Kefi Gold And Copper Share Discussion Threads

[scars] 16/9/2020 07:18

No news is good news!

[jaylett] 16/9/2020 07:06

To paraphrase Darth Vader; I find the lack of updates on TK financing disturbing.

[bejubiant] 15/9/2020 23:13

agree with you Estseon.. plenty more value adds coming on stream post TK project close.

[robjm66] 15/9/2020 16:54

Telbap Saudi Industrial Development Fund provides loans for up to 75% of the capital cost of mine development at nominal interest rates;

Kefi as a 34% shareholder and manager of Gold and Minerals Co Limited (“G&M̶1;),

Mind you even with that Hawiah might be built closer to Tulu Kapi production because of its potential size. With Jibal Qutman however if they got that back within four to six months would not be surprised to see that get the go ahead before Hawiah.

[robjm66] 15/9/2020 16:29

Thanks Neilng think kefi could easily hit that target and it does not really include some potential upsides like a 2000 dollars Plus gold price,JQ coming out of hibernation, the value of exploration areas...

[telbap] 15/9/2020 14:40

Just looking for my next GGP , see you guys have a well progressed find in SA, are you funded to goto mining stage or liking for a JV ?

[neilng] 15/9/2020 14:38

Part of a special report from HotStockRockets...

One of the three cheapest small cap shares to buy today?...


What follows is one third of a special report out last Friday on HotStockRockets.


Sure, some penny share covid-tracking play may outperform this trio as morons do sums based on dreams but such stocks will be like Icarus, they may soar on the warm winds of hyped but at some point disaster and reality strikes and they crash back to earth. The three shares below will zoom because there are catalysts coming that will cause investors to understand the stunning fundamentals. In no particular order:


Kefi Gold and Copper (KEFI), which at 2.41p is valued at £33 million. I focus on its 2 main projects. In Saudi Arabia we will within the next two weeks get a Preliminary Economic Assessment of its Hawiah which will give us an idea of its value. Kefi will have to raise just $16 million to get this mine into output within three years and its stake is 34%. Boss Harry Adams made it very clear in my 9th episode of my new 3 hour video shows that Hawiah could be worth far more than the Tulu Kapi gold asset in Ethiopia. My guess is that the PEA will steer towards an up to $200 million value for Kefi’s stake. Now compare that to the current market cap and see why the PEA could drive a massive re-rate.



Then there is Tulu Kapi. Kefi’s stake is 45% but may rise to 50% as financing talks conclude. Using a $1300 gold price, 45% of the mine has an NPV of $93 million. So what is it worth on 50% and with a $1500 gold price, which is hardly reckless? I suggest closer to $200 million than $100 million. In that video Harry said financing will be finalised by early October and that will drive a big re-rate too. So there are two big catalysts for a re-rate which based on fundamentals should be massive. This stock - of which I am a loyal holder - should be trading at c5p and within a month it very well could be as the market wakes up.



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[divmad] 15/9/2020 10:59

Boy, that's a seriously expensive bottle of wine. Is it for immediate drinking?

[deputy303] 15/9/2020 10:28

Bej thanks for reply hope you are correct fingers crossed

[bejubiant] 15/9/2020 10:14

Haha! good choice. It's a lovely story actually (I digress, forgive me) a very old vine, originally from Germany ("Langmeil" is 'long mile' in German I'm told). Most of the good Barossa (SA) wines come from there. So.. this discarded vine is found neglected in the corner of a vineyard in Barossa, nearly dead.. brought back to the Langmeil winery and planted on a bank with good soil. It flourished and became a wonderful old vine, from a single vineyard. I drink Orphan Bank as a special treat every year on my birthday, because I too was a discarded orphan who got found, and put in good soil. Good things come to those who wait.. and if you add some kindness to the mix, who knows where you'll end up..
Nothing to do with shares, I apologise... Have a great day and GLA

[bluesbeater] 15/9/2020 10:02

2014 shiraz please.

[bejubiant] 15/9/2020 08:57

This comes in, I'll send you a Langmeil Orphan Bank...

[theaviator] 15/9/2020 08:21

:) Will toast you with a Koonunga Hill. The "feel" or gut instinct not often wrong imho

[bejubiant] 15/9/2020 08:16

I have no link to Kefi, other than owning > 2% a while back, which is now slightly under 1%. I'm okay with the dilution over time, provided we get the result anticipated for 2H-20. I've attended a few of the S/H meetings in Sydney, that's it. I'm just a hopeful investor with entirely too much riding on this, who has a distinct feel for where we are heading. No more, no less. GLA.

[theaviator] 15/9/2020 08:10

Jury out with me. I will go by what Harry says and await update. Quietly confident.

[divmad] 15/9/2020 08:08

Or is it a case of empty vessels make the most noise?

[theaviator] 15/9/2020 08:01

Bej profile on advfn....not just a new poster either. Looks credible although should he be divulging this? "Periscope down on the Sunshine Coast, QLD.Formerly involved with putting senior debt into PE sponsored M&A opportunities.Typically buy-side, event driven MBO type deals."

[estseon] 15/9/2020 07:55

RNS 5. Award of exploration licences and resumption of exploration of priority satellite deposits

RNS 6. Re-statement of TK reserves based on a lower cut-off grade and revised mining plan, cash flow profile and NPV.

RNS 7. Application for a mining licence for JQ

anybody else wish to speculate on the RNS sequence? Although the tone of Bejubiant's post suggests that he is not speculating.

[theaviator] 15/9/2020 06:23

As Harry said himself when asked for what 2020 has in-store - "closings and hits" Let's hope you're right Bej.

[bejubiant] 15/9/2020 04:46

RNS 1. Equity / Off-take Tulu Kapi
RNS 2. PEA Hawiah
RNS 3. Senior Term Debt Tulu Kapi
RNS 4. Full Project Close & Mobilisation Tulu Kapi

Within 6 weeks from now. Done.

[deputy303] 15/9/2020 01:02

Bej tell us more please

[bejubiant] 14/9/2020 21:47

I know where the immediate mega dough is coming from...

[lhoskins] 14/9/2020 20:55

Tick, tick, tick, tick..... BOOM! lol