW that in October it will be handed to the Government to run the rule over.

Beaurocracy eh? He also admitted he had promised what was undeliverable with ANS...now he tells us!

Topicel

[hairyback2] 08/9/2020 08:38

thank you ests.
in fact thank you most sincerely for ALL your posts over the past decade or so.......always considered,balanced and with an appropriate positive bias for any part owner of a high risk (was) minnow precious metal explorer and wannabe producer.
thank you also for your patience.
i concur with your post but would ask what you have plugged in as the attributable percentage ?
also,if we are talking about a hypothetical window of 18 months,what is your theoretical NPV/share at $2000 over LoM and with parent at 60% attributable,ceteris paribus ?
HB

[estseon] 08/9/2020 07:38

JLW

It is theoretically possible (like the Imperial College spreadsheets, anything is numerically possible, which does not mean that it is likely) that the NPV/share could exceed 40p IF: 1) Gold reaches $3000 or higher and is not expected to average less over the mine life; 2) the USD:GBP FX rate does not exceed 1.40; 3) at least Guji-Komto is licensed to commence production as from the commissioning of the main TK opencast mine; and 3) there are no more confetti issues.

I have plugged in a small contribution from Hawiah valued at $1,000/tonne of metal but that value is pre-PEA. It is also pre-JQ.

[jlwilliams] 07/9/2020 18:36

dont quite see how we could get to 40p in 18 months, 10p yes.
would be great tho, i can hold that long. but i dont think i can hold 5 years.

[divmad] 07/9/2020 16:22

Big volume, too, for Kefi, on a non-RNS day.

[riotinted_specs] 07/9/2020 15:10

I would put this a damn site higher than 100 million market cap in the mid term but agree that this would be a minimum in the near term .... coming weeks. Still have the share price AT 40p in 15 to 18 months

[theaviator] 07/9/2020 14:51

Good to see some sentiment building and rightly so.

[davidspringbank] 07/9/2020 11:24

Go, KEFI, Go.

[deanmatlazin] 07/9/2020 10:22

I am convince KEFI will get funding from Investment Bank . When this announced - i wouldn't be surprised that share price will be doubled. Plus assets in Saudi, if all go to plans, i can see market cap of £100m +

[ccr1958] 07/9/2020 10:18

Ok rob... we’ll see.